Are BMBL insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies BMBL leadership and institutional positioning as: NET EXECUTIVE TRIMMING / PROFIT-TAKING.

Stock Ratings / Technology / BMBL / insiders

SMWB (44) EVER (81) CEVA (26) YALA (62) ⌘ Pro Terminal →

Bumble Inc. (Class A) (BMBL) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$5.97 -0.33% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $5.96

Bumble Inc. (Class A) (BMBL) carries a Roarable Rating of D (Sell) with 47/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record Warning: Scores below 50 (47/100 · D) historically underperformed SPY in 71% of rolling 90-day windows →

ROARABLE D • SELL / AVOID Cap $790.5M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on BMBL Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is BMBL stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, Bumble Inc. (Class A) (NASDAQ: BMBL) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 47/100 at a spot price of $5.97 (-0.33% 1D, market cap $790.5M). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 16/20, Executive Insider Alignment 8/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 5/20. Across 714 tracked Technology issuers, BMBL ranks #374 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does BMBL compare to SMWB and EVER in the Technology sector?

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Within the Technology sector (Computer Software: Programming Data Processing), BMBL carries a Roarable D (47/100 RQD), trailing P/E of N/A, gross margin of 70.8%, and ROIC of -35.0%. By comparison, SMWB (Similarweb Ltd.) holds a D grade (44/100 RQD, P/E N/A, ROIC -35.0%, cap $783.4M) and EVER (EverQuote Inc. (Class A)) posts a A- grade (81/100 RQD, P/E 8.1x, ROIC 69.1%, cap $828.5M). Among the 5-stock peer group, YALA leads on earnings multiple (5.8x) while EVER leads on capital efficiency (69.1% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for BMBL?

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Per BMBL's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001830043), Bumble Inc. (Class A) generated $965.7M in revenue (-9.9% YoY), -$693.1M in net income, and $250.4M in free cash flow against $1.43B in total assets and $582.7M in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $5.96 (-0.25%)🧬 Disciplined Float (+0.72% YoY Shares)⚙️ Cash Engine: 8/20 (D-) • 25.9% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (47/100 · D) historically underperformed SPY in 71% of rolling 90-day windows (-5.9% avg 90D alpha vs SPY • 29.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D

2-of-3 JEV AI Jury Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D · Rk D

Each axis scored 0–20

12M PRICE TARGET CONE-5% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for BMBL)Realized 20D OHLCV Swing Band: ±8.3%

Deterministic 5-Pillar Attribution (47/100 Composite)

🔍 WHY BMBL SCORES 47/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Whale & Options Positioning+16/20 pts (34% of score)

20D Institutional Volume Accumulation (±8.3% realized swing band)

▲ #2 Bullish Driver: Macro Regime Fit+10/20 pts (21% of score)

FRED Regime × Technicals: 99% of 52W Range • RSI-14 at 88 (OVERBOUGHT (>70))

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution5/20 pts (-15 pt drag)

Disciplined Float (+0.72% YoY Shares) & executive Form 4 sales trim 15 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade E$5.95+0% Next Q

Q2 (-2Q)

Grade D$5.95+0.5% Next Q

Q3 (-1Q)

Grade D$5.98-0.2% Next Q

Current

Grade D$5.97-5.9% Hist 90D α

Trajectory: E (39) → D (47)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a BMBL Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While BMBL currently carries a cautious 47/100 (D) rating due to Insider Conviction & Share Dilution (5/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Big institutional funds and options desks are actively positioning on the bullish side.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($3.80) and Max Pain ($6.27) forces dealer call-delta covering toward $6.69.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (+0.72% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $BMBL• $4.8M Crowd Pool • Kalshi / Polymarket Composite

Contract: “BMBL Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”

YES 47%NO 53%Trade / Inspect Odds →

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

BMBL Smart-Money Thermometer: NET EXECUTIVE TRIMMING / PROFIT-TAKING

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (BMBL)

No recent open-market Form 4 cluster sales or emergency dumps flagged on BMBL. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring BMBL)

✓Walkthrough of BMBL's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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BMBL // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +39.81%📐 HORIZONTAL RANGE

2026-11-03O $5.98H $5.99L $5.97C $5.97VOL 3.01M

RES: $6.46SUP: $2.41SMA50: $3.80SMA200: $3.38

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

BMBL Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 BMBL Butterfly Map → + Track BMBL →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.0%/yr Implied 5Y Growth

vs. -9.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on BMBL today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for BMBL. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for BMBL today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (BMBL)

