BMBL Bumble Inc. - common stock
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Sobre Bumble Inc. - common stock Visão geral da empresa da Wikipedia
Bumble is an American mobile app for online dating and social networking. It was founded by Whitney Wolfe Herd and was launched in December 2014. Bumble is operated by Bumble Inc., which also owns Badoo.
In 2025, the app had 2.4 million paying users. It is one of the most popular dating applications in the United States.
Profiles of potential matches are displayed to users, who can "swipe left" to reject a candidate or "swipe right" to indicate interest; if two users both indicate interest in each other, communication can begin.
History
The Bumble app was founded by Whitney Wolfe Herd, shortly after she left Tinder, and Andrey Andreev, founder of Badoo. The name Bumble was inspired by the matriarchal structure of bee societies, where “the woman is in charge” and the community is built on respect— two values the company aimed to bring into the user experience it created. The app was launched in December 2014. It used infrastructure in Badoo's London headquarters.
In August 2015, Wolfe Herd stated that within the app's first eight months, it saw 5 million unique conversations initiated.
In March 2017, Bumble had more than 800 million matches and 10 billion swipes per month and was the second most popular Lifestyle app in the Apple App Store.
In December 2018, Bumble launched in India. It acquired over 1 million users in India in the first four months of its launch. Actress Priyanka Chopra is an investor in Bumble.
By July 2020, Bumble had been downloaded over 100 million times. In 2022, Bumble began offering free courses from Bloom, an online provider of support for sexual assault survivors.
Wolfe Herd announced she would be stepping down as Bumble's CEO in January 2024, and the former Slack CEO, Lidiane Jones, would assume the role. In February 2025, Bumble announced that it would discontinue the Fruitz and Official apps by mid-2025 to concentrate on its core brands, Bumble and Badoo."
In 2025, Bumble has decided to unify its friendship service into a standalone BFF app in the United States, which was previously known as Bumble For Friends app and BFF Mode.
In August, 2026, Bumble changed its rule to permit men to initiate conversations on the app.
Operation
In December 2025, The Observer reported that Bumble relies on a legacy technology stack that was first built in 2005 due to Bumble's partnership with Badoo. The stack includes an in-house payment system and physical servers maintained by Bumble employees. Following her return as Bumble CEO, Wolfe Herd ordered a rebuild of Bumble's technology in a project known as "Bumble 2.0", in which the Bumble app would be rewritten from scratch.
Matching users
Users swipe right to "like" a potential match and left to reject them. In matches between a man and a woman, the woman must initiate the conversation with their match or the matches disappear within 24 hours unless the woman has set an opening question, to which the man can respond. In a same-sex match, either person can reach out first or set an opening question. In 2024, this system was changed so that women no longer have to make the first move during matches.
Users can sort conversations, make calls, and send photo messages.
Through BFF mode, introduced in March 2016, users can match with platonic friends of the same sex, in the same way as matching for dates.
If a user is messaged after matching with a potential partner and does not respond within 24 hours, the match disappears; this requirement was implemented in April 2016 to combat ghosting. In August, 2026, the requirement was extended to 72 hours. Before the update, men were allowed unlimited time to respond to a message from women. An update was also launched for same-sex matches, with either party allowed to initiate and the other having to respond within 24 hours.
Over time, the app introduced a wider range of gender identity options for users to identify as genderqueer or transgender.
In August 2024, 61% of Bumble users were men and 37% of users were female. That month, Bumble began developing a chatbot to act as a wingman and help users with flirting.
Content moderation
Starting in October 2016, the app banned mirror selfies, obscured faces, and photos of users in underwear among others.
In August 2017, Bumble partnered with the Anti-Defamation League to remove users who display hate speech or symbols in their profiles.
In March 2018, Bumble banned photos of users posing with guns following the Parkland high school shooting.
In 2023, the Bureau of Investigative Journalism found that many content moderators working for Bumble suffered from mental health issues, including anxiety, depression, and PTSD associated with their work, with concerns about professional mental health support, productivity targets, and understaffing.
Fake profiles and photos using artificial intelligence are prohibited and may be reported. In April 2019, Bumble launched Private Detector, an image classifier that uses artificial intelligence to automatically detect and blur nude images. It allows users to decide if they want to view, block or report the unsolicited image. Bumble made the tool open source in October 2022. In February 2024, Bumble introduced Deception Detector, a machine learning model that detects fake user profiles. Of those accounts identified as spam/scam profiles, Bumble Inc.'s testing showed that Deception Detector was able to block up to 95% these accounts automatically. That March, Bumble collaborated with Phaedra Parks, Parvati Shallow and Peter Weber of the Peacock reality show The Traitors to launch the feature.
User verification
Originally, Bumble users were required to log in via Facebook when signing up. Following the Facebook–Cambridge Analytica data scandal, Bumble added an option to sign up using only a phone number. For users who sign up with Facebook, information from their account is used to build a profile with photos and basic information, including the user's college and job.
Bumble launched a photo verification tool in September 2016 to ensure that users of the app were the same people in their profile pictures. To be verified, users are asked to submit a selfie of them performing a specific pose; the picture is reviewed by a real person who ensures the user is the person in the profile pictures. Bumble was the first dating app to include photo verification in the US. In 2025, the app also included an option to become ID-verified.
Filters
In 2020, Bumble announced a temporary feature that allowed users to expand their distance filters to match with anyone in the same country. Previously, the app only allowed people to connect within a 100-mile (160 km) range. Daters could also add a "virtual dating" badge to their profile to indicate that they are willing to date over video calls.
On January 15, 2021, Bumble temporarily suspended the option to filter matches by political preference to "prevent misuse". The move came after several women allegedly used Bumble to gather information from people involved in the January 6 United States Capitol attack, and then forwarded that information to the FBI. Bumble was criticized by many of its users for being perceived to "protect terrorists" by suspending the filter. Bumble announced that it would be reinstating the option to filter by political preferences later that day.
Paid features
In August 2016, Bumble introduced paid features including Beeline, a list of users who have liked the user; Rematch, which keeps expired matches in a user's queue for 24 additional hours; and Extend, which allows users unlimited 24-hour extensions for matches.
Other features
In June 2016, the app began allowing users to connect their Spotify accounts to their Bumble profiles to show their music interests.
In 2017, the company launched a career networking app, Bumble Bizz. It also uses a woman-first interface.
In September 2018, a "snooze" feature was added to allow users to pause activity and avoid using the app for some time.
In June 2019, Bumble introduced in-app voice and video calls. Bumble's vice president of strategy reported "an 84 percent increase in video calls that were placed between users" during the COVID-19 pandemic.
Another feature allows women to share details about their dates, including: who they're meeting, and the time and location of the meeting, with a contact for safety reasons.
Security vulnerabilities
In June 2021, Stripe software engineer Robert Heaton found a security vulnerability in Bumble that allows an attacker to obtain the exact location of its users via trilateration. Bumble fixed the vulnerability three days later and paid Heaton a bug bounty of $2,000.
