Bumble 경영진
경영진 기준 점검 1/4
Bumble CEO는 Whitney Herd, Jan2014 에 임명되었습니다 의 임기는 12.33 년입니다. 총 연간 보상은 $7.62M, 8.5% 급여 및 91.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $3.27M 가치에 해당하는 회사 주식의 0.5% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.1 년과 5.8 년입니다.
핵심 정보
Whitney Herd
최고경영자
US$7.6m
총 보수
| CEO 급여 비율 | 8.53% |
| CEO 재임 기간 | 12.3yrs |
| CEO 지분 보유율 | 0.5% |
| 경영진 평균 재임 기간 | 1.1yrs |
| 이사회 평균 재임 기간 | 5.8yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • May 01
BMBL: Higher Margins And Stabilizing User Trends Will Support Long Term Rebound
The blended analyst price target for Bumble has edged lower to $5.00 from $5.50, as analysts factor in mixed signals including cautious views on a likely transition year and payer trends, alongside better than expected Q4 and Q1 results, stabilizing user metrics, and improved profitability. Analyst Commentary Recent Street research on Bumble shows a mix of caution and optimism, with several bullish analysts highlighting better than expected execution in recent quarters and early signs that key user metrics are stabilizing.Seeking Alpha • Apr 20
Bumble: Fundamentals Are Shaky Amid 2026 Product Reset
Summary Bumble has rebounded ~20% YTD despite ongoing paid user declines and industry headwinds. I maintain a 'Sell' rating, citing persistent user attrition and skepticism about near-term revenue stabilization. Competitive pressures, especially from Match's Tinder, intensify challenges for BMBL’s turnaround and FY26 outlook. Bumble is reducing its performance marketing budget while Match is ramping up marketing for Tinder's revamp. Upcoming Q1 earnings on May 5 serve as a critical catalyst to assess whether product initiatives can reverse negative trends. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 17
BMBL: User Stabilization And Transition Year Risks Will Shape Recovery Trajectory
Analysts have adjusted Bumble's overall price target mix slightly lower, with individual targets now clustering in a roughly $3.30 to $5.00 range as they balance signs of stabilization in user trends and earnings with caution about what several still view as a transition year. Analyst Commentary Across recent research, analysts are split between cautious and more constructive views, with changes in ratings and price targets reflecting how they see Bumble balancing a transition phase with signs of stabilization in core app metrics and profitability.내러티브 업데이트 • Apr 03
BMBL: User Stabilization And Quality Reset Will Support Long-Term Recovery Potential
Narrative Update on Bumble The analyst price target for Bumble has been adjusted modestly, moving from $4.53 to $4.28 as analysts balance cautious views on a transition year with indications of stabilizing user trends and stronger recent results. Analyst Commentary Recent research on Bumble points to a mixed setup, with some analysts leaning more constructive on execution and user trends, while others stay cautious on the pace and durability of any improvement.
내러티브 업데이트 • Mar 20
BMBL: Transition Year Payer Headwinds Will Drive Cautious Return Expectations
Narrative update on Bumble The analyst price target for Bumble has been trimmed from $3.50 to $3.30 as analysts weigh signs of early stabilization in users and payer trends against expectations for a transition year and a slower path to reaccelerating growth. Analyst Commentary Recent research shows a split view on Bumble, with some firms lifting targets on signs of stabilization and others trimming expectations as they reassess execution and growth risks following the latest quarterly update.내러티브 업데이트 • Mar 05
BMBL: Higher Risk Assumptions Will Still Support Long-Term Recovery Potential
Narrative Update The analyst price target for Bumble has been reduced by $0.50, with analysts pointing to updated valuation work that includes a slightly higher discount rate and a modestly higher assumed future P/E multiple. Analyst Commentary Recent research around the small cut to the Bumble price target focuses on fine tuning of inputs rather than a major shift in the core story.내러티브 업데이트 • Feb 19
BMBL: Higher Margins And Product Transition Will Drive Long Term Rebound
Analysts have trimmed their price target on Bumble by $0.50, citing slightly softer revenue growth assumptions, a higher discount rate, and a lower future P/E, partly offset by expectations for a modestly higher profit margin. Analyst Commentary Even with a slightly lower price target, bullish analysts still see room for upside in Bumble if management delivers on revenue and margin expectations.내러티브 업데이트 • Feb 05
BMBL: Quality-First Revamp And Leadership Reset Will Support Long-Term Recovery Potential
