Rosenblatt Securities Reiterates “Buy” Rating for Rambus (NASDAQ:RMBS)

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

Several other equities research analysts also recently issued reports on RMBS. Susquehanna set a $100.00 target price on Rambus and gave the stock a “neutral” rating in a research report on Monday, October 6th. Jefferies Financial Group upgraded Rambus to a “strong-buy” rating in a research note on Tuesday, October 28th. Weiss Ratings upgraded Rambus from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, January 26th. William Blair started coverage on Rambus in a report on Thursday, January 22nd. They set an “outperform” rating for the company. Finally, Zacks Research upgraded shares of Rambus to a “hold” rating in a research report on Monday, January 26th. Two investment analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Rambus presently has a consensus rating of “Buy” and an average target price of $108.14.

Rambus Stock Down 0.1%

NASDAQ RMBS opened at $113.71 on Tuesday. The firm has a market cap of $12.24 billion, a P/E ratio of 53.89 and a beta of 1.53. The company’s 50 day moving average is $101.06 and its 200-day moving average is $92.70. Rambus has a 12-month low of $40.12 and a 12-month high of $135.75.

Insider Activity at Rambus

In related news, Director Eric B. Stang sold 5,000 shares of the company’s stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $102.35, for a total value of $511,750.00. Following the transaction, the director directly owned 24,394 shares in the company, valued at approximately $2,496,725.90. This represents a 17.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.00% of the company’s stock.

Hedge Funds Weigh In On Rambus

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Norges Bank purchased a new stake in shares of Rambus during the 2nd quarter valued at $126,268,000. EdgePoint Investment Group Inc. grew its position in Rambus by 138.4% in the second quarter. EdgePoint Investment Group Inc. now owns 2,787,327 shares of the semiconductor company’s stock worth $178,445,000 after acquiring an additional 1,618,133 shares in the last quarter. Alliancebernstein L.P. increased its stake in Rambus by 572.7% in the third quarter. Alliancebernstein L.P. now owns 1,822,030 shares of the semiconductor company’s stock valued at $189,856,000 after acquiring an additional 1,551,159 shares during the last quarter. Bank of America Corp DE raised its position in Rambus by 196.0% during the third quarter. Bank of America Corp DE now owns 1,550,665 shares of the semiconductor company’s stock valued at $161,579,000 after purchasing an additional 1,026,776 shares in the last quarter. Finally, Rafferty Asset Management LLC purchased a new stake in Rambus during the third quarter valued at about $93,962,000. Hedge funds and other institutional investors own 88.54% of the company’s stock.

Key Headlines Impacting Rambus

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

Rambus Company Profile

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.