Rambus (NASDAQ:RMBS) Stock

Rambus

Rambus Inc is a semiconductor solutions provider offering high-speed, high-security computer chips and Silicon intellectual property. The company's key products include memory interface chips, built for high speed and efficiency; silicon IP, providing high-speed memory and chip-to-chip connection technology; and architecture licenses, which allow customers to use portions of Rambus' patented inventions for their own digital electronics. The firm receives the majority of its revenue from the United States, Taiwan, Asia, Japan, and Singapore.

Rambus Inc

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Shares of companies within the broader technology sector are trading higher amid overall market strength after President Trump said he had no intention of firing Fed Chair Powell. Additionally, Trump indicated the final tariff rate would be less than the current 145% but not 0%.

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Shares of semiconductor companies are trading lower after Huawei announced it's preparing AI chips as an alternative to Nvidia. Additionally, trade restrictions and tariff concerns are weighing on stocks in the industry.

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Shares of companies within the broader tech sector are trading lower after Fed Chair Powell made remarks at the Economic Club. Also, the broader tech industry may be weighed down by NVIDIA after the United States informed the company that it may require a license to export chips to China

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Shares of semiconductor stocks are trading lower as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

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Shares of chip stocks are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

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Shares of companies within the broader tech sector are trading lower amid an overall market reversal on US-China trade tensions.

Shares of semiconductor companies are trading lower as markets react to President Trump's announcement of sweeping tariffs.

News

Rambus Unveils Its Next-generation CryptoManager Security IP Solutions, Including Root Of Trust, Hub And Core Families

Shares of chip stocks are trading lower amid recession worries due to uncertainty regarding tariffs and trade policy. President Trump said there is a "period of transition."

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Shares of semiconductor stocks are trading lower after a Wall Street Journal report revealed that Chinese buyers have been ordering Nvidia chips despite U.S. restrictions. Additionally, President Trump confirmed Mar. 4 tariffs, which could drive further trade uncertainty.

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Shares of semiconductor companies are trading lower in sympathy with Nvidia, which reversed amid a possible selloff after reporting Q4 financial results.

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Shares of semiconductor companies are trading higher in anticipation of Nvidia's Q4 earnings which are scheduled to be reported after hours today. Additionally, large AI investment announcements from Apple and Meta this week may be buoying the industry.

SEAN XIANZHI FAN, EVP at Rambus (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RMBS#NASDAQ">RMBS</a>), executed a substantial insider sell on February 19, according to an SEC filing.
What Happened: FAN's recent move involves selling 52,327 shares of Rambus. This information is documented in a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0000917273/000091727325000016//Archives/edgar/data/917273/000091727325000016/0000917273-25-000016-index.htm">U.S. Securities and Exchange Commission</a> on Wednesday. The total value is $3,559,036.
In the Thursday's morning session, Rambus's shares are currently trading at $66.34, experiencing a up of 0.02%.
<h3>Get to Know Rambus Better</h3>
Rambus Inc is a semiconductor solutions provider offering high-speed, high-security computer chips and Silicon intellectual property. The company's key products include memory interface chips, built for high speed and efficiency; silicon IP, providing high-speed memory and chip-to-chip connection technology; and architecture licenses, which allow customers to use portions of Rambus' patented inventions for their own digital electronics. The firm receives the majority of its revenue from the United States, Taiwan, Asia, Japan, and Singapore.
<h3>Understanding the Numbers: Rambus's Finances</h3>
Revenue Growth: Rambus displayed positive results in 3 months. As of 31 December, 2024, the company achieved a solid revenue growth rate of approximately 10.71%. This indicates a notable increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Information Technology sector.
Exploring Profitability:
<ul>
<li>
Gross Margin: The company excels with a remarkable gross margin of 80.44%, indicating superior cost efficiency and profitability compared to its industry peers.
</li>
<li>
Earnings per Share (EPS): With an EPS below industry norms, Rambus exhibits below-average bottom-line performance with a current EPS of 0.58.
</li>
</ul>
Debt Management: Rambus's debt-to-equity ratio is below the industry average at 0.03, reflecting a lower dependency on debt financing and a more conservative financial approach.
Valuation Metrics:
<ul>
<li>
Price to Earnings (P/E) Ratio: With a lower-than-average P/E ratio of 40.2, the stock indicates an attractive valuation, potentially presenting a buying opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: With a higher-than-average P/S ratio of 12.99, Rambus's stock is perceived as being overvalued in the market, particularly in relation to sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): The company's EV/EBITDA ratio 32.77 is above the industry average, suggesting that the market values the company more highly for each unit of EBITDA. This could be attributed to factors such as strong growth prospects or superior operational efficiency.
</li>
</ul>
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
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<h3>Why Insider Transactions Are Important</h3>
Considering insider transactions is valuable, but it's crucial to evaluate them in conjunction with other investment factors.
Exploring the legal landscape, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as stipulated by Section 12 of the Securities Exchange Act of 1934. This encompasses executives in the c-suite and major hedge funds. These insiders are required to report their transactions through a Form 4 filing, which must be submitted within two business days of the transaction.
Highlighted by a company insider's new purchase, there's a positive anticipation for the stock to rise.
But, insider sells may not necessarily indicate a bearish view and can be motivated by various factors.
<h3>Transaction Codes To Focus On</h3>
Navigating through the landscape of transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> often prioritize those unfolding in the open market, precisely detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000917273">Check Out The Full List Of Rambus's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;utm_source=benzinga-insights">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