Analysts have trimmed their price targets on Bumble, with recent cuts such as US$6 to US$3.50 and US$7 to US$4.50, reflecting more cautious assumptions around fair value, discount rates and future P/E as the company works through its product revamp and quality first strategy. Analyst Commentary Recent research has focused on recalibrating expectations for Bumble as it works through its quality first strategy and broader product revamp.내러티브 업데이트 • Jan 21
BMBL: Quality Reset And Product Revamp Will Drive Long Term Rebound
Analysts have trimmed their price targets on Bumble, and our updated fair value estimate now implies roughly a US$0.01 higher intrinsic value per share. This reflects slightly softer revenue and growth assumptions paired with modestly better margin and P/E inputs.내러티브 업데이트 • Jan 07
BMBL: Quality Reset And Share Reduction Will Support Long Term Rebound
Analysts have cut their price targets on Bumble by roughly a third, with some reductions to about $3.50 to $5.00 per share. They cited weaker near term revenue visibility, softer payer trends and ongoing business and product transitions following Q3 results.내러티브 업데이트 • Dec 20
BMBL: Lower Price Expectations And Product Reset Will Define Returns Ahead
The analyst price target for Bumble has been cut to $3.50 from $6.00, as analysts factor in weaker topline growth, softer payer trends, and reduced visibility from ongoing product and marketing changes. Analyst Commentary Bearish analysts have steadily reduced their expectations for Bumble's equity value, with multiple price target cuts clustering around the low to mid single digits.분석 기사 • Dec 18
We Think Bumble (NASDAQ:BMBL) Can Stay On Top Of Its Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...내러티브 업데이트 • Dec 06
BMBL: Quality-First User Revamp Will Drive Long-Term Recovery Despite Near-Term Headwinds
Analysts have reduced their average price target for Bumble by roughly $1 to $3.50, reflecting ongoing concerns about weaker user and payer trends, near term revenue headwinds, and limited visibility into the benefits of the company’s product revamp and quality first strategy. Analyst Commentary Street research on Bumble has turned more cautious, with multiple firms trimming price targets and highlighting a tougher near term setup for growth, engagement, and monetization.내러티브 업데이트 • Nov 22
BMBL: AI Matchmaking And User Quality Initiatives Will Drive Recovery Momentum Ahead
Bumble's analyst price targets have seen a significant downward revision. Targets have dropped from around $6 to below $5 per share, as analysts cite ongoing revenue headwinds and slower progress from business restructuring and quality-focused initiatives.내러티브 업데이트 • Nov 07
BMBL: Cost Reductions And AI Integration Will Drive Improved Profitability Ahead
Analysts have lowered their price target for Bumble, with the consensus fair value declining from $6.71 to $6.10. They cited ongoing concerns around revenue growth, as well as uncertainty resulting from recent marketing cutbacks and user base initiatives.분석 기사 • Oct 12
Lacklustre Performance Is Driving Bumble Inc.'s (NASDAQ:BMBL) 26% Price Drop
The Bumble Inc. ( NASDAQ:BMBL ) share price has fared very poorly over the last month, falling by a substantial 26...분석 기사 • Oct 10
Bumble (NASDAQ:BMBL) Is Experiencing Growth In Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...내러티브 업데이트 • Aug 15
AI And Trust Will Create Safer Digital Connections
Despite modest operational improvements and a positive outlook from recent legal developments, ongoing execution risks and uncertainties around strategic initiatives have kept analyst sentiment neutral, with Bumble’s consensus price target unchanged at $6.71. Analyst Commentary Gradual progress in cost-reduction initiatives has improved near-term financial outlook, despite ongoing execution headwinds.분석 기사 • Jul 31
Is Bumble (NASDAQ:BMBL) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...분석 기사 • Jun 26
Bumble Inc.'s (NASDAQ:BMBL) Shares May Have Run Too Fast Too Soon
With a median price-to-sales (or "P/S") ratio of close to 1.1x in the Interactive Media and Services industry in the...분석 기사 • May 10
Bumble Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
The investors in Bumble Inc. 's ( NASDAQ:BMBL ) will be rubbing their hands together with glee today, after the share...분석 기사 • May 09
Returns On Capital Are Showing Encouraging Signs At Bumble (NASDAQ:BMBL)
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...분석 기사 • Mar 14
Bumble Inc. (NASDAQ:BMBL) May Have Run Too Fast Too Soon With Recent 44% Price Plummet
Bumble Inc. ( NASDAQ:BMBL ) shareholders that were waiting for something to happen have been dealt a blow with a 44...
