44,634 Shares in Rambus, Inc. $RMBS Purchased by Deepwater Asset Management LLC

Posted by Brenda Bartman on Aug 19th, 2026

Deepwater Asset Management LLC purchased a new stake in Rambus, Inc. (NASDAQ:RMBS – Free Report) in the second quarter, Holdings Channel.com reports. The institutional investor purchased 44,634 shares of the semiconductor company’s stock, valued at approximately $5,925,000. Rambus comprises 2.7% of Deepwater Asset Management LLC’s investment portfolio, making the stock its 25th largest holding.

Several other hedge funds have also bought and sold shares of RMBS. Acumen Wealth Advisors LLC acquired a new stake in shares of Rambus during the 4th quarter worth approximately $25,000. Torren Management LLC acquired a new position in shares of Rambus in the 4th quarter valued at $26,000. University of Texas Texas AM Investment Management Co. acquired a new position in shares of Rambus in the 4th quarter valued at $28,000. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in Rambus during the second quarter worth $41,000. Finally, Western Wealth Management LLC purchased a new stake in Rambus during the first quarter worth $44,000. Hedge funds and other institutional investors own 88.54% of the company’s stock.

Rambus Stock Down 6.9%

RMBS stock opened at $93.71 on Wednesday. Rambus, Inc. has a 52 week low of $67.15 and a 52 week high of $174.10. The firm has a 50-day simple moving average of $111.17 and a 200-day simple moving average of $113.08. The stock has a market capitalization of $10.16 billion, a P/E ratio of 42.99 and a beta of 1.88.

Rambus (NASDAQ:RMBS – Get Free Report) last issued its quarterly earnings results on Monday, July 27th. The semiconductor company reported $0.77 earnings per share for the quarter, beating analysts’ consensus estimates of $0.72 by $0.05. Rambus had a net margin of 31.69% and a return on equity of 17.89%. The firm had revenue of $207.39 million for the quarter, compared to analyst estimates of $199.30 million. During the same period last year, the company posted $0.53 EPS. Rambus’s quarterly revenue was up 20.4% compared to the same quarter last year. On average, analysts expect that Rambus, Inc. will post 2.52 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research firms have weighed in on RMBS. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Rambus in a report on Friday, June 5th. Rosenblatt Securities reissued a “buy” rating and set a $165.00 target price on shares of Rambus in a research note on Tuesday, July 28th. Jefferies Financial Group raised their target price on Rambus from $120.00 to $145.00 and gave the company a “buy” rating in a research report on Tuesday, April 28th. Robert W. Baird lowered Rambus from an “outperform” rating to a “neutral” rating and set a $120.00 price target for the company. in a research note on Tuesday, April 28th. Finally, Wells Fargo & Company upped their price target on Rambus from $115.00 to $145.00 and gave the stock an “overweight” rating in a report on Tuesday, April 28th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, Rambus presently has a consensus rating of “Moderate Buy” and a consensus target price of $139.78.

Read Our Latest Report on RMBS

Insider Transactions at Rambus

In related news, Director Emiko Higashi sold 10,000 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the director directly owned 49,519 shares in the company, valued at approximately $7,947,799.50. The trade was a 16.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Eric B. Stang sold 5,000 shares of the stock in a transaction on Monday, June 1st. The shares were sold at an average price of $146.00, for a total value of $730,000.00. Following the completion of the transaction, the director directly owned 19,218 shares of the company’s stock, valued at approximately $2,805,828. This represents a 20.65% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 62,914 shares of company stock valued at $9,724,775. Insiders own 0.75% of the company’s stock.

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.