Los Angeles Capital Management LLC Has $6.50 Million Holdings in Rambus, Inc. $RMBS

Posted by Stanley Muller on Jun 9th, 2026

Los Angeles Capital Management LLC cut its stake in Rambus, Inc. (NASDAQ:RMBS – Free Report) by 9.3% in the fourth quarter, Holdings Channel.com reports. The firm owned 70,746 shares of the semiconductor company’s stock after selling 7,286 shares during the quarter. Los Angeles Capital Management LLC’s holdings in Rambus were worth $6,501,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its stake in Rambus by 1.1% in the 3rd quarter. Vanguard Group Inc. now owns 12,701,773 shares of the semiconductor company’s stock worth $1,323,525,000 after purchasing an additional 140,948 shares during the period. Geode Capital Management LLC boosted its stake in Rambus by 3.4% in the 4th quarter. Geode Capital Management LLC now owns 2,842,715 shares of the semiconductor company’s stock worth $261,256,000 after purchasing an additional 94,214 shares during the period. Invesco Ltd. boosted its stake in Rambus by 4.7% in the 3rd quarter. Invesco Ltd. now owns 2,432,032 shares of the semiconductor company’s stock worth $253,418,000 after purchasing an additional 109,908 shares during the period. Dimensional Fund Advisors LP boosted its stake in Rambus by 0.6% in the 3rd quarter. Dimensional Fund Advisors LP now owns 1,928,697 shares of the semiconductor company’s stock worth $200,966,000 after purchasing an additional 11,024 shares during the period. Finally, Alliancebernstein L.P. boosted its stake in Rambus by 572.7% in the 3rd quarter. Alliancebernstein L.P. now owns 1,822,030 shares of the semiconductor company’s stock worth $189,856,000 after purchasing an additional 1,551,159 shares during the period. 88.54% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Rambus

In other news, Director Necip Sayiner sold 5,000 shares of the stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $170.15, for a total transaction of $850,750.00. Following the completion of the transaction, the director directly owned 18,223 shares in the company, valued at $3,100,643.45. This represents a 21.53% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Luc Seraphin sold 5,426 shares of the stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $86.65, for a total transaction of $470,162.90. Following the transaction, the chief executive officer owned 345,767 shares of the company’s stock, valued at approximately $29,960,710.55. This represents a 1.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 79,850 shares of company stock worth $11,649,796. Corporate insiders own 0.75% of the company’s stock.

Analysts Set New Price Targets

RMBS has been the subject of a number of research analyst reports. Weiss Ratings lowered shares of Rambus from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, March 10th. Jefferies Financial Group upped their target price on shares of Rambus from $120.00 to $145.00 and gave the stock a “buy” rating in a research note on Tuesday, April 28th. Robert W. Baird lowered 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. Evercore reaffirmed an “outperform” rating and issued a $172.00 target price on shares of Rambus in a research note on Tuesday, April 28th. Finally, Rosenblatt Securities increased their price objective on shares of Rambus from $130.00 to $150.00 and gave the stock a “buy” rating in a research note on Tuesday, April 28th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $130.43.

Check Out Our Latest Analysis on RMBS

Rambus Price Performance

Rambus stock opened at $152.03 on Tuesday. The firm has a 50-day moving average of $126.39 and a 200-day moving average of $108.55. Rambus, Inc. has a one year low of $57.98 and a one year high of $174.10. The company has a market cap of $16.44 billion, a price-to-earnings ratio of 72.40 and a beta of 1.84.

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 analysts’ consensus estimates of $0.61 by $0.02. Rambus had a net margin of 31.90% and a return on equity of 17.41%. The company had revenue of $180.19 million during the quarter, compared to the consensus estimate of $179.94 million. As a group, sell-side analysts expect that Rambus, Inc. will post 2.44 earnings per share for the current year.

Rambus Profile

(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.