새 내러티브 • Mar 12
Bumble’s Loss Of Vision Makes It A Dating Market Outsider
The online dating market is declining as the post-COVID-19 Pandemic growth runs its course.Seeking Alpha • Mar 11
Bumble: It's Almost Investable, But Not Quite
Summary Bumble's management appears not to understand their users or how to create monetizable incentives. Despite user growth and reduced stock-based compensation, Bumble faces declining ARPU and a need to abandon its ecosystem strategy. BMBL yields free cash flow at an attractively high 18.7%, so there is opportunity for buybacks and dividends down the road. Yet, with financial growth stalling ahead of a large debt maturity in two years, there's a reason this stock trades at a discount. Read the full article on Seeking Alpha새 내러티브 • Mar 06
Narrative update from Stjepan Kalinic
Bumble reported Q4 2024 revenue of $262 million, with a 4% year-over-year decline. The company’s Bumble App revenue came in at $212 million, but average revenue per paying user (ARPPU) fell 8% due toSeeking Alpha • Feb 20
Bumble: Leadership Instability And Revenue Declines
Summary Bumble faces significant challenges with declining paid users and revenue, exacerbated by industry-wide struggles and strategic missteps. Leadership changes, including the return of founder Whitney Wolfe Herd, signal deep-rooted issues that are not easily fixable. The company is signaling a further deceleration in revenue declines in Q1, widening the competitive rift between Bumble and the current industry growth leader, Hinge. Though trading cheaply at ~4x forward adjusted EBITDA, Bumble is a value trap as its user base erodes. Read the full article on Seeking Alpha분석 기사 • Feb 05
These 4 Measures Indicate That Bumble (NASDAQ:BMBL) Is Using Debt Reasonably Well
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Seeking Alpha • Feb 03
Bumble: Long-Term Potential, Great Value Today
Summary Bumble's stock has fallen 89% since its IPO, presenting a buying opportunity due to its low forward P/S ratio and long-term growth potential in online dating. Online dating is becoming increasingly popular due to convenience, with user penetration and market size expected to grow significantly in the coming years. Bumble's unique approach, focusing on women's empowerment and offering more than just dating, positions it well in a growing market despite current revenue challenges. Bumble is undervalued compared to Match Group, and with strategic management and ARPU improvements, it has strong long-term potential in the online dating market. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
Bumble: Persistent Challenges Cloud Turnaround Prospects (Rating Downgrade)
Summary Downgrading BMBL from hold to sell due to continued financial deterioration and competition from Hinge. Revenue fell 0.7% y/y, with further declines expected; ARPPU is down nearly 10% y/y, signaling ineffective pricing strategies. Adj EBITDA margin at risk due to negative revenue growth and increased spending on product innovation. Impairment charges from M&A raise concerns about management’s capital allocation; valuation is expected to remain under pressure. Read the full article on Seeking AlphaSeeking Alpha • Dec 22
Deep Value In Bumble Unfolds: ~10% Quarterly Buyback Yield
Summary Bumble's stock is a "Strong Buy" due to the company's robust free cash flow generation and significant share buybacks - buying back more than 10% of its shares in Q3. Q3 2024 results showed stabilizing revenue, with $220 million from the Bumble App and 52,000 new paying users, despite a 10% YoY ARPPU decline. Q4 2024 guidance is solid, projecting stabilizing revenue with steady adjusted EBITDA margins. Based on a 10-12x free cash flow multiple, I estimate Bumble's fair value to be in the range of $3.2–$3.6 billion in market capitalization, representing over 200% upside. Read the full article on Seeking AlphaSeeking Alpha • Nov 17
Bumble: Why Investors Could End Up Heartbroken
Summary Bumble's share price has plummeted since its IPO due to challenges with product-market fit and declining growth, including a drop in average revenue per paying user ("ARPPU"). The monetization strategy of dating apps, including Bumble, faces an inherent conflict: success in matching users can lead to a decline in the active user base, resulting in frustrated customers. Bumble’s financials reveal stalling growth, spotty profitability, significant long-term debt, and declining cash reserves, raising concerns about its flexibility and long-term viability. While the stock's valuation has compressed, significant risks remain, including a potential economic downturn, low Altman Z-Score, and high short interest, making the investment highly speculative. Read the full article on Seeking Alpha분석 기사 • Nov 12
What Bumble Inc.'s (NASDAQ:BMBL) 30% Share Price Gain Is Not Telling You
Despite an already strong run, Bumble Inc. ( NASDAQ:BMBL ) shares have been powering on, with a gain of 30% in the last...분석 기사 • Nov 07
Is Bumble (NASDAQ:BMBL) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Sep 30
Is Now An Opportune Moment To Examine Bumble Inc. (NASDAQ:BMBL)?
