RUM Group (RUM) 주식 개요
RUM Group Inc.는 미국, 캐나다, 엘살바도르 및 전 세계에서 온라인 동영상 플랫폼, 클라우드 및 인공지능 인프라 사업을 영위하고 있습니다. 자세히 보기
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Analyst Price Targets
RUM Group Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$9.09 |
| 52주 최고가 | US$10.60 |
| 52주 최저가 | US$4.62 |
| 베타 | 1.22 |
| 1개월 변동 | 9.25% |
| 3개월 변동 | 23.51% |
| 1년 변동 | 18.21% |
| 3년 변동 | 87.04% |
| 5년 변동 | -6.48% |
| IPO 이후 변동 | -6.77% |
최근 뉴스 및 업데이트
Recent updates
Seeking Alpha • Aug 25
RUM Group: Great Risk That Offers Great Potential (Upgrade)
Summary RUM Group Inc. is upgraded to a speculative Buy following a transformative $13.7B, six-year GPU services agreement with a major US cloud customer. RUM must raise $6.4–$10.25B in capital to achieve a targeted 250MW+ AI infrastructure buildout, with financing structure (debt vs. equity) impacting dilution and leverage. Management targets $3B+ revenue by 2028, with modeled EV/revenue multiples of 4.2–5.9 and net leverage ratios ranging from 3.1 to 10.6 under various scenarios. Significant uncertainty remains around execution, capital raising, and profitability, but recent developments shift the risk profile more favorably for high-risk investors. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 14
RUM: AI Cloud Deal And Northern Data Acquisition Will Drive Future Upside
Narrative Update The analyst price target for Rumble remains at $22.00, with analysts keeping their rationale broadly unchanged as underlying assumptions for discount rate, revenue growth, profit margins and future P/E stay effectively in line with prior estimates. What's in the News Rumble has made a best and final exchange offer to acquire all outstanding shares of Northern Data AG, with each Northern Data share to be exchanged for 2.0281 Rumble Class A shares.내러티브 업데이트 • May 31
RUM: New Partnerships And AI Cloud Expansion Will Support Future Upside
Analysts have kept Rumble's fair value estimate steady at $22.00, highlighting that their unchanged price target reflects a balance between revised assumptions for revenue growth, profit margins, discount rate, and future P/E expectations. What's in the News Rumble entered a content and distribution partnership with Enhanced, becoming an official distribution partner for the inaugural Enhanced Games in Las Vegas, with live streaming on Rumble.com and rights to distribute future Enhanced events (Key Developments).내러티브 업데이트 • Apr 19
RUM: Creator Monetisation And New Video Format Will Support Future Upside
Analysts have kept their Rumble fair value estimate flat at $22.00, citing only slight tweaks to inputs such as discount rate, long term profit margin and future P/E assumptions rather than any major change in the core thesis. What's in the News Rumble plans a CFO transition effective March 31, 2026.내러티브 업데이트 • Apr 04
RUM: Creator Tipping And Exclusive Content Will Support Future Upside Potential
Analysts kept Rumble's fair value estimate steady at $22.00, citing only marginal tweaks in the discount rate, revenue growth, profit margin, and an updated future P/E assumption that together did not justify a change in the overall price target. What's in the News Rumble plans to appoint Mike Masci as CFO effective March 31, 2026.내러티브 업데이트 • Mar 20
RUM: Creator Tipping And Exclusive Content Will Drive Future Upside Potential
Analysts have maintained Rumble's price target at $22.00 per share, reflecting updated assumptions that combine a higher projected revenue growth rate with a lower profit margin outlook and a very large future P/E multiple. What's in the News Rumble Shorts has been approved on Google Play, allowing Android users to download or update the Rumble app to access short form video content aligned with the platform's freedom first positioning (Key Developments).내러티브 업데이트 • Mar 06
RUM: Creator Tipping And Exclusive Content Will Support Future Upside
