Archived explainer. For the current picture see today's RUM page.
RUM GROUP INC A (RUM) is up +16.63% in the latest session. Our newswire has captured 15 stories on RUM across 8 sources in the last 36 hours, with AI sentiment reading bullish (avg 60/100).
Rumble (RUM) shares surged 16.63% to close at $5.96, driven by a record third-quarter revenue beat and the company’s first adjusted EBITDA profit. The primary catalyst was the rapid expansion of its AI infrastructure business, which now accounts for the majority of total sales.
Rumble reported Q3 2026 revenue of $96.6 million, significantly exceeding the consensus estimate of $89.1 million. This marked a 290% year-over-year increase, largely attributed to its Quake AI division, which generated $68.2 million in revenue. The company recorded its first positive adjusted EBITDA of $4.4 million, signaling a shift toward operational profitability despite a net loss per share of $0.19, which missed the $0.12 estimate.
CEO Chris Pavlovski stated that the AI business now drives 70% of revenue and that the company’s GPU fleet is nearly sold out. Management guided Q4 2026 revenue to a range of $88 million to $94 million, noting that H100 renewals are approaching in early 2027. The strong top-line performance and improved margins outweighed the EPS miss in the market’s assessment.
The stock printed 29 fresh 52-week highs and three fresh 52-week lows on November 11, 2026, indicating high volatility and a breakout from its recent range. Over the preceding eight sessions, the stock had drifted down 3.9% from $5.32 to $5.11, making the current surge a sharp reversal. Unusual options activity in the last 36 hours included two notable prints with $1.6 million in call premium and no put premium, with the largest single print at $1.2 million.
Fundamentals show a market cap of $2.0 billion with a beta of 1.35. The 52-week range spans $4.49 to $10.60. While the company remains unprofitable on a trailing twelve-month basis with an EPS of -0.59 and a net margin of -134.6%, revenue growth stands at 13.0% TTM. Sentiment indicators have improved, with the 7-day average rising to 58 from a 30-day average of 53.
Investors will monitor the company’s ability to sustain the AI revenue trajectory and execute on the Q4 guidance of $88 million to $94 million. The timing of H100 renewals in early 2027 will be a key factor in future earnings stability.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.
Strong AI infrastructure growth helped RUM deliver 290% revenue growth and its first adjusted EBITDA profit.
AI compute now drives most revenue as the company hits its first profitable quarter.
RUM Group posts Q3 revenue of $96.6 million and first positive adjusted EBITDA of $4.4 million, then guides Q4 revenue to $88 million-$94 million.
RUM Group Inc. (RUM) Q3 2026 Earnings Call November 11, 2026 10:00 AM ESTCompany ParticipantsShannon Devine - Executive of Investor RelationsChristopher...
An AI infrastructure shift is starting to show up in Rumble‘s (NASDAQ:RUM) sales line, and traders are rewarding a top-line beat over a wider loss. Rumble stock is at $5.42, up 6%, in early action. Results for Q3 2026 arrived before the open on November 11, covering the first full quarter that includes the Quake […]
Rumble posts $96.6M in Q3 revenue and its first adjusted EBITDA profit at $4.4M, with $68.2M from Quake AI; Q4 sales guidance is $88M-$94M.
More on RUM: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.
Earlier RUM move explainers: 2026-11-12 · 2026-11-11 · 2026-09-30 · 2026-09-15 · 2026-09-14 · 2026-09-10 · 2026-09-09 · 2026-08-27 · 2026-08-26 · 2026-08-25 · 2026-08-24 · 2026-08-18 · 2026-08-17