Technology Rank #374 of 714 ⚔️ SMWB vs BMBL Full Matrix →

1. Head-to-Head Technology Peer Comparison (BMBL vs. SMWB, EVER, CEVA, YALA)

Industry: Computer Software: Programming Data Processing (72 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Bumble Inc. (Class A) (BMBL) ranks #374 by composite RQD confidence (47/100, grade D) and #370 by equity capitalization ($790.5M). Within this direct 5-issuer industry benchmark cohort, YALA leads on earnings valuation at 5.8x trailing P/E, while EVER leads on capital efficiency and profitability with 69.1% ROIC and 96.0% gross margin. EVER currently holds the highest overall quantitative score in the immediate peer group at 81/100 (A-) compared with BMBL at 47/100 (D).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
BMBL ACTIVE Bumble Inc. (Class A)	D	47/100	—	70.8%	-35.0%	-0.33%	$790.5M	Benchmark Subject
SMWB Similarweb Ltd.	D	44/100	—	79.5%	-35.0%	-0.46%	$783.4M	/smwb-vs-bmbl →
EVER EverQuote Inc. (Class A)	A-	81/100	8.1x	96.0%	69.1%	+3.23%	$828.5M	/ever-vs-bmbl →
CEVA CEVA Inc.	E	26/100	—	87.1%	-3.0%	-4.81%	$831.1M	/ceva-vs-bmbl →
YALA Yalla Group Limited each representing one Class A Ordinary Share	C	62/100	5.8x	67.3%	34.1%	+0.18%	$833.5M	/yala-vs-bmbl →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001830043

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Bumble Inc. (Class A) (BMBL) reported GAAP revenue of $965.7M (-9.9% vs. FY2024 revenue of $1.07B , and -8.2% cumulative change since FY2023) , GAAP net income of -$693.1M, operating cash flow of $250.4M, and free cash flow of $250.4M (+102.8% YoY). On the balance sheet, BMBL closed FY2025 with $1.43B in total assets against $582.7M in total debt (Altman Z-Score: 0.20, Piotroski F-Score: 6/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$965.7M	-$693.1M	$250.4M	$250.4M	$1.43B	$582.7M
FY2024 (FY)	2024-12-31	$1.07B	-$557.0M	$123.4M	$123.4M	$2.52B	$611.3M
FY2023 (FY)	2023-12-31	$1.05B	-$4.2M	$182.1M	$182.1M	—	—

3. BMBL Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is BMBL stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does BMBL compare to SMWB and EVER in the Technology sector?

What are the biggest fundamental strengths and SEC risk factors for BMBL?

Where is BMBL trading relative to its 50-day, 200-day, and 52-week technical levels?

BMBL last traded at $5.97 (-0.33% on volume of 2,374,673 shares), positioning the stock +57.11% above its 50-day simple moving average ($3.80) and +76.63% above its 200-day simple moving average ($3.38). Across its 52-week range of $2.44 to $6.00, BMBL sits at the 99.2% percentile with a 14-day RSI of 88.0 (OVERBOUGHT (>70)) and an implied next-earnings move of ±8.3% ($5.47 to $6.47).

Direct Sub-Reports: BMBL RQD Cockpit BMBL 12M Forecast BMBL Earnings & Move BMBL Dividends & DRIP BMBL Insiders & 13F BMBL Whale Options BMBL Profit Sankey BMBL News & Why

ROARABLE RATING BRIEF • RQD 47/100 (D) ✓ STAGE-C NUMBER FIREWALL VERIFIED

BMBL — Bumble Inc. (Class A): What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:32:51Z

1. Roarable Rating Brief: What This Means to a Prospective Investor

BMBL scores 48 out of 100, a letter grade of D, with the verdict label "Roarable Sell — Underperform / Distribution Warning."

The five pillars break down as follows:

Fundamental Cash Engine: 8 / 20. this pillar reflects ROIC of -35% and an FCF yield of 0%. For an investor, this is the weakest signal: the business is not currently generating returns on invested capital, and the cash-yield measure contributes nothing to the score.
Whale 13F Flow: 16 / 20. The rating cites institutional accumulation and options positioning. This is the strongest pillar and indicates that large holders have been building or positioning exposure, which can support near-term price action even when fundamentals are weak.
Insider Conviction: 5 / 20. The rating cites SEC Form 4 and Congressional PTR cluster flow. The low score suggests insider and congressional activity is not providing a confident signal of management conviction.
Macro Regime Fit: 11 / 20. Per the rating, beta is 1.0 and sector sensitivity is noted. The stock moves in line with the broad market, so it neither cushions nor amplifies macro swings in a meaningful, source-supported way.
Forensic Balance Sheet: 8 / 20. Per the rating, Altman Z is 0.2, Piotroski F is 6/9, and Debt/Equity is 1.02. The Altman Z figure sits in distress territory and is the most important forensic warning; the Piotroski score is moderate, and leverage is roughly equal to equity.

Taken together, the score reflects a stock whose recent price strength and institutional interest are not yet backed by profitability or a healthy balance sheet. A prospective investor should treat the rating as a caution flag: upside is most plausibly driven by corporate-event and positioning dynamics rather than by improving operating economics, and any valuation case must account for negative margins and the leverage profile.

2. Business Model, Unit Margins & SEC Financial Trajectory

Bumble Inc. (Class A) (BMBL) is a NASDAQ-listed issuer classified under the Technology sector and the Computer Software: Programming Data Processing industry,. The source data identifies the company's products, customers, and revenue model only at the level of its reported revenue figures; no further description of its offerings or monetization channels is provided in the source data..8B.