Analysts have kept their Rumble price target steady at $22.00, reflecting largely unchanged views on fair value, growth, margins, and future P/E assumptions. What's in the News Rumble Shorts, the platform's short form video hub on the web, offers vertical videos of 90 seconds or less in a continuous, swipeable feed.내러티브 업데이트 • Feb 20
RUM: Exclusive Content Deals And Crypto Tipping Will Drive Future Upside
Analysts have kept their Rumble fair value estimate steady at $22.00, with only small tweaks to assumptions such as discount rate, long run revenue growth, profit margin, and future P/E helping to refine rather than rethink their price target view. What's in the News Rumble Inc.내러티브 업데이트 • Feb 04
RUM: Northern Data All‑Share Deal Will Drive Future Upside Potential
Analysts kept their fair value target for Rumble steady at US$22.00, pointing to essentially unchanged assumptions on discount rate, revenue growth, profit margin and future P/E that together indicate a stable view of the company’s risk and earnings potential. What's in the News Rumble is moving forward with an all share offer to acquire Northern Data in a deal reported to value the target at less than its current market capitalization of US$894m, with an agreement that could be announced in the coming days (Bloomberg) Rumble entered an exclusive video and live streaming distribution agreement with The Dan Bongino Show, with the program set to relaunch on February 2, 2026 and stream weekdays from 10:00 a.m. to 12:00 p.m. ET exclusively on Rumble, while audio is distributed across major podcast platforms (company announcement) Rumble and Tether launched Rumble Wallet, a non custodial crypto wallet integrated into the Rumble platform that supports Tether (USDT), Tether Gold (XAUt), and Bitcoin (BTC), allowing users to tip creators in crypto and move between crypto and traditional payment methods through MoonPay (company announcement) Rumble announced that the "MF Mania: The Fight Before Christmas" Misfits Boxing match between Chase DeMoor and Andrew Tate will be livestreamed exclusively on Rumble Premium on December 20, 2025, available to viewers with an annual Rumble Premium subscription (company announcement) Rumble agreed to provide Rumble Cloud infrastructure services, including video cloud storage, to the Cleveland Browns under a new partnership (company announcement) Valuation Changes Fair Value: Kept steady at US$22.00 per share, pointing to an unchanged central valuation anchor.내러티브 업데이트 • Jan 21
RUM: Northern Data Merger Will Drive Future Upside Potential
Analysts kept their price target on Rumble steady at about $22.00, reflecting only minor tweaks to assumptions such as discount rate, long term growth, profit margin, and future P/E, rather than a change in their overall view of the stock. What's in the News Rumble is reportedly close to an all share deal to acquire Northern Data, with the target valued at less than its current market capitalization of $894m, according to Bloomberg.내러티브 업데이트 • Jan 06
RUM: All-Share Northern Data Merger And Tether Partnership Will Drive Upside
Analysts now hold their fair value estimate for Rumble steady at US$22.00, reflecting only small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions rather than a change in the core outlook. What's in the News Rumble is reportedly close to an all share merger deal to acquire Northern Data, in a transaction that would value Northern Data at less than its current market capitalization of $894m, with an announcement said to be possible in the coming days (Bloomberg).내러티브 업데이트 • Dec 20
RUM: All-Share Northern Data Merger Will Drive Next Phase Of Outperformance
