View Past PerformanceRideNow Group バランスシートの健全性財務の健全性 基準チェック /26RideNow Groupの総株主資本は$-16.2M 、総負債は$474.3Mで、負債比率は-2927.8%となります。総資産と総負債はそれぞれ$721.7Mと$737.9Mです。 RideNow Groupの EBIT は$36.5Mで、利息カバレッジ比率0.7です。現金および短期投資は$30.2Mです。主要情報-2,927.78%負債資本比率US$474.30m負債インタレスト・カバレッジ・レシオ0.7x現金US$30.20mエクイティ-US$16.20m負債合計US$737.90m総資産US$721.70m財務の健全性に関する最新情報分析記事 • Apr 13RumbleOn (NASDAQ:RMBL) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jan 18RumbleOn, Inc. Receives Non-Compliance Letter from NasdaqOn January 14, 2025, RumbleOn, Inc. (the Company") notified the Nasdaq Stock Market, LLC (Nasdaq") that the Company is temporarily not in compliance with continued listing requirements as set in Nasdaq Listing Rules 5605(b)(1) regarding the composition of the board of directors of the Company (the Board") because a majority of the Board is not comprised of Independent Directors (as defined in Nasdaq Listing Rule 5605(a)(2)) solely due to a vacancy on the Board resulting from the leadership transition described in Item 5.02 of this Current Report on Form 8-K. On January 16, 2025, the Company received a response letter (the Response") from Nasdaq acknowledging the fact that the Company does not meet the requirements of such rules. The Response has no immediate effect on the listing or trading of the Company's common stock on the Nasdaq and the Company's common stock will continue to trade under the symbol RMBL". In accordance with Nasdaq Listing Rules, the Company has a cure period to regain compliance until the earlier to occur of its next annual stockholders meeting or January 13, 2026; provided, however, that if the next annual stockholders meeting is held before July 14, 2025, then the Company must evidence compliance no later than July 14, 2025. The Board is seeking to regain compliance with Nasdaq Listing Rules 5605(b)(1) prior to the expiration of the applicable period granted under Nasdaq Listing Rules 5605(b)(1)(A).分析記事 • Sep 27Is RumbleOn (NASDAQ:RMBL) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Jun 22Health Check: How Prudently Does RumbleOn (NASDAQ:RMBL) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Mar 15+ 1 more updateRumbleON, Inc. announced delayed annual 10-K filingOn 03/14/2024, RumbleON, Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.分析記事 • Mar 15Is RumbleON (NASDAQ:RMBL) Using Debt Sensibly?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...すべての更新を表示Recent updatesReported Earnings • May 17First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: US$0.11 loss per share (improved from US$0.26 loss in 1Q 2025). Revenue: US$260.4m (up 6.4% from 1Q 2025). Net loss: US$4.30m (loss narrowed 56% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • May 07RideNow Group, Inc. to Report Q1, 2026 Results on May 14, 2026RideNow Group, Inc. announced that they will report Q1, 2026 results After-Market on May 14, 2026お知らせ • Apr 27RideNow Group, Inc., Annual General Meeting, Jun 04, 2026RideNow Group, Inc., Annual General Meeting, Jun 04, 2026.Reported Earnings • Mar 10Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: US$1.38 loss per share (improved from US$2.22 loss in FY 2024). Revenue: US$1.08b (down 11% from FY 2024). Net loss: US$52.4m (loss narrowed 33% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Mar 10RideNow Group, Inc. Reports Impairment Results for the Fourth Quarter Ended December 31, 2025RideNow Group, Inc. reported impairment results for the fourth quarter ended December 31, 2025. For the quarter, the company reported impairment of intangible assets of $0.8 million against $39.3 million a year ago.お知らせ • Mar 03RideNow Group, Inc. to Report Q4, 2025 Results on Mar 09, 2026RideNow Group, Inc. announced that they will report Q4, 2025 results After-Market on Mar 09, 2026分析記事 • Nov 12What RideNow Group, Inc.'s (NASDAQ:RDNW) 49% Share Price Gain Is Not Telling YouDespite an already strong run, RideNow Group, Inc. ( NASDAQ:RDNW ) shares have been powering on, with a gain of 49% in...Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: US$0.11 loss per share (improved from US$0.32 loss in 3Q 2024). Revenue: US$281.0m (down 4.7% from 3Q 2024). Net loss: US$4.10m (loss narrowed 63% from 3Q 2024). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.お知らせ • Oct 29RideNow Group, Inc. to Report Q3, 2025 Results on Nov 04, 2025RideNow Group, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025分析記事 • Aug 19RideNow Group, Inc.'s (NASDAQ:RDNW) 31% Price Boost Is Out Of Tune With RevenuesDespite an already strong run, RideNow Group, Inc. ( NASDAQ:RDNW ) shares have been powering on, with a gain of 31% in...Reported Earnings • Aug 13Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$0.85 loss per share (further deteriorated from US$0.02 loss in 2Q 2024). Revenue: US$299.9m (down 11% from 2Q 2024). Net loss: US$32.2m (loss widened US$31.5m from 2Q 2024). Revenue exceeded analyst estimates by 7.0%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.お知らせ • Aug 06RumbleOn, Inc. to Report Q2, 2025 Results on Aug 11, 2025RumbleOn, Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025お知らせ • Jun 30+ 10 more updatesRumbleOn, Inc.(NasdaqCM:RMBL) dropped from Russell 2000 Dynamic IndexRumbleOn, Inc.(NasdaqCM:RMBL) dropped from Russell 2000 Dynamic Index分析記事 • May 10Analysts Have Lowered Expectations For RumbleOn, Inc. (NASDAQ:RMBL) After Its Latest ResultsRumbleOn, Inc. ( NASDAQ:RMBL ) just released its latest first-quarter report and things are not looking great. It...分析記事 • May 09Need To Know: The Consensus Just Cut Its RumbleOn, Inc. (NASDAQ:RMBL) Estimates For 2025The latest analyst coverage could presage a bad day for RumbleOn, Inc. ( NASDAQ:RMBL ), with the analysts making...Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.26 loss per share (improved from US$0.29 loss in 1Q 2024). Revenue: US$244.7m (down 21% from 1Q 2024). Net loss: US$9.70m (loss narrowed 5.8% from 1Q 2024). Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 47% per year, which means it is performing significantly worse than earnings.お知らせ • May 01RumbleOn, Inc. to Report Q1, 2025 Results on May 07, 2025RumbleOn, Inc. announced that they will report Q1, 2025 results Pre-Market on May 07, 2025お知らせ • Apr 14RumbleOn, Inc., Annual General Meeting, Jun 04, 2025RumbleOn, Inc., Annual General Meeting, Jun 04, 2025.分析記事 • Apr 13RumbleOn (NASDAQ:RMBL) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...New Risk • Apr 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$84.6m market cap).New Risk • Apr 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$90.7m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.