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Wolfe Research Previews Earnings for Bumble, Match Group, Peloton and StubHub

May 5, 2026 6:34 AM

Investing.com -- Wolfe Research has released earnings previews for several companies reporting results this week and next, offering expectations for Bumble Inc (NASDAQ: BMBL), Match Group Inc (NASDAQ: MTCH), Peloton Interactive Inc (NASDAQ: PTON) and StubHub Holdings (NYSE: STUB).

For Bumble, which reports Tuesday after market close, Wolfe expects a mixed print with downside risk to Bumble app payers and revenue estimates. The firm anticipates first-quarter revenue to be in line with expectations, a low single-digit percentage beat on EBITDA, and a modest miss on Bumble Payers. For the second quarter, Wolfe expects the revenue guide to fall below consensus at the midpoint and the EBITDA guide to show a modest raise at the high end. Bumble shares have outperformed the S&P 500 by 1 percentage point since fourth-quarter results.

Match Group, also reporting Tuesday after market close, is expected to deliver a mixed print and raise guidance at the high end. Wolfe anticipates first-quarter revenue and EBITDA to modestly beat expectations, with Tinder net adds in line but showing some downside risk. For the second quarter, both revenue and EBITDA are expected to at least bracket estimates and raise at the high end. Match Group shares have outperformed the S&P 500 by 19 percentage points since fourth-quarter results.

Peloton, scheduled to report Thursday before market open, is expected to beat and bracket estimates. Wolfe projects third fiscal quarter revenue and EBITDA to beat by a low single-digit percentage, with net adds in line with expectations. For the fourth fiscal quarter, revenue and EBITDA guides are expected to bracket estimates. Peloton shares have underperformed the S&P 500 by 18 percentage points since fourth-quarter results.

StubHub, reporting May 13 after market close, is expected to deliver a mixed and lower print. Wolfe anticipates first-quarter gross merchandise sales and revenue to be in line with estimates, with EBITDA higher than expected. For the second quarter, GMS and revenue guides are expected to be moderately lower than consensus, while the EBITDA guide should bracket estimates. StubHub shares have underperformed the S&P 500 by 21 percentage points since fourth-quarter results.

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