Granahan Investment Management LLC Grows Stock Position in Rambus, Inc. $RMBS

Posted by Brenda Bartman on Jun 17th, 2026

Granahan Investment Management LLC increased its holdings in Rambus, Inc. (NASDAQ:RMBS – Free Report) by 11.4% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 265,516 shares of the semiconductor company’s stock after purchasing an additional 27,073 shares during the quarter. Rambus makes up about 1.0% of Granahan Investment Management LLC’s investment portfolio, making the stock its 29th largest position. Granahan Investment Management LLC’s holdings in Rambus were worth $24,398,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in RMBS. Acumen Wealth Advisors LLC purchased a new stake in shares of Rambus in the 4th quarter worth about $25,000. Torren Management LLC purchased a new stake in shares of Rambus in the 4th quarter worth about $26,000. Spire Wealth Management boosted its position in shares of Rambus by 199.0% in the 4th quarter. Spire Wealth Management now owns 302 shares of the semiconductor company’s stock worth $28,000 after buying an additional 201 shares in the last quarter. University of Texas Texas AM Investment Management Co. purchased a new stake in shares of Rambus in the 4th quarter worth about $28,000. Finally, IFP Advisors Inc boosted its position in shares of Rambus by 126.7% in the 3rd quarter. IFP Advisors Inc now owns 442 shares of the semiconductor company’s stock worth $47,000 after buying an additional 247 shares in the last quarter. 88.54% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Rambus

In other news, CEO Luc Seraphin sold 5,426 shares of the company’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $86.65, for a total transaction of $470,162.90. Following the completion of the transaction, the chief executive officer owned 345,767 shares of the company’s stock, valued at $29,960,710.55. This represents a 1.55% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Xianzhi Sean Fan sold 37,914 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $151.69, for a total transaction of $5,751,174.66. Following the transaction, the executive vice president directly owned 168,358 shares of the company’s stock, valued at approximately $25,538,225.02. This represents a 18.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 79,850 shares of company stock worth $11,649,796. Corporate insiders own 0.75% of the company’s stock.

Rambus Trading Down 7.5%

Shares of RMBS stock opened at $132.48 on Wednesday. The firm has a 50-day moving average price of $132.80 and a 200 day moving average price of $110.71. Rambus, Inc. has a twelve month low of $58.82 and a twelve month high of $174.10. The company has a market capitalization of $14.33 billion, a price-to-earnings ratio of 63.09 and a beta of 1.84.

Rambus (NASDAQ:RMBS – Get Free Report) last announced its earnings results on Monday, April 27th. The semiconductor company reported $0.63 earnings per share for the quarter, beating the consensus estimate of $0.61 by $0.02. Rambus had a net margin of 31.90% and a return on equity of 17.41%. The firm had revenue of $180.19 million during the quarter, compared to the consensus estimate of $179.94 million. As a group, research analysts predict that Rambus, Inc. will post 2.44 earnings per share for the current year.

Analysts Set New Price Targets

Several research analysts recently weighed in on RMBS shares. Evercore reissued an “outperform” rating and issued a $172.00 target price on shares of Rambus in a research note on Tuesday, April 28th. Wells Fargo & Company boosted their target price on shares of Rambus from $115.00 to $145.00 and gave the company an “overweight” rating in a research note on Tuesday, April 28th. Weiss Ratings reissued a “hold (c+)” rating on shares of Rambus in a research note on Friday, June 5th. Robert W. Baird downgraded shares of Rambus from an “outperform” rating to a “neutral” rating and set a $120.00 target price for the company. in a research note on Tuesday, April 28th. Finally, Rosenblatt Securities boosted their target price on shares of Rambus from $130.00 to $150.00 and gave the company a “buy” rating in a research note on Tuesday, April 28th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Rambus has a consensus rating of “Moderate Buy” and a consensus target price of $130.43.

Get Our Latest Stock Report on Rambus

About Rambus

(Free Report)

Rambus Inc is a technology licensing company specializing in semiconductor and system-level interface solutions. Founded in 1990 by Stanford University researchers Mike Farmwald and Mark Horowitz, Rambus established its headquarters in Sunnyvale, California. The company initially gained prominence by developing high-speed DRAM interface technology and securing a broad patent portfolio covering memory architecture, data signaling and power management innovations.

Today, Rambus licenses its proprietary intellectual property (IP) to semiconductor companies, original equipment manufacturers (OEMs) and system integrators worldwide.