In August 2024, researchers at KU Leuven in Belgium found that several dating apps, including Bumble, had vulnerabilities that would allow bad actors to obtain users' locations via trilateration.
In January 2026, Bloomberg News reported that Bumble was hit by cyberattacks, along with Crunchbase and Match Group. Bumble said the intruders did not get into its member database, accounts, direct messages or profiles.
Advocacy
Feminism
Bumble has been described as a "feminist Tinder". Its founder has confirmed this identity, calling the app "100 percent feminist," although she has attempted to distance the app from Tinder in interviews. Wolfe Herd shared in an interview with Vanity Fair the concept behind the app: "If you look at where we are in the current heteronormative rules surrounding dating, the unwritten rule puts the woman a peg under the man—the man feels the pressure to go first in a conversation, and the woman feels pressure to sit on her hands... If we can take some of the pressure off the man and put some of that encouragement in the woman's lap, I think we are taking a step in the right direction, especially in terms of really being true to feminism. I think we are the first feminist or first attempt at a feminist dating app."
In June 2016, Bumble blocked a user for sexist behavior after he had an outburst at a female user who asked him what he did for a living.
In August 2018, Bumble launched the Bumble Fund to support women-led startups. Following the testimony of Christine Blasey Ford against Brett Kavanaugh, Bumble ran the "Believe Women" ad campaign and donated to RAINN.
Bumble launched a three-year partnership with the National Domestic Violence Hotline in 2020.
Cyberflashing
Bumble was the first dating app to explicitly moderate for unsolicited nude images, known as cyberflashing. In 2019, the app launched Private Detector, a feature that uses artificial intelligence to automatically detect and blur nude images. In October 2022, Bumble released an open-source version of Private Detector model.
In 2019, Bumble pushed for passage of House Bill 2789 in Texas, a law that makes electronic transmission of sexually explicit material a punishable offense, after users of Bumble complained about receiving unsolicited nude images. Bumble influenced Virginia to pass Senate Bill 493, which prescribes civil penalties for an adult who knowingly sends another adult sexually explicit images without their consent in April 2022.
Bumble launched the #CyberFlashingIsFlashing ad campaign in the UK to support the Online Safety Act 2023, which was passed in March 2022.
In 2024, Bumble backed the CONSENT Act, a federal bill which "aims to provide protection for recipients of sexually explicit images, including images manipulated by artificial intelligence or machine learning."
Reproductive rights
In September 2021, Bumble set up a relief fund for those affected by the Texas Heartbeat Act. In response to the decision in Dobbs v. Jackson Women's Health Organization, which overturned Roe v. Wade, Bumble made additional donations to the American Civil Liberties Union of Texas and Planned Parenthood.
Bumble led an amicus brief in both Zurawski v. State of Texas (2023) and Moyle v. United States (2024), arguing in favor of reproductive rights.
Reception
Feminist label
In August 2017, the neo-Nazi website The Daily Stormer encouraged its readers to harass Bumble's staff to protest the company's support of women's empowerment.
In February 2023, writer Sangeeta Singh-Kurtz wrote that "it often seems like that feminist twist is more marketing fodder than meaningful change to how our apps run our love lives."
In a 2025 interview with The New York Times, Wolfe Herd stated that she perceived Bumble as a "love company": "I think we're just back to connection and we're back to relationships. I'm staying out of all the fodder and all the ickiness of the world and I just want to focus on love. I genuinely just want to drive a love company. That might sound cheesy and ridiculous, but that's where I'm at."
Lawsuits
In March 2018, Match Group sued Bumble, arguing that it was guilty of patent infringement and of stealing trade secrets from Tinder. In June 2020, an undisclosed settlement was reached between Match Group and Bumble to settle all litigation.
In 2018, a Californian man sued Bumble, alleging that Bumble allowing women to message first amounted to gender discrimination under the Unruh Civil Rights Act. Bumble settled the lawsuit in 2021, agreeing to introduce an update allowing men to express interest in other users through emojis.
In 2020, Bumble agreed to pay $22.5 million in a settlement over plaintiffs' claims that the company's auto-renewal processes were unfair and that it charged consumers without their consent.
In 2024, men’s rights activist Alfred Rava sued Bumble, alleging discrimination against men and perpetuating sexual stereotypes. Bumble has filed a motion to dismiss the lawsuit, as Rava has filed hundreds of frivolous lawsuits challenging gender-based policies, including ladies’ nights at bars and women-only networking events.
Anti-celibacy advertising
In May 2024, Bumble faced major backlash after launching a marketing campaign that entailed putting up billboards with captions such as: "You know full well a vow of celibacy is not the answer". Users accused the campaign of shaming women who were not sexually active. Bumble responded with a public apology, wherein the company said it would remove the ads and donate to the National Domestic Violence Hotline.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
