William Blair Investment Management LLC Takes $26.56 Million Position in Rambus, Inc. $RMBS

Posted by Francis Steltz on Aug 23rd, 2026

William Blair Investment Management LLC bought a new position in shares of Rambus, Inc. (NASDAQ:RMBS – Free Report) in the 2nd quarter, HoldingsChannel reports. The institutional investor bought 200,116 shares of the semiconductor company’s stock, valued at approximately $26,563,000.

Several other large investors have also made changes to their positions in the business. Acumen Wealth Advisors LLC purchased a new position in Rambus during the fourth quarter valued at $25,000. Torren Management LLC purchased a new position in Rambus in the 4th quarter valued at about $26,000. Danske Bank A S acquired a new stake in Rambus in the 2nd quarter worth about $27,000. University of Texas Texas AM Investment Management Co. acquired a new stake in Rambus in the 4th quarter worth about $28,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in Rambus during the 2nd quarter worth approximately $41,000. 88.54% of the stock is owned by institutional investors and hedge funds.

Rambus Trading Down 1.0%

Shares of RMBS opened at $91.24 on Friday. Rambus, Inc. has a 12-month low of $70.45 and a 12-month high of $174.10. The firm has a 50-day moving average price of $108.07 and a 200 day moving average price of $112.56. The firm has a market capitalization of $9.90 billion, a P/E ratio of 41.85 and a beta of 1.88.

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

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on RMBS shares. Benchmark reaffirmed a “buy” rating on shares of Rambus in a research note on Tuesday, July 28th. Wells Fargo & Company raised their price objective on Rambus from $115.00 to $145.00 and gave the company an “overweight” rating in a report on Tuesday, April 28th. Rosenblatt Securities reaffirmed a “buy” rating and set a $165.00 target price on shares of Rambus in a research note on Tuesday, July 28th. Evercore reissued an “outperform” rating and issued a $172.00 price target on shares of Rambus in a research note on Tuesday, April 28th. Finally, Glj Research set a $165.00 price target on shares of Rambus in a research report on Tuesday, July 28th. One 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. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $139.78.

View Our Latest Stock Analysis on RMBS

Insiders Place Their Bets

In related news, EVP Xianzhi Sean Fan sold 37,914 shares of the stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $151.69, for a total value of $5,751,174.66. Following the completion of the transaction, the executive vice president directly owned 168,358 shares in the company, valued at approximately $25,538,225.02. This represents a 18.38% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Eric B. Stang sold 5,000 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $146.00, for a total value of $730,000.00. Following the sale, the director directly owned 19,218 shares of the company’s stock, valued at approximately $2,805,828. This trade represents a 20.65% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 62,914 shares of company stock valued at $9,724,775. Insiders own 0.75% of the company’s stock.

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.