RAMBUS INC
Rambus (RMBS) reported a 20.43% revenue increase to $207.38M, beating estimates, with record product revenue. 24/7 Wall St. set a $132.68 price target, implying 26.17% upside. The stock fell 4.78% to $100.13, but is up 14.3% weekly. Management highlighted a design win with a US hyperscaler for AI chips. Analysts are bullish, citing growing chip content per server and IP growth.
KISSNER CHARLES sold 5,000 indirectly-held shares of RAMBUS INC (RMBS) at $105.00 ($0.52M total) on 2026-09-22 under a Rule 10b5-1 trading plan.
Rambus (RMBS) reported Q2 FY2026 revenue of $207.38M, up 20.4% YoY, and EPS of $0.77, exceeding estimates. 24/7 Wall St. set a $117.71 price target, 20.3% above current levels, citing AI-driven demand and licensing wins. Shares rose 11.67% on strong results but remain below 52-week highs. Management expects growth from DDR5, HBM4E, and PCIe 7. Risks include inventory buildup and memory cycle exposure.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning RMBS (RAMBUS INC). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent RMBS coverage spans earnings, financial news and insider activity.
In the last 30 days, RMBS insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($525K). The most active reporter was KISSNER CHARLES with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Analyst price target suggests upside potential, but no fresh catalyst.
Minor insider sell may signal limited confidence but size is small relative to market cap.
Article reinforces bullish view but adds no new data; limited impact on price.
Executive transition may cause short‑term stock volatility but no immediate financial impact.
Executive transition with no immediate operational impact; market may view as neutral.
AlphAI scores every news story that mentions RMBS with an AI model for sentiment and relevance, and aggregates insider trades from RAMBUS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Rambus (RMBS) reported a 20.43% revenue increase to $207.38M, beating estimates, with record product revenue. 24/7 Wall St. set a $132.68 price target, implying 26.17% upside. The stock fell 4.78% to $100.13, but is up 14.3% weekly. Management highlighted a design win with a US hyperscaler for AI chips. Analysts are bullish, citing growing chip content per server and IP growth.
2 min readKISSNER CHARLES sold 5,000 indirectly-held shares of RAMBUS INC (RMBS) at $105.00 ($0.52M total) on 2026-09-22 under a Rule 10b5-1 trading plan.
1 min readRambus (RMBS) reported Q2 FY2026 revenue of $207.38M, up 20.4% YoY, and EPS of $0.77, exceeding estimates. 24/7 Wall St. set a $117.71 price target, 20.3% above current levels, citing AI-driven demand and licensing wins. Shares rose 11.67% on strong results but remain below 52-week highs. Management expects growth from DDR5, HBM4E, and PCIe 7. Risks include inventory buildup and memory cycle exposure.
1 min readRAMBUS INC (RMBS) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Retirement of John Allen On August 31, 2026, John Allen, Vice President, Accounting and Chief Accounting Officer of Rambus Inc. (the “ Company ”)
1 min readRambus Inc. announced John Allen's retirement as VP of Accounting and Chief Accounting Officer, effective September 8, 2026. William Taulbee will succeed him, having previously served as VP of Accounting since August 2026 and held roles at Gartner and Western Digital.
1 min readTradr ETFs launched five new 2X leveraged ETFs tracking Ciena (CIEN), Quantinuum (QNT), Rambus (RMBS), Tower Semiconductor (TSEM), and TTM Technologies (TTMI). The ETFs aim to deliver 200% of the daily performance of the underlying stocks and are listed on Cboe. Tradr manages $10B in assets across 72 leveraged ETFs, targeting sophisticated investors.
2 min readRambus (RMBS) reported Q2 2026 results after the bell. EPS was $0.77 versus $0.71 expected, and revenue was $207M versus $198M expected. The company cited record product revenue up 22% year over year, driven by AI data center demand, and said Q3 guidance indicates continued momentum.
2 min read24/7 Wall St. discusses Rambus (NASDAQ:RMBS) after volatile 2026 trading. Shares closed at $99.33 on Aug. 13, 2026. The firm sets a 12-month price target of $113.17 and a buy rating. It cites Q2 2026 revenue of $207.4M, non-GAAP EPS $0.77, Q3 guidance $210-$216M revenue and $0.75-$0.82 EPS, plus a Tier 1 hyperscaler HBM design win.
6 min readKISSNER CHARLES sold 5,000 indirectly-held shares of RAMBUS INC (RMBS) at $100.92 ($0.50M total) on 2026-08-07 under a Rule 10b5-1 trading plan.
2 min readRambus Inc. (RMBS) reported Q2 2026 revenue of $207.39 million and net income of $67.61 million, and completed a multi-year buyback of 14,484,994 shares for $466.93 million, according to the company. It guided Q3 2026 revenue of $210–216 million and GAAP diluted EPS of $0.59–0.67.
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