| Métrica | Tendência de 5 anos | BMBL | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| P/E (TTM) | -0.6média 5A ≈-100.9 | ≈-100.9 | · | · |
A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
| Métrica | Tendência de 5 anos | BMBL | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Margem Operacional (TTM) | -62.6%média 5A ≈-34.5% | ≈-34.5% | 4.9% | Fraco | |
| Margem EBITDA (TTM) | -60.6%média 5A ≈-26.6% | ≈-26.6% | 4.9% | Fraco | |
| Margem de Impostos Pré-Tributação (TTM) | -66.3%média 5A ≈-38.0% | ≈-38.0% | 10.4% | Fraco | |
| Margem de Lucro Líquido (TTM) | -58.0%média 5A ≈-18.3% | ≈-18.3% | 8.1% | Fraco | |
| ROA (TTM) | -30.6%média 5A ≈-9.4% | ≈-9.4% | 2.5% | Fraco | |
| ROE (TTM) | -94.7%média 5A ≈-26.5% | ≈-26.5% | 26.3% | Fraco | |
| ROIC | -72.3%média 5A ≈-23.3% | ≈-23.3% | 3.2% | Fraco |
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
| Métrica | Tendência de 5 anos | BMBL | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido (MRQ) | 0.9média 5A ≈0.6 | ≈0.6 | 0.3 | Dívida alta | |
| Índice de liquidez corrente (MRQ) | 1.6média 5A ≈2.4 | ≈2.4 | 1.5 | Em linha | |
| Quick Ratio (Índice de Liquidez Seca) | 1.9média 5A ≈2.1 | ≈2.1 | 1.3 | Em linha | |
| Dívida de Longo Prazo / Patrimônio Líquido (MRQ) | 0.8média 5A ≈0.6 | ≈0.6 | 0.3 | Dívida alta |
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
| Métrica | Tendência de 5 anos | BMBL | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Revenue YoY (Receita Ano a Ano) | -9.9%média 5A ≈13.6% | ≈13.6% | · | · | |
| Revenue CAGR 3Y (CAGR Receita 3A) | 2.2%média 5A ≈13.1% | ≈13.1% | · | · | |
| Revenue CAGR 5Y (CAGR Receita 5A) | 12.3% | · | · | · |
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
| Métrica | Tendência de 5 anos | BMBL | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Asset Turnover (Giro do Ativo) | 0.5média 5A ≈0.3 | ≈0.3 | 0.7 | Fraco | |
| Receivables Turnover (Giro de Contas a Receber) | 10.6média 5A ≈13.3 | ≈13.3 | 8.4 | Primeira linha | |
| Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.) | ≈$1.7M | · | · | · |
valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | Relatório | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|---|
| 30 de Junho de 2026 | Ago 12, 2026 | $-0.84 | $0.25 | -432.8% |
| 31 de Março de 2026 | Mai 13, 2026 | $0.34 | $0.28 | 22.4% |
| 31 de Dezembro de 2025 | $-4.06 | $0.24 | -1758.5% | |
| 30 de Setembro de 2025 | $0.33 | $0.34 | -2.0% | |
| 30 de Junho de 2025 | $-2.45 | $0.35 | -806.1% | |
| 31 de Março de 2025 | $0.13 | $0.14 | -6.7% | |
| 31 de Dezembro de 2024 | $0.03 | $0.19 | -84.3% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $966M | $1.07B | $1.05B | $904M | $761M | $540M | $489M | |
| Cost of Revenue | $282M | $319M | $308M | $249M | $206M | $144M | $140M | |
| SG&A Expense | $138M | $129M | $222M | $163M | $257M | $182M | $67M | |
| Operating Expenses | $1.77B | $1.77B | $998M | $1.01B | $896M | $617M | $396M | |
| Operating Income | $-806M | $-700M | $53M | $-103M | $-135M | $-77M | $93M | |
| Other Non-op | $-13M | $-5M | $-27M | $16M | $3M | $-917.0K | $-1M | |
| Pretax Income | $-861M | $-745M | $5M | $-111M | $-156M | $-100M | $92M | |
| Income Tax | $34M | $23M | $7M | $3M | $-438M | $9M | $6M | |
| Net Income | $-693M | $-557M | $-4M | $-80M | $310M | $-110M | $66M | |
| EPS (Basic) | $-5.95 | $-4.61 | $-0.03 | $-0.62 | $1.50 | $-0.04 | $0.00 | |
| EPS (Diluted) | $-5.95 | $-4.61 | $-0.03 | $-0.62 | $1.45 | $-0.04 | $0.00 | |
| Shares (Basic) | 110,131,455 | 120,824,549 | 134,936,824 | 129,421,157 | 121,425,908 | 2,453,947,685 | · | |
| Shares (Diluted) | 110,131,455 | 120,824,549 | 134,936,824 | 129,421,157 | 192,675,476 | 2,453,947,685 | · | |
| EBITDA | $-780M | $-630M | $121M | $-13M | $-28M | · | · |
Balanço Patrimonial
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $176M | $204M | $356M | $403M | $369M | $128M | $57M | |
| Receivables | $83M | $100M | $103M | $67M | $48M | $42M | · | |
| Other Current Assets | $46M | $38M | $35M | $32M | $53M | $81M | · | |
| Current Assets | $305M | $342M | $493M | $501M | $469M | $251M | · | |
| PP&E (Net) | $7M | $8M | $12M | $14M | $15M | $17M | · | |
| PP&E (Gross) | $30M | $30M | $28M | $29M | $30M | $25M | · | |
| Accum. Depreciation | $23M | $22M | $16M | $15M | $15M | $8M | · | |
| Goodwill | $733M | $1.39B | $1.59B | $1.58B | $1.54B | $1.54B | · | |
| Intangibles | $351M | $749M | $1.48B | $1.52B | $1.70B | $1.81B | · | |
| Other Non-current Assets | $7M | $11M | $7M | $31M | $10M | $3M | · | |
| Total Assets | $1.43B | $2.52B | $3.63B | $3.69B | $3.78B | $3.64B | · | |
| Accounts Payable | $9M | $7M | $5M | $3M | $19M | $24M | · | |
| Accrued Liabilities | · | $6M | $14M | $15M | $12M | $36M | · | |
| Current Liabilities | $138M | $139M | $245M | $212M | $176M | $241M | · | |
| Capital Leases | $7M | $9M | $13M | $14M | $22M | $6M | · | |
| Deferred Tax | $318.0K | $777.0K | $6M | $8M | $0 | $428M | · | |
| Other Non-current Liabilities | $23M | $24M | $15M | $15M | $119M | $62M | · | |
| Total Liabilities | $744M | $1.18B | $1.29B | $1.24B | $1.31B | $1.55B | · | |
| Long-term Debt | $591M | $621M | $627M | $633M | $639M | $826M | · | |
