Rambus

RMBS

Market cap $11.1B

Rambus (RMBS) is rated a Buy, driven by its pivotal role in alleviating AI memory bottlenecks and robust product sales growth. RMBS's transition from royalties to physical chip sales has yielded over 40% YoY growth, with strong demand from major players like Samsung. Operating leverage, prudent capital allocation into corporate bonds, and minimal liabilities have significantly strengthened RMBS's balance sheet.

SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (Nasdaq: RMBS), a provider of industry-leading chips and IP making data faster and safer, today announced that it will hold a conference call on Monday, February 2, 2026, at 2:00 p.m. Pacific Time to discuss its fourth quarter and 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.

Semiconductor stocks start out 2026 with powerful tailwinds in their corner after vastly outperforming in 2025, but these tailwinds have the potential to turn into headwinds. The semiconductor sector continues to do better than most, although lately gains are driven by fewer stocks with many more lagging behind. Artificial intelligence or AI continues to underpin the semiconductor sector, but there are increasingly undesirable developments to be found.

Informed Momentum purchased 89,201 shares in Rambus; net position change estimated at ~$9.14 million. The Rambus position represents 1.05% of reported 13F assets under management.

Rambus Inc. (RMBS) Presents at 53rd Annual Nasdaq Investor Conference Transcript

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Rambus (RMBS) stock has declined by about 23% in less than a month, dropping from $113.61 on 27th Oct, 2025 to $87.70 currently. The sell-off follows the company's Q3 earnings release, which saw revenue rise by 22.7% year-over-year, driven largely by demand in the DDR5 memory segment.

Small-cap stocks extended their momentum into the third quarter. We believe Rambus' evolution from a licensing and patent company into a full-fledged product company is progressing well. Shake Shack stock pulled back following quarterly results that did not meet elevated expectations.

SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (Nasdaq: RMBS), a provider of industry-leading chips and IP making data faster and safer, today announced that its executives will present at two upcoming investor events: the Wells Fargo 9th Annual TMT Summit and the Nasdaq 53rd Investor Conference. Wells Fargo 9th Annual TMT Summit Luc Seraphin, chief executive officer, and Desmond Lynch, chief financial officer, will present at the Wells Fargo 9th Annual TMT Summit in Rancho Palos Verdes, CA on.

Rambus stock is finding support at its 21-day moving average amid a pullback after earnings.