Rambus (RMBS) is down 7.0% today. Here is some analysis on what might have caused this price movement. ([benzinga.com](https://www.benzinga.com/quote/rmbs?utm_source=openai))
Analysis: The most likely driver appears to be broad semiconductor and risk-off weakness rather than a major negative company-specific surprise. This could be because investors were selling chip names as oil prices and Treasury yields climbed, while Rambus had not released a fresh operating update that would offset that pressure. ([apnews.com](https://apnews.com/article/0c547c6cc3e374a2c04f78a90e35e113?utm_source=openai))
Details:
Sources:
Rambus, SEC, Associated Press, MarketScreener
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$RMBS Insider Trading Activity
$RMBS insiders have traded $RMBS stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $RMBS stock by insiders over the last 6 months:
- XIANZHI SEAN FAN (EVP, COO) has made 0 purchases and 2 sales selling 37,914 shares for an estimated $5,751,225.
- EMIKO HIGASHI has made 0 purchases and 3 sales selling 15,000 shares for an estimated $2,392,850.
- MEERA RAO has made 0 purchases and 2 sales selling 11,510 shares for an estimated $1,454,858.
- NECIP SAYINER sold 5,000 shares for an estimated $850,750
- ERIC B STANG sold 5,000 shares for an estimated $730,000
- CHARLES KISSNER sold 5,000 shares for an estimated $504,600
- LUC SERAPHIN (President and CEO) has made 0 purchases and 3 sales selling 5,426 shares for an estimated $470,188.
- JOHN SHINN (SVP, General Counsel) sold 1,000 shares for an estimated $143,630
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$RMBS Hedge Fund Activity
We have seen 318 institutional investors add shares of $RMBS stock to their portfolio, and 347 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 7,141,577 shares (+215.2%) to their portfolio in Q2 2026, for an estimated $947,972,930
- BLACKROCK, INC. removed 2,340,829 shares (-14.4%) from their portfolio in Q2 2026, for an estimated $310,721,641
- JPMORGAN CHASE & CO added 2,101,418 shares (+inf%) to their portfolio in Q2 2026, for an estimated $278,942,225
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,109,132 shares (+inf%) to their portfolio in Q2 2026, for an estimated $147,226,181
- GEODE CAPITAL MANAGEMENT, LLC removed 826,835 shares (-26.5%) from their portfolio in Q2 2026, for an estimated $109,754,077
- HOOD RIVER CAPITAL MANAGEMENT LLC removed 727,494 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $96,567,553
- D. E. SHAW & CO., INC. added 721,210 shares (+3900.3%) to their portfolio in Q2 2026, for an estimated $95,733,415
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$RMBS Price Targets
Multiple analysts have issued price targets for $RMBS recently. We have seen 5 analysts offer price targets for $RMBS in the last 6 months, with a median target of $145.0.
Here are some recent targets:
- Tristan Gerra from Baird set a target price of $120.0 on 04/28/2026
- Aaron Rakers from Wells Fargo set a target price of $145.0 on 04/28/2026
- Daniel Markowitz from Evercore ISI Group set a target price of $172.0 on 04/28/2026
- Kevin Cassidy from Rosenblatt set a target price of $150.0 on 04/28/2026
- Blayne Curtis from Jefferies set a target price of $145.0 on 04/28/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