| Total Debt | $588M | $617M | $621M | $625M | $623M | · | · | |
| Retained Earnings | $-1.39B | $-701M | $-144M | $-140M | $-60M | $0 | · | |
| Treasury Stock | $0 | $0 | $74M | $0 | · | · | · | |
| AOCI | $159M | $71M | $79M | $74M | $79M | $181M | · | |
| Stockholders' Equity | $570M | $825M | $1.64B | $1.63B | $1.61B | $2.08B | · | |
| Liabilities + Equity | $1.43B | $2.52B | $3.63B | $3.69B | $3.78B | $3.64B | · |
Fluxo de Caixa
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $26M | $71M | $68M | $90M | $107M | $92M | $7M | |
| Stock-based Comp | $31M | $26M | $104M | $111M | $124M | $27M | $2M | |
| Deferred Tax | $6M | $5M | $-7M | $-5M | $-448M | $496.0K | $201.0K | |
| Amort. of Intangibles | $19M | $63M | $59M | $81M | $98M | $84M | $100.0K | |
| Restructuring | $15M | $20M | $-499.0K | $4M | · | · | · | |
| Other Non-cash | $881M | $579M | $21M | $17M | $3M | · | · | |
| Operating Cash Flow | $250M | $123M | $182M | $133M | $105M | $53M | $101M | |
| Investing Cash Flow | $-12M | $-27M | $-25M | $-86M | $-12M | $-2.85B | $-11M | |
| Debt Issued | · | · | · | $0 | $0 | $850M | $0 | |
| Net Debt Issued | $-31M | $-6M | $-6M | $-6M | $-206M | · | · | |
| Stock Issued | · | · | · | · | $0 | $0 | $104.0K | |
| Stock Repurchased | $29M | $192M | $113M | $0 | $1.02B | $0 | $0 | |
| Net Stock Activity | $-29M | $-192M | $0 | $0 | $-1.02B | · | · | |
| Dividends Paid | · | · | · | $0 | $0 | $360M | $23M | |
| Financing Cash Flow | $-268M | $-251M | $-199M | $-15M | $151M | $2.87B | $-65M | |
| Net Change in Cash | $-28M | $-152M | $-48M | $38M | $241M | $74M | $24M | |
| Taxes Paid | $14M | · | · | · | · | · | · |
Lucratividade
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Operating Margin | -83.4% | -65.4% | 5.1% | -11.4% | -17.6% | · | · | |
| Net Margin | -71.8% | -52.0% | -0.40% | -8.8% | 41.5% | · | · | |
| Pretax Margin | -89.2% | -69.5% | 0.50% | -12.2% | -19.5% | · | · | |
| EBITDA Margin | -80.8% | -58.8% | 11.5% | -1.5% | -3.6% | · | · | |
| ROA | -35.1% | -18.1% | -0.12% | -2.1% | 8.6% | · | · | |
| ROE | -99.4% | -45.3% | -0.26% | -4.9% | 17.2% | · | · | |
| ROIC | -72.3% | -50.1% | -0.83% | -4.7% | 11.6% | · | · |
Liquidez e Solvência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.2 | 2.5 | 2.0 | 2.4 | 2.7 | · | · | |
| Quick Ratio | 1.9 | 2.2 | 1.9 | 2.2 | 2.4 | · | · | |
| Debt / Equity | 1.0 | 0.7 | 0.4 | 0.4 | 0.4 | · | · | |
| LT Debt / Equity | 1.0 | 0.7 | 0.4 | 0.4 | 0.4 | · | · |
Eficiência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.3 | 0.3 | 0.2 | 0.2 | · | · | |
| Receivables Turnover | 10.6 | 10.6 | 12.4 | 15.8 | 17.2 | · | · |
Por Ação
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $8.77 | $8.87 | $7.79 | $6.98 | $3.97 | · | · | |
| Cash Flow / Share | $2.27 | $1.02 | $1.35 | $1.03 | $0.54 | · | · | |
| EPS (TTM) | $-5.95 | $-4.61 | $-0.03 | $-0.62 | $1.45 | $-0.04 | · |
Taxas de Crescimento
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -9.9% | 1.9% | 16.4% | 18.7% | 41.0% | · | · | |
| Revenue CAGR 3Y | 2.2% | 12.1% | 24.9% | · | · | · | · | |
| Revenue CAGR 5Y | 12.3% | · | · | · | · | · | · |
Avaliação (TTM)
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $966M | $1.07B | $1.05B | $904M | $761M | $540M | · | |
| Net Income TTM | $-693M | $-557M | $-4M | $-80M | $310M | $-110M | · | |
| P/E | -0.6 | -1.8 | -491.3 | -34.0 | 23.4 | · | · | |
| Earnings Yield | -166.7% | -56.6% | -0.20% | -2.9% | 4.3% | · | · | |
| Payout Ratio | · | · | · | 0.00% | 0.00% | · | · | |
| Annual Payout | · | · | · | $0 | $0 | $360M | · |
Demonstração de Resultados
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $211M | $212M | $224M | $246M | $248M | $247M | $262M | $274M | $269M | $268M | $274M | $276M | $260M | $243M | $242M | $233M | |
| Cost of Revenue | $54M | $55M | $65M | $69M | $74M | $73M | $78M | $80M | $80M | $81M | $80M | $80M | $77M | $71M | $68M | $65M | |
| SG&A Expense | $31M | $31M | $34M | $46M | $36M | $22M | $38M | $33M | $36M | $21M | $80M | $49M | $43M | $50M | $63M | $27M | |
| Operating Expenses | $323M | $147M | $800M | $183M | $587M | $202M | $225M | $1.11B | $217M | $219M | $280M | $246M | $239M | $234M | $389M | $204M | |
| Operating Income | $-112M | $65M | $-576M | $64M | $-338M | $45M | $37M | $-838M | $52M | $49M | $-7M | $30M | $21M | $9M | $-147M | $28M | |
| Other Non-op | $-4M | $7M | $-2M | $8M | $-12M | $-7M | $-9M | $3M | $-558.0K | $1M | $-20M | $252.0K | $-3M | $-4M | $18M | $7M | |
| Pretax Income | $-130M | $64M | $-587M | $61M | $-361M | $26M | $16M | $-845M | $42M | $41M | $-32M | $25M | $12M | $284.0K | $-162M | $28M | |
| Income Tax | $-2M | $11M | $12M | $10M | $6M | $6M | $7M | $4M | $5M | $7M | $-58.0K | $2M | $3M | $3M | $-2M | $2M | |
| Net Income | $-110M | $45M | $-490M | $37M | $-254M | $13M | $4M | $-613M | $27M | $25M | $-26M | $17M | $7M | $-2M | $-111M | $18M | |
| EPS (Basic) | $-0.84 | $0.35 | $-3.97 | $0.34 | $-2.45 | $0.13 | $0.09 | $-5.11 | $0.22 | $0.19 | $-0.19 | $0.12 | $0.05 | $-0.01 | $-0.86 | $0.14 | |
| EPS (Diluted) | $-0.84 | $0.34 | $-3.96 | $0.33 | $-2.45 | $0.13 | $0.09 | $-5.11 | $0.22 | $0.19 | $-0.19 | $0.12 | $0.05 | $-0.01 | $-0.85 | $0.14 | |
| Shares (Basic) | 131,043,166 | 129,923,417 | · | 108,584,387 | 103,480,019 | 105,167,614 | · | 120,091,564 | 126,247,418 | 128,733,487 | · | 136,457,412 | 137,123,855 | 131,924,371 | · | 129,464,491 | |
