Watch Rambus' Morgan Stanley tech conference talk live online
Rambus Inc. announced its executives will present at the Morgan Stanley Technology, Media & Telecom Conference on March 2, 2026, at 1:05 p.m. PT in San Francisco. A live webcast of the presentation will be available on the Rambus Investor Relations website, with a replay accessible afterward. Rambus, a provider of chips and IP, focuses on making data faster and safer for data center and AI infrastructure.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Rambus Inc. - RMBS
Pomerantz LLP is investigating potential securities fraud claims against Rambus Inc. (NASDAQ: RMBS) following a decline in its stock price. The investigation concerns statements made during Rambus's Q4 2025 earnings call regarding a one-time supply chain disruption expected to impact Q1 2026 product revenue by a "low double-digit million impact." Following this news, Rambus's stock price dropped by $15.84 per share, or 13.62%, on February 3, 2026.
Understanding the Setup: (RMBS) and Scalable Risk
This article analyzes Rambus Inc. (NASDAQ: RMBS), highlighting a weak near and mid-term sentiment despite a positive long-term outlook. Predictive AI models have identified three distinct trading strategies with specific entry, target, and stop-loss levels, including an exceptional risk-reward setup. The analysis emphasizes sophisticated risk management for optimal position sizing and drawdown minimization.
Rambus Inc. (NASDAQ:RMBS) Emerges as a Prime Affordable Growth Stock
Rambus Inc. (NASDAQ:RMBS) has been identified as an "affordable growth" stock, fitting the Growth at a Reasonable Price (GARP) investment strategy. The company demonstrates strong double-digit growth in EPS and revenue, robust profitability with high margins, and excellent financial soundness due to its debt-free balance sheet. While its valuation appears higher, it is considered fair when compared to its industry peers and growth prospects.
How A Supply Snag, CFO Exit And Probe At Rambus (RMBS) Has Changed Its Investment Story
Rambus Inc. recently reported its Q4 2025 and full-year revenues, while also disclosing a one-time supply chain disruption expected in Q1 2026, and announcing its CFO's resignation. This combination of operational setbacks, leadership changes, and a securities law investigation has amplified investor scrutiny. The article examines how these events could affect Rambus's AI-focused growth trajectory and risk profile.
Victor Peng Joins Rambus Board of Directors
Rambus Inc. (NASDAQ: RMBS) announced the appointment of Victor Peng to its Board of Directors, effective February 12, 2026. Peng brings over 40 years of leadership experience in semiconductor companies, including serving as president of AMD and holding senior positions at Xilinx. His expertise is expected to be invaluable as Rambus advances its market position in AI and data center technologies.
Former AMD President Victor Peng Joins Rambus Board of Directors
Victor Peng, former President of AMD, has been appointed to the Rambus Board of Directors. His extensive background in semiconductor leadership and his technical, operational, and strategic expertise are expected to significantly contribute to Rambus's market advancement in AI and data centers. Peng expressed his enthusiasm for joining Rambus, highlighting the company's central role in the AI-driven transformation of hardware infrastructure.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Rambus Inc. - RMBS
Pomerantz LLP is investigating potential securities fraud claims against Rambus Inc. (NASDAQ: RMBS) following a significant drop in its stock price. This drop occurred after the company reported an anticipated "low double-digit million impact" due to a supply chain disruption during its Q4 and fiscal year 2025 earnings call. Investors are encouraged to contact Pomerantz LLP to inquire about joining a potential class action lawsuit.
Rambus adds Victor Peng to board, strengthens leadership
Rambus (RMBS) has appointed seasoned semiconductor executive Victor Peng to its board of directors, expanding it to eight members and signaling a reinforced focus on AI and data center markets. Peng, a former AMD president and ex-CEO of Xilinx, is expected to bolster Rambus’s strategic initiatives. The company also adjusted the compensation for Interim CFO John Allen, emphasizing financial leadership as Rambus aims to capitalize on the growing demand for high-performance, AI-focused semiconductor solutions.
