Rumble (NASDAQ:RUM) Hits New 1-Year Low on Disappointing Earnings

Rumble Inc. (NASDAQ:RUM)’s stock price reached a new 52-week low during mid-day trading on Friday following a weaker than expected earnings announcement. The stock traded as low as $5.01 and last traded at $5.05, with a volume of 954667 shares traded. The stock had previously closed at $5.61.

The company reported ($0.13) EPS for the quarter, missing analysts’ consensus estimates of ($0.10) by ($0.03). The firm had revenue of $27.07 million for the quarter. Rumble had a negative net margin of 81.32% and a negative return on equity of 38.39%. The company’s quarterly revenue was down 10.3% on a year-over-year basis. During the same quarter last year, the firm earned ($1.15) earnings per share.

Key Rumble News

Here are the key news stories impacting Rumble this week:

• Positive Sentiment: Company reported milestones that could support longer-term growth: exceeded $100 million in annual revenue for the first time, Q4 MAUs rose to ~52 million (11% sequential growth), Rumble Shorts reached ~1M daily unique video views, and management reiterated it expects to close the Northern Data AI-infrastructure acquisition in Q2 2026 — potential revenue/strategy upside if integration succeeds. GlobeNewswire Release
• Neutral Sentiment: Promotional/engagement activity: Rumble Arcade ran a small user contest with Fishing Frenzy (a $5,000 contest) — helpful for engagement but unlikely to move fundamentals materially. MSN Contest Article
• Negative Sentiment: Quarterly results disappointed: Q4 revenue was ~$27.1M, down ~10% year-over-year and below Street estimates (~$29M), and the company reported a per‑share loss that missed the consensus — these misses triggered a sharp negative reaction from investors. ProactiveInvestors
• Negative Sentiment: Profitability and guidance concerns: Rumble posted a negative net margin and negative return on equity; EPS missed consensus by several cents and revenue was down year-over-year, increasing near-term uncertainty and analyst caution. (Earnings transcript and company release provide detail.) MarketBeat Earnings Summary
• Negative Sentiment: Mixed beat/miss headlines added confusion: some outlets highlighted a smaller loss vs. prior year or revenue “beats,” but the dominant market interpretation emphasized the YoY revenue decline and EPS miss, which pressured the stock and drove higher-than-normal trading volume. Zacks

Analyst Ratings Changes

Separately, Weiss Ratings reissued a “sell (e+)” rating on shares of Rumble in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Reduce” and a consensus target price of $8.00.

Insider Buying and Selling

In other Rumble news, major shareholder Tether Global Investments Fund bought 44,355 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The stock was acquired at an average price of $5.48 per share, with a total value of $243,065.40. Following the completion of the purchase, the insider directly owned 105,174,015 shares of the company’s stock, valued at approximately $576,353,602.20. This trade represents a 0.04% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this link. Insiders purchased a total of 777,012 shares of company stock worth $4,222,236 over the last ninety days. Company insiders own 45.10% of the company’s stock.

Institutional Trading of Rumble

Several hedge funds have recently modified their holdings of RUM. Silver Oak Securities Incorporated lifted its position in shares of Rumble by 3.7% during the 3rd quarter. Silver Oak Securities Incorporated now owns 38,939 shares of the company’s stock valued at $282,000 after acquiring an additional 1,400 shares during the period. Merit Financial Group LLC grew its holdings in Rumble by 12.7% in the third quarter. Merit Financial Group LLC now owns 14,038 shares of the company’s stock worth $102,000 after purchasing an additional 1,577 shares during the period. RIA Advisory Group LLC increased its stake in Rumble by 12.1% in the third quarter. RIA Advisory Group LLC now owns 16,725 shares of the company’s stock valued at $121,000 after purchasing an additional 1,800 shares in the last quarter. Cetera Investment Advisers increased its stake in Rumble by 9.5% in the fourth quarter. Cetera Investment Advisers now owns 23,396 shares of the company’s stock valued at $148,000 after purchasing an additional 2,032 shares in the last quarter. Finally, ProShare Advisors LLC raised its holdings in shares of Rumble by 12.9% during the third quarter. ProShare Advisors LLC now owns 18,248 shares of the company’s stock valued at $132,000 after purchasing an additional 2,091 shares during the period. Institutional investors own 26.15% of the company’s stock.

Rumble Price Performance

The stock has a market cap of $2.14 billion, a price-to-earnings ratio of -15.34 and a beta of 0.70. The firm’s fifty day moving average price is $5.99 and its two-hundred day moving average price is $6.69.

Rumble Company Profile

Rumble Inc operates a video-sharing platform designed to offer creators and audiences an alternative to traditional social media and streaming services. The company’s primary business activities include hosting, distributing and monetizing user–generated and professional video content. Through its platform, Rumble enables content creators to retain a higher share of advertising revenue and maintain greater control over their intellectual property, while offering viewers open access to a wide range of videos spanning news, sports, entertainment and educational programming.

In addition to its core video platform, Rumble provides cloud–based video hosting and delivery services via Rumble Cloud, a content–delivery network (CDN) designed to support high–volume streaming and storage.