RMBS

RAMBUS INC

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0000917273
$146.56 +1.45% $15.8B
Insider Selling Cluster (5 insiders)21 New Institutional Positions27 Institutional Exits
Vol
Market Cap$15.8B
Cap SizeLarge Cap
Inst. Holders50 funds
Inst. Value$6.0B
Inst. Activity21 buys / 27 sells
Insider Activity0B / 15S
Insider Net $-$13.4M
Reddit Sentiment60° Warm
SEC Reports11
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0000917273·Prev Close $144.47

Recent Activity

Jun 10, 2026 short_volume
Short Volume: RMBS — 60.1% short (0.6M / 1.0M)
Short: 571,630 | Exempt: 8,992 | TRF Vol: 950,474 | Short Ratio: 60.1% | Off-exchange volume (dark p
Jun 3, 2026 SEC
Two directors (Stang and Higashi) sold a combined $1.5M in open-market sales on June 1-2, while EVP/COO Fan sold $5.74M
CLUSTER — Impact 2/10
Jun 3, 2026 Insider
Sayiner Necip sold 5,000 shares
Director @ $170.15 ($850.8K)
Jun 2, 2026 SEC
Three Rambus insiders, including the COO, sold a combined $7.25M in open-market sales over a one-week window. The COO's
CLUSTER — Impact 4/10
Jun 2, 2026 Insider
Higashi Emiko sold 5,000 shares
Director @ $163.00 ($815.0K)
Jun 1, 2026 Insider
STANG ERIC B sold 5,000 shares
Director @ $146.00 ($730.0K)
May 27, 2026 SEC
Three Rambus insiders sold a total of $6.67M in open-market sales over a 7-day window, led by the EVP/COO ($5.74M) and a
CLUSTER — Impact 3/10
Inst.
Invesco Ltd. — ADD
6,499,048 shares ($559.1M)

Price Targets

Historical data — last covering-analyst action Apr 2025. No current recommendation available.
$145.25 (Apr 2025)
Current $146.56 Low $100.00 Median $147.50 High $180.00 8 analysts
$100.00 $180.00

Analyst Ratings

Historical distribution76% buy · 17 analysts · last covering-analyst action Apr 2025
4Strong Buy
9Buy
3Hold
1Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Apr 29, 2025 Rosenblatt MAINTAIN Buy → Buy
Feb 4, 2025 Susquehanna MAINTAIN Positive → Positive
Feb 4, 2025 Wells Fargo MAINTAIN Overweight → Overweight
Feb 4, 2025 Rosenblatt MAINTAIN Buy → Buy
Nov 25, 2024 Baird INITIATE Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.72 ▲ +0.5% $0.71 — $0.73 20% YoY 8
Next Q $0.78 $0.74 — $0.81 33% YoY 8
Current FY $2.94 $2.74 — $3.11 20% YoY 9
Next FY $3.65 ▲ +0.6% $3.20 — $4.61 24% YoY 9

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.4B
VANGUARD PORTFOLIO MANAGEMENT LLC$571.6M
Invesco Ltd.$559.1MADD
VANGUARD CAPITAL MANAGEMENT LLC$415.3M
STATE STREET CORP$376.3M

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Sayiner NecipSELL$850.8K
Jun 2, 2026Higashi EmikoSELL$815.0K
Jun 1, 2026STANG ERICSELL$730.0K
May 26, 2026Higashi EmikoSELL$787.9K
May 26, 2026FAN XIANZHISELL$5.7M

