Rumble (RUM) | News Based Sentiment Analysis

• On October 1, 2025, analysts assigned Rumble (NASDAQ:RUM) a "Moderate Buy" rating, based on a consensus of one "buy" and one "hold" recommendation over the last 12 months. This suggests cautious optimism, but isn't a strong endorsement, and the average twelve-month price target was $14.00, a potential 93.37% upside from its $7.24 price.
• A significant development occurred on October 3, 2025, when Rumble announced a strategic partnership with Perplexity, an AI-powered answer engine, aiming to improve video discovery on Rumble.com and bundle Perplexity Pro with Rumble Premium, alongside an advertising commitment from Perplexity.
• Following the partnership announcement on October 3, 2025, Rumble’s stock surged, gaining almost 16%, with shares up 18% on Friday and a 12.86% pre-market gain reaching $8.34, compared to Thursday’s close of $7.39.
• Despite the positive market reaction to the Perplexity partnership, Seeking Alpha downgraded Rumble to a "Strong Sell" rating on October 3, 2025, citing "buzzword-driven" benefits with limited immediate impact on profitability. The downgrade was based on poor fundamentals, decelerating growth (Q2 2025 revenue of $25.085 million, up 12% year-over-year), and ongoing losses ($26.639 million in Q2 2025).
• Rumble’s Q2 2025 financial performance revealed a cash burn of $15.9 million against $283.8 million in cash and equivalents, as noted in the Seeking Alpha downgrade on October 3, 2025, highlighting concerns about the company’s financial sustainability.
• Compared to its sector peers, Rumble’s consensus rating score of 2.50, as of October 1, 2025, was slightly less favorable than the sector average of 2.64, indicating analysts generally view Rumble as less attractive than other companies in the “computer and technology” sector.

The Investment Story: October 2025 was a month of contrasts for Rumble, marked by a promising partnership with Perplexity AI that initially boosted the stock price, but tempered by a downgrade from Seeking Alpha due to fundamental concerns about profitability and cash burn.

What It Means for Investors: The mixed signals suggest Rumble remains a high-risk, high-reward investment. While the Perplexity partnership offers potential for growth, investors should carefully consider the company’s ongoing losses and the analyst’s skepticism regarding its valuation.

Looking Ahead: Investors should closely monitor Rumble’s financial performance in the coming quarters, particularly its ability to translate the Perplexity partnership into tangible revenue and profitability. Tracking the stock’s movement relative to the $8.00 - $20.00 price target range will also be crucial.

The Bottom Line: Rumble presents a speculative investment opportunity. The potential upside from the Perplexity partnership is offset by significant financial risks and a less favorable analyst sentiment compared to its peers, making it suitable only for investors with a high-risk tolerance and a long-term investment horizon.