RMBS Rambus Inc.

bullish · high conviction track record → $158.40 +19.90 (+14.4%)
Get emailed when RMBS changes direction
Mkt Cap $17B P/E 75.1 fwd 45.1 52wk $46.57 - $161.80 2h ago
Insider selling: $20,850,433 sold by 12 insiders (30d)
Est. revisions: +0.0% (2 up, 5 down in 30d)
Factor Model (net -1.0)

Factor Model

net -1.0
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-0.7
Narrative Gap
+0.0

Rambus Posts 41% Revenue Growth, Stock Up 25%

Watch: Watch Rambus Q2 revenue execution against guidance to confirm sustained growth momentum and impact of Intel-related collaborations.

Rambus reported strong Q4 fiscal 2025 results with $348M revenue, up 41% YoY, and $74.7M quarterly non-GAAP net income. Cash from operations jumped 56% to $360M. The stock surged 25.23% last week, partly linked to Intel Foundry Services Alliance entry and Intel's Q1 results. Q1 revenue beat estimates at $180.19M; Q2 revenue guidance is $190M-$208M. Institutional buying is strong despite insider selling cluster.

Stronger revenue growth, robust cash flow, and strategic partnerships suggest Rambus is accelerating growth in semiconductors, reflecting positive investor confidence and upside potential amid mixed insider sentiment.

Evidence

3h ago Joby Aviation, Celestica, Snap, Rambus, And Nvidia: Why These 5 Stocks Are On Investors' Radars Today benzinga
1d ago Intel, Advanced Micro, And Texas Instruments Are Among Top 10 Large-Cap Gainers Last Week (April 20-April 24): Are the Others in Your Portfolio? benzinga
2d ago Institutions Have Rambus Reaching Records yahoo-finance
Fundamentals & Data ▾
Rambus Inc. Technology · Semiconductors
Mkt Cap
$17B
P/E
75.1 fwd 45.1
Beta
1.63
52w Range
$46.57 - $161.80
Short Interest
6.8M 8.48%
Days to Cover
3.5 -2%
Technicals downtrend
from 52w Hi
0.0%
1w return
+24.8%
Insiders
selling 0B / 14S
EPS Estimate
$0.64 +0.0% 30d 2up / 5dn
Est. Dispersion
13% 8 analysts
Analyst Target
$122 $90 - $150
Options P/C
0.42
Insider Cluster
strong sell 0B / 8S
Fund Convergence
strong D.E. Shaw, Citadel, Bridgewater, Two Sigma
Financials
Revenue
$190M +18% YoY
FCF
$93M
Gross Margin
79%
Op Margin
37%
Momentum: accelerating
Top Holders
D.E. Shaw $86M
Citadel $40M
Bridgewater $14M
Two Sigma $4M
Recent Filings & Data
insider trade 67
net selling · $20,850,433 sold
12 insiders · 67 transactions (30d)
Recent transactions
RAO MEERA P. · sell · $1,008,167
SERAPHIN LUC · sell · $470,188
KISSNER CHARLES D · award
LAUB STEVEN A · award
ALLEN JOHN K · award
SERAPHIN LUC · award
FAN XIANZHI SEAN · award
RAO MEERA P. · award
SHINN JOHN · award
SAYINER NECIP · award
QUANFENG DONG · award
STANG ERIC BRADFORD · award
PENG VICTOR · award
SHINN JOHN · sell · $404,008
SHINN JOHN · sell · $426,319
SERAPHIN LUC · sell · $3,936,696
PENG VICTOR · award
LYNCH DESMOND M · sell · $433,838
SERAPHIN LUC · award
FAN XIANZHI SEAN · award
SHINN JOHN · award
LYNCH DESMOND M · award
FAN XIANZHI SEAN · other
STANG ERIC BRADFORD · sell · $958,900
LYNCH DESMOND M · sell · $920,973
RAO MEERA P. · sell · $66,599
LYNCH DESMOND M · sell · $832,099
SAYINER NECIP · sell · $642,226
RAO MEERA P. · sell · $215,160
LAUB STEVEN A · sell · $177,995
QUANFENG DONG · sell · $83,581
SAYINER NECIP · sell · $551,448
SHINN JOHN · sell · $58,945
QUANFENG DONG · sell · $83,325
LAUB STEVEN A · sell · $101,816
LAUB STEVEN A · sell · $202,961
STANG ERIC BRADFORD · sell · $186,778
LYNCH DESMOND M · sell · $156,867
SERAPHIN LUC · sell · $354,641
SERAPHIN LUC · sell · $477,868
RAO MEERA P. · sell · $314,854
SERAPHIN LUC · sell · $468,100
KISSNER CHARLES D · award
LAUB STEVEN A · award
ALLEN JOHN K · award
SERAPHIN LUC · award
SERAPHIN LUC · sell · $508,815
FAN XIANZHI SEAN · award
RAO MEERA P. · award
SHINN JOHN · award
LYNCH DESMOND M · award
SAYINER NECIP · award
QUANFENG DONG · award
STANG ERIC BRADFORD · award
SERAPHIN LUC · sell · $586,406
SHINN JOHN · sell · $425,296
SERAPHIN LUC · sell · $537,888
SHINN JOHN · sell · $404,359
LYNCH DESMOND M · sell · $199,390
FAN XIANZHI SEAN · sell · $3,559,037
SAYINER NECIP · sell · $308,681
SERAPHIN LUC · award
FAN XIANZHI SEAN · award
SHINN JOHN · award
LYNCH DESMOND M · award
SHINN JOHN · sell · $143,123
STANG ERIC BRADFORD · sell · $643,086
3 signals · latest 3h ago

Get alerted when RMBS changes direction

We'll email you when our AI detects a shift — reversals, insider clusters, filing red flags.

All stocks → Our calls → How it works →