Rambus (RMBS) Expected to Post Earnings on Monday

Rambus (NASDAQ:RMBS) is anticipated to release its Q2 2026 results after the market closes on Monday, July 27th. Analysts expect Rambus to post earnings of $0.71 per share and revenue of $199.2960 million for the quarter. Individuals can find conference call details on the company’s upcoming Q2 2026 earning summary page for the latest details on the call scheduled for Monday, July 27, 2026 at 5:00 PM ET.

Rambus (NASDAQ:RMBS) last released its quarterly earnings data on Monday, April 27th. The semiconductor company reported $0.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.61 by $0.02. The company had revenue of $180.19 million during the quarter, compared to the consensus estimate of $179.94 million. Rambus had a net margin of 31.90% and a return on equity of 17.41%. On average, analysts expect Rambus to post $2 EPS for the current fiscal year and $3 EPS for the next fiscal year.

Rambus Stock Performance

Shares of RMBS stock opened at $96.01 on Friday. The stock’s 50-day moving average is $128.78 and its two-hundred day moving average is $114.28. Rambus has a 1 year low of $62.81 and a 1 year high of $174.10. The firm has a market cap of $10.38 billion, a price-to-earnings ratio of 45.72 and a beta of 1.84.

Insider Buying and Selling at Rambus

In other news, Director Emiko Higashi sold 10,000 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $160.50, for a total value of $1,605,000.00. Following the completion of the sale, the director directly owned 49,519 shares of the company’s stock, valued at approximately $7,947,799.50. This represents a 16.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Xianzhi Sean Fan sold 37,914 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $151.69, for a total transaction of $5,751,174.66. Following the completion of the sale, the executive vice president directly owned 168,358 shares of the company’s stock, valued at $25,538,225.02. The trade was a 18.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 62,914 shares of company stock valued at $9,724,775. Company insiders own 0.75% of the company’s stock.

Institutional Trading of Rambus

Several institutional investors and hedge funds have recently added to or reduced their stakes in RMBS. Acumen Wealth Advisors LLC purchased a new position in shares of Rambus in the 4th quarter valued at approximately $25,000. University of Texas Texas AM Investment Management Co. purchased a new stake in shares of Rambus during the fourth quarter worth approximately $28,000. IFP Advisors Inc raised its stake in shares of Rambus by 126.7% during the third quarter. IFP Advisors Inc now owns 442 shares of the semiconductor company’s stock worth $47,000 after purchasing an additional 247 shares during the last quarter. EverSource Wealth Advisors LLC lifted its holdings in shares of Rambus by 83.3% during the second quarter. EverSource Wealth Advisors LLC now owns 777 shares of the semiconductor company’s stock worth $50,000 after purchasing an additional 353 shares during the period. Finally, CIBC Private Wealth Group LLC lifted its holdings in shares of Rambus by 1,194.9% during the third quarter. CIBC Private Wealth Group LLC now owns 505 shares of the semiconductor company’s stock worth $53,000 after purchasing an additional 466 shares during the period. 88.54% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

RMBS has been the subject of a number of research analyst reports. Robert W. Baird cut Rambus from an “outperform” rating to a “neutral” rating and set a $120.00 target price for the company. in a research report on Tuesday, April 28th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Rambus in a research report on Friday, June 5th. Rosenblatt Securities lifted their price target on Rambus from $130.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, April 28th. Wells Fargo & Company boosted their price objective on Rambus from $115.00 to $145.00 and gave the company an “overweight” rating in a research note on Tuesday, April 28th. Finally, Evercore reissued an “outperform” rating and issued a $172.00 price objective on shares of Rambus in a report on Tuesday, April 28th. Two equities research analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $134.75.

About Rambus

Rambus Inc is a technology licensing company specializing in semiconductor and system-level interface solutions. Founded in 1990 by Stanford University researchers Mike Farmwald and Mark Horowitz, Rambus established its headquarters in Sunnyvale, California. The company initially gained prominence by developing high-speed DRAM interface technology and securing a broad patent portfolio covering memory architecture, data signaling and power management innovations.

Today, Rambus licenses its proprietary intellectual property (IP) to semiconductor companies, original equipment manufacturers (OEMs) and system integrators worldwide.