Rambus CFO Announces Departure, Interim Successor Named
Rambus Inc.'s Chief Financial Officer, Desmond Lynch, is stepping down on February 27, 2026, to pursue a new opportunity. John Allen, current Vice President and Chief Accounting Officer, will serve as interim CFO while the company searches for a permanent successor. Rambus has reaffirmed its financial guidance for Q1 2026, reassuring investors that the transition will not impact near-term operational performance.
Rambus CFO to step down; interim CFO named
Rambus has announced that its Chief Financial Officer is stepping down from their position. An interim CFO has been named to cover responsibilities during the transition period.
Rambus Inc (RMBS) Stock Price Down 4% on Feb 11
Rambus Inc (RMBS) stock experienced a 4.00% decline in mid-day trading on Feb 11, reaching $102.71 per share. This places the stock significantly above its 52-week low but below its 52-week high. Analysts have an average target price of $115.12, suggesting an upside, while GuruFocus estimates a fair value of $94.07, indicating a potential downside.
AlphaQuest LLC Has $216,000 Holdings in Rambus, Inc. $RMBS
AlphaQuest LLC significantly reduced its stake in Rambus, Inc. (NASDAQ:RMBS) by 90.6% in Q3, now holding 2,071 shares valued at $216,000. Despite this, other major institutions like EdgePoint Investment Group, Geode Capital Management, BNY Mellon, and Norges Bank materially increased their positions, leading to an overall institutional ownership of 88.54%. Rambus reported strong Q3 earnings, meeting analyst expectations with $0.68 EPS and $190.24 million in revenue, and holds an average analyst "Buy" rating with a consensus price target of $105.71.
Rambus Announces Departure of Chief Financial Officer
Rambus Inc. has announced that Desmond Lynch, their CFO, will resign effective February 27, 2026, to pursue a new opportunity. John Allen, VP and Chief Accounting Officer, will serve as interim CFO while a search for a permanent successor is conducted. The company also reaffirmed its financial guidance for the first quarter of fiscal year 2026.
Rambus stock falls after CFO announces resignation
Rambus Inc. (NASDAQ:RMBS) stock dropped 3.7% in after-hours trading after CFO Desmond Lynch announced his resignation effective February 27, 2026, to pursue another opportunity. The company will appoint current VP and Chief Accounting Officer John Allen as interim CFO and has reaffirmed its Q1 fiscal year 2026 financial guidance, suggesting no immediate impact on performance despite investor concerns over the executive change.
Rambus Announces Departure of Chief Financial Officer
Rambus Inc. announced that Desmond Lynch, Senior Vice President and Chief Financial Officer, will resign effective February 27, 2026, to pursue another opportunity. John Allen, current Vice President and Chief Accounting Officer, will serve as interim CFO while a search for a permanent successor is underway. The company also reaffirmed its previously issued guidance for the first quarter of fiscal year 2026.
Rambus CFO Lynch to resign, reaffirms Q1 2026 guidance By Investing.com
Rambus Inc. announced that CFO Desmond Lynch will resign effective February 27, 2026, to pursue another opportunity, with John Allen serving as interim CFO. The company reaffirmed its Q1 2026 financial guidance, stating the leadership change is not expected to impact its near-term financial outlook. This follows Rambus’s Q4 2025 financial results, which met EPS expectations and slightly exceeded revenue forecasts.
Rambus (RMBS) Announces CFO Resignation and Interim Replacement
Rambus Inc. (RMBS) announced that its CFO, Desmond Lynch, will resign effective February 27, 2026, to pursue another opportunity. John Allen, the current Vice President and Chief Accounting Officer, will serve as interim CFO. The company reaffirmed its financial forecasts for the first quarter of fiscal year 2026 and has begun the search for a permanent replacement.
Finance chief exits Rambus, but Q1 2026 outlook holds
Rambus Inc. announced that Desmond Lynch, its senior vice president and CFO, will resign effective February 27, 2026, to pursue another opportunity. John Allen, current vice president and chief accounting officer, will serve as interim CFO. The company also reaffirmed its previously issued guidance for the first quarter of fiscal year 2026, confident in its continued strategy execution.