お知らせ • Mar 21RumbleOn, Inc. Announces Board ChangesOn March 17, 2025, the Board of Directors of RumbleOn, Inc. appointed Rachel Richards as a director of the Company to fill the vacant seat created by Michael Kennedy’s resignation on January 13, 2025. The Board designated Ms. Richards as a director to stand for re-election at the Company’s 2025 annual meeting of shareholders. The Board determined that Ms. Richards is an independent director for purposes of the Nasdaq listing requirements, and Ms. Richards was also appointed to serve as a member of the Nominating & Corporate Governance Committee of the Board. Ms. Richards has over 38 years of experience in the automotive industry, including with Ford Motor Company and Sonic Automotive. From 2014 until her retirement on January 1, 2025, she served as Chief Marketing Officer and Vice President of Retail Strategy for Sonic Automotive. Ms. Richards holds a Bachelor of Science in Business Administration from Shippensburg University.Reported Earnings • Mar 11Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$2.22 loss per share (improved from US$12.09 loss in FY 2023). Revenue: US$1.21b (down 12% from FY 2023). Net loss: US$78.6m (loss narrowed 63% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 132%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has fallen by 50% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 07RumbleOn, Inc. to Report Q4, 2024 Results on Mar 11, 2025RumbleOn, Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Mar 11, 2025お知らせ • Jan 18RumbleOn, Inc. Receives Non-Compliance Letter from NasdaqOn January 14, 2025, RumbleOn, Inc. (the Company") notified the Nasdaq Stock Market, LLC (Nasdaq") that the Company is temporarily not in compliance with continued listing requirements as set in Nasdaq Listing Rules 5605(b)(1) regarding the composition of the board of directors of the Company (the Board") because a majority of the Board is not comprised of Independent Directors (as defined in Nasdaq Listing Rule 5605(a)(2)) solely due to a vacancy on the Board resulting from the leadership transition described in Item 5.02 of this Current Report on Form 8-K. On January 16, 2025, the Company received a response letter (the Response") from Nasdaq acknowledging the fact that the Company does not meet the requirements of such rules. The Response has no immediate effect on the listing or trading of the Company's common stock on the Nasdaq and the Company's common stock will continue to trade under the symbol RMBL". In accordance with Nasdaq Listing Rules, the Company has a cure period to regain compliance until the earlier to occur of its next annual stockholders meeting or January 13, 2026; provided, however, that if the next annual stockholders meeting is held before July 14, 2025, then the Company must evidence compliance no later than July 14, 2025. The Board is seeking to regain compliance with Nasdaq Listing Rules 5605(b)(1) prior to the expiration of the applicable period granted under Nasdaq Listing Rules 5605(b)(1)(A).Price Target Changed • Jan 15Price target decreased by 9.3% to US$6.13Down from US$6.75, the current price target is an average from 4 analysts. New target price is 36% above last closing price of US$4.52. Stock is down 31% over the past year. The company is forecast to post a net loss per share of US$0.93 next year compared to a net loss per share of US$12.09 last year.お知らせ • Jan 14+ 1 more updateRumbleOn, Inc. Announces Chief Executive Officer ChangesRumbleOn, Inc. announced that Michael Quartieri, Chairman of the Board of Directors, has been appointed Chief Executive Officer effective as of January 13, 2025. Michael Kennedy is no longer Chief Executive Officer of the Company. Mr. Quartieri is a tenured C-suite executive with significant leadership and strategic planning experience, in addition to having strong financial acumen and corporate governance expertise.New Risk • Jan 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (7.7% increase in shares outstanding).分析記事 • Jan 09RumbleOn, Inc. (NASDAQ:RMBL) Shares Slammed 29% But Getting In Cheap Might Be Difficult RegardlessRumbleOn, Inc. ( NASDAQ:RMBL ) shares have retraced a considerable 29% in the last month, reversing a fair amount of...Recent Insider Transactions Derivative • Dec 18Director exercised options to buy US$2.2m worth of stock.On the 12th of December, Mark Tkach exercised options to buy 434k shares at a strike price of around US$4.18, costing a total of US$1.8m. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. Since March 2024, Mark's direct individual holding has increased from 6.40m shares to 6.41m. Company insiders have collectively bought US$3.6m more than they sold, via options and on-market transactions, in the last 12 months.お知らせ • Dec 13RumbleOn, Inc. has completed a Follow-on Equity Offering in the amount of $8.539786 million.RumbleOn, Inc. has completed a Follow-on Equity Offering in the amount of $8.539786 million. Security Name: Class B Common Stock Security Type: Common Stock Securities Offered: 2,043,011 Price\Range: $4.18 Transaction Features: Rights OfferingPrice Target Changed • Dec 12Price target increased by 7.7% to US$7.00Up from US$6.50, the current price target is an average from 4 analysts. New target price is 11% above last closing price of US$6.29. Stock is down 14% over the past year. The company is forecast to post a net loss per share of US$0.94 next year compared to a net loss per share of US$12.09 last year.分析記事 • Nov 22After Leaping 27% RumbleOn, Inc. (NASDAQ:RMBL) Shares Are Not Flying Under The RadarRumbleOn, Inc. ( NASDAQ:RMBL ) shareholders have had their patience rewarded with a 27% share price jump in the last...Major Estimate Revision • Nov 19Consensus EPS estimates fall by 30%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.717 to -US$0.935 per share. Revenue forecast unchanged at US$1.22b. Specialty Retail industry in the US expected to see average net income growth of 16% next year. Consensus price target down from US$6.88 to US$6.50. Share price rose 3.0% to US$5.85 over the past week.分析記事 • Nov 15Earnings Release: Here's Why Analysts Cut Their RumbleOn, Inc. (NASDAQ:RMBL) Price Target To US$6.50RumbleOn, Inc. ( NASDAQ:RMBL ) just released its latest third-quarter report and things are not looking great. Revenues...Reported Earnings • Nov 13Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.32 loss per share (improved from US$0.99 loss in 3Q 2023). Revenue: US$295.0m (down 13% from 3Q 2023). Net loss: US$11.2m (loss narrowed 32% from 3Q 2023). Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 94%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has fallen by 50% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 13RumbleOn, Inc. has filed a Follow-on Equity Offering in the amount of $10 million.RumbleOn, Inc. has filed a Follow-on Equity Offering in the amount of $10 million. Security Name: Class B Common Stock Security Type: Common Stock Transaction Features: Rights Offeringお知らせ • Nov 06RumbleOn, Inc. to Report Q3, 2024 Results on Nov 12, 2024RumbleOn, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 12, 2024分析記事 • Oct 06RumbleOn, Inc.'s (NASDAQ:RMBL) P/S Is Still On The Mark Following 34% Share Price BounceRumbleOn, Inc. ( NASDAQ:RMBL ) shareholders have had their patience rewarded with a 34% share price jump in the last...分析記事 • Sep 27Is RumbleOn (NASDAQ:RMBL) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Aug 09RumbleOn, Inc. (NASDAQ:RMBL) Analysts Just Slashed This Year's Revenue Estimates By 10%Market forces rained on the parade of RumbleOn, Inc. ( NASDAQ:RMBL ) shareholders today, when the analysts downgraded...Reported Earnings • Aug 08Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: US$0.02 loss per share (improved from US$0.78 loss in 2Q 2023). Revenue: US$336.8m (down 12% from 2Q 2023). Net loss: US$700.0k (loss narrowed 95% from 2Q 2023). Revenue missed analyst estimates by 12%. Earnings per share (EPS) exceeded analyst estimates by 77%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has fallen by 54% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 26RumbleOn, Inc. to Report Q2, 2024 Results on Aug 07, 2024RumbleOn, Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 07, 2024分析記事 • Jun 29RumbleOn, Inc. (NASDAQ:RMBL) Stocks Pounded By 26% But Not Lagging Industry On Growth Or PricingTo the annoyance of some shareholders, RumbleOn, Inc. ( NASDAQ:RMBL ) shares are down a considerable 26% in the last...