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

Rambus (NASDAQ:RMBS)‘s stock had its “buy” rating reiterated by equities research analysts at 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’ target price indicates a potential upside of 28.90% from the stock’s previous close.

Several other research analysts have also commented on RMBS. Evercore ISI lifted their price target on Rambus from $114.00 to $126.00 and gave the stock an “outperform” rating in a research report on Tuesday, October 28th. Jefferies Financial Group raised shares of Rambus to a “strong-buy” rating in a report on Tuesday, October 28th. Cfra Research cut shares of Rambus from a “hold” rating to a “moderate sell” rating in a research note on Monday, December 15th. Weiss Ratings raised shares of Rambus from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, January 26th. Finally, Wells Fargo & Company upped their target price on shares of Rambus from $73.00 to $115.00 and gave the company an “overweight” rating in a report on Tuesday, October 28th. Two equities research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $105.71.

Rambus Price Performance

NASDAQ RMBS opened at $100.85 on Tuesday. The company has a fifty day moving average of $101.30 and a two-hundred day moving average of $92.97. The company has a market capitalization of $10.86 billion, a PE ratio of 47.80 and a beta of 1.53. Rambus has a 1 year low of $40.12 and a 1 year high of $135.75.

Insider Activity at Rambus

In other news, Director Eric B. Stang sold 4,000 shares of Rambus stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $111.78, for a total value of $447,120.00. Following the sale, the director owned 20,394 shares of the company’s stock, valued at $2,279,641.32. The trade was a 16.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 1.00% of the company’s stock.

Institutional Investors Weigh In On Rambus

Hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in shares of Rambus by 1.1% during the 3rd quarter. Vanguard Group Inc. now owns 12,701,773 shares of the semiconductor company’s stock worth $1,323,525,000 after buying an additional 140,948 shares in the last quarter. EdgePoint Investment Group Inc. raised 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. Geode Capital Management LLC lifted its holdings in Rambus by 1.3% in the second quarter. Geode Capital Management LLC now owns 2,687,691 shares of the semiconductor company’s stock valued at $172,086,000 after acquiring an additional 35,744 shares during the period. Invesco Ltd. boosted its position in shares of Rambus by 4.7% during 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 in the last quarter. Finally, Bank of New York Mellon Corp grew its stake in shares of Rambus by 13.2% during the 2nd quarter. Bank of New York Mellon Corp now owns 2,019,504 shares of the semiconductor company’s stock worth $129,289,000 after purchasing an additional 235,253 shares during the period. Institutional investors and hedge funds own 88.54% of the company’s stock.

Trending Headlines about Rambus

Here are the key news stories impacting Rambus this week:

• Positive Sentiment: Q4 results showed record revenue and margin expansion (HBM4 and DDR5 strength; licensing +23%, product +35%), supporting profitability and cash flow that underpin the company’s reinvestment and long‑term growth thesis. Rambus Inc (RMBS) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Analysts and commentators frame the recent price dip as a “market reset” and a buying opportunity given Rambus’ role as the low‑latency/high‑bandwidth “nervous system” for AI datacenters and supportive institutional buying history. Why Rambus’ Market Reset Might Be the Best News Bulls Get
• Positive Sentiment: Some sell‑side support remains (Rosenblatt reaffirmed a buy and a $130 target), indicating at least one sizable upside thesis among analysts. Benzinga Rosenblatt Note
• Neutral Sentiment: The full earnings call transcript and presentation are available for detailed review of guidance and management commentary — useful for assessing cadence of supply remediation and timing of expected Q2 recovery. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Management flagged Q1 supply‑chain bottlenecks that pressured guidance and triggered a sharp pullback; while they say the issue is corrected, persistence would hurt near‑term revenue and could delay the AI datacenter cadence. Rambus plunges on Q1 supply issue
• Negative Sentiment: Several analysts trimmed forecasts after the release and Q1 guidance miss, signaling increased near‑term estimate risk and contributing to volatility until supply and bookings visibly recover. Analysts Cut Forecasts After Q4

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.