Revenue declined from $1.05B in FY 2023 to $1.07B in FY 2024 and then to $965.7M in FY 2025, while operating income moved from $53.4M to -$700.5M to -$805.8M. Per the market data, operating margin and net margin are each -60%, and gross margin is 70.8%, indicating that the gap between gross profit and operating losses is driven by operating expense. ROIC is -35%, and per the forensic data, the Altman Z-Score is 0.2 and the Piotroski F-Score is 6/9. Debt was $582.7M against cash of $175.8M in FY 2025, and the rating reports Debt/Equity of 1.02.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case: Institutional accumulation (16/20 whale pillar) and a reported $6.05 take-private offer above the $5.98 price offer a near-term catalyst. With Fundamental Cash Engine at 8/20 (ROIC -35.0%, FCF yield —) and Institutional Whale Flow at 16/20, sustained execution supports upside toward the top of the $2.44 – $6.00 52-week range.
🐻 Primary Bear Case: Negative ROIC of -35%, a -60% operating margin, and an Altman Z-Score of 0.2 signal financial distress with weak cash economics. Investors must weigh current valuation against -60.0% operating margins and a 1.00 macro beta if sector demand softens.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

— Sector correlations, upstream suppliers, downstream customers, and second-order bottlenecks are not identified in the source data. The only sector-level context available is the Technology sector and Computer Software industry classification from the profile.

Key Question #1: What are the terms, approval status, and timing of the reported take-private transaction, and how does the $6.05 offer compare with the current $5.98 price?
Key Question #2: What drove the decline in operating income from $53.4M in FY 2023 to -$805.8M in FY 2025, and is the cash generation shown in FCF sustainable?
Key Question #3: What is the composition of the $582.7M debt, including maturities and refinancing exposure, given the Altman Z-Score of 0.2?

BMBL Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Bumble Inc. (Class A) (BMBL) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to BMBL Debate Forum (3) ↓

🟢 CATALYST Yahoo Finance • 20h ago

Why Is Bumble (BMBL) Stock Soaring Today

Yahoo Finance report covering Bumble Inc. (Class A) (BMBL) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Fast Company • 23h ago

Bumble stock soars as the embattled dating app strikes deal to go private

Fast Company report covering Bumble Inc. (Class A) (BMBL) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Investing.com • 1d ago

Bumble stock surges on report of $1B buyout talks

Investing.com report covering Bumble Inc. (Class A) (BMBL) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE The Motley Fool • 1d ago

Why Bumble Stock Skyrocketed Today

The Motley Fool report covering Bumble Inc. (Class A) (BMBL) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST 24/7 Wall St. • 1d ago

Bumble Soars 56% as Ithaca Holdings Agrees to Take It Private at $6.05 a Share; Match Group Advances 2%

24/7 Wall St. report covering Bumble Inc. (Class A) (BMBL) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Seeking Alpha • 1d ago

Bumble Stock: The Cigar Butt Delivered (NASDAQ:BMBL)

Seeking Alpha report covering Bumble Inc. (Class A) (BMBL) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Bumble (BMBL) Stock Fair Value Rises After Ithaca Buyout Anchors Analyst Views

Yahoo Finance report covering Bumble Inc. (Class A) (BMBL) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Benzinga • 1d ago

Bumble Stock Jumps as Dating App Nears $1 Billion Take-Private Deal

Benzinga report covering Bumble Inc. (Class A) (BMBL) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

BMBL Bull vs. Bear Conversation Board — What's Your Call at $5.97?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON BMBL 🐻 33% BEARISH CONVICTION

DE DeltaGamma_99 Options Flow Specialist 🐂 BULLISH 🎯 Target: $7.55 (+26.0%)

📌 Pinned Debate

Institutional accumulation (16/20 whale pillar) and a reported $6.05 take-private offer above the $5.98 price offer a near-term catalys

Long BMBL at $5.99 targeting $7.55. Institutional accumulation (16/20 whale pillar) and a reported $6.05 take-private offer above the $5.98 price offer a near-term catalyst.. Institutional whale score is 16/20 and the risk/reward vs. the $2.44 52-week low is skewed heavily in favor of bulls.

VolSurface_Trader 🐂 BULL

Both sides have a point here — BMBL's 8/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.

FA FadeTheHype Contrarian Tape Reader 🐻 BEARISH 🎯 Target: $4.85 (-19.0%)

Spot @ $5.99

Negative ROIC of -35%, a -60% operating margin, and an Altman Z-Score of 0.2 signal financial distress with weak cash economics.

Here is the bear case nobody on the bull side wants to address on BMBL: Negative ROIC of -35%, a -60% operating margin, and an Altman Z-Score of 0.2 signal financial distress with weak cash economics.. At current EV/EBITDA multiples, even a small guidance miss in Computer Software: Programming Data Processing triggers a 12-15% air pocket.