分析記事 • Jun 22Health Check: How Prudently Does RumbleOn (NASDAQ:RMBL) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Breakeven Date Change • Jun 14Forecast to breakeven in 2025The 5 analysts covering RumbleOn expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 88% to 2024. The company is expected to make a profit of US$3.61m in 2025. Average annual earnings growth of 86% is required to achieve expected profit on schedule.Board Change • Jun 14High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Becca Polak is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jun 05RumbleOn, Inc. Appoints Tiffany Kice as its new Chief Financial Officer, Effective June 24, 2024RumbleOn, Inc. announced the appointment of Tiffany Kice as its new Chief Financial Officer (CFO), effective June 24, 2024. Kice brings over 25 years of experience in financial leadership roles for public and private companies across various industries, including extensive expertise in multi-site retail. Kice joins RumbleOn from Pegasus Logistics Group, a privately held logistics company where she served as CFO since 2020. She has held CFO roles in the retail and investment fields and started her career at professional services firm KPMG in Dallas. Kice's background includes strategic financial planning, risk management, and leadership of IT, finance and human resource professionals. She holds a B.B.A. in Accounting from the University of Texas, Austin. Kice grew up in Texas where she and her brother enjoyed waterskiing and riding ATV's as children. Today, along with her husband of 25 years and two adult daughters, she enjoys time at the lake where she's the expert pilot for wakeboarding and tubing.お知らせ • Apr 24RumbleOn, Inc. to Report Q1, 2024 Results on May 08, 2024RumbleOn, Inc. announced that they will report Q1, 2024 results Pre-Market on May 08, 2024お知らせ • Mar 29RumbleON, Inc., Annual General Meeting, Jun 04, 2024RumbleON, Inc., Annual General Meeting, Jun 04, 2024.お知らせ • Mar 15+ 1 more updateRumbleON, Inc. announced delayed annual 10-K filingOn 03/14/2024, RumbleON, Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.分析記事 • Mar 15Is RumbleON (NASDAQ:RMBL) Using Debt Sensibly?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Mar 15Not Many Are Piling Into RumbleON, Inc. (NASDAQ:RMBL) Stock Yet As It Plummets 25%To the annoyance of some shareholders, RumbleON, Inc. ( NASDAQ:RMBL ) shares are down a considerable 25% in the last...Price Target Changed • Mar 14Price target increased by 8.0% to US$10.13Up from US$9.38, the current price target is an average from 4 analysts. New target price is 102% above last closing price of US$5.00. Stock is down 39% over the past year. The company is forecast to post a net loss per share of US$0.43 next year compared to a net loss per share of US$12.77 last year.Reported Earnings • Mar 14Full year 2023 earnings released: US$12.77 loss per share (vs US$16.48 loss in FY 2022)Full year 2023 results: US$12.77 loss per share (improved from US$16.48 loss in FY 2022). Revenue: US$1.37b (down 24% from FY 2022). Net loss: US$214.4m (loss narrowed 18% from FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has fallen by 55% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 01RumbleON, Inc. to Report Q4, 2023 Results on Mar 14, 2024RumbleON, Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 14, 2024お知らせ • Feb 22RumbleON, Inc. Appoints Brandy Treadway as Senior Vice President and Chief Legal OfficerRumbleOn announced the appointment of Brandy Treadway as the company's Senior Vice President and Chief Legal Officer. Treadway brings over two decades of legal expertise, including executive positions at J.C. Penney Company, Inc. and as a partner at Martin Powers & Counsel, PLLC. Treadway will lead RumbleOn's legal and human resources functions. In her most recent role at Martin Powers & Counsel, PLLC, Treadway served as a Corporate Partner, representing small and medium-sized businesses in corporate and human resources matters. Prior to that, she held key positions at JCPenney, including Senior Vice President, General Counsel & Secretary, where she oversaw all legal functions for the Fortune 250 retail company, and Interim Chief Human Resources Officer, where she led an in-depth analysis of the company's organizational structure. Treadway holds a Juris Doctor from SMU Dedman School of Law, graduating magna cum laude and being inducted into the Order of the Coif, an honor society for law school graduates. She also holds two BA degrees from the University of Virginia. Treadway will be based at RumbleOn's headquarters in Dallas, Texas. She started in her role on February 12, 2024.お知らせ • Dec 23RumbleON, Inc. Announces Board ChangesOn December 21, 2023, Kevin Westfall provided the Board of Directors (the “Board”) of RumbleOn, Inc. (the “Company”) a letter of resignation as a director of the Company effective immediately. In his letter, Mr. Westfall did not express disagreement on any matter relating to the Company’s operations, policies, or practices as the cause of his resignation. The Company provided Mr. Westfall a copy of this report in advance of filing. In recognition of Mr. Westfall’s service to the Company, the Compensation Committee has agreed to continue vesting of Mr. Westfall’s outstanding restricted stock units, in accordance with the ordinary course through July 1, 2024. On December 21, 2023, the Board appointed Mark Tkach to fill the Class III director position vacancy created by Kevin Westfall’s resignation from the Board on December 21, 2023. Mr. Tkach’s Class III term will expire at the Company’s 2024 annual meeting of stockholders. Mr. Tkach previously served as a member of the Board and as the Company’s Interim Chief Executive Officer from June 16, 2023 to November 1, 2023. Immediately prior to his appointment, Mr. Tkach was a board observer. For additional information regarding Mr. Tkach, please see the Company’s Definitive Proxy Statement filed with the Securities and Exchange Commission (the “SEC”) on June 23, 2023.分析記事 • Dec 19Revenues Not Telling The Story For RumbleON, Inc. (NASDAQ:RMBL) After Shares Rise 28%Despite an already strong run, RumbleON, Inc. ( NASDAQ:RMBL ) shares have been powering on, with a gain of 28% in the...お知らせ • Dec 19Steven Pully Ceases to Be Executive Chairman of the Board of RumbleON, IncRumbleOn, Inc. announced that upon the expiration of the term, Mr. Steven Pully ceased to be Executive Chairman of the Board. Mr. Pully continues to serve as a member of the Board and has also been appointed to serve as Chairman of the Board.New Risk • Dec 14New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 117% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (117% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$6.2m net loss in 3 years).Recent Insider Transactions • Dec 14Director recently bought US$4.7m worth of stockOn the 8th of December, William Coulter bought around 861k shares on-market at roughly US$5.50 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Recent Insider Transactions Derivative • Dec 10Director exercised options to buy US$15m worth of stock.On the 5th of December, William Coulter exercised options to buy 3m shares at a strike price of around US$5.50, costing a total of US$16m. This transaction amounted to 108% of their direct individual holding at the time of the trade. Since March 2023, William has owned 2.03m shares directly. Company insiders have collectively bought US$31m more than they sold, via options and on-market transactions, in the last 12 months.