Market Cap
$11.6B
RMBS
RAMBUS INC
$112.19 ▲ +4.57%
Prev close $107.29Market cap$11.6B
12-mo target$147.86 (+31.8%)
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)26 New Institutional Positions24 Institutional Exits Semiconductors
Snapshot
The big-picture read on RMBS right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Inst. Holders
50 funds
Inst. Value
$10.6B
Inst. Activity
26 buys / 24 sells
Insider Activity
$0.00 buy / $19.5M sell
Insider Net $
-$19.5M
Social Sentiment
57° Neutral
SEC Reports
13
Price chart 30d +32.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Short Volume: RMBS — 68.3% short (0.8M / 1.2M)
Short: 792,972 | Exempt: 1,000 | TRF Vol: 1,160,338 | Short Ratio: 68.3% | Off-exchange volume (dark
Sep 22, 2026 Insider
KISSNER CHARLES sold 5,000 shares
Director @ $105.00 ($525.0K)
Aug 7, 2026 Insider
Aug 5, 2026 SEC KISSNER CHARLES sold 5,000 shares
Director @ $100.92 ($504.6K)
Rambus entered into an accelerated share repurchase (ASR) agreement with Mizuho Markets Americas LLC to repurchase $100
8-K — Impact 4/10
Rambus reported record Q2 2026 revenue of $207.4M, up 20% YoY and above its $192-198M guidance range, driven by record p
8-K — Impact 7/10
Jun 30, 2026 Inst.
FMR LLC — DOUBLED
10,460,026 shares ($1.4B)
Jun 30, 2026 Inst.
Jun 3, 2026 SEC GEODE CAPITAL MANAGEMENT, LLC — TRIM
2,297,660 shares ($305.1M)
Two directors (Stang and Higashi) sold a combined $1.5M in open-market sales on June 1-2, while EVP/COO Fan sold $5.74M
CLUSTER — Impact 2/10
Analyst ratings buy % -6.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Apr 29, 2025 | Rosenblatt | MAINTAIN | Buy | 54% |
| Feb 4, 2025 | Susquehanna | MAINTAIN | Positive | 56% |
| Feb 4, 2025 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Feb 4, 2025 | Rosenblatt | MAINTAIN | Buy | 54% |
| Nov 25, 2024 | Baird | INITIATE | Outperform | 54% |
| Nov 11, 2024 | Loop Capital | INITIATE | Buy | 54% |
| Nov 6, 2024 | Wells Fargo | INITIATE | Overweight | 54% |
| Oct 29, 2024 | Rosenblatt | MAINTAIN | Buy | 54% |
| Sep 10, 2024 | Rosenblatt | MAINTAIN | Buy | 54% |
| Jul 26, 2024 | Susquehanna | MAINTAIN | Positive | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 9 | 3 | 1 | 0 | 76% | |
| Aug 1, 2026 | 4 | 9 | 3 | 1 | 0 | 76% | |
| Jul 1, 2026 | 4 | 8 | 3 | 1 | 0 | 75% | |
| Jun 1, 2026 | 4 | 9 | 3 | 1 | 0 | 76% | |
| May 1, 2026 | 4 | 9 | 3 | 1 | 0 | 76% | |
| Apr 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| Mar 1, 2026 | 5 | 9 | 2 | 1 | 0 | 82% | |
| Feb 1, 2026 | 5 | 9 | 2 | 0 | 1 | 82% |
Price targets
Where 7 covering analysts think RMBS trades over the next 12 months.
$147.86 +31.8% upside Strong Buy
Current$112.19 Low$100.00 Median$160.00 High$180.00 7 analysts
$100.00$180.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood -16.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
57°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 12 neutral · avg impact 3.3/10.