Bumble Inc. ( NASDAQ:BMBL ), might not be a large cap stock, but it saw a decent share price growth of 13% on the...Seeking Alpha • Sep 23
Bumble: Outlook Remains Uncertain
Summary I reiterate a hold rating for BMBL due to an uncertain near-term outlook and poor execution. BMBL's strategies have improved engagement but failed to drive new payer growth, leading to decelerating net adds, especially in North America. Management's pivot to enhance user experience may impact short-term financials, with significant revenue resets and a bleak outlook for 4Q24. Read the full article on Seeking Alpha
새 내러티브 • Sep 15
Enhancing User Experience For Sustained Revenue Growth And Market Penetration
Bumble's emphasis on improving user experience, particularly for women, and leveraging AI for profile and conversation enhancement aims at higher user retention and growth.분석 기사 • Aug 26
Benign Growth For Bumble Inc. (NASDAQ:BMBL) Underpins Stock's 27% Plummet
Unfortunately for some shareholders, the Bumble Inc. ( NASDAQ:BMBL ) share price has dived 27% in the last thirty days...분석 기사 • Aug 19
Bumble's (NASDAQ:BMBL) Earnings Are Of Questionable Quality
Despite announcing strong earnings, Bumble Inc.'s ( NASDAQ:BMBL ) stock was sluggish. Our analysis uncovered some...분석 기사 • Aug 08
Does Bumble (NASDAQ:BMBL) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Aug 08
Bumble: After The Crash, There's Value To Be Salvaged Here
Summary Bumble stock crashed nearly 40% after resetting its outlook for FY24. The company is now expecting only 1-2% y/y revenue growth for the year versus a prior expectation of 8-11% y/y growth. Bumble is shifting its strategy to require more robust profiles and pulling back on certain marketing investments. The company expects these moves to impact near-term user growth and revenue, but to have a steadying long-term impact on Bumble's brand. Though risks have certainly increased with Bumble's major shift in strategy, the stock's very cheap ~3x adjusted EBITDA multiple helps to counterbalance that risk. Reiterating my buy rating on BMBL stock. Read the full article on Seeking Alpha분석 기사 • Jul 12
Bumble Inc.'s (NASDAQ:BMBL) Business Is Trailing The Industry But Its Shares Aren't
With a median price-to-sales (or "P/S") ratio of close to 1.5x in the Interactive Media and Services industry in the...Seeking Alpha • Jun 18
Bumble: Double Digit User And Revenue Growth, Compounded With Attractive Valuation
Summary Despite a sharp decline in dating app stocks year to date, Bumble continues to grow its user base by double digits. Its popularity has increased particularly in Europe and Latin America. The company's diverse portfolio of apps, including BFF and Official, address use cases outside of dating. The company is already notching high-20s adjusted EBITDA margins with plans for at least 300bps in further expansion this year. The stock trades at a very cheap ~5x adjusted EBITDA multiple. Read the full article on Seeking Alpha분석 기사 • Jun 10
There Are Reasons To Feel Uneasy About Bumble's (NASDAQ:BMBL) Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...분석 기사 • May 10
Is Now The Time To Look At Buying Bumble Inc. (NASDAQ:BMBL)?
