Rumble, Inc. (RUM)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-11-04
$5.11-0.20%
Close 2026-11-04 · 1-day change
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-11-04
QuarterlyIQ Insights · RUM
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 492.1% |
| Our one-year growth estimate | diamond | 7.3% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 484.8 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name is on a run of consecutive earnings misses and has been missing across recent quarters. A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 12 industry peers
RUM — capital allocation — Unregistered Sales of Equity Securities
Dated 2026-10-02
Unregistered Sales of Equity Securities On September 30, 2026, RUM Group Inc. (the “Company”) completed its previously reported acquisition of an additional 8,256,155 outstanding shares of Northern Data AG (“Northern Data”) from Tether Investments, S.A. de C.V. (“Tether”) pursuant to the Transaction Support Agreement, dated as of November 10, 2025, by and between the Company and Tether, as amended. As consideration for the Company’s acquisition of these Northern Data shares from Tether, the C…
Why it matters: High GPU use supports demand for Quake AI’s current capacity. A sharp drop would point to weaker use.
Watch forThe next report shows Quake AI GPU use at or above 80%.
Also watch forThe next report shows Quake AI GPU use below 70%.
Why it matters: Video revenue rose 21% year over year in Q2. Growth can test whether the video business adds to the new cloud revenue.
Watch forA later report shows Rumble video revenue above $30.3 million and higher year over year.
Also watch forA later report shows Rumble video revenue below $30.3 million or lower year over year.
Why it matters: RUM Group said it plans to seek the remaining shares through a squeeze-out. Completion would settle a key part of the acquisition.
Supportive ifA company filing confirms the squeeze-out is complete and RUM Group owns 100% of Northern Data.
Worry ifA company filing says the squeeze-out failed, was withdrawn, or is still incomplete.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$275 on $10,000 · ±2.8% | How much price usually moves either way. |
| Bad day | $744 loss on $10,000 · 7.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,064 loss on $10,000 · 50.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.