Bumble Shares Tumble By 45% In 2024: CFO Exit, Competition And Slowing Industry Growth Prompt Analyst To Downgrade The Stock
Bumble Shares Tumble By 45% In 2024: CFO Exit, Competition And Slowing Industry Growth Prompt Analyst To Downgrade The Stock
Shares of Bumble Inc. (NASDAQ:BMBL) fell over 2% on Thursday and slipped further during pre-market trading on Friday as Wolfe Research analyst Shweta Khajuria downgraded the stock to "peer perform" from "outperform."
週四，Bumble Inc.（納斯達克:BMBL）的股票下跌超過2%，而週五美股盤前交易中進一步下滑，因爲Wolfe Research分析師Shweta Khajuria將該股評級從「跑贏大盤」下調至「同行表現」。
What Happened: Wolfe Research cited several risk factors for the downgrade, as reported by MarketInsider. These included the challenges of executing post-product reset, the recent departure of the CFO, increasing competition, and the broader slowdown in industry growth.
發生了什麼：Wolfe Research引用了幾個風險因素導致評級下調，如MarketInsider所報道。這些因素包括執行產品重置面臨的挑戰、財務長的離職、競爭加劇以及行業增長放緩的整體趨勢。
Khajuria, the managing director of global internet at Wolfe expects the company to provide conservative guidance for 2025 and views Bumble more as a trading vehicle than a long-term investment in the near to medium term.
Khajuria是Wolfe全球Internet Plus-related的董事，總監，她預計公司將在2025年提供保守的指導，並在短期至中期內將Bumble視爲交易工具而非長期投資。
Why It Matters: Bumble's bottom line during the third quarter of the current fiscal missed expectations, whereas revenue surpassed consensus. Revenue grew by 0.7% year-over-year, reaching $273.6 million. While paying subscribers increased to 4.3 million from 3.8 million, average revenue per user (ARPU) declined to $21.17 from $23.42.
重要性：Bumble在當前財年的第三季度凈利潤未達到預期，而營業收入則超過了市場共識。營業收入同比增長0.7%，達到27360萬美元。付費訂閱用戶數從380萬增加至430萬，而每用戶平均收入（ARPU）則從23.42美元下降至21.17美元。
In December, Bumble announced that CFO Anu Subramanian and Chief Marketing Officer Selby Drummond would be leaving the company on March 14, 2025, and in January 2025, respectively. The company appointed Neil Shah, a former executive at Slack, to the newly created role of Chief Business Officer.
在12月，Bumble宣佈財務長Anu Subramanian和首席營銷官Selby Drummond將分別於2025年3月14日和2025年1月離職。公司任命前Slack高管Neil Shah爲新設立的首席業務官。
Price Action: Bumble stock declined by 45% in 2024, as per Benzinga Pro. The shares have fallen by 8.18% over the last month and by 17.84% over the last six months.
價格走勢：根據Benzinga Pro，Bumble股票在2024年下降了45%。過去一個月，該股下跌了8.18%，在過去六個月內下跌了17.84%。
About 27 analysts tracked by Benzinga have a "Hold" rating on the stock with a consensus price target of $16.06. The highest target price was $45 issued by BMO Capital on May 12, 2022, and the lowest was $6 issued by Morgan Stanley on Aug. 8, 2024. The three most recent analyst ratings between Susquehanna, Stifel, and Citigroup with an average price of $7.67 imply a 3.69% downside for Bumble.
大約27位分析師通過Benzinga對該股給予了「持有」評級，平均目標價爲16.06美元。最高目標價爲2022年5月12日BMO Capital發佈的45美元，最低目標價爲2024年8月8日摩根士丹利發佈的6美元。Susquehanna、Stifel和花旗集團最近發佈的三項分析師評級平均價格爲7.67美元，預示Bumble的下行幅度爲3.69%。
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譯文內容由第三人軟體翻譯。
