Is Bumble An Acquisition Target? Analyst Highlights Match As Likely Suitor Amid Regulatory Concerns
Is Bumble An Acquisition Target? Analyst Highlights Match As Likely Suitor Amid Regulatory Concerns
While KeyBanc Capital Markets analyst Justin Patterson downgraded Bumble Inc. (BMBL) to Sector Weight from Overweight.
KeyBanc資本市場分析師賈斯汀·帕特森將Bumble Inc. (BMBL)的評級從超重調降至板塊權重。
Patterson warns that app store data indicators remain weak, suggesting that the app refresh may have compromised Bumble's key differentiator, and there are increased risks to the company's financial outlook for 2025.
帕特森警告稱，應用商店數據因子仍然疲弱，暗示應用程序更新可能損害了Bumble的關鍵差異化因子，並且對公司2025年財務展望存在增加的風險。
With Bumble shares trading at approximately 5x the estimated EV/EBITDA for 2025, the analyst suggests there may be acquisition interest.
隨着Bumble股票交易價格大約是2025年預估的EV/EBITDA的5倍，分析師暗示可能存在收購興趣。
While Match Group (NASDAQ:MTCH) would be the obvious buyer, regulatory challenges could arise due to the degree of industry consolidation implied, the analyst notes.
儘管Match Group (納斯達克代碼：MTCH)可能是明顯的買方，但由於行業整合程度的含義，可能會出現監管挑戰，分析師指出。
Bumble's new Opening Moves feature enables women to choose a question that prompts other users to initiate the conversation.
Bumble的新功能「Opening Moves」讓女性選擇一個問題，促使其他用戶開始對話。
According to Patterson, this change disrupts Bumble's unique approach of having women make the first move after a match.
據帕特森稱，這一變化擾亂了Bumble讓女性在匹配後首先採取行動的獨特方式。
The analyst writes that this makes Bumble more competitive with other brands.
分析師寫道，這使得Bumble與其他品牌更具競爭力。
Also Read: Bumble Bets On AI Tools To Revive Growth In Online Dating Market
此外閱讀：Bumble押注人工智能工具以重振在線約會市場增長
On the negative side, Patterson underscores that Bumble's challenges are not "quick fixes" and forecasts that it will take time for the company to stabilize the business.
帕特森強調，Bumble面臨的挑戰並非"快速解決方案"，預計公司需要時間穩定業務。
Although the analyst had cautioned investors about an earnings reset before the second-quarter results, the extent of the revision turned out to be more significant than anticipated, with revenue for the second half of the year expected to decline year-over-year.
儘管分析師在第二季度業績公佈前警告投資者進行收益重置，但修訂的程度比預期更爲顯著，預計全年下半年營業收入將同比下降。
For FY24, the analyst sees the company reporting revenues of $1.067 billion.
分析師預計FY24年該公司報告106.7億美元的營業收入。
Price Action: BUMBL shares are trading lower by 0.68% to $6.43 at the last check Friday.
股價走勢：BUMBL股價最後檢查時下跌0.68%，報6.43美元。
- Tinder Finds Its Groove, Bumble Fumbles As Online Dating Sector Sees Mixed Q2 Results: JPMorgan
- Tinder找到了自己的節奏，而Bumble則失利，隨着在線約會板塊在第二季度取得了參差不齊的成果：摩根大通
Photo via Shutterstock
圖片來自shutterstock。
譯文內容由第三人軟體翻譯。