Rambus (NASDAQ:RMBS) Given Buy Rating at Rosenblatt Securities

Rosenblatt Securities reissued their buy rating on shares of Rambus (NASDAQ:RMBS) in a research note released on Tuesday morning,Benzinga reports. They currently have a $130.00 target price on the semiconductor company’s stock.

A number of other research firms have also recently commented on RMBS. William Blair started coverage on Rambus in a report on Thursday, January 22nd. They issued an “outperform” rating on the stock. Wells Fargo & Company lifted their target price on Rambus from $73.00 to $115.00 and gave the company an “overweight” rating in a research report on Tuesday, October 28th. Susquehanna set a $100.00 price target on Rambus and gave the company a “neutral” rating in a research note on Monday, October 6th. Weiss Ratings raised Rambus from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, January 26th. Finally, Cfra Research lowered shares of Rambus from a “hold” rating to a “moderate sell” rating in a report on Monday, December 15th. Two investment analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Rambus currently has an average rating of “Buy” and an average price target of $105.71.

Rambus Price Performance

Shares of RMBS stock opened at $98.45 on Tuesday. The company has a market capitalization of $10.60 billion, a PE ratio of 46.66 and a beta of 1.53. The firm’s 50-day moving average is $101.18 and its two-hundred day moving average is $92.91. Rambus has a 12 month low of $40.12 and a 12 month high of $135.75.

Insider Transactions at Rambus

In related news, Director Eric B. Stang sold 5,000 shares of the firm’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $102.35, for a total transaction of $511,750.00. Following the completion of the transaction, the director directly owned 24,394 shares in the company, valued at $2,496,725.90. This trade represents a 17.01% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Insiders own 1.00% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the business. F m Investments LLC purchased a new stake in Rambus during the 4th quarter worth approximately $2,454,000. Ethic Inc. grew its stake in shares of Rambus by 11.4% in the fourth quarter. Ethic Inc. now owns 3,510 shares of the semiconductor company’s stock worth $323,000 after acquiring an additional 359 shares in the last quarter. Diversify Wealth Management LLC grew its stake in shares of Rambus by 6.1% in the fourth quarter. Diversify Wealth Management LLC now owns 17,783 shares of the semiconductor company’s stock worth $1,698,000 after acquiring an additional 1,030 shares in the last quarter. Sequoia Financial Advisors LLC increased its position in shares of Rambus by 33.2% during the fourth quarter. Sequoia Financial Advisors LLC now owns 7,534 shares of the semiconductor company’s stock worth $692,000 after acquiring an additional 1,878 shares during the period. Finally, Encompass More Asset Management acquired a new stake in shares of Rambus in the fourth quarter valued at $951,000. 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: Strong Q4 revenue, profitability and cash flow — Rambus reported Q4 revenue of $190.2M (+18% YoY), product and licensing growth, improved operating margin and robust cash from operations, reinforcing its AI/datacenter exposure. BusinessWire Q4 Release
• Positive Sentiment: Strategic positioning in memory/IP for AI — Analysts and commentators highlight Rambus’ role in high-speed memory/IP for datacenters (HBM4, DDR5), supporting the view this pullback could be a buying opportunity for longer-term AI exposure. MarketBeat Analysis
• Neutral Sentiment: Analyst reaction mixed — Some firms reaffirmed buy ratings and price targets (e.g., Rosenblatt $130), while others trimmed near-term forecasts; watch how further guidance revisions affect consensus. Benzinga: Analysts Cut Forecasts
• Neutral Sentiment: Full disclosures available — Earnings call transcript and slide deck are posted for deeper read of management’s supply commentary and Q1 assumptions. Review the transcript if you trade the name short-term. Earnings Call Transcript (Yahoo/Seeking Alpha)
• Negative Sentiment: EPS miss and soft Q1 guidance — Reported EPS missed estimates and Q1 revenue guidance ($171M–$189M) came in below consensus, creating near-term earnings growth concern. MarketBeat Earnings Summary
• Negative Sentiment: Supply-chain risk flagged — Management warned of supply constraints that could limit revenue realization in Q1; that commentary triggered heavy selling (high volume) and headline-driven volatility. Seeking Alpha: Supply Risks
• Negative Sentiment: Analyst cuts and headline selling — Multiple outlets report analysts trimming forecasts and the stock trading sharply lower on the news; expect elevated volatility until Q2 execution confirms management’s fix. Investors.com: Soft Q1 Guidance

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.