| Shares (Diluted) | 131,043,166 | 129,923,417 | · | 155,317,915 | 103,480,019 | 105,167,614 | · | 120,091,564 | 126,247,418 | 128,733,487 | · | 191,417,812 | 191,377,430 | 131,924,371 | · | 193,986,415 | |
| EBITDA | $-112M | $70M | · | $64M | $-338M | $54M | · | $-838M | $52M | $66M | · | $30M | $21M | $26M | · | $28M |
Balanço Patrimonial
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $154M | $246M | $176M | $308M | $262M | $202M | $204M | $252M | $287M | $263M | $356M | $439M | $381M | $389M | $403M | $365M | |
| Receivables | $73M | $66M | $83M | $93M | $97M | $98M | $100M | $103M | $102M | $101M | · | $102M | $99M | $93M | · | $57M | |
| Other Current Assets | $50M | $45M | $46M | $37M | $39M | $38M | $38M | $29M | $31M | $31M | · | $43M | $47M | $39M | · | $30M | |
| Current Assets | $277M | $357M | $305M | $437M | $398M | $338M | $342M | $383M | $420M | $394M | · | $584M | $527M | $521M | · | $452M | |
| PP&E (Net) | $5M | $6M | $7M | $7M | $9M | $8M | $8M | $9M | $10M | $12M | · | $14M | $16M | $17M | · | $13M | |
| PP&E (Gross) | · | · | $30M | · | · | · | $30M | · | · | · | · | $28M | $31M | $34M | · | $30M | |
| Accum. Depreciation | $25M | $24M | $23M | $28M | $27M | $24M | $22M | $21M | $19M | $17M | · | $15M | $15M | $17M | · | $17M | |
| Goodwill | $603M | $733M | $733M | $1.13B | $1.13B | $1.39B | $1.39B | $1.39B | $1.58B | $1.58B | $1.59B | $1.58B | $1.59B | $1.58B | $1.58B | $1.58B | |
| Intangibles | $312M | $352M | $351M | $588M | $589M | $739M | $749M | $764M | $1.46B | $1.47B | · | $1.50B | $1.51B | $1.51B | · | $1.67B | |
| Other Non-current Assets | $7M | $6M | $7M | $8M | $11M | $10M | $11M | $8M | $17M | $17M | · | $8M | $8M | $27M | · | $35M | |
| Total Assets | $1.22B | $1.47B | $1.43B | $2.19B | $2.16B | $2.51B | $2.52B | $2.59B | $3.52B | $3.52B | · | $3.73B | $3.69B | $3.70B | · | $3.79B | |
| Accounts Payable | $2M | $2M | $9M | $4M | $9M | $5M | $7M | $7M | $6M | $8M | · | $5M | $8M | $9M | · | $11M | |
| Accrued Liabilities | · | · | · | · | · | $7M | · | · | · | · | · | $17M | $18M | $14M | · | $54M | |
| Current Liabilities | $171M | $293M | $138M | $123M | $120M | $119M | $139M | $183M | $176M | $201M | · | $197M | $187M | $209M | · | $140M | |
| Capital Leases | $5M | $6M | $7M | $7M | $8M | $9M | $9M | $11M | $12M | $12M | · | $13M | $14M | $14M | · | $19M | |
| Deferred Tax | $408.0K | $2M | $318.0K | $172.0K | $253.0K | $777.0K | $777.0K | $975.0K | $5M | $5M | · | $9M | $11M | $8M | · | $9M | |
| Other Non-current Liabilities | $34M | $13M | $23M | $30M | $27M | $24M | $24M | $13M | $13M | $14M | · | $14M | $15M | $15M | · | $72M | |
| Total Liabilities | $604M | $738M | $744M | $1.16B | $1.16B | $1.15B | $1.18B | $1.22B | $1.23B | $1.25B | · | $1.25B | $1.25B | $1.27B | · | $1.23B | |
| Long-term Debt | $475M | $589M | $591M | $589M | $615M | $616M | $617M | $618M | $619M | $620M | · | $628M | $630M | $631M | · | $634M | |
| Total Debt | $451M | $587M | · | $589M | $615M | $616M | · | $618M | $619M | $620M | · | $622M | $623M | · | · | $626M | |
| Retained Earnings | $-1.46B | $-1.35B | $-1.39B | $-904M | $-941M | $-688M | $-701M | $-705M | $-77M | $-119M | · | $-118M | $-135M | $-141M | · | $-29M | |
| Treasury Stock | · | · | $0 | · | · | · | $0 | $266M | $119M | $119M | · | $16M | $16M | · | · | · | |
| AOCI | $155M | $153M | $159M | $137M | $133M | $120M | $71M | $73M | $77M | $77M | · | $72M | $79M | $77M | · | $62M | |
| Stockholders' Equity | $516M | $617M | $570M | $675M | $578M | $815M | $825M | $853M | $1.65B | $1.60B | · | $1.69B | $1.67B | $1.72B | · | $1.70B | |
| Liabilities + Equity | $1.22B | $1.47B | $1.43B | $2.19B | $2.16B | $2.51B | $2.52B | $2.59B | $3.52B | $3.52B | · | $3.73B | $3.69B | $3.70B | · | $3.79B |
Fluxo de Caixa
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $5M | $5M | $7M | $10M | $18M | $18M | $17M | $17M | $17M | $17M | $17M | $17M | $16M | $20M | |
| Stock-based Comp | $10M | $11M | $10M | $12M | $6M | $4M | $14M | $10M | $2M | $26.0K | $21M | $22M | $34M | $29M | $34M | $37M | |
| Deferred Tax | · | · | $3M | $948.0K | $557.0K | $1M | $5M | $-1M | $1M | $164.0K | $2M | $-3M | $-3M | $-3M | $1M | $-3M | |
| Amort. of Intangibles | $2M | $3M | $4M | $3M | $5M | $8M | $16M | $16M | $15M | $15M | $15M | $15M | $15M | $14M | $14M | $18M | |
| Restructuring | $834.0K | $2M | $18.0K | $1M | $12M | $1M | $45.0K | $20M | $3M | $17M | · | $0 | · | · | · | $611.0K | |
| Other Non-cash | · | $17M | · | · | · | $15M | · | · | · | $-40M | · | · | · | $-28M | · | · | |
| Operating Cash Flow | $54M | $77M | $59M | $77M | $71M | $43M | $-5M | $93M | $33M | $2M | $63M | $63M | $43M | $13M | $51M | $37M | |
| Investing Cash Flow | $-3M | $-3M | $-3M | $-3M | $-4M | $-2M | $-3M | $-19M | $-2M | $-3M | $-2M | $-4M | $-12M | $-7M | $-5M | $-3M | |
| Net Debt Issued | · | $-1M | · | · | · | $-1M | · | · | · | $-1M | · | · | · | $-1M | · | · | |
| Stock Repurchased | $0 | $0 | $0 | $0 | $0 | $29M | $40M | $90M | $0 | $62M | $92M | $0 | $21M | $0 | $0 | $0 | |
| Net Stock Activity | · | $0 | · | · | · | $-29M | · | · | · | $-62M | · | · | $-21M | · | · | · | |
| Financing Cash Flow | $-143M | $-4M | $-188M | $-28M | $-9M | $-42M | $-43M | $-107M | $-7M | $-94M | $-141M | $-4M | $-39M | $-16M | $-3M | $-3M | |
| Net Change in Cash | $-92M | $70M | $-132M | $46M | $60M | $-1M | $-48M | $-35M | $24M | $-93M | $-83M | $58M | $-8M | $-14M | $35M | $37M |