NEUTRAL8-K4/10
Rambus entered into an accelerated share repurchase (ASR) agreement with Mizuho Markets Americas LLC
Aug 5, 2026
BULLISH8-K7/10
Rambus reported record Q2 2026 revenue of $207.4M, up 20% YoY and above its $192-198M guidance range
Jul 27, 2026
NEUTRALCLUSTER2/10
Two directors (Stang and Higashi) sold a combined $1.5M in open-market sales on June 1-2, while EVP/
Jun 3, 2026
NEUTRALCLUSTER4/10
Three Rambus insiders, including the COO, sold a combined $7.25M in open-market sales over a one-wee
Jun 2, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: RMBS — 68.3% short (0.8M / 1.2M)
Short: 792,972 | Exempt: 1,000 | TRF Vol: 1,160,338 | Short Ratio: 68.3% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: RMBS — 56.9% short (0.4M / 0.7M)
Short: 373,640 | Exempt: 900 | TRF Vol: 656,762 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: RMBS — 68.4% short (0.7M / 1.1M)
Short: 740,798 | Exempt: 11 | TRF Vol: 1,083,016 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: RMBS — 68.9% short (0.6M / 0.8M)
Short: 584,310 | Exempt: 18 | TRF Vol: 847,692 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: RMBS — 59.1% short (0.4M / 0.6M)
Short: 383,661 | Exempt: 2,192 | TRF Vol: 649,221 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.79 | $0.78–$0.79 | 34.8% | -0.1% | 3↑ 1↓ | $0.2B | 6 |
| Next Q | $0.84 | $0.82–$0.87 | 23.0% | -0.8% | 4↑ 3↓ | $0.2B | 6 |
| Current FY | $3.04 | $3.00–$3.08 | 23.6% | +0.1% | 5↑ 1↓ | $0.8B | 7 |
| Next FY | $3.72 | $3.20–$4.27 | 22.6% | +0.7% | 4↑ 1↓ | $1.0B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.788 | — |
| 7d ago | $0.789 | -0.000 |
| 30d ago | $0.789 | -0.000 |
| 60d ago | $0.780 | +0.008 |
| 90d ago | $0.775 | +0.013 |
Institutional ownership
Which big funds own RMBS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $10.6B total value (80,190,180 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, Invesco. Net buying activity: 26 institutions added/increased vs 24 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 13,964,477 | $1.9B | 17.5% | — |
| FMR LLC | 10,460,026 | $1.4B | 13.1% | DOUBLED +215.2% |
| Invesco Ltd. | 6,632,458 | $880.4M | 8.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,068,516 | $805.5M | 7.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,874,385 | $647.0M | 6.1% | — |
| STATE STREET CORP | 3,915,113 | $519.5M | 4.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,297,660 | $305.1M | 2.9% | TRIM -26.5% |
| JPMORGAN CHASE & CO | 2,101,418 | $261.0M | 2.5% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,719,400 | $228.2M | 2.1% | — |
| Swedbank AB | 1,646,500 | $218.6M | 2.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 3,318,449 | 10,460,026 | +215.2% | $1.4B |
| GEODE CAPITAL MANAGEMENT, LLC | TRIM | 3,124,495 | 2,297,660 | -26.5% | $305.1M |
| NORGES BANK | NEW | — | 1,532,622 | — | $203.4M |
| EdgePoint Investment Group Inc. | TRIM | 1,947,742 | 1,086,213 | -44.2% | $144.2M |
| Rafferty Asset Management, LLC | ADD | 745,519 | 984,388 | +32.0% | $130.7M |
| NORTHERN TRUST CORP | TRIM | 1,334,095 | 949,113 | -28.9% | $126.0M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | 102,403 | 797,195 | +678.5% | $105.8M |
| CONGRESS ASSET MANAGEMENT CO | TRIM | 1,275,978 | 777,993 | -39.0% | $103.3M |
| D. E. Shaw & Co., Inc. | DOUBLED | 12,805 | 739,701 | +5676.7% | $98.2M |
| BARCLAYS PLC | TRIM | 1,095,701 | 645,970 | -41.0% | $85.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$19.5M — $0.00 bought, $19.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | KISSNER CHARLES | Director | SELL | 5,000 | $105.00 | $525.0K |
| Aug 7, 2026 | KISSNER CHARLES | Director | SELL | 5,000 | $100.92 | $504.6K |
| Jun 3, 2026 | Sayiner Necip | Director | SELL | 5,000 | $170.15 | $850.8K |
| Jun 2, 2026 | Higashi Emiko | Director | SELL | 5,000 | $163.00 | $815.0K |
| Jun 2, 2026 | Higashi Emiko | Director | SELL | 5,000 | $158.00 | $790.0K |
| Jun 1, 2026 | STANG ERIC B | Director | SELL | 5,000 | $146.00 | $730.0K |
| May 26, 2026 | FAN XIANZHI SEAN | EVP, COO | SELL | 100 | $152.35 | $15.2K |
| May 26, 2026 | Higashi Emiko | Director | SELL | 5,000 | $157.57 | $787.9K |
| May 26, 2026 | FAN XIANZHI SEAN | EVP, COO | SELL | 37,814 | $151.69 | $5.7M |
| May 22, 2026 | Shinn John | SVP, General Counsel | SELL | 1,000 | $143.63 | $143.6K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RMBS.
Shares short
6,222,309
Settlement Sep 15, 2026
Change vs prior
+2.7%
Semi-monthly cycle
Days to cover
3.2
At avg daily volume
Of shares outstanding
≈5.7%
Estimate — not % of float
All RMBS filing & press-release reports (13)
- 8-K reportAug 5, 2026
- 8-K reportJul 27, 2026
- CLUSTER reportJun 3, 2026
- CLUSTER reportJun 2, 2026
- CLUSTER reportMay 27, 2026
- CLUSTER reportMay 26, 2026
- CLUSTER reportMay 11, 2026
- 8-K reportApr 29, 2026
- 8-K reportApr 27, 2026
- 8-K reportApr 24, 2026
- DEFA14A reportMar 6, 2026
- CLUSTER reportMar 4, 2026
- CLUSTER reportMar 4, 2026