Trading Ideas

Insider Transaction: SEAN XIANZHI FAN Sells $3.56M Worth Of Rambus Shares

Necip Sayiner, Board Member at Rambus (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RMBS#NASDAQ">RMBS</a>), disclosed an insider sell on February 20, according to a recent SEC filing.
What Happened: After conducting a thorough analysis, Sayiner sold 4,625 shares of Rambus. This information was disclosed in a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0000917273/000091727325000018//Archives/edgar/data/917273/000091727325000018/0000917273-25-000018-index.htm">U.S. Securities and Exchange Commission</a> on Thursday. The total transaction value is $308,681.
Rambus's shares are actively trading at $66.34, experiencing a up of 0.02% during Thursday's morning session.
<h3>About Rambus</h3>
Rambus Inc is a semiconductor solutions provider offering high-speed, high-security computer chips and Silicon intellectual property. The company's key products include memory interface chips, built for high speed and efficiency; silicon IP, providing high-speed memory and chip-to-chip connection technology; and architecture licenses, which allow customers to use portions of Rambus' patented inventions for their own digital electronics. The firm receives the majority of its revenue from the United States, Taiwan, Asia, Japan, and Singapore.
<h3>Financial Insights: Rambus</h3>
Revenue Growth: Rambus displayed positive results in 3 months. As of 31 December, 2024, the company achieved a solid revenue growth rate of approximately 10.71%. This indicates a notable increase in the company's top-line earnings. When compared to others in the Information Technology sector, the company excelled with a growth rate higher than the average among peers.
Analyzing Profitability Metrics:
<ul>
<li>
Gross Margin: Achieving a high gross margin of 80.44%, the company performs well in terms of cost management and profitability within its sector.
</li>
<li>
Earnings per Share (EPS): Rambus's EPS reflects a decline, falling below the industry average with a current EPS of 0.58.
</li>
</ul>
Debt Management: Rambus's debt-to-equity ratio is below the industry average at 0.03, reflecting a lower dependency on debt financing and a more conservative financial approach.
Analyzing Market Valuation:
<ul>
<li>
Price to Earnings (P/E) Ratio: Rambus's P/E ratio of 40.2 is below the industry average, suggesting the stock may be undervalued.
</li>
<li>
Price to Sales (P/S) Ratio: With a higher-than-average P/S ratio of 12.99, Rambus's stock is perceived as being overvalued in the market, particularly in relation to sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): Rambus's EV/EBITDA ratio of 32.77 exceeds industry averages, indicating a premium valuation in the market
</li>
</ul>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
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<h3>Delving Into the Significance of Insider Transactions</h3>
Insider transactions serve as a piece of the puzzle in investment decisions, rather than the entire picture.
In the context of legal matters, the term "insider" refers to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as outlined by Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and significant hedge funds. Such insiders are obligated to report their transactions through a Form 4 filing, which must be completed within two business days of the transaction.
Pointing towards optimism, a company insider's new purchase signals their positive anticipation for the stock to rise.
Despite insider sells not always signaling a bearish sentiment, they can be driven by various factors.
<h3>Unlocking the Meaning of Transaction Codes</h3>
Taking a closer look at transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> often prioritize those unfolding in the open market, meticulously cataloged in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C denotes the conversion of an option, and transaction code A signifies a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000917273">Check Out The Full List Of Rambus's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;utm_source=benzinga-insights">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Board Member Of Rambus Sold $308K In Stock

