SecBot SecBot

RUM

RUM Group Inc.
Nasdaq· Services-Computer Programming, Data Processing, Etc.· Inc. DE· CIK 0001830081 Software & IT
$5.72 +0.35 (+6.42%)
Oct 27 4:00 PM ET · prev $5.37
Market cap
$2.8B
Mid cap
Consensus
Buy
71% Buy or better · 7 analysts
Median target
$23.50
+311% · range $22.00–25.00
Next earnings
Nov 16
in 20 days · EPS est. −$0.12
1 year
−18.9%
from $7.05 · Oct 28
30 days
−27.9%
from $7.93
52-week range
$4.67–10.23
−44% from high · low Mar 30
Avg volume 20D
3.90M
shares / day
Short interest
34.99M
≈7.1% of shares · +7.4%
Days to cover
8.3
at average volume
Insider net
+$40.5M
1 buyer · 0 sellers · 12 mo
New fund stakes
0
Q2 2026 13F · 0 exits
SecBot read MIXED 5 reports · 90 days
Balance 1 bearish · 1 bullish · 2 mixed · 1 neutral oldest → newest, height = score
Avg score ·High conf. 3/5 ·Next Earnings date, Nov 16, 2026
Strongest BULLISH RUM Group announced it expects to acquire additional Northern Data shares from Tether to increase ownership…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBULLISH

    1 insider bought $40.5M at an average $7.53. No open-market sales. Price is 24% below their cost.

  • InstitutionsBULLISH

    Q2 2026: 23 added (0 new), 10 trimmed or exited.

  • AnalystsBULLISH

    5 of 7 rate it Buy or better. Every target is above the price.

  • Short sellersSTEADY

    Short interest +7.4% to 34.99M shares. 8.3 days to cover, ≈7.1% of shares.

  • TrendDOWNTREND

    26% below its 50-day average.

  • SocialQUIET

    No Reddit mentions this week. Last mention Oct 11.

Who's buying

13F· Q2 2026
0
new positions
0
exits
FundMoveSharesValue
GOLDMAN SACHS GROUP INCTRIM1,548,028$9.8M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDOUBLED928,119$5.9M
JANE STREET GROUP, LLCADD775,008$4.9M
UBS Group AGTRIM698,536$4.4M
BANK OF AMERICA CORP /DE/DOUBLED555,052$3.5M
MORGAN STANLEYTRIM405,318$2.6M
Nuveen, LLCADD348,742$2.2M
NATIONAL BANK OF CANADA /FI/TRIM266,200$1.7M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

7 analysts
Buy 71% rate it Buy or better
Strong Buy1Buy4Hold2Sell0Strong Sell0
12-month targets · 2 analysts

Price is below the lowest target. Median implies +311%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Oct 6, 2026Lake Street
INITIATE
INITIATEHold
Reddit
Recent posts
r/wallstreetbets Bullish 16d ago
$RUM: The Market Still Sees a YouTube Alternative. I'm Betting on a $13.7B AI Infrastructure Business.
1 upvotes · 0 comments
All social signals and their track records

Insider ledger

Form 4
$40.5M
bought · 1 insider
$0
sold · 0 insiders
−24.1%
vs their $7.53 cost
DateInsiderTypeValue
Sep 30, 2026
Masci Michael
Chief Financial Officer
TAX W/H$69.1K
Sep 2, 2026
Tether Global Investments Fund, S.I.C.A.F., S.A.
10%+ Owner
OTHER16,744,307 sh
Jun 30, 2026
Masci Michael
Chief Financial Officer
TAX W/H$57.8K
Jun 29, 2026
CAPPUCCIO PAUL T
Director
EXERCISE$156.9K
Jun 18, 2026
Tether Global Investments Fund, S.I.C.A.F., S.A.
10%+ Owner
OTHER$368.1M
Jun 17, 2026
Tether Global Investments Fund, S.I.C.A.F., S.A.
10%+ Owner
OTHER36,703,354 sh
Jun 17, 2026
Tether Global Investments Fund, S.I.C.A.F., S.A.
10%+ Owner
OTHER51,544,399 sh
Jun 17, 2026
Tether Global Investments Fund, S.I.C.A.F., S.A.
10%+ Owner
BUY$36.2M

Earnings setup

Estimates
Nov 16
reports in 20 days
−$0.12
EPS estimate, this quarter
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q-$0.12-$0.12–-$0.12—$88.7M
Next Q-$0.11-$0.11–-$0.11—$92.2M
Current FY-$0.45-$0.45–-$0.45—$246.6M
Next FY-$0.70-$0.70–-$0.70—$643.6M

Washington

Corporate Lobbying

7 lobbying filings and 1 bills this company lobbies on, with spend, stage and how each bill touches it, are for subscribers.

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Short side

FINRA· Oct 15, 2026
34,988,378
shares short
+7.4%
vs prior settlement
8.3
days to cover
≈7.1%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
Masci Michael surrendered for taxes 8,956 shares
Chief Financial Officer @ $7.72 ($69.1K)
Sep 15, 2026 Short interest report
Short Interest: RUM up 31% to 28.6M shares
Settlement 2026-09-15 | Days to cover: 4.82 | ≈5.76% of shares outstanding (est.)
Sep 10, 2026 SEC
RUM Group announced it will acquire additional Northern Data shares from Tether on or about September 30, 2026…
8-K — Impact 6/10
Sep 10, 2026 Press
RUM Group announced it expects to acquire additional Northern Data shares from Tether to increase ownership from 85.2%…
Impact 7/10
Sep 2, 2026 Insider
Tether Global Investments Fund, S.I.C.A.F., S.A. acquired 16,744,307 shares
10%+ Owner
Aug 24, 2026 SEC
RUM Group entered a commercial agreement with an unaffiliated U.S.-based cloud customer for GPU services at its…
8-K — Impact 7/10
Aug 10, 2026 SEC
RUM Group reported record Q2 2026 revenue of $40.4M, up 61% YoY, driven by the closed acquisition of Northern Data…
8-K — Impact 6/10
Jun 30, 2026 Insider
Masci Michael surrendered for taxes 9,331 shares
Chief Financial Officer @ $6.19 ($57.8K)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 16, 2026
Earnings date
RUM Q3 2026 Earnings Scheduled — 2026-11-16
Recent
Sep 15, 2026
Short interest
Short Interest: RUM up 31% to 28.6M shares
Settlement 2026-09-15 | Days to cover: 4.82 | ≈5.76% of shares outstanding (est.)
Sep 10, 2026
M&A
RUM Group to Acquire Additional Shares of Northern Data to Reach Approx. 98% Ownership
RUM Group to Acquire Additional Shares of Northern Data to Reach Approx. 98% Ownership
Aug 10, 2026
Earnings
RUM Group Inc. Reports Record Second Quarter 2026 Results
~ Record Revenue of $40.4 Million up 61% YoY ~
Aug 10, 2026
Earnings date
RUM Q2 2026 Earnings Scheduled — 2026-08-10
Aug 3, 2026
Earnings
RUM Group Inc. Announces Timing of Second Quarter 2026 Earnings Release and Conference Call as well as Upcoming Conference Participation
RUM Group Inc. Announces Timing of Second Quarter 2026 Earnings Release and Conference Call as well as Upcoming Conference Participation

SecBot reports

7 filings · 8 press releases · 1 bullish · 1 bearish · 4 mixed · 1 neutral
All RUM filing & press-release reports (15)