お知らせ • Dec 07RumbleON, Inc. has completed a Follow-on Equity Offering in the amount of $99.999999 million.RumbleON, Inc. has completed a Follow-on Equity Offering in the amount of $99.999999 million. Security Name: Class B common stock Security Type: Common Stock Securities Offered: 18,181,818 Price\Range: $5.5 Transaction Features: Rights OfferingMajor Estimate Revision • Nov 14Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$1.42b to US$1.41b. Losses expected to increase from US$2.64 per share to US$2.98. Specialty Retail industry in the US expected to see average net income growth of 0.8% next year. Consensus price target down from US$10.50 to US$9.38. Share price fell 9.5% to US$5.62 over the past week.Reported Earnings • Nov 10Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: US$0.99 loss per share (down from US$0.19 profit in 3Q 2022). Revenue: US$338.1m (down 28% from 3Q 2022). Net loss: US$16.5m (down US$19.5m from profit in 3Q 2022). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 94%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has fallen by 46% per year, which means it is performing significantly worse than earnings.New Risk • Nov 09New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$314m Forecast net loss in 3 years: US$11m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$11m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (4.9% increase in shares outstanding).お知らせ • Nov 02RumbleON, Inc. to Report Q3, 2023 Results on Nov 07, 2023RumbleON, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 07, 2023Major Estimate Revision • Aug 16Consensus EPS estimates fall by 203%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$1.50b to US$1.42b. Losses expected to increase from US$0.87 per share to US$2.64. Specialty Retail industry in the US expected to see average net income decline 7.6% next year. Consensus price target down from US$12.50 to US$10.50. Share price fell 36% to US$6.66 over the past week.お知らせ • Aug 11Rumbleon, Inc. Provides Revenue Guidance for Full Year 2023RumbleON, Inc. provided revenue guidance for full year 2023. For the period, the company expects Total Powersports and Transportation Revenue of $1.38 billion to $1.48 billion, compared to Powersports and Transportation Revenue of $1.46 billion in 2022 and Powersports GPU of approximately $5,300 to $5,400 compared to $6,159 in 2022.Breakeven Date Change • Aug 10No longer forecast to breakevenThe 4 analysts covering RumbleON no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$4.37m in 2024. New consensus forecast suggests the company will make a loss of US$3.60m in 2025.New Risk • Aug 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$53m). Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (3.6% increase in shares outstanding).Board Change • Aug 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Director Kevin Westfall is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.分析記事 • Jul 31RumbleON, Inc.'s (NASDAQ:RMBL) Popularity With Investors Is ClearIt's not a stretch to say that RumbleON, Inc.'s ( NASDAQ:RMBL ) price-to-sales (or "P/S") ratio of 0.1x right now seems...お知らせ • Jul 29RumbleON, Inc. to Report Q2, 2023 Results on Aug 09, 2023RumbleON, Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 09, 2023お知らせ • Jul 23RumbleON, Inc. Announces Management ChangesOn July 14, 2023, the Board of Directors of RumbleOn, Inc. appointed Steven Pully, Chairman of the Board, to serve as Executive Chairman of the Board. Unless earlier terminated, such appointment is for a term through December 15, 2023. Also on July 14, 2023, Mark Tkach resigned from his position as an unclassified director and the Board appointed him to the vacant Class III Board seat created by the resignation of Marshall Chesrown in accordance with the terms of the cooperation agreement entered into on June 15, 2023, by and among the Company, Mr. Tkach and William Coulter (the “Cooperation Agreement”). Mr. Tkach serves, and will continue to serve, on the Executive Transition Committee. Melvin Flanigan’s term as an unclassified director expired upon his election as a Class II director at the 2023 Annual Meeting of Stockholders of RumbleOn (the “2023 Annual Meeting”). Also on July 14, 2023, Michael Francis resigned as General Counsel and Chief Legal Officer of the Company.お知らせ • Jul 13RumbleON, Inc. Announces Board ChangesRumbleON, Inc. announced that on July 7, 2023, Marshall Chesrown resigned as a director of the Company effective immediately. Mr. Chesrown’s resignation letter described his disagreement with certain recent corporate governance, disclosure and other actions taken by the Company, the Board and certain of its members, and indicated his intent to pursue legal claims. Due to Mr. Chesrown’s resignation, the Company’s Board currently consists of eight members consisting of six members divided into three classes (three (3) Class I directors, two (2) Class II directors, one (1) Class III director) and two non-classified directors, Mark Tkach and Melvin Flanigan. As described in the Proxy Statement and pursuant to the Cooperation Agreement entered into by the Company with Messrs. Coulter and Tkach on June 30, 2023, the Board will appoint Mr. Tkach to Mr. Chesrown’s vacated Class III Board seat following the Annual Meeting.New Risk • Jul 04New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 15% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$53m). Share price has been volatile over the past 3 months (15% average weekly change).Board Change • Jul 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Mel Flanigan was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 25+ 2 more updatesRumbleON, Inc.(NasdaqCM:RMBL) dropped from Russell Small Cap Comp Value IndexRumbleON, Inc.(NasdaqCM:RMBL) dropped from Russell Small Cap Comp Value IndexBoard Change • Jun 24Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Shin Lee was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jun 17+ 1 more updateRumbleon, Inc. Announces Board and Committee ChangesRumbleON, Inc. announced that it has reached an agreement in principle that will be memorialized in a definitive agreement with the Coulter-Tkach Group to resolve all outstanding proxy matters currently subject to contest at the Annual Meeting of Shareholders, scheduled for July 14, 2023. The Company and Messrs. Coulter and Tkach have agreed to end the proxy contest on the following terms: The Board will expand temporarily from seven to nine members to allow Melvin Flanigan and Mark Tkach to immediately join the Board. Mr. Flanigan most recently served as an advisor for Camping World Holdings, Inc., a leading retailer of RVs and outdoor products and services in the United States, from July 2020, until his retirement in December 2020. He previously served as Chief Financial Officer and Corporate Secretary of Camping World Holdings, Inc. from January 2019 to June 2020, during which time he oversaw a significant turn-around in corporate and functional communication, structure, and performance. Prior to joining Camping World, Mr. Flanigan served briefly as Chief Financial Officer of I am Plus LLC from June 2018 to July 2018. Before that, Mr. Flanigan served as the Executive Vice President, Finance and Chief Financial Officer of DTS Inc., a company specializing in high-definition and wireless audio from September 2003 to December 2016. During that time, Mr. Flanigan also served as a member of DTS, Inc.’s operating subsidiary boards. At DTS Inc., Mr. Flanigan helped transform a small startup company into an industry leader that was ultimately acquired for nearly $1 billion. Form March 1996 to July 1999, Mr. Flanigan served as Chief Financial Officers and Vice President, Operations at SensArray Corporation, a supplier of thermal measurement products for semiconductor, LCD, and memory-disk fabrication processes. Steve Pully is named Chairman of the Board. Mr. Coulter named as a Board observer until his election at 2023 Annual Meeting, with access to all Board activities and access to books and records. Reorganization of Board Committees, including: Nominating and Corporate Governance: Shin Lee (Chair), Becca Polak Melvin Flanigan; Audit: Melvin Flanigan (Chair), Steve Pully, Kevin Westfall; Compensation: Becca Polak (Chair), Melvin Flanigan, Steve Pully; CEO Transition: Mark Tkach (Chair), Shin Lee, Becca Polak, Steve Pully, Kevin Westfall, William Coulter (non-voting until such time he is appointed/elected to Board).