8-K ·Filed Apr 24, 2026

RMBS

RAMBUS INC
NEUTRAL
Impact 3/10
Horizonmonths Processed5mo ago SEC0001193125-26-177140
8-K context-dependent: Items 8.01
Actionable Insight • Neutral

Monitor upcoming 10-Q filings for any changes in governance or risk strategy stemming from the board's focus on AI and cybersecurity. No immediate trading implications from this routine governance update.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
RMBS ▼ -26.52% at T+60d
NEUTRAL call ✗ call lost -26.52% · α vs SPY -31.30% · entry $141.31 → $103.83
Entry anchored
Apr 24, 03:59 PM ET
via exchange tick
T+1d
-21.26%
call -21.26% · α -20.77%
$111.27
settled 5mo ago
T+5d
-21.10%
call -21.10% · α -21.50%
$111.50
settled 5mo ago
T+20d
+11.27%
call +11.27% · α +6.31%
$157.23
settled 4mo ago
T+60d
-26.52%
call -26.52% · α -31.30%
$103.83
settled 2mo ago

Price Chart

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Executive Summary

Rambus Inc. held its 2026 annual shareholder meeting on April 23, 2026, where all proposals passed, including the election of four directors, ratification of KPMG as auditor, and approval of executive compensation. The board also renamed its Cyber Risk Committee to the AI and Cyber Risk Committee and updated committee compositions.

Key Facts

  • Four directors (Charles Kissner, Meera Rao, Necip Sayiner, Luc Seraphin) were elected at the 2026 annual meeting.
  • Shareholders ratified KPMG LLP as the independent auditor for 2026.
  • Advisory vote on executive compensation passed with 89.8M votes in favor.
  • Board renamed the Cyber Risk Committee to the AI and Cyber Risk Committee and updated membership across all committees.
  • 91.9% of outstanding shares were represented at the meeting.

Financial Impact

No direct financial impact disclosed.

Risk Factors

  • None disclosed in this filing.
  • Potential for increased governance scrutiny if AI-related risks materialize in future.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices

Investment Themes

Semiconductors

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-177140
Document: 0001193125-26-177140-index-headers.html0001193125-26-177140
Document: 0001193125-26-177140-index.html0001193125-26-177140
Document: 0001193125-26-177140.txt0001193125-26-177140
13 reports for RMBS
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for RMBS — sortable, filterable
TypeNow
Aug 5, 2026
8w ago
8-K
NEUTRAL ★ 4/10
$97.30 $84.72▼ −12.93%▼ −12.33%$111.97 (+15.08%)
Jul 27, 2026
9w ago
8-K
BULLISH ★ 7/10
$87.75 $89.86▲ +2.40%▼ −0.98%$111.97 (+27.60%)
Jun 3, 2026
17w ago
Insider Cluster
NEUTRAL ★ 2/10
$169.35 $112.92▼ −33.32%▼ −31.95%$111.97 (−33.88%)
Jun 2, 2026
17w ago
Insider Cluster
NEUTRAL ★ 4/10
$170.66 $112.92▼ −33.83%▼ −32.83%$111.97 (−34.39%)
May 27, 2026
18w ago
Insider Cluster
NEUTRAL ★ 3/10
$148.02 $114.73▼ −22.49%▼ −19.35%$111.97 (−24.35%)
May 26, 2026
18w ago
Insider Cluster
NEUTRAL ★ 2/10
$148.66 $123.69▼ −16.80%▼ −14.90%$111.97 (−24.68%)
May 7, 2026
21w ago
Insider Cluster
NEUTRAL ★ 2/10
$126.60 $170.66▲ +34.80%▲ +31.67%$111.97 (−11.56%)
Apr 29, 2026
22w ago
8-K
NEUTRAL ★ 2/10
$115.11 $148.02▲ +28.59%▲ +23.62%$111.97 (−2.73%)
Apr 27, 2026
22w ago
8-K
NEUTRAL ★ 5/10
$111.27 $157.23▲ +41.30%▲ +35.84%$111.97 (+0.63%)
Apr 24, 2026
23w ago
8-K
NEUTRAL ★ 3/10
$141.31 $157.23▲ +11.27%▲ +6.31%$111.97 (−20.76%)
Showing 10 of 13

US Market Status

Market Closed — Opens Mon (65h 6m)

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