Reddit Sentiment

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish
50 institutional holders with $6.0B total value (70,137,503 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, Invesco. Net selling activity: 27 institutions trimmed/exited vs 21 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.16,305,306$1.4B23.3%
2VANGUARD PORTFOLIO MANAGEMENT LLC6,644,320$571.6M9.5%
3Invesco Ltd.6,499,048$559.1M9.3%ADD +56.7%
4VANGUARD CAPITAL MANAGEMENT LLC4,827,854$415.3M6.9%
5STATE STREET CORP4,373,617$376.3M6.2%
6FMR LLC3,318,449$285.5M4.7%DOUBLED +109.1%
7EdgePoint Investment Group Inc.1,947,742$167.6M2.8%ADD +38.5%
8DIMENSIONAL FUND ADVISORS LP1,795,295$154.4M2.6%
9Swedbank AB1,563,000$134.5M2.2%
10BANK OF AMERICA CORP /DE/1,361,570$117.1M1.9%
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,326,402$114.1M1.9%
12Neuberger Berman Group LLC1,302,169$111.7M1.9%
13CONGRESS ASSET MANAGEMENT CO1,275,978$109.8M1.8%
14MORGAN STANLEY1,213,197$104.4M1.7%ADD +37.1%
15BARCLAYS PLC1,095,701$94.3M1.6%
16CITIGROUP INC1,007,548$86.7M1.4%
17AMERIPRISE FINANCIAL INC975,209$83.9M1.4%ADD +72.1%
18GOLDMAN SACHS GROUP INC922,105$79.3M1.3%
19Nuveen, LLC892,337$76.8M1.3%
20WELLINGTON MANAGEMENT GROUP LLP856,598$73.7M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.ADD4,148,6536,499,048+56.7%$559.1M2026-Q1
FMR LLCDOUBLED1,587,0293,318,449+109.1%$285.5M2026-Q1
EdgePoint Investment Group Inc.ADD1,406,6861,947,742+38.5%$167.6M2026-Q1
MORGAN STANLEYADD885,0921,213,197+37.1%$104.4M2026-Q1
AMERIPRISE FINANCIAL INCADD566,679975,209+72.1%$83.9M2026-Q1
Clearbridge Investments, LLCNEW583,270$50.2M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.ADD216,867326,938+50.8%$28.1M2026-Q1
FRANKLIN RESOURCES INCTRIM485,805323,364-33.4%$27.8M2026-Q1
FEDERATED HERMES, INC.ADD129,360215,400+66.5%$18.5M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM466,600199,448-57.3%$17.2M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED66,985182,999+173.2%$15.7M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCNEAR_EXIT954,164173,953-81.8%$15.0M2026-Q1
ASSETMARK, INCADD110,754147,554+33.2%$12.7M2026-Q1
TD ASSET MANAGEMENT INCDOUBLED24,010120,282+401.0%$10.3M2026-Q1
MetLife Investment Management, LLCTRIM240,162109,833-54.3%$9.4M2026-Q1
LAZARD ASSET MANAGEMENT LLCTRIM297,870101,701-65.9%$8.7M2026-Q1
Rockefeller Capital Management L.P.DOUBLED2,68495,452+3456.3%$8.2M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD69,38790,674+30.7%$7.8M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM213,64289,397-58.2%$7.7M2026-Q1
Allspring Global Investments Holdings, LLCNEAR_EXIT522,22666,531-87.3%$6.0M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM137,69266,044-52.0%$5.7M2026-Q1
MACKENZIE FINANCIAL CORPDOUBLED24,14953,689+122.3%$4.6M2026-Q1
CAPTRUST FINANCIAL ADVISORSADD40,87651,797+26.7%$4.5M2026-Q1
FIFTH THIRD BANCORPDOUBLED1,54127,361+1675.5%$2.4M2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLCNEAR_EXIT249,98625,451-89.8%$2.2M2026-Q1
13 unique insiders with 41 transactions. Net insider value: -$13.4M ($0.00 bought, $13.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Sayiner NecipDirectorSELL5,000$170.15$850.8K