Analysts have raised their price target on Rumble by $0.00 to $22.00 per share, citing largely unchanged assumptions around the discount rate, revenue growth, profit margin, and future valuation multiples that continue to support the current fair value estimate. What's in the News Rumble is nearing an all share merger deal to acquire Northern Data at a valuation reportedly below Northern Data's current $894M market capitalization, with an agreement potentially days away (Bloomberg) Tether plans to leverage its investment in Rumble and the platform's 51M users to help launch its new U.S. focused stablecoin, USAT, in December, aiming to reach 100M users across multiple content and social platforms (CoinDesk) Tether is seeking to raise $15B to $20B for a roughly 3 percent stake sale that could place it among the world's most valuable private firms, following its prior $775M investment in Rumble (Bloomberg) Valuation Changes Fair Value Estimate: unchanged at $22.00 per share, indicating no revision to the core valuation target.내러티브 업데이트 • Dec 06
RUM: All-Share Northern Data Merger Will Drive Next Phase Of Outperformance
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).내러티브 업데이트 • Nov 22
RUM: All-Share Merger Offer Will Drive Next Phase Of Outperformance
Analysts have raised their fair value estimate for Rumble from $14.50 to $15.50 per share. They cited higher projected revenue growth, which offset a slight decrease in forecasted profit margins.분석 기사 • Nov 18
Rumble Inc.'s (NASDAQ:RUM) Share Price Is Still Matching Investor Opinion Despite 26% Slump
Unfortunately for some shareholders, the Rumble Inc. ( NASDAQ:RUM ) share price has dived 26% in the last thirty days...분석 기사 • Sep 21
Shareholders Should Be Pleased With Rumble Inc.'s (NASDAQ:RUM) Price
Rumble Inc.'s ( NASDAQ:RUM ) price-to-sales (or "P/S") ratio of 25x may look like a poor investment opportunity when...내러티브 업데이트 • Sep 04
International Partnerships And Cloud Investments Will Expand Global Reach
Rumble’s net profit margin improved modestly while its future P/E remained virtually unchanged, resulting in no notable movement in the consensus analyst price target, which stays at $14.50. What's in the News Rumble formed a multi-faceted strategic partnership with Cumulus Media, including content distribution, advertising collaboration, and joint monetization across their platforms.분석 기사 • Jul 06
We're Not Worried About Rumble's (NASDAQ:RUM) Cash Burn
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...분석 기사 • May 13
Rumble Inc. (NASDAQ:RUM) Looks Just Right With A 31% Price Jump
Those holding Rumble Inc. ( NASDAQ:RUM ) shares would be relieved that the share price has rebounded 31% in the last...분석 기사 • May 11
Analysts Have Been Trimming Their Rumble Inc. (NASDAQ:RUM) Price Target After Its Latest Report
Rumble Inc. ( NASDAQ:RUM ) defied analyst predictions to release its quarterly results, which were ahead of market...
새로운 내러티브 • Mar 21
Cloud Services And Brand Partnerships Will Unlock Future Revenue Opportunities
Focus on monetization and partnerships likely to boost Rumble's revenues, leveraging its large active user base and advertising opportunities.Seeking Alpha • Mar 13
Rumble: Extraordinarily Overvalued With Post-Election Headwinds
Summary Rumble's current valuation is excessively high, driven by optimistic growth assumptions, despite ongoing cash burn and competitive threats from larger digital media players. Q3 earnings showed revenue growth but declining ARPU, with significant net losses and high costs, raising concerns about profitability. Rumble's liquidity is strong, but its path to profitability is unclear, and it faces challenges in attracting top-tier advertisers and managing stock-based compensation. Given the competitive landscape and potential post-election growth deceleration, I recommend a "sell" rating for Rumble stock. Read the full article on Seeking Alpha분석 기사 • Mar 10
Rumble Inc.'s (NASDAQ:RUM) Stock Retreats 34% But Revenues Haven't Escaped The Attention Of Investors
Rumble Inc. ( NASDAQ:RUM ) shares have retraced a considerable 34% in the last month, reversing a fair amount of their...Seeking Alpha • Dec 31
Rumble: Riding The Irrational Exuberance