CFO Desmond Lynch exits Rambus (NASDAQ: RMBS); guidance reaffirmed
Rambus Inc. (NASDAQ: RMBS) announced that CFO Desmond Lynch will resign effective February 27, 2026, to pursue another professional opportunity, with his departure not related to any disagreements over company operations. John Allen, the current Vice President, Accounting and Chief Accounting Officer, will serve as interim CFO while a formal search for a permanent replacement is conducted. The company also reaffirmed its previously issued financial guidance for the first quarter of fiscal 2026, indicating stable short-term financial expectations despite the leadership change.
Rambus Inc (RMBS) Stock Price Down 3.57% on Feb 10
Shares of Rambus Inc (RMBS) experienced a 3.57% decline in mid-day trading on February 10th, closing at $106.97. Wall Street analysts have an average target price of $115.12, implying a 7.63% upside, while GuruFocus estimates a GF Value of $94.53, suggesting a potential downside of 11.63%. The company holds an "Outperform" consensus recommendation from brokerage firms.
CloudAlpha Capital Management Limited Hong Kong Acquires Shares of 165,800 Rambus, Inc. $RMBS
CloudAlpha Capital Management Limited Hong Kong recently acquired 165,800 shares of Rambus, Inc. (NASDAQ:RMBS) valued at approximately $17.28 million, making it 0.6% of their portfolio. Other institutions like Mirae Asset and Nordea also increased their stakes in Rambus, with hedge funds now owning about 88.54% of the company. Rambus shares traded around $110.92, and the company reported quarterly EPS of $0.68 and revenue of $190.24 million, aligning with or slightly exceeding analyst estimates, while Wall Street maintains a consensus "Buy" rating.
Why Rambus (RMBS) Is Down 5.9% After Detailing Q4 Results And 2026 Revenue Mix Guidance
Rambus Inc. reported Q4 2025 revenue of US$190.24 million and net income of US$63.84 million, with full-year 2025 revenues reaching US$707.63 million and net income of US$230.46 million. The company also provided detailed Q1 2026 guidance, breaking down expected revenue streams. Despite these financial details, Rambus's shares fell by 5.9%, with the article noting that the stock trades on a rich earnings multiple and faces execution and valuation risks.
Bessemer Group Inc. Has $9.77 Million Stock Holdings in Rambus, Inc. $RMBS
Bessemer Group Inc. significantly increased its stake in Rambus, Inc. (NASDAQ:RMBS) during the third quarter of 2025, now holding 93,719 shares valued at approximately $9.77 million. Rambus shares have recently been trading up by 9.2% near $107, with a market capitalization of $11.53 billion. Analysts generally recommend a "Buy" rating for the company, with a consensus price target of $105.71, despite some recent mixed revisions to target prices.
Rambus (RMBS) Q4 Net Margin Of 32.6% Reinforces Bullish Earnings Narrative
Rambus (RMBS) reported strong Q4 FY 2025 results with US$190.2 million in revenue, US$0.59 basic EPS, and a robust net income of US$63.8 million, contributing to a 32.6% trailing net profit margin. The company's earnings grew 28.2% over the last year, with forecasts around 20.4% annually, reinforcing a bullish narrative. Despite a premium P/E of 46x compared to peers and a DCF fair value of US$70.59, supporters point to consistent high profit margins and increasing revenue and net income over time as evidence of strong operational performance.
William Blair Coverage Puts Rambus In Focus For AI Data Centers
William Blair has initiated coverage on Rambus (NasdaqGS:RMBS), highlighting its role as a top supplier in memory and interface solutions, particularly benefiting from AI-focused data center expansion. The report emphasizes Rambus's strong financial performance with significant revenue and net income in 2025, positioning it as a key player in AI infrastructure. Investors are advised to monitor Rambus's execution in memory interface solutions and its financial results in relation to AI-driven workloads, while also considering potential risks like insider selling and order timing volatility.