Lucratividade
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -53.2% | 30.7% | · | 25.9% | -136.3% | 18.1% | · | -306.3% | 19.3% | 18.2% | · | 10.9% | 8.2% | 3.7% | · | 12.2% | |
| Net Margin | -52.3% | 21.3% | · | 15.2% | -102.2% | 5.4% | · | -224.1% | 10.2% | 9.2% | · | 6.0% | 2.6% | -0.66% | · | 7.8% | |
| Pretax Margin | -61.9% | 30.1% | · | 24.8% | -145.2% | 10.5% | · | -308.9% | 15.8% | 15.4% | · | 9.1% | 4.7% | 0.12% | · | 12.0% | |
| EBITDA Margin | -53.2% | 32.8% | · | 25.9% | -136.3% | 21.9% | · | -306.3% | 19.3% | 24.6% | · | 10.9% | 8.2% | 10.6% | · | 12.2% | |
| ROA | -6.5% | 2.3% | · | 1.6% | -8.9% | 0.45% | · | -19.4% | 0.76% | 0.67% | · | 0.45% | 0.18% | · | · | 0.48% | |
| ROE | -20.1% | 6.3% | · | 4.9% | -22.8% | 1.1% | · | -48.2% | 1.7% | 1.5% | · | 0.98% | 0.41% | · | · | 1.1% | |
| ROIC | -11.4% | 4.5% | · | 4.2% | -28.9% | 2.4% | · | -57.3% | 2.0% | 1.8% | · | 1.2% | 0.72% | · | · | 1.1% |
Liquidez e Solvência
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.2 | · | 3.6 | 3.3 | 2.8 | · | 2.1 | 2.4 | 2.0 | · | 3.0 | 2.8 | · | · | 3.2 | |
| Quick Ratio | 1.3 | 1.1 | · | 3.3 | 3.0 | 2.5 | · | 1.9 | 2.2 | 1.8 | · | 2.7 | 2.6 | · | · | 3.0 | |
| Debt / Equity | 0.9 | 1.0 | · | 0.9 | 1.1 | 0.8 | · | 0.7 | 0.4 | 0.4 | · | 0.4 | 0.4 | · | · | 0.4 | |
| LT Debt / Equity | 0.8 | 0.7 | · | 0.9 | 1.1 | 0.7 | · | 0.7 | 0.4 | 0.4 | · | 0.4 | 0.4 | · | · | 0.4 |
Eficiência
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | · | · | 0.1 | |
| Receivables Turnover | 2.5 | 2.6 | · | 2.5 | 2.5 | 2.5 | · | 2.7 | 2.7 | 3.6 | · | 2.8 | 3.4 | · | · | 4.6 |
Por Ação
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $1.61 | $1.63 | · | $1.58 | $2.40 | $2.35 | · | $2.28 | $2.13 | $2.08 | · | $1.44 | $1.36 | $1.84 | · | $1.20 | |
| Cash Flow / Share | · | $0.59 | · | · | · | $0.41 | · | · | · | $0.02 | · | · | · | $0.10 | · | · | |
| EPS (TTM) | $-4.13 | $-5.74 | · | $-1.90 | $-7.34 | $-4.67 | · | $-4.89 | $0.34 | $0.17 | · | $-0.69 | $-0.67 | $-0.75 | · | $-0.01 |
Avaliação (TTM)
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $893M | $931M | · | $1.00B | $1.03B | $1.05B | · | $1.08B | $1.09B | $1.08B | · | $1.02B | $977M | $936M | · | $867M | |
| Net Income TTM | $-518M | $-661M | · | $-199M | $-849M | $-568M | · | $-587M | $43M | $22M | · | $-89M | $-87M | $-98M | · | $13M | |
| P/E | -0.8 | -0.6 | · | -3.2 | -0.9 | -0.9 | · | -1.3 | 30.9 | 66.8 | · | -21.6 | -25.0 | -26.1 | · | -2149.0 | |
| Earnings Yield | -129.1% | -176.1% | · | -31.2% | -111.4% | -107.6% | · | -76.6% | 3.2% | 1.5% | · | -4.6% | -4.0% | -3.8% | · | -0.05% |
Período mais recente à esquerda · valores nulos mostrados como ·
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Receita | $966M | $1.07B | $1.05B | $904M | $761M |
| Margem Operacional % | -83.4% | -65.4% | 5.1% | -11.4% | -17.6% |
| Lucro líquido | $-693M | $-557M | $-4M | $-80M | $310M |
| EPS Diluído | $-5.95 | $-4.61 | $-0.03 | $-0.62 | $1.45 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | 1.0 | 0.7 | 0.4 | 0.4 | 0.4 |
| Índice de liquidez corrente | 2.2 | 2.5 | 2.0 | 2.4 | 2.7 |
| Índice de Liquidez Seca | 1.9 | 2.2 | 1.9 | 2.2 | 2.4 |
Ainda não há dados fundamentais suficientes para construir esta demonstração.
Investidores institucionais (13F) 217 declarantes · $400.2M total · Em 30 de Junho de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 28 (-22 vs trimestre anterior) | 45 (-4 vs trimestre anterior) | 75 (+1 vs trimestre anterior) | 63 (-8 vs trimestre anterior) | +25.7M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| Blackstone Inc. | $71.783.987 | 22.432.496 | 17,94% | Ações |
| VANGUARD GROUP INC | $42.845.831 | 12.001.633 | 10,71% | Ações |
| BlackRock, Inc. | $26.321.244 | 8.225.388 | 6,58% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $20.356.621 | 6.361.444 | 5,09% | Ações |
| Saba Capital Management, L.P. | $17.786.864 | 5.558.395 | 4,44% | Ações |
| Accel Growth Fund V Associates L.L.C. | $16.174.499 | 5.054.531 | 4,04% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $15.307.705 | 4.783.658 | 3,83% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $12.703.222 | 3.969.757 | 3,17% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $11.944.000 | 3.732.500 | 2,98% | Ações |
| BANK OF AMERICA CORP /DE/ | $9.477.417 | 2.961.693 | 2,37% | Ações |
| AQR CAPITAL MANAGEMENT LLC | $9.219.584 | 2.881.120 | 2,30% | Ações |
| STATE STREET CORP | $8.282.333 | 2.588.229 | 2,07% | Ações |
| PRUDENTIAL FINANCIAL INC | $8.178.448 | 2.555.765 | 2,04% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $8.147.315 | 2.545.449 | 2,04% | Ações |
| Qube Research & Technologies Ltd | $7.762.838 | 2.425.887 | 1,94% | Ações |
| FEDERATED HERMES, INC. | $6.836.848 | 2.136.515 | 1,71% | Ações |
| DEUTSCHE BANK AG\ | $6.499.053 | 2.030.954 | 1,62% | Ações |
| TWO SIGMA INVESTMENTS, LP | $4.951.190 | 1.547.247 | 1,24% | Ações |
| Cubist Systematic Strategies, LLC | $4.714.662 | 774.165 | 1,18% | Ações |
| TWO SIGMA ADVISERS, LP | $4.442.151 | 1.244.300 | 1,11% | Ações |
| CastleKnight Management LP | $3.900.198 | 1.218.812 | 0,97% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.855.299 | 1.204.781 | 0,96% | Ações |
| CITADEL ADVISORS LLC | $3.567.251 | 1.114.766 | 0,89% | Ações |
| D. E. Shaw & Co., Inc. | $3.396.963 | 1.061.551 | 0,85% | Ações |
| RBF Capital, LLC | $3.301.498 | 1.031.718 | 0,82% | Ações |
