Insider selling and estimate cuts signal post-earnings pullback
Expected move: 8–15% from event-day close
Full thesis
RUM faces significant headwinds into earnings: insiders have dumped $168M+ at/near 52-week highs, estimates have been cut 50%, and analysts are 0up/2down. The stock's 8.77% 1-week rally is likely to mean-revert, and the 50% sell-the-news probability combined with stretched valuation suggests downside risk outweighs the positive AI partnership catalyst.
RUM Earnings
Thursday, May 07 2026
Revenue Estimate
$26M
Current Price
$6.44
Data Signal Summary
1 bullish
3 bearish
Estimates down -50%
Insider selling cluster
Put/call 0.3 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-6.7%
Est. Revisions (30d)
-50.0% 0up/2dn
Analyst Target (mean)
$22 $22–$22 +242%
Options P/C Ratio
0.31
Est. Dispersion
0% 2 analysts
Insider Cluster
strong sell
Recent Activity
insider trades
58 transactions
Award
·
MASCI MICHAEL (Chief Financial Officer)
·328,391 shares
Award
·
ALEXANDROFF BRANDON (Chief Financial Officer)
·47,827 shares
Award
·
PAVLOVSKI CHRISTOPHER (Chief Executive Officer)
·241,784 shares
Award
·
HUGHES TYLER (Chief Operating Officer)
·95,655 shares
Award
·
HLIBOWICKI WOJCIECH (Chief Technology Officer)
·95,655 shares
53 more
Award
·
RAMOLO CLAUDIO
·43,045 shr
Award
·
EDELSON MAURICE F.
·445,803 shr
Award
·
EVERSHED PHILIP
·894 shr
Buy
·
TETHER HOLDINGS, S.A. DE C.V.
·1,063,670 shr
·$5,772,367
Award
·
CAPPUCCIO PAUL T
·36,222 shr
Award
·
MILNES RYAN
·27,273 shr
Award
·
ARMSTRONG NANCY
·27,273 shr
Award
·
NAUMOFF JERRY
·27,273 shr
Award
·
BIBER KATIE
·39,773 shr
Award
·
EVERSHED PHILIP
·35,795 shr
Award
·
ALEXANDROFF BRANDON
·30,192 shr
Award
·
PAVLOVSKI CHRISTOPHER
·80,701 shr
Award
·
HUGHES TYLER
·30,192 shr
Award
·
HLIBOWICKI WOJCIECH
·30,192 shr
Award
·
RAMOLO CLAUDIO
·7,762 shr
Award
·
NAUMOFF JERRY
·14,889 shr
Award
·
BIBER KATIE
·32,509 shr
Award
·
EVERSHED PHILIP
·48,784 shr
Sell
·
ALEXANDROFF BRANDON
·8,872,259 shr
·$113,121,302
Exercise
·
ALEXANDROFF BRANDON
·8,872,259 shr
·$204,853
Sell
·
PAVLOVSKI CHRISTOPHER
·9,991,283 shr
·$127,388,858
Other
·
PAVLOVSKI CHRISTOPHER
·9,636,434 shr
Sell
·
HUGHES TYLER
·312,727 shr
·$3,987,269
Exercise
·
HUGHES TYLER
·312,727 shr
·$781,818
Sell
·
MILNES RYAN
·24,978,210 shr
·$318,472,178
Other
·
MILNES RYAN
·24,978,210 shr
Sell
·
HLIBOWICKI WOJCIECH
·6,913,967 shr
·$88,153,079
Exercise
·
HLIBOWICKI WOJCIECH
·6,913,967 shr
·$114,515
Sell
·
RAMOLO CLAUDIO
·6,269,731 shr
·$79,939,070
Exercise
·
RAMOLO CLAUDIO
·6,269,731 shr
·$144,379
Sell
·
ARSOV ROBERT
·29,988 shr
·$206,942
Award
·
NAUMOFF JERRY
·20,173 shr
Sell
·
ARSOV ROBERT
·30,000 shr
·$178,025
Sell
·
ARSOV ROBERT
·85,000 shr
·$493,525
Sell
·
ARSOV ROBERT
·27,500 shr
·$146,025
Sell
·
ARSOV ROBERT
·82,500 shr
·$427,900
Other
·
ARSOV ROBERT
·2,000,000 shr
Sell
·
ARSOV ROBERT
·27,500 shr
·$143,825
Sell
·
ARSOV ROBERT
·82,500 shr
·$459,800
Sell
·
ARSOV ROBERT
·27,500 shr
·$159,500
Sell
·
ARSOV ROBERT
·87,500 shr
·$525,275
Sell
·
ARSOV ROBERT
·27,500 shr
·$153,725
Sell
·
ARSOV ROBERT
·82,500 shr
·$465,850
Award
·
CAPPUCCIO PAUL T
·49,377 shr
Award
·
SACKS DAVID O
·35,587 shr
Award
·
ARSOV ROBERT
·35,587 shr
Award
·
FALLANG ETHAN
·35,587 shr
Award
·
MILNES RYAN
·35,587 shr
Award
·
ARMSTRONG NANCY
·47,597 shr
Sell
·
ARSOV ROBERT
·60,000 shr
·$364,325
Sell
·
ARSOV ROBERT
·60,000 shr
·$363,000
Sell
·
ARSOV ROBERT
·35,000 shr
·$241,838
Sell
·
ARSOV ROBERT
·105,012 shr
·$710,922
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