RumbleON's Demand Picture Still Challenged, Says Analyst
Portfolio Pulse from Shivani Kumaresan
Wedbush analyst Seth Basham maintained an Outperform rating on RumbleON Inc (NASDAQ:RMBL) but lowered the price target from $7.50 to $7, citing a challenging demand picture. RumbleON reported a 6.2% Y/Y decrease in Q4 revenue, missing estimates, and withdrew its 2024 outlook for a three-year improvement plan. The company aims for $1.7 billion revenue and $150 million EBITDA by 2026. Despite near-term challenges, long-term goals are deemed achievable with demand recovery and GPU headwind resolution. RMBL shares rose 10.20% to $5.51.

March 15, 2024 | 5:49 pm
News sentiment analysis
Sort by:
Ascending
NEUTRAL IMPACT
Wedbush analyst Seth Basham maintained an Outperform rating on RumbleON Inc but lowered the price target from $7.50 to $7 due to a challenging demand picture, with Q4 revenue down 6.2% Y/Y and missing estimates. Despite near-term challenges, long-term goals are deemed achievable.
The reduction in price target reflects near-term demand challenges, impacting investor sentiment. However, the maintenance of an Outperform rating and the long-term growth plan may balance the short-term negative impact with optimism for future performance.
CONFIDENCE 85
IMPORTANCE 90
RELEVANCE 100