Rambus (RMBS) to Release Earnings on Monday

Rambus (NASDAQ:RMBS) will likely be releasing its Q4 2025 results after the market closes on Monday, February 2nd. Analysts expect the company to announce earnings of $0.68 per share and revenue of $188.2140 million for the quarter. Interested persons are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Monday, February 2, 2026 at 5:00 PM ET.

Rambus Stock Down 6.4%

Shares of Rambus stock opened at $113.83 on Friday. Rambus has a 52-week low of $40.12 and a 52-week high of $135.75. The company’s 50-day simple moving average is $100.64 and its 200-day simple moving average is $92.20. The firm has a market cap of $12.25 billion, a price-to-earnings ratio of 53.95 and a beta of 1.51.

Wall Street Analyst Weigh In

RMBS has been the topic of several recent research reports. Jefferies Financial Group raised Rambus to a “strong-buy” rating in a research report on Tuesday, October 28th. Zacks Research raised shares of Rambus to a “hold” rating in a research report on Monday, January 26th. Weiss Ratings upgraded shares of Rambus from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, January 26th. Evercore ISI lifted their price target on shares of Rambus from $114.00 to $126.00 and gave the stock an “outperform” rating in a research note on Tuesday, October 28th. Finally, Wells Fargo & Company boosted their price objective on shares of Rambus from $73.00 to $115.00 and gave the stock an “overweight” rating in a report on Tuesday, October 28th. Two analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, Rambus presently has a consensus rating of “Buy” and an average price target of $108.14.

Insiders Place Their Bets

In other Rambus news, Director Eric B. Stang sold 4,000 shares of the company’s stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $111.78, for a total transaction of $447,120.00. Following the sale, the director owned 20,394 shares in the company, valued at $2,279,641.32. This represents a 16.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 1.00% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Rambus

A number of institutional investors have recently made changes to their positions in the company. Invesco Ltd. lifted its stake in Rambus by 4.7% during the third quarter. Invesco Ltd. now owns 2,432,032 shares of the semiconductor company’s stock worth $253,418,000 after purchasing an additional 109,908 shares during the last quarter. Bank of America Corp DE raised its holdings in shares of Rambus by 196.0% during the third quarter. Bank of America Corp DE now owns 1,550,665 shares of the semiconductor company’s stock worth $161,579,000 after purchasing an additional 1,026,776 shares during the period. Raymond James Financial Inc. lifted its position in shares of Rambus by 46.0% in the 2nd quarter. Raymond James Financial Inc. now owns 1,372,109 shares of the semiconductor company’s stock worth $87,842,000 after buying an additional 432,397 shares during the last quarter. AQR Capital Management LLC lifted its position in shares of Rambus by 192.8% in the 2nd quarter. AQR Capital Management LLC now owns 701,746 shares of the semiconductor company’s stock worth $44,926,000 after buying an additional 462,116 shares during the last quarter. Finally, UBS Group AG boosted its holdings in shares of Rambus by 302.9% in the 3rd quarter. UBS Group AG now owns 565,805 shares of the semiconductor company’s stock valued at $58,957,000 after buying an additional 425,364 shares during the period. 88.54% of the stock is currently owned by institutional investors.

Rambus Company Profile

Rambus Inc is a technology licensing company specializing in semiconductor and system-level interface solutions. Founded in 1990 by Stanford University researchers Mike Farmwald and Mark Horowitz, Rambus established its headquarters in Sunnyvale, California. The company initially gained prominence by developing high-speed DRAM interface technology and securing a broad patent portfolio covering memory architecture, data signaling and power management innovations.

Today, Rambus licenses its proprietary intellectual property (IP) to semiconductor companies, original equipment manufacturers (OEMs) and system integrators worldwide.