財務状況分析短期負債: RDNWは マイナスの株主資本 を有しており、これは 短期資産 が 短期負債 をカバーしていないことよりも深刻な状況です。長期負債: RDNWは株主資本がマイナスであり、これは短期資産が 長期負債 をカバーしていないことよりも深刻な状況です。デット・ツー・エクイティの歴史と分析負債レベル: RDNWは 株主資本がマイナス となっており、これは高い負債レベルよりも深刻な状況です。負債の削減: RDNWの株主資本はマイナスなので、時間の経過とともに負債が減少したかどうかを確認する必要はありません。貸借対照表キャッシュ・ランウェイ分析過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。安定したキャッシュランウェイ: RDNWは、現在の フリーキャッシュフロー に基づき、1 年以上にわたって十分な キャッシュランウェイ を有しています。キャッシュランウェイの予測: RDNWは、フリー キャッシュ フローが毎年25.7 % の歴史的成長率で成長し続ける場合、 1.1年間十分なキャッシュ ランウェイを有します。健全な企業の発掘7D1Y7D1Y7D1YRetail 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 21:00終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋RideNow Group, Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Craig KennisonBairdRonald JoseyCitizens JMP Securities, LLCSteven DyerCraig-Hallum Capital Group LLC2 その他のアナリストを表示
分析記事 • Apr 13RumbleOn (NASDAQ:RMBL) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jan 18RumbleOn, Inc. Receives Non-Compliance Letter from NasdaqOn January 14, 2025, RumbleOn, Inc. (the Company") notified the Nasdaq Stock Market, LLC (Nasdaq") that the Company is temporarily not in compliance with continued listing requirements as set in Nasdaq Listing Rules 5605(b)(1) regarding the composition of the board of directors of the Company (the Board") because a majority of the Board is not comprised of Independent Directors (as defined in Nasdaq Listing Rule 5605(a)(2)) solely due to a vacancy on the Board resulting from the leadership transition described in Item 5.02 of this Current Report on Form 8-K. On January 16, 2025, the Company received a response letter (the Response") from Nasdaq acknowledging the fact that the Company does not meet the requirements of such rules. The Response has no immediate effect on the listing or trading of the Company's common stock on the Nasdaq and the Company's common stock will continue to trade under the symbol RMBL". In accordance with Nasdaq Listing Rules, the Company has a cure period to regain compliance until the earlier to occur of its next annual stockholders meeting or January 13, 2026; provided, however, that if the next annual stockholders meeting is held before July 14, 2025, then the Company must evidence compliance no later than July 14, 2025. The Board is seeking to regain compliance with Nasdaq Listing Rules 5605(b)(1) prior to the expiration of the applicable period granted under Nasdaq Listing Rules 5605(b)(1)(A).
分析記事 • Sep 27Is RumbleOn (NASDAQ:RMBL) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Jun 22Health Check: How Prudently Does RumbleOn (NASDAQ:RMBL) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Mar 15+ 1 more updateRumbleON, Inc. announced delayed annual 10-K filingOn 03/14/2024, RumbleON, Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.
分析記事 • Mar 15Is RumbleON (NASDAQ:RMBL) Using Debt Sensibly?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • May 17First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: US$0.11 loss per share (improved from US$0.26 loss in 1Q 2025). Revenue: US$260.4m (up 6.4% from 1Q 2025). Net loss: US$4.30m (loss narrowed 56% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • May 07RideNow Group, Inc. to Report Q1, 2026 Results on May 14, 2026RideNow Group, Inc. announced that they will report Q1, 2026 results After-Market on May 14, 2026
お知らせ • Apr 27RideNow Group, Inc., Annual General Meeting, Jun 04, 2026RideNow Group, Inc., Annual General Meeting, Jun 04, 2026.
Reported Earnings • Mar 10Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: US$1.38 loss per share (improved from US$2.22 loss in FY 2024). Revenue: US$1.08b (down 11% from FY 2024). Net loss: US$52.4m (loss narrowed 33% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Mar 10RideNow Group, Inc. Reports Impairment Results for the Fourth Quarter Ended December 31, 2025RideNow Group, Inc. reported impairment results for the fourth quarter ended December 31, 2025. For the quarter, the company reported impairment of intangible assets of $0.8 million against $39.3 million a year ago.
お知らせ • Mar 03RideNow Group, Inc. to Report Q4, 2025 Results on Mar 09, 2026RideNow Group, Inc. announced that they will report Q4, 2025 results After-Market on Mar 09, 2026
分析記事 • Nov 12What RideNow Group, Inc.'s (NASDAQ:RDNW) 49% Share Price Gain Is Not Telling YouDespite an already strong run, RideNow Group, Inc. ( NASDAQ:RDNW ) shares have been powering on, with a gain of 49% in...
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: US$0.11 loss per share (improved from US$0.32 loss in 3Q 2024). Revenue: US$281.0m (down 4.7% from 3Q 2024). Net loss: US$4.10m (loss narrowed 63% from 3Q 2024). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
お知らせ • Oct 29RideNow Group, Inc. to Report Q3, 2025 Results on Nov 04, 2025RideNow Group, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025
分析記事 • Aug 19RideNow Group, Inc.'s (NASDAQ:RDNW) 31% Price Boost Is Out Of Tune With RevenuesDespite an already strong run, RideNow Group, Inc. ( NASDAQ:RDNW ) shares have been powering on, with a gain of 31% in...
Reported Earnings • Aug 13Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$0.85 loss per share (further deteriorated from US$0.02 loss in 2Q 2024). Revenue: US$299.9m (down 11% from 2Q 2024). Net loss: US$32.2m (loss widened US$31.5m from 2Q 2024). Revenue exceeded analyst estimates by 7.0%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 51% per year, which means it is significantly lagging earnings.
お知らせ • Aug 06RumbleOn, Inc. to Report Q2, 2025 Results on Aug 11, 2025RumbleOn, Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025
お知らせ • Jun 30+ 10 more updatesRumbleOn, Inc.(NasdaqCM:RMBL) dropped from Russell 2000 Dynamic IndexRumbleOn, Inc.(NasdaqCM:RMBL) dropped from Russell 2000 Dynamic Index
分析記事 • May 10Analysts Have Lowered Expectations For RumbleOn, Inc. (NASDAQ:RMBL) After Its Latest ResultsRumbleOn, Inc. ( NASDAQ:RMBL ) just released its latest first-quarter report and things are not looking great. It...
分析記事 • May 09Need To Know: The Consensus Just Cut Its RumbleOn, Inc. (NASDAQ:RMBL) Estimates For 2025The latest analyst coverage could presage a bad day for RumbleOn, Inc. ( NASDAQ:RMBL ), with the analysts making...
Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.26 loss per share (improved from US$0.29 loss in 1Q 2024). Revenue: US$244.7m (down 21% from 1Q 2024). Net loss: US$9.70m (loss narrowed 5.8% from 1Q 2024). Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 47% per year, which means it is performing significantly worse than earnings.
お知らせ • May 01RumbleOn, Inc. to Report Q1, 2025 Results on May 07, 2025RumbleOn, Inc. announced that they will report Q1, 2025 results Pre-Market on May 07, 2025
お知らせ • Apr 14RumbleOn, Inc., Annual General Meeting, Jun 04, 2025RumbleOn, Inc., Annual General Meeting, Jun 04, 2025.
分析記事 • Apr 13RumbleOn (NASDAQ:RMBL) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • Apr 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$84.6m market cap).
