TickerTalks
Browse all tickers →
TickerTalks›$RUM
RURUM

Rumble Inc.

$RUM·$3.1B·Internet Content & Information·Communication Services
$8.89+7.1%YTD+39.1%1Y+18.2%
Price updated 7h ago·X counts updated 4d ago
RURUM
$RUMRumble Inc.
$8.89+7.11%131 posts1.1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $RUM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

131X posts · last 7 days
Aug 31Sep 13
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $RUM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 82% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-12

Rumble is bullish — bulls flag the ~$13.7B, 6-year GPU/cloud deal signed in August for Maysville GA capacity, and market cap is only $3B making it deeply undervalued. Insider 13G shows they own more than 50%; forming a Cup and Handle pattern after -28% correction on low volume. Contrarian bull framing ($10 = everyone bullish; $7.50 after 30% pullback = nobody wants it).

Read what X is saying about $RUM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RUM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeCooling offAI verdict · as of 2026-09-17

Catching its breath after a run — could pick back up or fade from here.

Video-platform up 30% YTD with a $13.7B GPU/cloud deal — Tether owns 50%+ and the deal is the whole story.

Rumble is the video platform pivoting toward AI-compute infrastructure. Up 30% YTD at 62% of 52w. A ~$13.7B 6-year GPU/cloud deal for Maysville GA is the whole thesis, and Tether just crossed 50.3% ownership via SC 13D/A.

  • Core business is unprofitable: Q1 revenue grew 7.4% YoY to $25M at -22% gross margin and -119% op margin — video-platform economics don't work standalone, so AI-compute pivot has to convert.
  • The $13.7B GPU/cloud deal is transformative if it holds: 6 years of contracted revenue against a $3B mcap means the equity is priced at a fraction of contracted backlog.
  • Tether's 50.3% stake is the loudest institutional signal — aligned but also a controlling holder, so minority-shareholder friction risk exists.

Nov 9: Maysville GA buildout progress and additional AI-compute contracts keep the coil going; a deal delay or scaling-back extends the -28% pullback.

Agrees with X sentimentX is right that the ~$13.7B GPU/cloud deal is massive relative to the $3B mcap, and Tether's 50%+ stake is a real institutional anchor. The Cup and Handle after a -28% correction is a fair technical read. What's underweighted is that the video-platform base is loss-making — the AI-compute pivot has to deliver contracted revenue on schedule.

What to watch: The Nov 9 Q3 print — Maysville GA buildout progress and any additional AI-compute contracts. A deal delay or scaling-back is what extends the -28% pullback.

On the calendar: 2026-11-09 — Q3 earnings

earnings within 60dpivot underwayconcentrated ownership

Read the AI verdict on $RUM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Runs rumble.com, an alternative video platform for free-speech creators, plus locals.com subscription community.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $RUM.

Internet Content & Information · Communication Services

AI-enhanced ad targeting is widening the platform gap — Google's push into Microsoft enterprise customers via AI tools and YouTube's $93B annual revenue scale are concentrating digital ad market share in the largest platforms. FDN's near-flat T12M (+1.9%) reflects antitrust and valuation ceiling risk offsetting the ad recovery.

What this means for $RUM

Neutral — Rumble's free-speech video platform has limited mainstream advertiser appeal; monetization depends on creator subscriptions and crypto tipping rather than the AI ad-targeting cycle benefiting large platforms.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+7.7%YTD
+2.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-17.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-27.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-69.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
31.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-38.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
14.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$-0.28$-0.09-211.1%
Q1 2026May 14, 2026$-0.11$-0.09-22.2%
Q4 2025Mar 5, 2026$-0.15$-0.11-36.4%
Q3 2025Nov 10, 2025$-0.08$-0.07-14.3%
Next earningsMon, Nov 9·consensus EPS $-0.15

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$25.5M+7.4%-21.7%-119%$-0.12$-17.7M
Q4 FY25$27.1M-10.5%97.4%51.9%$-0.13$-31.7M
Q3 FY25$24.8M-1.2%-17.5%-114%$-0.06$-12.0M
Q2 FY25$25.1M+11.6%-5.8%-106%$-0.12$-16.8M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$243.7M$218.6M – $268.8M-$0.59-$0.67 – -$0.511
FY27$559.0M$501.4M – $616.5M-$0.17-$0.19 – -$0.141
FY28$275.7M$247.4M – $304.1M$0.40$0.35 – $0.451