<a href="https://www.wsj.com/tech/ai/vance-warns-u-s-allies-to-keep-ai-regulation-light-aa33c008?mod=latest_headlines" title="https://www.wsj.com/tech/ai/vance-warns-u-s-allies-to-keep-ai-regulation-light-aa33c008?mod=latest_headlines">https://www.wsj.com/tech/ai/vance-warns-u-s-allies-to-keep-ai-regulation-light-aa33c008?mod=latest_headlines</a>

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'Vance Warns U.S. Allies To Keep AI Regulation Light' - Wall Street Journal

In the latest quarter, 5 analysts provided ratings for Rambus (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RMBS#NASDAQ">RMBS</a>), showcasing a mix of bullish and bearish perspectives.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have recently evaluated Rambus and provided 12-month price targets. The average target is $79.0, accompanied by a high estimate of $92.00 and a low estimate of $70.00. This current average has increased by 11.27% from the previous average price target of $71.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1738702829_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The perception of Rambus by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Mehdi Hosseini</td>
<td>Susquehanna</td>
<td>Raises</td>
<td>Positive</td>
<td>$70.00</td>
<td>$66.00</td>
</tr>
<tr>
<td>Gary Mobley</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$73.00</td>
<td>$62.00</td>
</tr>
<tr>
<td>Kevin Cassidy</td>
<td>Rosenblatt</td>
<td>Raises</td>
<td>Buy</td>
<td>$92.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>Tristan Gerra</td>
<td>Baird</td>
<td>Announces</td>
<td>Outperform</td>
<td>$90.00</td>
<td>-</td>
</tr>
<tr>
<td>Gary Mobley</td>
<td>Loop Capital</td>
<td>Announces</td>
<td>Buy</td>
<td>$70.00</td>
<td>-</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Rambus. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Rambus compared to the broader market.</li>
<li>Price Targets: Gaining insights, analysts provide estimates for the future value of Rambus's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
To gain a panoramic view of Rambus's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/RMBS/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Rambus analyst ratings.</a>
<h2>About Rambus</h2>
Rambus Inc is a semiconductor solutions provider offering high-speed, high-security computer chips and Silicon intellectual property. The company's key products include memory interface chips, built for high speed and efficiency; silicon IP, providing high-speed memory and chip-to-chip connection technology; and architecture licenses, which allow customers to use portions of Rambus' patented inventions for their own digital electronics. The firm receives the majority of its revenue from the United States, Taiwan, Asia, Japan, and Singapore.
<h3>Breaking Down Rambus's Financial Performance</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Positive Revenue Trend: Examining Rambus's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 38.19% as of 30 September, 2024, showcasing a substantial increase in top-line earnings. When compared to others in the Information Technology sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 33.44%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Rambus's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 4.71%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Rambus's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 3.89%, the company showcases efficient use of assets and strong financial health.
Debt Management: Rambus's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.03.
<h2>How Are Analyst Ratings Determined?</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

What Analysts Are Saying About Rambus Stock

Rambus shares are trading higher after multiple firms raised their respective price target on the stock.

Susquehanna analyst Mehdi Hosseini maintains Rambus (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RMBS#NASDAQ">RMBS</a>) with a Positive and raises the price target from $66 to $70.

Price Target

Susquehanna Maintains Positive on Rambus, Raises Price Target to $70

Wells Fargo analyst Gary Mobley maintains Rambus (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RMBS#NASDAQ">RMBS</a>) with a Overweight and raises the price target from $62 to $73.

Wells Fargo Maintains Overweight on Rambus, Raises Price Target to $73

Rosenblatt analyst Kevin Cassidy maintains Rambus (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RMBS#NASDAQ">RMBS</a>) with a Buy and raises the price target from $85 to $92.

Rosenblatt Maintains Buy on Rambus, Raises Price Target to $92

Press Releases

Rambus to Announce Third Quarter Fiscal Year 2024 Results

Rambus Unveils Industry-First Complete Chipsets for Next-Generation DDR5 MRDIMMs and RDIMMs to Deliver Breakthrough Performance for Data Center and AI

Rambus Reports Third Quarter 2024 Financial Results

Rambus to Present at Upcoming Investor Conferences

Rambus and Micron Technology Extend Patent License Agreement

Rambus to Announce Fourth Quarter and Fiscal Year 2024 Results

Rambus Reports Fourth Quarter and Fiscal Year 2024 Financial Results

Rambus to Present at Loop Capital Expert Call and Morgan Stanley Technology, Media & Telecom Conference

Rambus Enhances Data Center and AI Protection with Next-Gen CryptoManager Security IP Solutions

Rambus to Announce First Quarter Fiscal Year 2025 Results

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