Rambus Inc. (RMBS) reported fourth-quarter 2025 results with revenue of $190.2 million, up 18.09% year-over-year. Diluted earnings per share were $0.58, and net income attributable to common shareholders was $63.8 million.
On the guidance front, revenue came in just under expectations and EPS missed the estimate. Actual revenue was $190.2 million versus an estimate of $191.3 million, while reported diluted EPS was $0.58 versus an estimate of $0.69.
Shares of Rambus (RMBS) were up 1.66% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Rambus Inc. Insider Trading Activity
Rambus Inc. insiders have traded $RMBS stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $RMBS stock by insiders over the last 6 months:
- DESMOND LYNCH (SVP, CFO) has made 0 purchases and 3 sales selling 18,148 shares for an estimated $1,753,071.
- NECIP SAYINER has made 0 purchases and 2 sales selling 15,000 shares for an estimated $1,193,673.
- ERIC B STANG has made 0 purchases and 2 sales selling 9,000 shares for an estimated $958,900.
- MEERA RAO has made 0 purchases and 2 sales selling 3,653 shares for an estimated $281,759.
- STEVEN LAUB sold 2,261 shares for an estimated $177,994
- EMIKO HIGASHI has made 0 purchases and 2 sales selling 2,186 shares for an estimated $166,906.
- JOHN SHINN (SVP, General Counsel) sold 790 shares for an estimated $58,944
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Rambus Inc. Hedge Fund Activity
We have seen 286 institutional investors add shares of Rambus Inc. stock to their portfolio, and 238 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALLIANCEBERNSTEIN L.P. added 1,551,159 shares (+572.7%) to their portfolio in Q3 2025, for an estimated $161,630,767
- WESTWOOD HOLDINGS GROUP INC removed 1,502,005 shares (-86.5%) from their portfolio in Q3 2025, for an estimated $156,508,921
- FMR LLC added 1,035,263 shares (+306.1%) to their portfolio in Q3 2025, for an estimated $107,874,404
- BANK OF AMERICA CORP /DE/ added 1,026,776 shares (+196.0%) to their portfolio in Q3 2025, for an estimated $106,990,059
- RAFFERTY ASSET MANAGEMENT, LLC added 901,750 shares (+inf%) to their portfolio in Q3 2025, for an estimated $93,962,350
- BLACKROCK, INC. added 808,613 shares (+5.4%) to their portfolio in Q3 2025, for an estimated $84,257,474
- PARK WEST ASSET MANAGEMENT LLC removed 660,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $68,772,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Rambus Inc. Analyst Ratings
Wall Street analysts have issued reports on $RMBS in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- William Blair issued a "Outperform" rating on 01/22/2026
- Rosenblatt issued a "Buy" rating on 10/28/2025
- Evercore ISI Group issued a "Outperform" rating on 10/28/2025
- Wells Fargo issued a "Overweight" rating on 10/28/2025
- Baird issued a "Outperform" rating on 09/15/2025
To track analyst ratings and price targets for Rambus Inc., check out Quiver Quantitative's $RMBS forecast page.
Rambus Inc. Price Targets
Multiple analysts have issued price targets for $RMBS recently. We have seen 4 analysts offer price targets for $RMBS in the last 6 months, with a median target of $123.0.
Here are some recent targets:
- Kevin Cassidy from Rosenblatt set a target price of $130.0 on 10/28/2025
- Daniel Markowitz from Evercore ISI Group set a target price of $126.0 on 10/28/2025
- Aaron Rakers from Wells Fargo set a target price of $115.0 on 10/28/2025
- Tristan Gerra from Baird set a target price of $120.0 on 09/15/2025
