8-K ·Filed Apr 29, 2026

RMBS

RAMBUS INC
NEUTRAL
Impact 2/10
Horizondays Processed5mo ago SEC0001193125-26-192210
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Routine CFO appointment with no immediate trading signal. Monitor for any strategic shifts or capital allocation changes under new leadership, but no near-term catalyst expected.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
RMBS ▼ -16.24% at T+60d
NEUTRAL call ✗ call lost -16.24% · α vs SPY -19.34% · entry $115.11 → $96.42
Entry anchored
Apr 29, 03:59 PM ET
via exchange tick
T+1d
0.00%
call 0.00% · α -0.22%
$115.11
settled 5mo ago
T+5d
+12.97%
call +12.97% · α +11.24%
$130.04
settled 5mo ago
T+20d
+28.59%
call +28.59% · α +23.62%
$148.02
settled 4mo ago
T+60d
-16.24%
call -16.24% · α -19.34%
$96.42
settled 2mo ago

Price Chart

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Executive Summary

Rambus appointed Sumeet Gagneja as Senior Vice President and Chief Financial Officer, effective April 29, 2026, replacing interim CFO John Allen who returns to VP Accounting. Gagneja brings extensive semiconductor and data center finance experience. No material financial impact is expected.

Key Facts

  • Sumeet Gagneja appointed as CFO, effective April 29, 2026
  • Gagneja previously served as divisional CFO of AMD's Data Center segment
  • Base salary $475,000, target bonus 75%, hiring bonus $300,000, RSU/PSU grants totaling $6.25 million
  • John Allen ceases as Interim CFO, continues as VP Accounting and Chief Accounting Officer

Financial Impact

No material financial impact; executive compensation is routine

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
82% bullish (17 analysts)

Investment Themes

Semiconductors

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-192210
Document: d20390dex101.htm0001193125-26-192210
Document: d20390dex991.htm0001193125-26-192210
Document: 0001193125-26-192210-index-headers.html0001193125-26-192210
Document: 0001193125-26-192210-index.html0001193125-26-192210
Document: 0001193125-26-192210.txt0001193125-26-192210
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 7m)

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