Summary The S&P looks set for a 26% gain this year, on the back of 23% last year. AI stocks, Quantum stocks, and crypto: everything has been rallying into year-end. This market exuberance has led to some very interesting valuation propositions. Some, including Rumble, have gained on the present hype with no apparent changes in the outlook for its business. Shares have rallied on recent news, being quoted at $15 per share. Presently, shares trade at a P/S ratio of around 50. This article comments on the general market exuberance and uses Rumble as an example of a company that played the 2024 market game well. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
Rumble: Don't Chase Tether Deal
Summary Rumble stock surged due to a $775 million investment from Tether, but the deal involves a tender offer at $7.50 per share. The investment may not significantly improve Rumble's business, which continues to struggle with weak financials and declining user engagement. RUM stock trades at nearly 50x 2025 sales estimates, making it an unattractive investment at current levels. Read the full article on Seeking Alpha분석 기사 • Nov 12
Rumble Inc.'s (NASDAQ:RUM) P/S Is Still On The Mark Following 34% Share Price Bounce
Rumble Inc. ( NASDAQ:RUM ) shares have had a really impressive month, gaining 34% after a shaky period beforehand. The...Seeking Alpha • Nov 11
Rumble: Stay Away From This Stock At All Costs
Summary Rumble's financials reveal structurally high variable costs and stagnating revenues, making profitability unlikely and justifying a 'Strong Sell' rating. The platform's core offering of charged political content is minimally monetizable, limiting revenue growth and advertiser appeal. Rumble's valuation at $1.7 billion is excessively high given its lack of profitability, poor unit economics, and competitive disadvantages. We like the idea of shorting RUM shares, despite risks around the elevated short interest. We rate RUM a 'Strong Sell'. Read the full article on Seeking Alpha분석 기사 • Sep 21
The Price Is Right For Rumble Inc. (NASDAQ:RUM)
Rumble Inc.'s ( NASDAQ:RUM ) price-to-sales (or "P/S") ratio of 18.8x may look like a poor investment opportunity when...Seeking Alpha • Sep 10
Getting Closer To Make Or Break For Rumble
Summary Rumble reported a 10% year-over-year revenue decline in Q2-24, marking its first such decline, with rising operating expenses and a depleting cash reserve. Video streaming competition from YouTube, and now X as well, makes Rumble's growth and sustainability highly uncertain. Despite personal support for free speech platforms, I remain skeptical about Rumble's long-term investment potential given its financial struggles and competitive landscape. Read the full article on Seeking Alpha분석 기사 • Aug 15
Rumble Inc. (NASDAQ:RUM) Reported Earnings Last Week And Analysts Are Already Upgrading Their Estimates
Rumble Inc. ( NASDAQ:RUM ) investors will be delighted, with the company turning in some strong numbers with its latest...Seeking Alpha • Aug 14
Rumble's Litigation Against Google Is An Interesting Litigation Trade
Summary Rumble filed a second lawsuit against Google in May 2024, and the 2021 lawsuit against Google is expected to go to trial in May 2025. Rumble and Elon Musk filed lawsuits against GARM, which closed down a few days after the lawsuit filings, for withholding ads for political reasons. Even a modest win against Google could have a significant positive impact on Rumble. Read the full article on Seeking AlphaSeeking Alpha • May 24
Rumble: Another Stumble
Summary Rumble Inc.'s online video business is not growing despite new content deals and expanded monetization products. The company's cash balance is low, and management has not provided a clear definition or timeline for reaching breakeven. Rumble Inc. stock still trades at an expensive 20x sales despite the reduced expectations. Read the full article on Seeking Alpha분석 기사 • May 11