| Quinn Opportunity Partners LLC | $3.162.048 | 988.140 | 0,79% | Ações |
| UBS Group AG | $2.957.507 | 924.221 | 0,74% | Ações |
| Man Group plc | $2.793.968 | 873.115 | 0,70% | Ações |
| NORTHERN TRUST CORP | $2.772.328 | 866.352 | 0,69% | Ações |
| Connor, Clark & Lunn Investment Management Ltd. | $2.701.578 | 844.243 | 0,68% | Ações |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.508.618 | 783.943 | 0,63% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.468.742 | 771.482 | 0,62% | Ações |
| JANE STREET GROUP, LLC | $2.157.760 | 674.300 | 0,54% | Opção de compra |
| PRINCIPAL FINANCIAL GROUP INC | $2.114.598 | 660.812 | 0,53% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $1.898.755 | 593.361 | 0,47% | Ações |
| Empowered Funds, LLC | $1.847.725 | 577.414 | 0,46% | Ações |
| Susquehanna Portfolio Strategies, LLC | $1.788.413 | 558.879 | 0,45% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.765.760 | 551.800 | 0,44% | Opção de venda |
| MORGAN STANLEY | $1.663.156 | 519.736 | 0,42% | Ações |
| SEGALL BRYANT & HAMILL, LLC | $1.550.342 | 484.482 | 0,39% | Ações |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1.514.950 | 473.422 | 0,38% | Ações |
| Invesco Ltd. | $1.400.349 | 437.609 | 0,35% | Ações |
| GROUP ONE TRADING LLC | $1.383.363 | 432.301 | 0,35% | Ações |
| CITADEL ADVISORS LLC | $1.316.800 | 411.500 | 0,33% | Opção de compra |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $1.272.688 | 397.715 | 0,32% | Ações |
| JANE STREET GROUP, LLC | $1.110.202 | 346.938 | 0,28% | Ações |
| Militia Capital Partners, LP | $1.080.296 | 302.604 | 0,27% | Ações |
| Bank of New York Mellon Corp | $1.035.499 | 323.594 | 0,26% | Ações |
| Diametric Capital, LP | $1.009.612 | 315.504 | 0,25% | Ações |
| GOLDMAN SACHS GROUP INC | $985.952 | 308.110 | 0,25% | Ações |
Ativistas e proprietários de 5%+ 4 participações
Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.
| Declarante | Declarado | Participação | Status | Propósito | Declaração |
|---|---|---|---|---|---|
| BCP Buzz Holdings L.P., BCP VII Holdings Manager - NQ L.L.C., BMA VII NQ L.L.C., BSOF Buzz Aggregator L.L.C., BTO Buzz Holdings II L.P., BTO DE GP-NQ L.L.C., BTO Holdings Manager L.L.C., BTO Holdings Manager-NQ L.L.C., BTOA L.L.C., BTOA-NQ L.L.C., BX Buzz ML-1 GP LLC, BX Buzz ML-1 Holdco L.P., BX Buzz ML-2 GP LLC, BX Buzz ML-2 Holdco L.P., BX Buzz ML-3 GP LLC, BX Buzz ML-3 Holdco L.P., BX Buzz ML-4 GP LLC, BX Buzz ML-4 Holdco L.P., BX Buzz ML-5 GP LLC, BX Buzz ML-5 Holdco L.P., BX Buzz ML-6 GP LLC, BX Buzz ML-6 Holdco L.P., BX Buzz ML-7 GP LLC, BX Buzz ML-7 Holdco L.P., BXG Buzz Holdings L.P., BXG Holdings Manager L.L.C., BXG Side-by-Side GP L.L.C., BXGA L.L.C., Blackstone Buzz Holdings L.P., Blackstone Family Investment Partnership-Growth ESC L.P., Blackstone Group Management L.L.C., Blackstone Growth Associates L.P., Blackstone Holdings I/II GP L.L.C., Blackstone Holdings II L.P., Blackstone Holdings III GP L.P., Blackstone Holdings III GP Management L.L.C., Blackstone Holdings III L.P., Blackstone Inc., Blackstone Management Associates VII NQ L.L.C., Blackstone Strategic Opportunity Associates L.L.C., Blackstone Tactical Opportunities Associates III-NQ L.P., Blackstone Tactical Opportunities Associates L.L.C., Blackstone Tactical Opportunities Associates-NQ L.L.C., Blackstone Tactical Opportunities Fund-FD L.P., Stephen A. Schwarzman | 30 de Setembro de 2026 | 0,00% | Emenda | · | SEC |
| BX Buzz ML-1 Holdco L.P., BX Buzz ML-2 Holdco L.P., BX Buzz ML-3 Holdco L.P., BX Buzz ML-4 Holdco L.P., BX Buzz ML-5 Holdco L.P., BX Buzz ML-6 Holdco L.P., BX Buzz ML-7 Holdco L.P., BX Buzz ML-1 GP LLC, BX Buzz ML-2 GP LLC, BX Buzz ML-3 GP LLC, BX Buzz ML-4 GP LLC, BX Buzz ML-5 GP LLC, BX Buzz ML-6 GP LLC, BX Buzz ML-7 GP LLC, Blackstone Buzz Holdings L.P., Blackstone Tactical Opportunities Fund-FD L.P., Blackstone Family Investment Partnership-Growth ESC L.P., BCP Buzz Holdings L.P., BTO Buzz Holdings II L.P., BXG Buzz Holdings L.P., BSOF Buzz Aggregator L.L.C., BTO Holdings Manager-NQ L.L.C., Blackstone Tactical Opportunities Associates-NQ L.L.C., BTOA-NQ L.L.C., Blackstone Tactical Opportunities Associates III-NQ L.P., BTO DE GP-NQ L.L.C., BXG Side-by-Side GP L.L.C., BXG Holdings Manager L.L.C., Blackstone Growth Associates L.P., BXGA L.L.C., Blackstone Strategic Opportunity Associates L.L.C., BCP VII Holdings Manager - NQ L.L.C., Blackstone Management Associates VII NQ L.L.C., BMA VII NQ L.L.C., Blackstone Holdings II L.P., Blackstone Holdings I/II GP L.L.C., BTO Holdings Manager L.L.C., Blackstone Tactical Opportunities Associates L.L.C., BTOA L.L.C., Blackstone Holdings III L.P., Blackstone Holdings III GP L.P., Blackstone Holdings III GP Management L.L.C., Blackstone Inc., Blackstone Group Management L.L.C., Stephen A. Schwarzman ×10 declarações | 18 de Junho de 2026 | 0,00% | Emenda | · | SEC |
| Whitney Wolfe Herd, Beehive Holdings II, LP, Beehive Holdings III, LP ×5 declarações | 5 de Novembro de 2025 | 0,00% | Emenda | · | SEC |
