Update shared on 06 Dec 2025
Fair value Increased 42%Analysts have raised their fair value estimate for Rumble from 15.50 dollars to 22.00 dollars, citing sharply higher expected revenue growth despite some compression in projected profit margins and valuation multiples.
What's in the News
- Rumble is nearing an all share merger agreement to acquire German data center operator Northern Data in a deal expected to value the target below its current $894M market capitalization, with an announcement possible in the coming days (Bloomberg).
- Tether plans to leverage its investment in Rumble and access to Rumble's reported 51M users as part of the rollout of its new U.S focused stablecoin, USAT, which is targeted for launch in December (CoinDesk).
- Tether is seeking to raise $15B to $20B for a roughly 3 percent stake sale, a potential valuation milestone for the stablecoin issuer that previously invested $775M in Rumble in December of last year (Bloomberg, The Fly).
Valuation Changes
- Fair Value Estimate increased from $15.50 to $22.00, representing a substantial upward revision to the target price.
- Discount Rate edged down slightly from 8.23 percent to 8.22 percent, implying a marginally lower perceived risk profile.
- Revenue Growth was raised sharply from 26.44 percent to 87.90 percent, reflecting a significantly more optimistic top line outlook.
- Net Profit Margin was reduced from 9.53 percent to 5.52 percent, indicating expectations for lower profitability even as revenue scales.
- Future P/E decreased from 334.21x to 249.31x, signaling a modest compression in assumed valuation multiples.
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