RMBS - Rambus Inc.
During the quarter, we initiated a position in Advanced Drainage Systems, the leading U.S. manufacturer of stormwater and onsite wastewater management products. We view Axon Enterprise as a market leading "atoms plus electrons" software provider with huge competitive moats. We sold the HeartFlow position in the quarter as we grew incrementally more concerned with the presence of competitors on the market.
T. ROWE PRICE CONTINUES ACTIVE EXCHANGE TRADED FUND EXPANSION WITH SECURITIZED CREDIT OFFERING PR Newswire BALTIMO
Rambus just posted record product revenue and a CEO calling the setup outstanding, yet the stock sits near its 52-week low. Something has to give, and a specific date may tell you exactly when.
The mean of analysts' price targets for Rambus (RMBS) points to a 51.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Emerald Investment Advisers LLC bought a new position in Rambus, Inc. (NASDAQ: RMBS) in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 26,848 shares of the semiconductor company's stock, valued at approximately $3,564,000. Other hedge funds have also added to or reduced
BlackRock Inc. bought a new position in shares of Rambus, Inc. (NASDAQ: RMBS) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 13,964,477 shares of the semiconductor company's stock, valued at approximately $1,853,645,000. BlackRock Inc. owned about 12.88% of
Our Rambus (NASDAQ:RMBS | RMBS Price Prediction) call is straightforward: the memory interface specialist has whipsawed hard in 2026, but the setup looks constructive.
Assenagon Asset Management S.A. reduced its position in shares of Rambus, Inc. (NASDAQ: RMBS) by 32.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 31,896 shares of the semiconductor company's stock after selling 15,635 shares during the quarter. Assenagon Asset Management
VERO BEACH, Fla., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Orchid Island Capital, Inc. (the “Company”) (NYSE: ORC) announced today that the Board of Directors of the Company declared a monthly cash dividend for the month of August 2026. The dividend of $0.10 per share will be paid September 29, 2026 to holders of record of the Company's common stock on August 31, 2026, with an ex-dividend date of August 31, 2026. The Company plans on announcing its next common stock dividend on September 14, 2026.
Bad news was once again good news for Wall Street.
SAN JOSE, Calif.--(BUSINESS WIRE)-- #ASR--Rambus initiates $100 Million accelerated share repurchase Program with Mizuho Markets Americas LLC, through its agent Mizuho Securities USA LLC.
Rambus (NASDAQ:RMBS | RMBS Price Prediction) shares hit an all-time high $174.10 earlier this year, then fell roughly 33% in the last month alone after Q2 earnings that beat on every line but still triggered heavy selling.
Rambus (RMBS) delivered a strong Q2, beating guidance on revenue and non-GAAP EPS, and upgraded Q3 guidance. Despite a ~50% pullback from highs, RMBS trades at ~24x EV/EBITDA, reflecting significant future growth expectations. Growth is driven by memory interface chips, but increasing product mix lowers blended gross margins and operating leverage remains limited.
On July 28, 2026, Rambus Inc (RMBS) shares experienced a sharp decline of 8.9%, bringing the current price to $87.78. This decline comes amid a broader downturn
Rambus' NASDAQ: RMBS stock price correction is a thing of beauty to those focused on the long-term impact of AI on its business. While near-term headwinds, including market angst and summer trading conditions, impair the price action, the long-term story continues to strengthen.
RMBS tops Q2 earnings and revenue estimates as record product sales, fueled by AI and data center demand, help drive growth and support upbeat Q3 guidance.
Rambus posts record Q2 results as AI-driven memory demand, DDR5 momentum and expanding silicon IP opportunities support another quarter of projected growth.
Rambus Inc. (RMBS) Q2 2026 Earnings Call Transcript
Rambus NASDAQ: RMBS reported record second-quarter fiscal 2026 revenue and non-GAAP earnings, supported by growth in its memory-interface chip business and contributions from royalties and silicon IP. The company's revenue surpassed $200 million for the first time, while management said demand trends tied to AI infrastructure, CPU-based servers and rising memory requirements continue to support its outlook.
Rambus (RMBS) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.71 per share. This compares to earnings of $0.6 per share a year ago.