Rambus (NASDAQ:RMBS) Shares Gap Down Following Weak Earnings
Rambus (NASDAQ:RMBS) shares gapped down following a weaker-than-expected earnings report, with Q4 EPS missing consensus and Q1 revenue guidance falling below street expectations due to supply-chain bottlenecks. Despite the short-term negative reaction and analyst estimate cuts, some analysts like Rosenblatt and William Blair maintain a bullish outlook, citing solid Q4 revenue growth, record operating margins, and strong cash flow. Institutional investors have modified their holdings, while insider activity shows a director selling a significant number of shares.
William Blair Coverage Puts Rambus In Focus For AI Data Centers
William Blair has initiated coverage on Rambus (NasdaqGS:RMBS), emphasizing its role as a key supplier in memory and interface solutions, particularly for AI data center expansion and server DRAM demand. The coverage highlights Rambus' strong stock performance and its position in monetizing AI-related infrastructure needs, with the company reporting robust Q4 and full-year 2025 revenues and net income. This analysis positions Rambus as a notable player in the competitive AI-centric infrastructure market, alongside companies like Micron and SK Hynix.
William Blair notes Rambus Inc. (RMBS) positioned as top DRAM memory supplier
William Blair has positioned Rambus Inc. (RMBS) as a leading DRAM memory supplier for 2024, citing its strong product line and design wins. The firm believes Rambus is well-positioned for growth within the memory chip market.
Rambus Inc. (NASDAQ:RMBS) Q4 2025 Earnings Call Transcript
Rambus Inc. reported strong Q4 and fiscal year 2025 results, with record revenue and earnings, driven by a 41% increase in product revenue primarily from DDR5 market share gains. The company addressed a temporary supply chain issue affecting Q1 2026 product revenue, which has been resolved, and expects a strong recovery in Q2 and continued growth faster than the market. Rambus is well-positioned for future growth in AI and data center markets due to its leadership in memory, compute, and connectivity technologies, including DDR5 RCDs and companion chips.
Rambus shares slip after Q4 revenue reaches $190.2 million
Rambus Inc. reported Q4 2025 GAAP revenue of $190.2 million and GAAP net income of $63.8 million, with shares closing down 0.11%. The company saw record product revenue for fiscal year 2025, driven by DDR5 RCD programs, and continued to invest in R&D and operational scaling. Watch for Q1 2026 revenue guidance, updates to licensing billings, and new product qualification timing.
Rambus Inc (NASDAQ:RMBS) Shares Drop on Soft Q1 Revenue Outlook Despite Solid Q4 Earnings
Rambus Inc (NASDAQ:RMBS) reported strong Q4 2025 earnings which primarily saw an 18% increase year-over-year in GAAP revenue and surpassed analyst expectations for non-GAAP diluted EPS. Despite this solid performance, the company's shares dropped significantly in after-hours trading due to a Q1 2026 revenue outlook that fell below consensus estimates. This highlights how market reaction prioritizes future guidance over past performance, leading to investor concern about the near-term growth trajectory.
Rambus: Q4 Earnings Snapshot
Rambus Inc. (RMBS) reported a fourth-quarter net income of $63.8 million, or 58 cents per share, with adjusted earnings of 68 cents per share. The memory chip designer achieved $190.2 million in revenue for the quarter. For the full year, Rambus reported a profit of $230.5 million and revenue of $705.6 million, and expects future full-year revenue to be between $171 million and $189 million.
Rambus Inc. Reports Record Financial Results for Q4 and Fiscal Year 2025
Rambus Inc. announced record financial results for Q4 and the full fiscal year 2025, with GAAP revenue reaching $190.2 million for the quarter and $707.6 million annually. The company's success was driven by strong product sales, particularly in DDR5 RCDs, and significant growth in cash from operations. Rambus also provided a positive outlook for Q1 2026, projecting continued strong licensing and product revenue.
