75.53 USD
+2.38
3.25%
Updated Jul 30, 1:26 PM EDT
1 day
3.25%
5 days
15.01%
1 month
17.98%
3 months
54.81%
6 months
23.39%
Year to date
41.18%
1 year
55.48%
5 years
419.46%
10 years
475.25%
 

About: Rambus Inc is a semiconductor solutions provider offering high-speed, high-security computer chips and Silicon intellectual property. The company's key products include memory interface chips, built for high speed and efficiency; silicon IP, providing high-speed memory and chip-to-chip connection technology; and architecture licenses, which allow customers to use portions of Rambus' patented inventions for their own digital electronics. The firm receives the majority of its revenue from the United States, Taiwan, Asia, Japan, and Singapore.

Employees: 712

0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 3 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

41% more call options, than puts

Call options by funds: $31M | Put options by funds: $22M

39% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 56

23% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 127

4% more funds holding

Funds holding: 389 [Q4 2024] → 405 (+16) [Q1 2025]

0.54% more ownership

Funds ownership: 89.08% [Q4 2024] → 89.62% (+0.54%) [Q1 2025]

0% more capital invested

Capital invested by funds: $5.02B [Q4 2024] → $5.03B (+$5.87M) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$75
1%
downside
Avg. target
$80
6%
upside
High target
$90
19%
upside

3 analyst ratings

positive
100%
neutral
0%
negative
0%
Jefferies
Blayne Curtis
1%downside
$75
Buy
Maintained
29 Jul 2025
Rosenblatt
Kevin Cassidy
19%upside
$90
Buy
Maintained
29 Jul 2025
Susquehanna
Mehdi Hosseini
1%downside
$75
Positive
Maintained
29 Jul 2025

Financial journalist opinion

Based on 9 articles about RMBS published over the past 30 days

Neutral
Zacks Investment Research
1 day ago
Rambus Q2 Earnings Miss Estimates, Revenues Increase Y/Y
RMBS' second-quarter performance benefits from traction in its memory and Silicon IP solutions.
Rambus Q2 Earnings Miss Estimates, Revenues Increase Y/Y
Neutral
Seeking Alpha
1 day ago
Rambus Inc. (RMBS) Q2 2025 Earnings Call Transcript
Rambus Inc. (NASDAQ:RMBS ) Q2 2025 Earnings Conference Call July 28, 2025 5:00 PM ET Company Participants Desmond Lynch - Senior VP of Finance & CFO Luc Seraphin - CEO, President & Director Conference Call Participants Aaron Christopher Rakers - Wells Fargo Securities, LLC, Research Division Gary Wade Mobley - Loop Capital Markets LLC, Research Division Kevin Edward Cassidy - Rosenblatt Securities Inc., Research Division Mehdi Hosseini - Susquehanna Financial Group, LLLP, Research Division Natalia Sukhotina Winkler - Evercore ISI Institutional Equities, Research Division Tristan Gerra - Robert W. Baird & Co. Incorporated, Research Division Operator Welcome to the Rambus Second Quarter Fiscal Year 2025 Earnings Conference Call.
Rambus Inc. (RMBS) Q2 2025 Earnings Call Transcript
Positive
The Motley Fool
1 day ago
Rambus Revenue Jumps 30 Percent in Q2
Rambus (RMBS 2.12%), a technology company specializing in high-speed memory interface chips and silicon intellectual property, released results for the second quarter of fiscal 2025 on July 28, 2025. The period stood out for a notable beat on GAAP revenue, which reached $172.2 million against an analyst estimate of $166.97 million.
Rambus Revenue Jumps 30 Percent in Q2
Positive
Investors Business Daily
1 day ago
Rambus Stock Rises On Better-Than-Expected Second-Quarter Results
Chipmaker Rambus late Monday topped its revenue forecast for the second quarter. Rambus stock rose in extended trading.
Rambus Stock Rises On Better-Than-Expected Second-Quarter Results
Neutral
Business Wire
1 day ago
Rambus Reports Second Quarter 2025 Financial Results
SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (NASDAQ:RMBS), a provider of industry-leading chips and IP making data faster and safer, today reported financial results for the second quarter ended June 30, 2025. GAAP revenue for the second quarter was $172.2 million, licensing billings were $66.4 million, product revenue was $81.3 million, and contract and other revenue was $22.3 million. The Company also generated $94.4 million in cash provided by operating activities in the second quarter. “.
Rambus Reports Second Quarter 2025 Financial Results
Positive
Zacks Investment Research
6 days ago
RMBS Set to Report Q2 Earnings: What's in Store for the Stock?
Rambus' second-quarter 2025 results are expected to benefit from rising chip demand and AI momentum, offsetting price erosion and macro pressures.
RMBS Set to Report Q2 Earnings: What's in Store for the Stock?
Positive
Investors Business Daily
1 week ago
The S&P 500 and Nasdaq Are Joined By These Stocks Hitting New Highs
Rambus stock hit a 52-week high and is in the buy zone of a cup-with-handle base.
The S&P 500 and Nasdaq Are Joined By These Stocks Hitting New Highs
Positive
Investors Business Daily
1 week ago
As Nvidia, Broadcom Soar, Don't Ignore This AI Chip Stock. Top Funds Haven't.
In good company alongside AI chip leaders Nvidia and Broadcom, Rambus stock made the latest list of new buys by top funds.
As Nvidia, Broadcom Soar, Don't Ignore This AI Chip Stock. Top Funds Haven't.
Neutral
Business Wire
3 weeks ago
Rambus to Announce Second Quarter Fiscal Year 2025 Results
SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (Nasdaq: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced that it will hold a conference call on Monday, July 28, 2025, at 2:00 p.m. Pacific Time to discuss its second quarter fiscal year 2025 results. This call will be webcast and can be accessed via Rambus' website at investor.rambus.com. A replay will be available following the call on the Rambus Investor Relations website or for one week at the followi.
Rambus to Announce Second Quarter Fiscal Year 2025 Results
Positive
Investors Business Daily
1 month ago
AI Chip Leader Sets Up In Base; Data Center, IoT, Automotive Among Growth Drivers
Ai chip leader Rambus is in an early-stage base. Rambus makes chips that are used in data centers, automotive and Internet of Things.
AI Chip Leader Sets Up In Base; Data Center, IoT, Automotive Among Growth Drivers
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