RMBS RAMBUS INC

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon days Filed May 7, 2026 Processed 29d 10h ago
Insider cluster: 2 insiders, $1.5M total
Latest settled — T+20d
RMBS ▲ +34.80% at T+20d
NEUTRAL call ✓ call won +34.80% · α vs SPY +31.67% · entry $126.60 → $170.66
Next anchor: T+60d in 7w
Last close $152.03 (close Jun 8) · +20.09% from $126.60 entry
Entry anchored
May 6, 03:59 PM ET
via Databento tick
T+1d
+2.09%
call +2.09% · α +1.26%
$129.25
settled 5w ago
T+5d
+6.52%
call +6.52% · α +5.01%
$134.85
settled 28d ago
T+20d
+34.80%
call +34.80% · α +31.67%
$170.66
settled 6d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Two Rambus directors sold a combined $1.47M in open-market sales over two days, representing ~0.01% of the $14B market cap. The sales follow the company's Q1 2026 earnings release (April 27), which showed solid but in-line results with 8% revenue growth and 7% non-GAAP EPS growth. The dollar amount is trivial relative to market cap, and both sellers are directors (not C-suite), making this a routine portfolio diversification event with no material signal.

Key Financial Metrics

Direction
selling
Total Value
$1.5M
Insiders
2

Actionable Insight

This insider cluster is routine and immaterial. Monitor for any C-suite selling in the coming weeks, which would carry more signal. The Q1 earnings report showed solid fundamentals with product revenue up 15% — no reason to read this director selling as bearish.

Key Facts

  • Two directors sold a combined $1.47M in open-market sales on May 7-8, 2026
  • Sayiner Necip sold 9,824 shares at $130.18 ($1.28M); Steven Laub sold 1,500 shares at $125.52 ($188K)
  • Total sales represent ~0.01% of Rambus's $14B market cap — immaterial
  • Sales occurred 11-12 days after Q1 2026 earnings (April 27) which reported $180.2M revenue (+8% YoY) and non-GAAP EPS of $0.63 (+7% YoY)
  • No C-suite executives participated; both sellers are non-executive directors

Financial Impact

Total insider sales of $1.47M, representing ~0.01% of market cap — negligible economic impact

Risk Factors

  • Historical calibration shows prior neutral-score reports on RMBS had poor T+20 performance (-8.3% avg return), suggesting the stock may be volatile regardless of filing content
  • No C-suite participation limits the informational value of this cluster

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
76% bullish (17 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-RMBS-1778528442736
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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