Rambus shares tumble after in-line earnings report
Rambus Inc. (NASDAQ:RMBS) shares dropped 12.9% in after-hours trading despite reporting fourth-quarter results that met or slightly exceeded analyst expectations. The company achieved record product revenue and cash from operations in 2025, but investors' high expectations following a strong year led to disappointment. Rambus forecasts product revenue between $84 million and $90 million for Q1 2026.
Rambus stock jumps 11% as DRAM price forecast spikes ahead of earnings call
Rambus (RMBS) stock surged 11% ahead of its Q4 and full-year 2025 earnings call, driven by a sharp increase in DRAM price forecasts, with market researcher TrendForce predicting a 90% to 95% rise for the January-to-March quarter due to AI and data center demands. Investors are closely watching the company's guidance, especially regarding server-memory cycles and new memory technologies like MRDIMM, despite the inherent risks given Rambus does not directly sell DRAM chips.
Rambus Stock Soars Amid Positive Analyst Ratings
Rambus Inc. (RMBS) stock has surged by over 10% following positive analyst ratings, including an "Outperform" rating from William Blair, and optimistic market sentiments. The company's strong financial performance, boasting an 80% gross profit margin and $556M in revenues, along with a $48.37M net income, has boosted investor confidence. Analysts are predicting a strong future with a $120 price target, underscoring the company's robust position in DRAM memory solutions despite competitive pressures.
This Mid-Cap Stock Rambus Is Nosediving More Than 15% Today After Hours – Here’s Why
Rambus (RMBS) shares dropped over 15% in after-hours trading after the company projected its Q1 2026 revenue to be between $171 million and $189 million, with the midpoint missing Wall Street analyst estimates. This comes despite the company reporting Q4 revenue of $190.2 million, which surpassed analyst expectations, and a record-breaking 2025. The company's Q1 revenue projection is contingent on signing customer agreements for product sales and solutions licensing.
Earnings Flash (RMBS) Rambus Inc. Reports Q4 Revenue $190.2M, vs. FactSet Est of $188.1M
Rambus Inc. (RMBS) reported Q4 revenue of $190.2 million, surpassing the FactSet estimate of $188.1 million. This financial update indicates a stronger-than-expected performance for the company in the fourth quarter. The article also provides a brief company profile, highlighting its role as a provider of chips, silicon IP, and innovations for data acceleration.
Rambus Earnings on Deck as AI Memory Boom Tests Valuation By Investing.com
Rambus Inc. is set to announce its fourth-quarter results, with analysts anticipating earnings of $0.68 per share and $188.21 million in revenue, driven by the AI-fueled memory boom. Investors are closely watching Rambus's ability to capitalize on the surging memory demand, particularly in DRAM interface chips and the adoption of the next-generation MRDIMM architecture, to justify its high valuation. The company's performance in its DDR5 companion chip business will also be a key indicator of its diversification strategy.
Rambus stock slid hard into earnings week — what could move RMBS next
Rambus (RMBS) shares closed sharply down on Friday ahead of its earnings report, scheduled for after market close on Monday. Investors will be closely watching for updates on high-speed server memory demand, licensing trends, and management's outlook for the coming months, especially concerning DDR5 server upgrades and inventory situations. The broader market sentiment, influenced by Fed chair nominations and uneven tech earnings, adds to the pressure on Rambus navigating a volatile semiconductor sector.
Federated Hermes Inc. Has $11.45 Million Position in Rambus, Inc. $RMBS
Federated Hermes Inc. significantly increased its stake in Rambus, Inc. (NASDAQ:RMBS) during the third quarter, raising its position by 995.5% to own 109,841 shares valued at $11.45 million. Other institutional investors like NewEdge Advisors and Empowered Funds also expanded their holdings, contributing to an overall institutional ownership of 88.54%. Rambus currently holds a "Buy" rating from analysts, with various firms upgrading their price targets, and the stock is trading near $113.83 with a market capitalization of $12.25 billion.