New Risk • Apr 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$90.7m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
お知らせ • Mar 21RumbleOn, Inc. Announces Board ChangesOn March 17, 2025, the Board of Directors of RumbleOn, Inc. appointed Rachel Richards as a director of the Company to fill the vacant seat created by Michael Kennedy’s resignation on January 13, 2025. The Board designated Ms. Richards as a director to stand for re-election at the Company’s 2025 annual meeting of shareholders. The Board determined that Ms. Richards is an independent director for purposes of the Nasdaq listing requirements, and Ms. Richards was also appointed to serve as a member of the Nominating & Corporate Governance Committee of the Board. Ms. Richards has over 38 years of experience in the automotive industry, including with Ford Motor Company and Sonic Automotive. From 2014 until her retirement on January 1, 2025, she served as Chief Marketing Officer and Vice President of Retail Strategy for Sonic Automotive. Ms. Richards holds a Bachelor of Science in Business Administration from Shippensburg University.
Reported Earnings • Mar 11Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$2.22 loss per share (improved from US$12.09 loss in FY 2023). Revenue: US$1.21b (down 12% from FY 2023). Net loss: US$78.6m (loss narrowed 63% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 132%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has fallen by 50% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 07RumbleOn, Inc. to Report Q4, 2024 Results on Mar 11, 2025RumbleOn, Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Mar 11, 2025
お知らせ • Jan 18RumbleOn, Inc. Receives Non-Compliance Letter from NasdaqOn January 14, 2025, RumbleOn, Inc. (the Company") notified the Nasdaq Stock Market, LLC (Nasdaq") that the Company is temporarily not in compliance with continued listing requirements as set in Nasdaq Listing Rules 5605(b)(1) regarding the composition of the board of directors of the Company (the Board") because a majority of the Board is not comprised of Independent Directors (as defined in Nasdaq Listing Rule 5605(a)(2)) solely due to a vacancy on the Board resulting from the leadership transition described in Item 5.02 of this Current Report on Form 8-K. On January 16, 2025, the Company received a response letter (the Response") from Nasdaq acknowledging the fact that the Company does not meet the requirements of such rules. The Response has no immediate effect on the listing or trading of the Company's common stock on the Nasdaq and the Company's common stock will continue to trade under the symbol RMBL". In accordance with Nasdaq Listing Rules, the Company has a cure period to regain compliance until the earlier to occur of its next annual stockholders meeting or January 13, 2026; provided, however, that if the next annual stockholders meeting is held before July 14, 2025, then the Company must evidence compliance no later than July 14, 2025. The Board is seeking to regain compliance with Nasdaq Listing Rules 5605(b)(1) prior to the expiration of the applicable period granted under Nasdaq Listing Rules 5605(b)(1)(A).
Price Target Changed • Jan 15Price target decreased by 9.3% to US$6.13Down from US$6.75, the current price target is an average from 4 analysts. New target price is 36% above last closing price of US$4.52. Stock is down 31% over the past year. The company is forecast to post a net loss per share of US$0.93 next year compared to a net loss per share of US$12.09 last year.
お知らせ • Jan 14+ 1 more updateRumbleOn, Inc. Announces Chief Executive Officer ChangesRumbleOn, Inc. announced that Michael Quartieri, Chairman of the Board of Directors, has been appointed Chief Executive Officer effective as of January 13, 2025. Michael Kennedy is no longer Chief Executive Officer of the Company. Mr. Quartieri is a tenured C-suite executive with significant leadership and strategic planning experience, in addition to having strong financial acumen and corporate governance expertise.
New Risk • Jan 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (7.7% increase in shares outstanding).
分析記事 • Jan 09RumbleOn, Inc. (NASDAQ:RMBL) Shares Slammed 29% But Getting In Cheap Might Be Difficult RegardlessRumbleOn, Inc. ( NASDAQ:RMBL ) shares have retraced a considerable 29% in the last month, reversing a fair amount of...
Recent Insider Transactions Derivative • Dec 18Director exercised options to buy US$2.2m worth of stock.On the 12th of December, Mark Tkach exercised options to buy 434k shares at a strike price of around US$4.18, costing a total of US$1.8m. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. Since March 2024, Mark's direct individual holding has increased from 6.40m shares to 6.41m. Company insiders have collectively bought US$3.6m more than they sold, via options and on-market transactions, in the last 12 months.
お知らせ • Dec 13RumbleOn, Inc. has completed a Follow-on Equity Offering in the amount of $8.539786 million.RumbleOn, Inc. has completed a Follow-on Equity Offering in the amount of $8.539786 million. Security Name: Class B Common Stock Security Type: Common Stock Securities Offered: 2,043,011 Price\Range: $4.18 Transaction Features: Rights Offering
Price Target Changed • Dec 12Price target increased by 7.7% to US$7.00Up from US$6.50, the current price target is an average from 4 analysts. New target price is 11% above last closing price of US$6.29. Stock is down 14% over the past year. The company is forecast to post a net loss per share of US$0.94 next year compared to a net loss per share of US$12.09 last year.
分析記事 • Nov 22After Leaping 27% RumbleOn, Inc. (NASDAQ:RMBL) Shares Are Not Flying Under The RadarRumbleOn, Inc. ( NASDAQ:RMBL ) shareholders have had their patience rewarded with a 27% share price jump in the last...
Major Estimate Revision • Nov 19Consensus EPS estimates fall by 30%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.717 to -US$0.935 per share. Revenue forecast unchanged at US$1.22b. Specialty Retail industry in the US expected to see average net income growth of 16% next year. Consensus price target down from US$6.88 to US$6.50. Share price rose 3.0% to US$5.85 over the past week.
分析記事 • Nov 15Earnings Release: Here's Why Analysts Cut Their RumbleOn, Inc. (NASDAQ:RMBL) Price Target To US$6.50RumbleOn, Inc. ( NASDAQ:RMBL ) just released its latest third-quarter report and things are not looking great. Revenues...
Reported Earnings • Nov 13Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.32 loss per share (improved from US$0.99 loss in 3Q 2023). Revenue: US$295.0m (down 13% from 3Q 2023). Net loss: US$11.2m (loss narrowed 32% from 3Q 2023). Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 94%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has fallen by 50% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 13RumbleOn, Inc. has filed a Follow-on Equity Offering in the amount of $10 million.RumbleOn, Inc. has filed a Follow-on Equity Offering in the amount of $10 million. Security Name: Class B Common Stock Security Type: Common Stock Transaction Features: Rights Offering
お知らせ • Nov 06RumbleOn, Inc. to Report Q3, 2024 Results on Nov 12, 2024RumbleOn, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 12, 2024
分析記事 • Oct 06RumbleOn, Inc.'s (NASDAQ:RMBL) P/S Is Still On The Mark Following 34% Share Price BounceRumbleOn, Inc. ( NASDAQ:RMBL ) shareholders have had their patience rewarded with a 34% share price jump in the last...
分析記事 • Sep 27Is RumbleOn (NASDAQ:RMBL) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Aug 09RumbleOn, Inc. (NASDAQ:RMBL) Analysts Just Slashed This Year's Revenue Estimates By 10%Market forces rained on the parade of RumbleOn, Inc. ( NASDAQ:RMBL ) shareholders today, when the analysts downgraded...
Reported Earnings • Aug 08Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: US$0.02 loss per share (improved from US$0.78 loss in 2Q 2023). Revenue: US$336.8m (down 12% from 2Q 2023). Net loss: US$700.0k (loss narrowed 95% from 2Q 2023). Revenue missed analyst estimates by 12%. Earnings per share (EPS) exceeded analyst estimates by 77%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has fallen by 54% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 26RumbleOn, Inc. to Report Q2, 2024 Results on Aug 07, 2024RumbleOn, Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 07, 2024
分析記事 • Jun 29RumbleOn, Inc. (NASDAQ:RMBL) Stocks Pounded By 26% But Not Lagging Industry On Growth Or PricingTo the annoyance of some shareholders, RumbleOn, Inc. ( NASDAQ:RMBL ) shares are down a considerable 26% in the last...
