Rambus (NASDAQ:RMBS) Earns Buy Rating from Rosenblatt Securities

Rambus (NASDAQ:RMBS)‘s stock had its “buy” rating reissued by analysts at Rosenblatt Securities in a research report issued on Tuesday,Benzinga reports. They currently have a $165.00 price objective on the semiconductor company’s stock. Rosenblatt Securities’ target price suggests a potential upside of 71.13% from the stock’s previous close.

Other research analysts have also recently issued research reports about the stock. Robert W. Baird cut shares of Rambus from an “outperform” rating to a “neutral” rating and set a $120.00 price target on the stock. in a report on Tuesday, April 28th. Wells Fargo & Company lifted their price objective on Rambus from $115.00 to $145.00 and gave the company an “overweight” rating in a research note on Tuesday, April 28th. Weiss Ratings restated a “hold (c+)” rating on shares of Rambus in a research report on Friday, June 5th. Evercore restated an “outperform” rating and issued a $172.00 target price on shares of Rambus in a research note on Tuesday, April 28th. Finally, Jefferies Financial Group raised their price target on Rambus from $120.00 to $145.00 and gave the company a “buy” rating in a report on Tuesday, April 28th. Two research analysts have rated the stock with a Strong Buy rating, five have given 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 $136.62.

Rambus Trading Up 0.4%

Rambus stock opened at $96.42 on Tuesday. The firm’s 50 day simple moving average is $128.23 and its 200 day simple moving average is $114.40. The firm has a market capitalization of $10.43 billion, a PE ratio of 45.91 and a beta of 1.84. Rambus has a 1-year low of $63.30 and a 1-year high of $174.10.

Rambus (NASDAQ:RMBS) last posted its earnings results on Monday, April 27th. The semiconductor company reported $0.63 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.61 by $0.02. Rambus had a net margin of 31.90% and a return on equity of 17.41%. The business had revenue of $180.19 million for the quarter, compared to analysts’ expectations of $179.94 million. Research analysts forecast that Rambus will post 2.44 earnings per share for the current year.

Insider Transactions at Rambus

In other Rambus news, Director Eric B. Stang sold 5,000 shares of Rambus stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $146.00, for a total transaction of $730,000.00. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Xianzhi Sean Fan sold 37,914 shares of the business’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $151.69, for a total transaction of $5,751,174.66. Following the completion of the sale, the executive vice president owned 168,358 shares of the company’s stock, valued at approximately $25,538,225.02. The trade was a 18.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 62,914 shares of company stock worth $9,724,775 in the last three months. Corporate insiders own 0.75% of the company’s stock.

Hedge Funds Weigh In On Rambus

Several institutional investors and hedge funds have recently made changes to their positions in the business. Acumen Wealth Advisors LLC purchased a new position in Rambus in the 4th quarter worth $25,000. Torren Management LLC purchased a new stake in Rambus during the fourth quarter valued at about $26,000. Spire Wealth Management grew its stake in shares of Rambus by 199.0% during the fourth quarter. Spire Wealth Management now owns 302 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 201 shares during the last quarter. University of Texas Texas AM Investment Management Co. purchased a new position in shares of Rambus in the fourth quarter worth about $28,000. Finally, Western Wealth Management LLC purchased a new position in shares of Rambus in the first quarter worth about $44,000. 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: Rambus exceeded second-quarter expectations. Non-GAAP diluted EPS was $0.77, above the $0.71-$0.72 analyst consensus, while revenue reached $207.4 million versus estimates of approximately $199.3 million. EPS also improved from $0.53 in the year-earlier quarter. Rambus Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Revenue was broad-based and reached a record level. Product revenue totaled $99.2 million, royalties contributed $84.2 million and contract and other revenue added $24.0 million. GAAP diluted EPS was $0.61, while the company reported a 31.9% net margin. Rambus Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Third-quarter guidance was substantially above Wall Street expectations. Rambus forecast revenue of $389 million to $407 million, compared with consensus of about $212.9 million. The sizable outlook increase, along with management’s discussion of strategic wins and demand for its memory and data-center technologies, is the most important reason the earnings news is supporting RMBS. Rambus Q2 Adjusted Earnings, Revenue Rise; Q3 Guidance Set
• Neutral Sentiment: The unusually wide gap between guidance and consensus may prompt investors to seek additional details about the drivers, timing and sustainability of the expected revenue increase. RMBS also remains a relatively volatile, premium-valued semiconductor stock, with a beta of 1.84 and a forward earnings profile that leaves it sensitive to execution and broader technology-market sentiment.

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.