Rambus’ (RMBS) Buy Rating Reiterated at Rosenblatt Securities

Posted by Brian Himes on Jul 31st, 2026

Rosenblatt Securities reissued their buy rating on shares of Rambus (NASDAQ:RMBS – Free Report) in a research note released on Tuesday,Benzinga reports. The firm currently has a $165.00 price target on the semiconductor company’s stock.

RMBS has been the subject of several other research reports. Evercore restated an “outperform” rating and issued a $172.00 target price on shares of Rambus in a report on Tuesday, April 28th. Jefferies Financial Group upped their price target on shares of Rambus from $120.00 to $145.00 and gave the company a “buy” rating in a report on Tuesday, April 28th. Robert W. Baird lowered shares of Rambus from an “outperform” rating to a “neutral” rating and set a $120.00 price objective on the stock. in a research report on Tuesday, April 28th. Benchmark started coverage on shares of Rambus in a research note on Wednesday, July 15th. They issued a “buy” rating and a $165.00 price objective for the company. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Rambus in a research report on Friday, June 5th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $139.78.

Read Our Latest Report on RMBS

Rambus Stock Up 8.2%

Shares of RMBS opened at $89.58 on Tuesday. The company has a market cap of $9.72 billion, a PE ratio of 41.09 and a beta of 1.84. The business has a fifty day moving average of $125.48 and a 200 day moving average of $114.28. Rambus has a 52-week low of $67.15 and a 52-week high of $174.10.

Rambus (NASDAQ:RMBS – Get Free Report) last posted its quarterly earnings data on Monday, April 27th. The semiconductor company reported $0.63 EPS for the quarter, topping the consensus estimate of $0.61 by $0.02. Rambus had a net margin of 31.69% and a return on equity of 17.89%. The company had revenue of $180.19 million during the quarter, compared to analyst estimates of $179.94 million. As a group, research analysts anticipate that Rambus will post 2.44 earnings per share for the current fiscal year.

Insider Transactions at Rambus

In other Rambus news, Director Emiko Higashi sold 10,000 shares of the firm’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $160.50, for a total transaction of $1,605,000.00. Following the transaction, the director directly owned 49,519 shares in the company, valued at $7,947,799.50. This trade represents a 16.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Xianzhi Sean Fan sold 37,914 shares of Rambus stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $151.69, for a total value of $5,751,174.66. Following the sale, the executive vice president directly owned 168,358 shares of the company’s stock, valued at approximately $25,538,225.02. This trade represents a 18.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 62,914 shares of company stock worth $9,724,775 over the last three months. Company insiders own 0.75% of the company’s stock.

Institutional Investors Weigh In On Rambus

Hedge funds have recently made changes to their positions in the company. Invesco Ltd. increased its stake in shares of Rambus by 70.6% during the fourth quarter. Invesco Ltd. now owns 4,148,653 shares of the semiconductor company’s stock valued at $381,220,000 after buying an additional 1,716,621 shares during the period. Norges Bank purchased a new stake in Rambus in the fourth quarter worth about $156,356,000. Bank of America Corp DE lifted its stake in Rambus by 196.0% in the third quarter. Bank of America Corp DE now owns 1,550,665 shares of the semiconductor company’s stock worth $161,579,000 after acquiring an additional 1,026,776 shares during the period. Bessemer Group Inc. lifted its stake in Rambus by 1,009.5% in the first quarter. Bessemer Group Inc. now owns 1,039,905 shares of the semiconductor company’s stock worth $89,463,000 after acquiring an additional 946,177 shares during the period. Finally, EdgePoint Investment Group Inc. grew its holdings in Rambus by 38.5% during the 1st quarter. EdgePoint Investment Group Inc. now owns 1,947,742 shares of the semiconductor company’s stock worth $167,564,000 after acquiring an additional 541,056 shares in the last quarter. 88.54% of the stock is currently owned by hedge funds and other institutional investors.

Rambus Company Profile

(Get 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.