| Blackstone Buzz Holdings L.P., Blackstone Tactical Opportunities Fund—FD L.P., Blackstone Family Investment Partnership—Growth ESC L.P., BCP Buzz Holdings L.P., BTO Buzz Holdings II L.P., BXG Buzz Holdings L.P., BSOF Buzz Aggregator L.L.C., BTO Holdings Manager—NQ L.L.C., Blackstone Tactical Opportunities Associates—NQ L.L.C., BTOA—NQ L.L.C., Blackstone Tactical Opportunities Associates III—NQ L.P., BTO DE GP—NQ L.L.C., BXG Side-by-Side GP L.L.C., BXG Holdings Manager L.L.C., Blackstone Growth Associates L.P., BXGA L.L.C., Blackstone Strategic Opportunity Associates L.L.C., BCP VII Holdings Manager – NQ L.L.C., Blackstone Management Associates VII NQ L.L.C., BMA VII NQ L.L.C., Blackstone Holdings II L.P., Blackstone Holdings I/II GP L.L.C., BTO Holdings Manager L.L.C., Blackstone Tactical Opportunities Associates L.L.C., BTOA L.L.C., Blackstone Holdings III L.P., Blackstone Holdings III GP L.P., Blackstone Holdings III GP Management L.L.C., The Blackstone Group Inc., Blackstone Group Management L.L.C., Stephen A. Schwarzman ×2 declarações | 28 de Abril de 2021 | · | Declaração inicial | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Executivos da empresa 16 insiders · 9 diretores · 9 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Whitney Wolfe Herd | Chief Executive Officer | 10 de Setembro de 2026 F | 1.306.029 | 0 | 0 | $0 |
| Lidiane S. Jones | Chief Executive Officer | 2 de Janeiro de 2025 F | 683.054 | 0 | 0 | $0 |
| Kevin D. Cook | Chief Financial Officer | 2 de Agosto de 2026 F | 1.376.583 | 0 | 0 | $0 |
| Anuradha B. Subramanian | Chief Financial Officer | 10 de Março de 2025 F | 255.288 | 0 | 0 | $0 |
| Tariq M Shaukat | President | 29 de Junho de 2023 F | 183.247 | 0 | 0 | $0 |
| Deirdre L. Runnette | Chief Legal Officer | 2 de Agosto de 2026 F | 999.642 | 0 | 0 | $0 |
| Amy Kossover | Chief Accounting Officer | 2 de Agosto de 2026 F | 188.813 | 0 | 0 | $0 |
| Elizabeth Monteleone | Chief Legal Officer | 29 de Março de 2025 F | 175.446 | 0 | 0 | $0 |
| Laura Franco | Chief Legal & Compliance Officer | 10 de Fevereiro de 2024 F | 139.779 | 0 | 0 | $0 |
| Sissie L. Hsiao | Conselheiro | 9 de Junho de 2026 S | 126.687 | 0 | 2 | $-77.171 |
| Ann Mather | Conselheiro | 9 de Junho de 2026 S | 117.853 | 0 | 1 | $-61.416 |
| Amy Griffin | Conselheiro | 4 de Junho de 2026 A | 158.128 | 0 | 0 | $0 |
| Elisa Steele | Conselheiro | 4 de Junho de 2026 A | 182.576 | 0 | 0 | $0 |
| Rebecca Lynn Atchison | Conselheiro | 4 de Junho de 2026 A | 158.128 | 0 | 0 | $0 |
| Pamela Thomas-Graham | Conselheiro | 4 de Junho de 2026 A | 164.663 | 0 | 0 | $0 |
| Matthew S Bromberg | Conselheiro | 5 de Junho de 2024 A | 36.522 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 25 ETFs
O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.
| Fundo | Peso | Unidades | Em | Fonte |
|---|---|---|---|---|
| SOCL · Global X Funds | 0,09% | 29.071 NS | 31 de Julho de 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,05% | 674.342 NS | 31 de Julho de 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,04% | 95.478 SH | 19 de Agosto de 2026 | Diário |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,04% | 375.330 SH | 1 de Outubro de 2026 | Diário |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 88.237 SH | 19 de Agosto de 2026 | Diário |
| VOX · VANGUARD WORLD FUND | 0,02% | 350.298 SH | 19 de Agosto de 2026 | Diário |
| DFSV · Dimensional ETF Trust | 0,02% | 511.086 NS | 31 de Julho de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 587.130 SH | 19 de Agosto de 2026 | Diário |
| IWM · iShares Trust | 0,01% | 2.587.341 SH | 11 de Setembro de 2026 | Diário |
| PNQI · Invesco Exchange-Traded Fund Trust | 0,01% | 19.562 SH | 1 de Outubro de 2026 | Diário |
| RSSL · Global X Funds | 0,01% | 48.415 NS | 31 de Julho de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 6.762 SH | 1 de Outubro de 2026 | Diário |
| DXUV · Dimensional ETF Trust | 0,00% | 5.756 NS | 31 de Julho de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,00% | 122.837 NS | 31 de Julho de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 137.856 NS | 31 de Julho de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 148.348 SH | 11 de Setembro de 2026 | Diário |
| IWV · iShares Trust | 0,00% | 23.890 SH | 10 de Setembro de 2026 | Diário |
| DFAT · Dimensional ETF Trust | 0,00% | 15.381 NS | 31 de Julho de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 2.575 NS | 31 de Julho de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 5.975 NS | 31 de Julho de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 1.071.546 SH | 19 de Agosto de 2026 | Diário |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 2.824.068 SH | 19 de Agosto de 2026 | Diário |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 10.457 SH | 19 de Agosto de 2026 | Diário |
| IWN · iShares Trust | · | 910.032 SH | 11 de Setembro de 2026 | Diário |
| SMLF · iShares Trust | · | 809.060 SH | 11 de Setembro de 2026 | Diário |
BMBL Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
Preço-alvo de 12 meses
10 analistas · 2026-10-01Alvo médio $3.79 +49,2%
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| BMBL | · | -0.6 | -9.9% | -71.8% | -99.4% | · |
| TBLA | · | · | · | · | · | · |
| QNST | $828M | 10.5 | 18.3% | 6.3% | 26.3% | 11.3% |
| EVER | · | 10.3 | 38.5% | 14.3% | 48.6% | · |
| MAX | · | 33.2 | 28.8% | 2.3% | 783.8% | · |
| CARS | $715M | 38.1 | 0.57% | 2.8% | 4.2% | · |
| ZIP | $278M | -10.5 | -5.3% | -7.3% | 46.1% | 89.2% |
| ANGI | · | 13.8 | -13.0% | 4.2% | 4.5% | 95.4% |
| DHX | $69M | -5.2 | -9.9% | -10.6% | -12.9% | · |
| AEHL | · | · | · | · | · | · |
| GOOGL | $3.78T | 29.0 | 15.1% | 32.8% | 34.0% | · |
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