Dec 30, 2025 • MarketBeat
BULLISH
Rambus, Inc. (NASDAQ:RMBS) Receives Consensus Recommendation of "Buy" from Analysts
Rambus, Inc. (NASDAQ:RMBS) has received a consensus "Buy" recommendation from eight analysts, with five rating it a "buy" and two a "strong buy." The average 12-month target price for the stock is $108.14. Insider transactions show recent sales by Director Eric B. Stang and Director Meera Rao, while institutional investors have adjusted their positions in the company.
Dec 29, 2025 • Simply Wall Street
BULLISH
We Like These Underlying Return On Capital Trends At Rambus (NASDAQ:RMBS)
Rambus (NASDAQ:RMBS) has shown promising trends in its Return On Capital Employed (ROCE), achieving profitability with a 19% ROCE, significantly better than the Semiconductor industry average. The company has successfully shifted from incurring losses to profitability while maintaining steady capital employment, indicating efficient use of existing assets. This positive shift and a 438% total return over the last five years suggest strong investor confidence and potential for continued growth, though it raises questions about future internal investment opportunities.
Dec 27, 2025 • MarketBeat
NEUTRAL
Rice Hall James & Associates LLC Has $5.08 Million Stock Holdings in Rambus, Inc. $RMBS
Rice Hall James & Associates LLC reduced its stake in Rambus, Inc. (NASDAQ:RMBS) by 29.1% in the third quarter, holding 48,779 shares valued at $5.08 million. Despite this, institutional ownership remains high at 88.54%, with other major investors increasing their positions. Rambus missed EPS estimates in its last quarterly report but saw 22.7% revenue growth, and analysts maintain an average "Buy" rating with a target price of $108.14.
Dec 24, 2025 • Stock Traders Daily
BULLISH
Responsive Playbooks and the RMBS Inflection
This article analyzes Rambus Inc. (NASDAQ: RMBS), identifying a positive near-term sentiment within a long-term strength context, despite a mid-term weak bias. It outlines detailed trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis, generated by AI models, also provides multi-timeframe signal analysis for different investment horizons.
Dec 23, 2025 • AD HOC NEWS
SOMEWHAT-BEARISH
Rambus Shares Face Headwinds Amid Divergent Signals
Rambus is facing challenges as a major institutional investor, Assenagon Asset Management, significantly reduced its holdings, selling 89.3% in Q3 2025. Although the company reported strong revenue growth of 22.7% year-over-year, EPS missed analyst expectations, creating a complex investment picture. Despite these headwinds, analysts maintain a "Buy" rating with an average target price of $108.14.
Dec 21, 2025 • MarketBeat
NEUTRAL
Rambus, Inc. $RMBS Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. significantly reduced its stake in Rambus, Inc. (NASDAQ:RMBS) by 89.3% in the third quarter, selling 786,908 shares. Despite this large sale, other institutional investors increased their holdings, and Wall Street analysts generally maintain a "Buy" rating with a consensus target price of $108.14. Rambus reported Q3 EPS of $0.44, missing estimates, but revenue exceeded expectations at $178.5 million, marking a 22.7% year-over-year increase.