Rumble Inc.'s (NASDAQ:RUM) Popularity With Investors Is Clear
When you see that almost half of the companies in the Interactive Media and Services industry in the United States have...Seeking Alpha • Mar 30
Rumble: Stock Momentum Is Not Indicative Of Financial Performance
Summary Rumble claims to have built a 'mini Google' with limited resources, expanding into video, live-streaming, advertising and cloud services. Rumble stock has surged but the business faces challenges in monetising its services and reducing losses. Despite attracting users with its anti-censorship stance, RUM stock's valuation and financial performance raise concerns for long-term investors. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
Rumble: Don't Chase TikTok Hype
Summary Rumble Inc. surged after announcing a potential partnership with ByteDance for a cloud service, but the likelihood of such a partnership is low. The focus should be on Rumble's Q4 2023 results and its partnership with Barstool Sports, rather than the TikTok deal. Rumble has the potential for significant growth in 2024, especially with a focus on political content and the 2024 Presidential election. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
Rumble Creates Buzz, Long-Term Investors Should Wait And See
Summary Rumble Inc., a free-speech alternative to YouTube, made its public debut with a valuation of $2.6 billion despite revenue of less than $10 million. RUM stock price is influenced by public sentiment and media coverage, with recent announcements and launches causing a surge in the stock price. Rumble's financials show promising growth but an inflated valuation, with the company aiming to break even by 2025. Long-term investors should take a wait-and-see approach. Read the full article on Seeking Alpha분석 기사 • Jan 24
Revenues Tell The Story For Rumble Inc. (NASDAQ:RUM) As Its Stock Soars 34%
The Rumble Inc. ( NASDAQ:RUM ) share price has done very well over the last month, posting an excellent gain of 34...주주 수익률
| RUM | US Interactive Media and Services | US 시장 | |
|---|---|---|---|
| 7D | 26.8% | 3.0% | -0.2% |
| 1Y | 18.2% | 14.6% | 11.9% |
수익률 대 산업: RUM은 지난 1년 동안 14.6%의 수익을 기록한 US Interactive Media and Services 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: RUM은 지난 1년 동안 11.9%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| RUM volatility | |
|---|---|
| RUM Average Weekly Movement | 10.8% |
| Interactive Media and Services Industry Average Movement | 8.2% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.0% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: RUM의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: RUM의 주간 변동성(11%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2013 | 156 | Chris Pavlovski | www.rum.group |
RUM Group Inc.는 미국, 캐나다, 엘살바도르 및 전 세계에서 온라인 동영상 플랫폼, 클라우드 및 인공지능 인프라 사업을 영위하고 있습니다. 이 회사는 무료 및 구독 기반 동영상 공유 플랫폼인 ‘Rumble Video’, 크리에이터를 위한 멀티플랫폼 라이브 스트리밍 및 수익화 서비스인 ‘Rumble Studio’, 자체 광고 마켓플레이스인 ‘Rumble Advertising Center’와, Rumble 플랫폼에 직접 통합되어 시청자가 암호화폐로 크리에이터에게 직접 팁을 줄 수 있는 비수탁형 암호화폐 지갑 ‘Rumble Wallet’을 제공합니다. 또한 컴퓨팅, 스토리지, 보안 및 네트워킹 서비스를 포괄하는 IaaS(인프라 서비스)인 ‘Rumble Cloud’도 제공합니다.
RUM Group Inc. 기초 지표 요약
| RUM 기초 통계 | |
|---|---|
| 시가총액 | US$3.56b |
| 순이익 (TTM) | -US$158.37m |
| 매출 (TTM) | US$117.66m |
30.9x
주가매출비율(P/S)-23.0x
주가수익비율(P/E)RUM는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| RUM 손익계산서 (TTM) | |
|---|---|
| 매출 | US$117.66m |
| 매출원가 | US$108.41m |
| 총이익 | US$9.25m |
| 기타 비용 | US$167.62m |
| 순이익 | -US$158.37m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -0.40 |
| 총이익률 | 7.86% |
| 순이익률 | -134.60% |
| 부채/자본 비율 | 25.2% |
RUM의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/18 05:52 |
| 종가 | 2026/09/18 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
RUM Group Inc.는 4명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Thomas Forte | D.A. Davidson & Co. |
| Thomas Forte | Maxim Group |
| Jason Helfstein | Oppenheimer & Co. Inc. |