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.71%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+21.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+32.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 299.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.225-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 17Tether Global Investments Fund, S.i.c.a.f., S.a.10% owner4.6M sh$460
+ 22 other (12 inkinds · 6 awards · 3 others · 1 exempt) in window

See when $RUM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentSep 4SC 13D/A
AI summary

Rumble (RUM) received an SC 13D/A Amendment 4 from Tether Global Limited disclosing a 50.3% beneficial ownership stake -- 261,518,408 shares plus pre-funded warrants. The filing reflects Tether's continued accumulation in Rumble. This gives Tether majority ownership and significant voting control.

8-KOfficer or director changeAug 268-K — Item 5.02: Officer or director change
AI summary

Paul Cappuccio resigned from the RUM Group board effective August 21, 2026, citing his decision to accept a new role as Chief Legal Officer at Reddit (effective September 2026). The board size was reduced to five directors following his departure, and his resignation involved no disagreement with the company. Routine director departure with a clean stated reason; no material governance implications.

8-KMaterial agreementAug 248-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

RUM GROUP Inc. (RUM, Longboat Key FL), a holding company with listed common stock and redeemable warrants, filed a current report on August 23, 2026 covering a material definitive agreement (Item 1.01), repurchase of equity securities (Item 3.02), and other material events (Item 8.01) with exhibits. The combination of a new agreement and a share repurchase signals a transaction alongside a capital return activity. The specific agreement terms, repurchase size, and accompanying event are in attached exhibits.

8-KPress release / Reg FDAug 108-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

RUM Group (RUM) issued a press release on August 10, 2026 announcing Q2 2026 financial results for the quarter ended June 30, 2026. Specific figures are in Exhibit 99.1.

SC 13D/AActivist amendmentJun 22SC 13D/A
AI summary

Amendment No. 3 to Schedule 13D filed by Tether Global Investments Fund, S.I.C.A.F., S.A. reporting beneficial ownership of RUM Group Inc. representing a 7% stake (3 shares), with investment intent. This SC 13D/A filing dated 2026-06-22 updates the holder's position and disclosed intentions.

8-KMaterial agreementJun 188-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 5.03: Charter amendment
AI summary

Delaware 001-40079 80-0984597 entered into a material credit agreement on 2026-06-18. Narrative: 933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revi...

8-KAcquisition completedJun 178-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 3.02: Unregistered equity sale · Item 5.03: Charter amendment · Item 8.01: Other event
AI summary

Delaware 001-40079 80-0984597 entered into a material agreement on 2026-06-17. Narrative: f this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial a... Delaware 001-40079 80-0984597 disclosed: f this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Introductory Note On June 17, 2026, Rumble Inc. (the “ Company ” or “ Rumble ”) announced that it had completed the transa. Delaware 001-40079 80-0984597 completed an acquisition or disposition: f this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Introductory Note On J.

8-KShareholder voteJun 158-K — Item 5.07: Shareholder vote
AI summary

Delaware 001-40079 80-0984597 disclosed voting results from its annual or special meeting. hapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Item 5.07 Submission of Matter...

+ 30 other (14 425s · 3 8-Ks · 3 proxys · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

RUM's $13.7B Compute Win Contradicts AI Safety Concernszacks.com·4d agoAnthropic Makes $13.7 Compute Deal With Trump-Linked Rum Grouppymnts.com·4d agoRumble Soars 10% on Report Anthropic Is the $13.7B Compute Customer; CoreWeave and Nebius Drop 9%247wallst.com·4d agoRUM Group stock jumps on $13.7 billion Anthropic deal: will the gains hold?invezz.com·4d agoRUM Group to Acquire Additional Shares of Northern Data to Reach Approx. 98% Ownershipglobenewswire.com·8d ago

More in Internet Content & Information

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$META$GOOGL$GOOG$MOMO$SNAP$DASH$RDDT$DJT
Voices on X · last 7 days

No standout posts about $RUM on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport