RMBS RAMBUS INC

NEUTRAL Impact: 2/10 8-K
Horizon days Filed Apr 29, 2026 Processed 1mo ago SEC 0001193125-26-192210
8-K context-dependent: Items 5.02
Latest settled — T+20d
RMBS ▲ +28.59% at T+20d
NEUTRAL call ✓ call won +28.59% · α vs SPY +23.62% · entry $115.11 → $148.02
Next anchor: T+60d in 6w
Last close $152.03 (close Jun 8) · +32.07% from $115.11 entry
Entry anchored
Apr 29, 03:59 PM ET
via Databento tick
T+1d
0.00%
call 0.00% · α -0.22%
$115.11
settled 6w ago
T+5d
+12.97%
call +12.97% · α +11.24%
$130.04
settled 5w ago
T+20d
+28.59%
call +28.59% · α +23.62%
$148.02
settled 13d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

Rambus appointed Sumeet Gagneja as Senior Vice President and Chief Financial Officer, effective April 29, 2026, replacing interim CFO John Allen who returns to VP Accounting. Gagneja brings extensive semiconductor and data center finance experience. No material financial impact is expected.

Actionable Insight

Routine CFO appointment with no immediate trading signal. Monitor for any strategic shifts or capital allocation changes under new leadership, but no near-term catalyst expected.

Key Facts

  • Sumeet Gagneja appointed as CFO, effective April 29, 2026
  • Gagneja previously served as divisional CFO of AMD's Data Center segment
  • Base salary $475,000, target bonus 75%, hiring bonus $300,000, RSU/PSU grants totaling $6.25 million
  • John Allen ceases as Interim CFO, continues as VP Accounting and Chief Accounting Officer

Financial Impact

No material financial impact; executive compensation is routine

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
82% bullish (17 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-192210
Document: d20390dex101.htm0001193125-26-192210
Document: d20390dex991.htm0001193125-26-192210
Document: 0001193125-26-192210-index-headers.html0001193125-26-192210
Document: 0001193125-26-192210-index.html0001193125-26-192210
Document: 0001193125-26-192210.txt0001193125-26-192210
11 reports for RMBS
Performance horizon
Filters
Rows
Reports for RMBS — sortable, filterable
Type Now
Jun 3, 2026
6d ago
Insider Cluster
NEUTRAL ★ 2/10
$169.35 $145.31▼ −14.20%▼ −11.62%$152.03 (−10.23%)
Jun 2, 2026
7d ago
Insider Cluster
NEUTRAL ★ 4/10
$170.66 $169.35▼ −0.77%▼ −1.17%$152.03 (−10.92%)
May 27, 2026
13d ago
Insider Cluster
NEUTRAL ★ 3/10
$148.02 $145.46▼ −1.73%▼ −1.97%$152.03 (+2.71%)
May 26, 2026
14d ago
Insider Cluster
NEUTRAL ★ 2/10
$148.66 $148.02▼ −0.43%▼ −0.98%$152.03 (+2.27%)
May 7, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$126.60 $129.25▲ +2.09%▲ +1.26%$152.03 (+20.09%)
Apr 29, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$115.11 $115.11· 0.00%▼ −0.22%$152.03 (+32.07%)
Apr 27, 2026
6w ago
8-K
NEUTRAL ★ 5/10
$111.27 $110.48▼ −0.71%▼ −0.70%$152.03 (+36.63%)
Apr 24, 2026
6w ago
8-K
NEUTRAL ★ 3/10
$141.31 $111.27▼ −21.26%▼ −20.77%$152.03 (+7.59%)
Mar 6, 2026
13w ago
DEFA14A
NEUTRAL ★ 3/10
$88.52 $89.61▲ +1.23%▲ +1.41%$152.03 (+71.75%)
Mar 2, 2026
14w ago
Insider Cluster
NEUTRAL ★ 3/10
$98.88 $87.59▼ −11.42%▼ −10.50%$152.03 (+53.75%)
Showing 10 of 11

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