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Bumble surged more than 20% in premarket trading on Thursday after the dating app operator posted better-than-expected Q4 results and provided Q1 profit guidance that also beat estimates, powered by its ongoing turnaround efforts.

For the quarter ending December 31, 2025, the company reported:

• Revenue of $224.2 million — down 14% year on year, but above the Wall Street consensus of $221 million (per data compiled by Bloomberg).

• Adjusted EBITDA of $71.6 million, beating analyst estimates of $63.5 million.

For the first quarter of fiscal 2026, Bumble forecasts:

• Adjusted EBITDA of $76 million to $80 million, well ahead of analysts’ consensus of $57.7 million.

• Revenue in the range of $209 million to $213 million, roughly meeting Wall Street estimates of $210 million.

Since founder Whitney Wolfe Herd returned to the top job around a year ago, Bumble has been undergoing a broad turnaround plan, featuring the introduction of new AI-enabled features to compete with stiff competition in the dating app market.

In the company’s press release, Wolfe Herd commented on its strategic overhaul: “With the heavy lift of our quality reset behind us, we are accelerating product innovation and prioritizing member experience enhancements. We are building from a stronger base and positioning Bumble for its next chapter of product-led growth.”

UiPath is down 5% in premarket trading on Thursday after the software and agentic automation company’s guidance failed to fully address investors’ growth concerns, despite posting upbeat results for the quarter and full-year ending January 31, 2026.

For the final quarter of FY2026, UiPath posted revenue of $481 million, just above analyst consensus of $465 million (compiled by Bloomberg) and adjusted EPS of $0.30, topping Wall Street estimates by 18%. The company’s annualized recurring revenue, grew 11% year-over-year to $1.853 billion, and the quarter also rounded out the company’s first profitable full year, with a GAAP operating income of $57 million for fiscal 2026.

Despite the better-than-expected results, shares slumped seemingly on the company’s conservative growth guidance. UiPath expects the following for the full year ending January 31, 2027:

• Revenue between $1.754 billion and $1.759 billion, which would signal a slowdown in year-over-year growth to at least 9%, compared with 13% in the latest full year results.

• ARR in the range of $2.051 billion to $2.056 billion as of January 31, 2027.

• Non-GAAP operating income of approximately $415 million.

In the wake of the results, a number of analysts have cut their price targets, suggesting that Wall Street was implicitly hoping for more exciting guidance. Morgan Stanley's analyst cut their price target to $17 (from $19), Canaccord dropped theirs to $15 (from $19), and UBS lowered it to $13 (from $17).