分析記事 • Jun 22Health Check: How Prudently Does RumbleOn (NASDAQ:RMBL) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Breakeven Date Change • Jun 14Forecast to breakeven in 2025The 5 analysts covering RumbleOn expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 88% to 2024. The company is expected to make a profit of US$3.61m in 2025. Average annual earnings growth of 86% is required to achieve expected profit on schedule.
Board Change • Jun 14High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Becca Polak is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jun 05RumbleOn, Inc. Appoints Tiffany Kice as its new Chief Financial Officer, Effective June 24, 2024RumbleOn, Inc. announced the appointment of Tiffany Kice as its new Chief Financial Officer (CFO), effective June 24, 2024. Kice brings over 25 years of experience in financial leadership roles for public and private companies across various industries, including extensive expertise in multi-site retail. Kice joins RumbleOn from Pegasus Logistics Group, a privately held logistics company where she served as CFO since 2020. She has held CFO roles in the retail and investment fields and started her career at professional services firm KPMG in Dallas. Kice's background includes strategic financial planning, risk management, and leadership of IT, finance and human resource professionals. She holds a B.B.A. in Accounting from the University of Texas, Austin. Kice grew up in Texas where she and her brother enjoyed waterskiing and riding ATV's as children. Today, along with her husband of 25 years and two adult daughters, she enjoys time at the lake where she's the expert pilot for wakeboarding and tubing.
お知らせ • Apr 24RumbleOn, Inc. to Report Q1, 2024 Results on May 08, 2024RumbleOn, Inc. announced that they will report Q1, 2024 results Pre-Market on May 08, 2024
お知らせ • Mar 29RumbleON, Inc., Annual General Meeting, Jun 04, 2024RumbleON, Inc., Annual General Meeting, Jun 04, 2024.
お知らせ • Mar 15+ 1 more updateRumbleON, Inc. announced delayed annual 10-K filingOn 03/14/2024, RumbleON, Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.
分析記事 • Mar 15Is RumbleON (NASDAQ:RMBL) Using Debt Sensibly?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Mar 15Not Many Are Piling Into RumbleON, Inc. (NASDAQ:RMBL) Stock Yet As It Plummets 25%To the annoyance of some shareholders, RumbleON, Inc. ( NASDAQ:RMBL ) shares are down a considerable 25% in the last...
Price Target Changed • Mar 14Price target increased by 8.0% to US$10.13Up from US$9.38, the current price target is an average from 4 analysts. New target price is 102% above last closing price of US$5.00. Stock is down 39% over the past year. The company is forecast to post a net loss per share of US$0.43 next year compared to a net loss per share of US$12.77 last year.
Reported Earnings • Mar 14Full year 2023 earnings released: US$12.77 loss per share (vs US$16.48 loss in FY 2022)Full year 2023 results: US$12.77 loss per share (improved from US$16.48 loss in FY 2022). Revenue: US$1.37b (down 24% from FY 2022). Net loss: US$214.4m (loss narrowed 18% from FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has fallen by 55% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 01RumbleON, Inc. to Report Q4, 2023 Results on Mar 14, 2024RumbleON, Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 14, 2024
お知らせ • Feb 22RumbleON, Inc. Appoints Brandy Treadway as Senior Vice President and Chief Legal OfficerRumbleOn announced the appointment of Brandy Treadway as the company's Senior Vice President and Chief Legal Officer. Treadway brings over two decades of legal expertise, including executive positions at J.C. Penney Company, Inc. and as a partner at Martin Powers & Counsel, PLLC. Treadway will lead RumbleOn's legal and human resources functions. In her most recent role at Martin Powers & Counsel, PLLC, Treadway served as a Corporate Partner, representing small and medium-sized businesses in corporate and human resources matters. Prior to that, she held key positions at JCPenney, including Senior Vice President, General Counsel & Secretary, where she oversaw all legal functions for the Fortune 250 retail company, and Interim Chief Human Resources Officer, where she led an in-depth analysis of the company's organizational structure. Treadway holds a Juris Doctor from SMU Dedman School of Law, graduating magna cum laude and being inducted into the Order of the Coif, an honor society for law school graduates. She also holds two BA degrees from the University of Virginia. Treadway will be based at RumbleOn's headquarters in Dallas, Texas. She started in her role on February 12, 2024.
お知らせ • Dec 23RumbleON, Inc. Announces Board ChangesOn December 21, 2023, Kevin Westfall provided the Board of Directors (the “Board”) of RumbleOn, Inc. (the “Company”) a letter of resignation as a director of the Company effective immediately. In his letter, Mr. Westfall did not express disagreement on any matter relating to the Company’s operations, policies, or practices as the cause of his resignation. The Company provided Mr. Westfall a copy of this report in advance of filing. In recognition of Mr. Westfall’s service to the Company, the Compensation Committee has agreed to continue vesting of Mr. Westfall’s outstanding restricted stock units, in accordance with the ordinary course through July 1, 2024. On December 21, 2023, the Board appointed Mark Tkach to fill the Class III director position vacancy created by Kevin Westfall’s resignation from the Board on December 21, 2023. Mr. Tkach’s Class III term will expire at the Company’s 2024 annual meeting of stockholders. Mr. Tkach previously served as a member of the Board and as the Company’s Interim Chief Executive Officer from June 16, 2023 to November 1, 2023. Immediately prior to his appointment, Mr. Tkach was a board observer. For additional information regarding Mr. Tkach, please see the Company’s Definitive Proxy Statement filed with the Securities and Exchange Commission (the “SEC”) on June 23, 2023.
分析記事 • Dec 19Revenues Not Telling The Story For RumbleON, Inc. (NASDAQ:RMBL) After Shares Rise 28%Despite an already strong run, RumbleON, Inc. ( NASDAQ:RMBL ) shares have been powering on, with a gain of 28% in the...
お知らせ • Dec 19Steven Pully Ceases to Be Executive Chairman of the Board of RumbleON, IncRumbleOn, Inc. announced that upon the expiration of the term, Mr. Steven Pully ceased to be Executive Chairman of the Board. Mr. Pully continues to serve as a member of the Board and has also been appointed to serve as Chairman of the Board.
New Risk • Dec 14New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 117% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (117% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$6.2m net loss in 3 years).
Recent Insider Transactions • Dec 14Director recently bought US$4.7m worth of stockOn the 8th of December, William Coulter bought around 861k shares on-market at roughly US$5.50 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Recent Insider Transactions Derivative • Dec 10Director exercised options to buy US$15m worth of stock.On the 5th of December, William Coulter exercised options to buy 3m shares at a strike price of around US$5.50, costing a total of US$16m. This transaction amounted to 108% of their direct individual holding at the time of the trade. Since March 2023, William has owned 2.03m shares directly. Company insiders have collectively bought US$31m more than they sold, via options and on-market transactions, in the last 12 months.