Bumble Inc. ( NASDAQ:BMBL ), might not be a large cap stock, but it saw a decent share price growth of 14% on the...CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$624m |
| Dec 31 2025 | US$8m | US$650k | -US$656m |
| Sep 30 2025 | n/a | n/a | -US$199m |
| Jun 30 2025 | n/a | n/a | -US$850m |
| Mar 31 2025 | n/a | n/a | -US$568m |
| Dec 31 2024 | US$6m | US$650k | -US$557m |
| Sep 30 2024 | n/a | n/a | -US$587m |
| Jun 30 2024 | n/a | n/a | US$43m |
| Mar 31 2024 | n/a | n/a | US$22m |
| Dec 31 2023 | US$7m | US$650k | -US$4m |
| Sep 30 2023 | n/a | n/a | -US$89m |
| Jun 30 2023 | n/a | n/a | -US$88m |
| Mar 31 2023 | n/a | n/a | -US$98m |
| Dec 31 2022 | US$16m | US$650k | -US$80m |
| Sep 30 2022 | n/a | n/a | US$26m |
| Jun 30 2022 | n/a | n/a | US$853k |
| Mar 31 2022 | n/a | n/a | -US$5m |
| Dec 31 2021 | US$1m | US$650k | US$182m |
| Sep 30 2021 | n/a | n/a | US$160m |
| Jun 30 2021 | n/a | n/a | US$144m |
| Mar 31 2021 | n/a | n/a | US$148m |
| Dec 31 2020 | US$20m | US$638k | -US$110m |
보상 대 시장: Whitney의 총 보수(USD7.62M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.71M)보다 높습니다.
보상과 수익: Whitney의 보상은 회사가 적자임에도 증가했습니다.
CEO
Whitney Herd (35 yo)
12.3yrs
재임 기간
US$7,617,827
보수
Ms. Whitney Wolfe Herd serves as Chief Executive Officer at Bumble Inc. since March 17, 2025. She serves as Brand Partner at Amplo Management, L.L.C. She is a Founder of Bumble Inc. in 2014, has been its D...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Founder | 12.3yrs | US$7.62m | 0.50% $ 3.3m | |
| Chief Financial Officer & Principal Financial Officer | less than a year | US$11.40m | 데이터 없음 | |
| Chief Legal Officer & Secretary | 1.1yrs | US$7.86m | 0% $ 0 | |
| Chief Accounting Officer | no data | 데이터 없음 | 데이터 없음 | |
| Chief Product & Technology Officer | 1yr | 데이터 없음 | 데이터 없음 | |
| Head of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Chief Marketing Officer | less than a year | 데이터 없음 | 데이터 없음 | |
| Chief People Officer | 2.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Communications & Corporate Affairs Officer | 1.1yrs | 데이터 없음 | 데이터 없음 |
1.1yrs
평균 재임 기간
56yo
평균 나이
경험이 풍부한 관리: BMBL의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.1 년) — 신규 팀일 수 있습니다.
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Founder | 6.3yrs | US$7.62m | 0.50% $ 3.3m | |
| Independent Director | 5.6yrs | US$390.96k | 0.028% $ 182.2k | |
| Independent Chair of the Board | 6.2yrs | US$615.96k | 0.014% $ 91.1k | |
| Independent Director | 6.3yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 5.8yrs | US$358.04k | 0.033% $ 214.8k | |
| Director | 1.8yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 5.8yrs | US$388.99k | 0.047% $ 304.1k | |
| Independent Director | 5.3yrs | US$320.54k | 0.15% $ 944.0k | |
| Independent Director | 2.6yrs | US$310.54k | 0.017% $ 108.1k |
5.8yrs
평균 재임 기간
54yo
평균 나이
경험이 풍부한 이사회: BMBL의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.8 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/06 09:05 |
| 종가 | 2026/05/06 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
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분석가 소스
Bumble Inc.는 26명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Vikram Kesavabhotla | Baird |
| Daniel Salmon | BMO Capital Markets Equity Research |
| Omar Dessouky | BofA Global Research |