Rambus’ (RMBS) Buy Rating Reaffirmed at Rosenblatt Securities

Rambus (NASDAQ:RMBS)‘s stock had its “buy” rating restated by Rosenblatt Securities in a report issued on Tuesday,Benzinga reports. They presently have a $130.00 price objective on the semiconductor company’s stock. Rosenblatt Securities’ target price would suggest a potential upside of 14.33% from the stock’s previous close.

A number of other brokerages have also recently commented on RMBS. Evercore ISI lifted their target price on shares of Rambus from $114.00 to $126.00 and gave the stock an “outperform” rating in a research report on Tuesday, October 28th. Susquehanna set a $100.00 price objective on Rambus and gave the company a “neutral” rating in a research note on Monday, October 6th. Weiss Ratings raised Rambus from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, January 26th. Wells Fargo & Company increased their target price on Rambus from $73.00 to $115.00 and gave the company an “overweight” rating in a report on Tuesday, October 28th. Finally, William Blair initiated coverage on Rambus in a research note on Thursday, January 22nd. They issued an “outperform” rating on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $108.14.

Rambus Stock Performance

RMBS stock opened at $113.71 on Tuesday. The company has a market capitalization of $12.24 billion, a PE ratio of 53.89 and a beta of 1.53. Rambus has a one year low of $40.12 and a one year high of $135.75. The company’s 50 day moving average price is $101.06 and its two-hundred day moving average price is $92.70.

Insider Buying and Selling at Rambus

In related news, Director Eric B. Stang sold 4,000 shares of the firm’s stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $111.78, for a total value of $447,120.00. Following the sale, the director directly owned 20,394 shares of the company’s stock, valued at $2,279,641.32. This trade represents a 16.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 1.00% of the company’s stock.

Institutional Investors Weigh In On Rambus

Institutional investors and hedge funds have recently bought and sold shares of the business. SBI Securities Co. Ltd. grew its position in shares of Rambus by 21.3% in the 4th quarter. SBI Securities Co. Ltd. now owns 1,607 shares of the semiconductor company’s stock worth $148,000 after buying an additional 282 shares during the last quarter. Truist Financial Corp lifted its stake in Rambus by 795.8% in the fourth quarter. Truist Financial Corp now owns 26,033 shares of the semiconductor company’s stock worth $2,392,000 after acquiring an additional 23,127 shares during the period. Sigma Planning Corp boosted its holdings in Rambus by 80.4% in the fourth quarter. Sigma Planning Corp now owns 9,460 shares of the semiconductor company’s stock valued at $871,000 after acquiring an additional 4,217 shares in the last quarter. New York State Teachers Retirement System increased its position in Rambus by 5.6% during the 4th quarter. New York State Teachers Retirement System now owns 76,926 shares of the semiconductor company’s stock valued at $7,069,000 after purchasing an additional 4,065 shares during the period. Finally, Jennison Associates LLC raised its holdings in Rambus by 121.5% in the 4th quarter. Jennison Associates LLC now owns 11,972 shares of the semiconductor company’s stock worth $1,100,000 after purchasing an additional 6,566 shares in the last quarter. Hedge funds and other institutional investors own 88.54% of the company’s stock.

Rambus News Roundup

Here are the key news stories impacting Rambus this week:

• Positive Sentiment: Q4 revenue growth and strong cash flow — Rambus reported Q4 revenue of $190.2M (up ~18% YoY), solid licensing billings and roughly $100M in operating cash flow, signaling healthy top-line momentum and strong cash generation. Rambus Reports Fourth Quarter and Fiscal Year 2025 Financial Results
• Positive Sentiment: Industry positioning and analyst support — Notes from William Blair and several analyst buy/outperform ratings underscore Rambus’s positioning in DRAM/memory IP, which supports longer-term growth expectations. William Blair Notes Rambus Inc. (RMBS) Positioned as Top DRAM Memory Supplier
• Neutral Sentiment: Earnings call and transcripts available — Full Q4 commentary and management Q&A are published (useful for digging into supply and demand commentary). Investors should review the call transcript for management detail. Rambus (RMBS) Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS missed estimates — Reported diluted EPS (~$0.58–$0.59) was below analyst consensus (~$0.68–$0.69), weighing on near-term sentiment despite revenue growth. Rambus earnings / MarketBeat
• Negative Sentiment: Q1 guidance misses consensus — Management issued Q1 revenue guidance roughly $171M–$189M versus a consensus ~ $190.7M, implying slower near-term revenue; this contributed to the stock drop. Rambus Reports Fourth Quarter and Fiscal Year 2025 Financial Results
• Negative Sentiment: Supply risk flag and after-hours selloff — Management comments about supply risks in the quarterly materials were highlighted by coverage as a key catalyst for a >15% after-hours decline. Rambus shares slide 15% after quarterly report flags supply risks
• Negative Sentiment: After-hours headlines and short-term volatility — Multiple outlets reported the stock tumbled after-hours; investor reaction appears driven by guidance and supply concerns rather than the underlying revenue/cash strength. Rambus shares tumble after in-line earnings report
• Negative Sentiment: Insider selling noted — Recent open-market insider sales were flagged in coverage, which can add to near-term sentiment pressure. Rambus Inc. (RMBS) Stock Rises on Q4 2025 Earnings

About Rambus

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.