お知らせ • Dec 07RumbleON, Inc. has completed a Follow-on Equity Offering in the amount of $99.999999 million.RumbleON, Inc. has completed a Follow-on Equity Offering in the amount of $99.999999 million. Security Name: Class B common stock Security Type: Common Stock Securities Offered: 18,181,818 Price\Range: $5.5 Transaction Features: Rights Offering
Major Estimate Revision • Nov 14Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$1.42b to US$1.41b. Losses expected to increase from US$2.64 per share to US$2.98. Specialty Retail industry in the US expected to see average net income growth of 0.8% next year. Consensus price target down from US$10.50 to US$9.38. Share price fell 9.5% to US$5.62 over the past week.
Reported Earnings • Nov 10Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: US$0.99 loss per share (down from US$0.19 profit in 3Q 2022). Revenue: US$338.1m (down 28% from 3Q 2022). Net loss: US$16.5m (down US$19.5m from profit in 3Q 2022). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 94%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has fallen by 46% per year, which means it is performing significantly worse than earnings.
New Risk • Nov 09New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$314m Forecast net loss in 3 years: US$11m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$11m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (4.9% increase in shares outstanding).
お知らせ • Nov 02RumbleON, Inc. to Report Q3, 2023 Results on Nov 07, 2023RumbleON, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 07, 2023
Major Estimate Revision • Aug 16Consensus EPS estimates fall by 203%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$1.50b to US$1.42b. Losses expected to increase from US$0.87 per share to US$2.64. Specialty Retail industry in the US expected to see average net income decline 7.6% next year. Consensus price target down from US$12.50 to US$10.50. Share price fell 36% to US$6.66 over the past week.
お知らせ • Aug 11Rumbleon, Inc. Provides Revenue Guidance for Full Year 2023RumbleON, Inc. provided revenue guidance for full year 2023. For the period, the company expects Total Powersports and Transportation Revenue of $1.38 billion to $1.48 billion, compared to Powersports and Transportation Revenue of $1.46 billion in 2022 and Powersports GPU of approximately $5,300 to $5,400 compared to $6,159 in 2022.
Breakeven Date Change • Aug 10No longer forecast to breakevenThe 4 analysts covering RumbleON no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$4.37m in 2024. New consensus forecast suggests the company will make a loss of US$3.60m in 2025.
New Risk • Aug 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$53m). Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (3.6% increase in shares outstanding).
Board Change • Aug 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Director Kevin Westfall is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
分析記事 • Jul 31RumbleON, Inc.'s (NASDAQ:RMBL) Popularity With Investors Is ClearIt's not a stretch to say that RumbleON, Inc.'s ( NASDAQ:RMBL ) price-to-sales (or "P/S") ratio of 0.1x right now seems...
お知らせ • Jul 29RumbleON, Inc. to Report Q2, 2023 Results on Aug 09, 2023RumbleON, Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 09, 2023
お知らせ • Jul 23RumbleON, Inc. Announces Management ChangesOn July 14, 2023, the Board of Directors of RumbleOn, Inc. appointed Steven Pully, Chairman of the Board, to serve as Executive Chairman of the Board. Unless earlier terminated, such appointment is for a term through December 15, 2023. Also on July 14, 2023, Mark Tkach resigned from his position as an unclassified director and the Board appointed him to the vacant Class III Board seat created by the resignation of Marshall Chesrown in accordance with the terms of the cooperation agreement entered into on June 15, 2023, by and among the Company, Mr. Tkach and William Coulter (the “Cooperation Agreement”). Mr. Tkach serves, and will continue to serve, on the Executive Transition Committee. Melvin Flanigan’s term as an unclassified director expired upon his election as a Class II director at the 2023 Annual Meeting of Stockholders of RumbleOn (the “2023 Annual Meeting”). Also on July 14, 2023, Michael Francis resigned as General Counsel and Chief Legal Officer of the Company.
お知らせ • Jul 13RumbleON, Inc. Announces Board ChangesRumbleON, Inc. announced that on July 7, 2023, Marshall Chesrown resigned as a director of the Company effective immediately. Mr. Chesrown’s resignation letter described his disagreement with certain recent corporate governance, disclosure and other actions taken by the Company, the Board and certain of its members, and indicated his intent to pursue legal claims. Due to Mr. Chesrown’s resignation, the Company’s Board currently consists of eight members consisting of six members divided into three classes (three (3) Class I directors, two (2) Class II directors, one (1) Class III director) and two non-classified directors, Mark Tkach and Melvin Flanigan. As described in the Proxy Statement and pursuant to the Cooperation Agreement entered into by the Company with Messrs. Coulter and Tkach on June 30, 2023, the Board will appoint Mr. Tkach to Mr. Chesrown’s vacated Class III Board seat following the Annual Meeting.
New Risk • Jul 04New major risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 15% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$53m). Share price has been volatile over the past 3 months (15% average weekly change).
Board Change • Jul 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Mel Flanigan was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 25+ 2 more updatesRumbleON, Inc.(NasdaqCM:RMBL) dropped from Russell Small Cap Comp Value IndexRumbleON, Inc.(NasdaqCM:RMBL) dropped from Russell Small Cap Comp Value Index
Board Change • Jun 24Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Shin Lee was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 17+ 1 more updateRumbleon, Inc. Announces Board and Committee ChangesRumbleON, Inc. announced that it has reached an agreement in principle that will be memorialized in a definitive agreement with the Coulter-Tkach Group to resolve all outstanding proxy matters currently subject to contest at the Annual Meeting of Shareholders, scheduled for July 14, 2023. The Company and Messrs. Coulter and Tkach have agreed to end the proxy contest on the following terms: The Board will expand temporarily from seven to nine members to allow Melvin Flanigan and Mark Tkach to immediately join the Board. Mr. Flanigan most recently served as an advisor for Camping World Holdings, Inc., a leading retailer of RVs and outdoor products and services in the United States, from July 2020, until his retirement in December 2020. He previously served as Chief Financial Officer and Corporate Secretary of Camping World Holdings, Inc. from January 2019 to June 2020, during which time he oversaw a significant turn-around in corporate and functional communication, structure, and performance. Prior to joining Camping World, Mr. Flanigan served briefly as Chief Financial Officer of I am Plus LLC from June 2018 to July 2018. Before that, Mr. Flanigan served as the Executive Vice President, Finance and Chief Financial Officer of DTS Inc., a company specializing in high-definition and wireless audio from September 2003 to December 2016. During that time, Mr. Flanigan also served as a member of DTS, Inc.’s operating subsidiary boards. At DTS Inc., Mr. Flanigan helped transform a small startup company into an industry leader that was ultimately acquired for nearly $1 billion. Form March 1996 to July 1999, Mr. Flanigan served as Chief Financial Officers and Vice President, Operations at SensArray Corporation, a supplier of thermal measurement products for semiconductor, LCD, and memory-disk fabrication processes. Steve Pully is named Chairman of the Board. Mr. Coulter named as a Board observer until his election at 2023 Annual Meeting, with access to all Board activities and access to books and records. Reorganization of Board Committees, including: Nominating and Corporate Governance: Shin Lee (Chair), Becca Polak Melvin Flanigan; Audit: Melvin Flanigan (Chair), Steve Pully, Kevin Westfall; Compensation: Becca Polak (Chair), Melvin Flanigan, Steve Pully; CEO Transition: Mark Tkach (Chair), Shin Lee, Becca Polak, Steve Pully, Kevin Westfall, William Coulter (non-voting until such time he is appointed/elected to Board).