Jun 2, 2026Higashi EmikoDirectorSELL5,000$163.00$815.0K
Jun 1, 2026STANG ERIC BDirectorSELL5,000$146.00$730.0K
May 26, 2026Higashi EmikoDirectorSELL5,000$157.57$787.9K
May 26, 2026FAN XIANZHI SEANEVP, COOSELL37,814$151.69$5.7M
May 22, 2026Shinn JohnSVP, General CounselSELL1,000$143.63$143.6K
May 8, 2026Sayiner NecipDirectorSELL9,824$130.18$1.3M
May 7, 2026LAUB STEVENDirectorSELL1,500$125.52$188.3K
May 1, 2026Gagneja SumeetSVP, CFOAWARD14,518
Apr 24, 2026Rao MeeraDirectorSELL2,972$150.30$446.7K
Apr 14, 2026Rao MeeraDirectorSELL8,538$118.08$1.0M
Apr 3, 2026Allen John KChief Accounting OfficerTAX W/H1,131$92.22$104.3K
Apr 2, 2026Seraphin LucPresident and CEOSELL2,511$86.04$216.0K
Apr 1, 2026FAN XIANZHI SEANEVP, COOTAX W/H9,916$89.95$891.9K
Apr 1, 2026Allen John KChief Accounting OfficerAWARD2,779
Apr 1, 2026Allen John KChief Accounting OfficerTAX W/H495$89.95$44.5K
Apr 1, 2026FAN XIANZHI SEANEVP, COOAWARD22,234
Apr 1, 2026Seraphin LucPresident and CEOAWARD32,684
Apr 1, 2026Seraphin LucPresident and CEOTAX W/H12,561$89.95$1.1M
Apr 1, 2026Shinn JohnSVP, General CounselAWARD5,558
Apr 1, 2026Shinn JohnSVP, General CounselTAX W/H1,913$89.95$172.1K
Apr 1, 2026KISSNER CHARLESDirectorAWARD2,223
Apr 1, 2026PENG VICTORDirectorAWARD2,223
Apr 1, 2026STANG ERIC BDirectorAWARD2,223
Apr 1, 2026Sayiner NecipDirectorAWARD2,223
Apr 1, 2026Rao MeeraDirectorAWARD2,223
Apr 1, 2026LAUB STEVENDirectorAWARD2,223
Apr 1, 2026Higashi EmikoDirectorAWARD2,223
Mar 10, 2026Shinn JohnSVP, General CounselSELL4,356$88.64$386.1K
Mar 3, 2026Shinn JohnSVP, General CounselSELL2,254$92.77$209.1K
Mar 2, 2026PENG VICTORDirectorAWARD168
Mar 2, 2026Seraphin LucPresident and CEOSELL1,679$95.83$160.9K
Feb 23, 2026Lynch DesmondSVP, CFOSELL4,273$101.53$433.8K
Feb 1, 2026FAN XIANZHI SEANEVP, COOAWARD148,802
Feb 1, 2026FAN XIANZHI SEANEVP, COOTAX W/H92,403$113.71$10.5M
Feb 1, 2026Lynch DesmondSVP, CFOAWARD34,554
Feb 1, 2026Lynch DesmondSVP, CFOTAX W/H22,105$113.71$2.5M
Feb 1, 2026Shinn JohnSVP, General CounselAWARD17,276
Feb 1, 2026Shinn JohnSVP, General CounselTAX W/H9,884$113.71$1.1M
Feb 1, 2026Seraphin LucPresident and CEOAWARD143,744
Feb 1, 2026Seraphin LucPresident and CEOTAX W/H92,523$113.71$10.5M
11 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 11 neutral. Avg impact: 2.9/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Apr 2025): 76% buy across 17 analysts — 4 strong buy, 9 buy, 3 hold, 1 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Apr 2025. No current recommendation available.
$145.25 mean target (Apr 2025)
$100.00 Low $180.00 High
MetricValue
Current Price$146.56
Target Low$100.00
Target Mean$145.25
Target Median$147.50
Target High$180.00
# Analysts8
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.72 $0.71 $0.73 19.7% +0.5% 1↑ 0↓ $0.2B 15.4% 8
Next Q
2026-09-30
$0.78 $0.74 $0.81 32.6% +0.5% 1↑ 0↓ $0.2B 18.2% 8
Current FY
2026-12-31
$2.94 $2.74 $3.11 19.9% -0.4% 1↑ 0↓ $0.8B 15.9% 9
Next FY
2027-12-31
$3.65 $3.20 $4.61 24.0% +0.6% 2↑ 0↓ $1.0B 19.9% 9