Rambus stock sinks into earnings week after sharp Friday reversal in RMBS
Rambus (RMBS) stock experienced a significant 6.39% drop on Friday, closing at $113.83, after an initial gain, as investors reacted to inflation figures and concerns over U.S. monetary policy. The chipmaker is set to release its quarterly and full-year results on Monday, February 2, which will provide insight into demand for its memory-interface chips and licensing operations amid a shaky risk appetite for growth-focused tech stocks. The upcoming report will also gauge sentiment regarding server-related demand and the company's guidance for the next fiscal year, particularly concerning its high-end data center projects.
10 High Growth Technology Stocks That Are Profitable
The article highlights Rambus Inc. (NASDAQ: RMBS) as one of the top high-growth technology stocks, detailing its strong market position in clock driver interface circuits and DRAM memory solutions. William Blair initiated coverage with an Outperform rating, anticipating future profits from increased pricing and demand in server DRAM and AI-focused data centers. Rambus's Q3 2025 financial report showed robust GAAP revenue and cash from operations, with Q4 2025 results pending.
Rambus, Inc. $RMBS Shares Bought by Mirae Asset Global Investments Co. Ltd.
Mirae Asset Global Investments Co. Ltd. significantly increased its stake in Rambus, Inc. by 1,320.8% in Q3, now owning 129,676 shares valued at $13.5 million. This increase is part of a broader trend of institutional investors boosting their positions in Rambus, with institutional ownership reaching 88.54%. Analysts maintain a "Buy" consensus for RMBS, with an average target price of $108.14, while the stock currently trades around $113.83.
41,532 Shares in Rambus, Inc. $RMBS Acquired by Lisanti Capital Growth LLC
Lisanti Capital Growth LLC recently purchased 41,532 shares of Rambus, Inc. (NASDAQ:RMBS) during the third quarter, valued at approximately $4.33 million, indicating new institutional investment in the semiconductor company. This acquisition contributes to the 88.54% of Rambus stock now owned by hedge funds and other institutional investors. While insider Eric B. Stang sold a portion of his holdings, analyst coverage for Rambus remains largely positive, with a consensus "Buy" rating and an average price target of $108.14.
10 High Growth Technology Stocks That Are Profitable
The article highlights Rambus Inc. (NASDAQ: RMBS) as one of the top high-growth and profitable technology stocks. The company, which designs advanced memory and security solutions, reported strong Q3 2025 financial results with $178.5 million in GAAP revenue and is expected to benefit from increased demand in server DRAM and AI-focused data center expansions. William Blair initiated coverage with an Outperform rating, noting its significant market position.
AI-Driven Chip and IP Demand Might Change The Case For Investing In Rambus (RMBS)
Rambus is experiencing increased demand for its semiconductor products due to the growing need for high-performance memory and AI accelerator chips for data centers. This expansion into power management and AI accelerators, underpinned by their extensive intellectual property, reinforces their crucial role in AI infrastructure. While this strengthens Rambus' near-term revenue prospects, it also raises the bar for future execution and valuation expectations given its premium earnings multiple.
The Transformed Semiconductor IP Market
The semiconductor IP market is undergoing a significant transformation driven by generative AI, shifting focus from pure computing power to connectivity and interfaces. This change is highlighted by Rambus' resurgence in high-speed interfaces, Synopsys' divestment of its ARC processor business to focus on AI-enhanced EDA and system-level simulation, and Qualcomm's acquisition of Alphawave Semi for its Chiplet and high-speed SerDes capabilities. The article suggests that computing power is becoming an infrastructure-type ability, while the value in the IP market is moving towards data path technologies like memory bandwidth and interconnection bandwidth.
Hussman Strategic Advisors Inc. Acquires Shares of 10,500 Rambus, Inc. $RMBS
Hussman Strategic Advisors Inc. has acquired a new position in Rambus, Inc. (NASDAQ:RMBS), purchasing 10,500 shares valued at approximately $1.094 million in Q3. This comes as Rambus reported Q3 EPS of $0.44, missing estimates, with revenue up 22.7% year-over-year. Institutional investors now own 88.54% of the stock, while a Buy consensus rating and a $108.14 price target exist among analysts.
