Rumble Inc. logo RUM - Rumble Inc.

Price: -- -- | CONSENSUS: Hold DETAILS
STRONG
BUY
0
BUY 1
HOLD 2
SELL 0
STRONG
SELL
0
| PRICE TARGET: $11.50 DETAILS
HIGH: $15.00
LOW: $8.00
MEDIAN: $11.50
CONSENSUS: $11.50
UPSIDE: 56.57%

Stock News

RUM Group: Still Early In AI Cloud Shift

RUM Group: Still Early In AI Cloud Shift

RUM Group, Inc. has pivoted from video streaming to AI cloud services, securing a transformative $13.7 billion GPU services contract. The six-year deal projects to $2.3 billion in annual revenue and validates RUM's purchase of Northern Data, with $3+ billion ARR potential by 2027. The company targets ~$3.5 billion in 2028 revenue from 250 MW of new data center capacity plus an existing business with Q3 '26 revenue guidance of $87–93 million.

Aug 26, 2026 07:21 AM seekingalpha.com
RUM Group: Great Risk That Offers Great Potential (Upgrade)

RUM Group: Great Risk That Offers Great Potential (Upgrade)

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.

Aug 25, 2026 02:17 PM seekingalpha.com

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