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.720
7d ago$0.716+0.004
30d ago$0.716+0.004
60d ago$0.720
90d ago$0.720
9 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 8 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 29, 2025 Rosenblatt MAINTAIN Buy Buy
Feb 4, 2025 Susquehanna MAINTAIN Positive Positive
Feb 4, 2025 Wells Fargo MAINTAIN Overweight Overweight
Feb 4, 2025 Rosenblatt MAINTAIN Buy Buy
Nov 25, 2024 Baird INITIATE Outperform
Nov 11, 2024 Loop Capital INITIATE Buy
Nov 6, 2024 Wells Fargo INITIATE Overweight
Oct 29, 2024 Rosenblatt MAINTAIN Buy Buy
Sep 10, 2024 Rosenblatt MAINTAIN Buy Buy
Jul 26, 2024 Susquehanna MAINTAIN Positive Positive
Mar 13, 2024 Rosenblatt REITERATE Buy Buy
Feb 6, 2024 Rosenblatt REITERATE Buy Buy
Jan 26, 2024 Wells Fargo MAINTAIN Overweight Overweight
Dec 28, 2023 Rosenblatt REITERATE Buy Buy
Sep 19, 2023 Rosenblatt REITERATE Buy Buy
Aug 14, 2023 Rosenblatt REITERATE Buy Buy
Aug 1, 2023 Jefferies MAINTAIN Buy Buy
Aug 1, 2023 Rosenblatt REITERATE Buy Buy
Jul 25, 2023 Rosenblatt REITERATE Buy Buy
Jul 21, 2023 Rosenblatt REITERATE Buy Buy
Jul 21, 2023 Susquehanna MAINTAIN Positive Positive
Jun 29, 2023 Rosenblatt MAINTAIN Buy Buy
Jun 5, 2023 Wells Fargo MAINTAIN Overweight Overweight
May 18, 2023 Jefferies UPGRADE Hold Buy
Apr 11, 2023 Wells Fargo MAINTAIN Overweight
Apr 5, 2023 Rosenblatt REITERATE Buy
Feb 3, 2023 Susquehanna MAINTAIN Positive
Jan 18, 2023 Wells Fargo MAINTAIN Overweight
Jan 9, 2023 Wells Fargo MAINTAIN Overweight
Nov 1, 2022 Rosenblatt MAINTAIN Buy
Nov 1, 2022 Deutsche Bank MAINTAIN Buy
Nov 1, 2022 Susquehanna MAINTAIN Positive
May 3, 2022 Deutsche Bank MAINTAIN Buy
May 3, 2022 Rosenblatt MAINTAIN Buy
Feb 8, 2022 Credit Suisse MAINTAIN Neutral
Nov 2, 2021 Credit Suisse MAINTAIN Neutral
Oct 14, 2021 Rosenblatt INITIATE Buy
Aug 3, 2021 Credit Suisse MAINTAIN Neutral
Aug 3, 2021 Wells Fargo MAINTAIN Overweight
Apr 30, 2021 Susquehanna INITIATE Positive
Feb 2, 2021 Credit Suisse MAINTAIN Neutral
Aug 4, 2020 Deutsche Bank MAINTAIN Buy
Jun 17, 2020 Jefferies MAINTAIN Hold
May 5, 2020 Deutsche Bank MAINTAIN Buy
Sep 18, 2019 Wells Fargo MAINTAIN Outperform
Jul 30, 2019 Citigroup MAINTAIN Buy
May 15, 2019 Wells Fargo INITIATE Outperform
Oct 30, 2018 Deutsche Bank MAINTAIN Buy Buy
May 29, 2018 Credit Suisse INITIATE Neutral
Mar 27, 2018 Deutsche Bank INITIATE Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264931076%
May 1, 20264931076%
Apr 1, 20265921082%
Mar 1, 20265921082%
Feb 1, 20265920182%
Jan 1, 20264920181%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Feb 16, 2026160° Warm101
Jun 10, 2026
short_volume
Short Volume: RMBS — 60.1% short (0.6M / 1.0M)
Short: 571,630 | Exempt: 8,992 | TRF Vol: 950,474 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: RMBS — 69.5% short (0.8M / 1.1M)
Short: 782,178 | Exempt: 22,899 | TRF Vol: 1,125,558 | Short Ratio: 69.5% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: RMBS — 68.0% short (1.0M / 1.4M)
Short: 963,556 | Exempt: 16,859 | TRF Vol: 1,416,805 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: RMBS — 62.4% short (0.5M / 0.8M)
Short: 508,808 | Exempt: 3,926 | TRF Vol: 815,897 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: RMBS — 63.7% short (0.6M / 1.0M)
Short: 617,855 | Exempt: 6,711 | TRF Vol: 970,379 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: RMBS — 63.4% short (0.7M / 1.2M)
Short: 730,061 | Exempt: 11 | TRF Vol: 1,151,483 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: RMBS — 59.8% short (0.3M / 0.6M)
Short: 346,299 | Exempt: 174 | TRF Vol: 579,148 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: RMBS — 55.7% short (0.3M / 0.6M)
Short: 329,059 | Exempt: 0 | TRF Vol: 590,435 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: RMBS — 65.9% short (0.4M / 0.6M)
Short: 390,302 | Exempt: 2,886 | TRF Vol: 592,625 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: RMBS — 82.1% short (0.6M / 0.7M)
Short: 569,203 | Exempt: 580 | TRF Vol: 693,185 | Short Ratio: 82.1% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: RMBS — 72.9% short (0.5M / 0.6M)
Short: 472,755 | Exempt: 85 | TRF Vol: 648,611 | Short Ratio: 72.9% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: RMBS — 62.5% short (0.4M / 0.6M)
Short: 373,646 | Exempt: 495 | TRF Vol: 597,707 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: RMBS — 62.5% short (0.4M / 0.6M)
Short: 398,129 | Exempt: 9,149 | TRF Vol: 636,717 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: RMBS — 18,858 shares ($2.5M) failed to deliver
Settlement: 20260514, Price: $134.85, FTD Value: $2,543,001.3, RAMBUS INC (DE)
May 13, 2026
short_volume
Short Volume: RMBS — 64.4% short (0.4M / 0.6M)
Short: 409,554 | Exempt: 118 | TRF Vol: 636,365 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)