Principal Financial Group Inc. Sells 43,049 Shares of Rambus, Inc. $RMBS

Principal Financial Group Inc. trimmed its holdings in shares of Rambus, Inc. (NASDAQ:RMBS) by 8.3% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 472,974 shares of the semiconductor company’s stock after selling 43,049 shares during the period. Principal Financial Group Inc.’s holdings in Rambus were worth $49,284,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in RMBS. Lisanti Capital Growth LLC bought a new stake in shares of Rambus during the 3rd quarter worth about $4,328,000. Arizona State Retirement System boosted its position in Rambus by 1.3% during the third quarter. Arizona State Retirement System now owns 31,759 shares of the semiconductor company’s stock worth $3,309,000 after purchasing an additional 419 shares during the period. Gagnon Securities LLC acquired a new position in Rambus during the third quarter valued at approximately $282,000. Hollencrest Capital Management bought a new position in shares of Rambus in the third quarter valued at approximately $227,000. Finally, AE Wealth Management LLC lifted its stake in shares of Rambus by 10.5% in the third quarter. AE Wealth Management LLC now owns 5,240 shares of the semiconductor company’s stock worth $546,000 after buying an additional 499 shares during the last quarter. Institutional investors and hedge funds own 88.54% of the company’s stock.

Rambus Stock Up 2.4%

Rambus stock opened at $100.85 on Thursday. The business has a 50 day moving average price of $101.30 and a two-hundred day moving average price of $92.97. Rambus, Inc. has a 12 month low of $40.12 and a 12 month high of $135.75. The stock has a market cap of $10.86 billion, a price-to-earnings ratio of 47.80 and a beta of 1.53.

Key Rambus News

Here are the key news stories impacting Rambus this week:

• Positive Sentiment: Q4 results showed record revenue and margin expansion (HBM4 and DDR5 strength; licensing +23%, product +35%), supporting profitability and cash flow that underpin the company’s reinvestment and long‑term growth thesis. Rambus Inc (RMBS) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Analysts and commentators frame the recent price dip as a “market reset” and a buying opportunity given Rambus’ role as the low‑latency/high‑bandwidth “nervous system” for AI datacenters and supportive institutional buying history. Why Rambus’ Market Reset Might Be the Best News Bulls Get
• Positive Sentiment: Some sell‑side support remains (Rosenblatt reaffirmed a buy and a $130 target), indicating at least one sizable upside thesis among analysts. Benzinga Rosenblatt Note
• Neutral Sentiment: The full earnings call transcript and presentation are available for detailed review of guidance and management commentary — useful for assessing cadence of supply remediation and timing of expected Q2 recovery. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Management flagged Q1 supply‑chain bottlenecks that pressured guidance and triggered a sharp pullback; while they say the issue is corrected, persistence would hurt near‑term revenue and could delay the AI datacenter cadence. Rambus plunges on Q1 supply issue
• Negative Sentiment: Several analysts trimmed forecasts after the release and Q1 guidance miss, signaling increased near‑term estimate risk and contributing to volatility until supply and bookings visibly recover. Analysts Cut Forecasts After Q4

Insider Activity at Rambus

In related news, Director Eric B. Stang sold 5,000 shares of the firm’s stock in a transaction on Friday, November 7th. The stock was sold at an average price of $102.35, for a total value of $511,750.00. Following the completion of the transaction, the director directly owned 24,394 shares of the company’s stock, valued at $2,496,725.90. This trade represents a 17.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 1.00% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently commented on the stock. Susquehanna dropped their target price on shares of Rambus from $100.00 to $90.00 and set a “neutral” rating on the stock in a report on Tuesday. Weiss Ratings raised Rambus from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, January 26th. Cfra Research cut Rambus from a “hold” rating to a “moderate sell” rating in a research report on Monday, December 15th. Wells Fargo & Company increased their target price on Rambus from $73.00 to $115.00 and gave the company an “overweight” rating in a research note on Tuesday, October 28th. Finally, Evercore ISI dropped their price target on Rambus from $126.00 to $119.00 and set an “outperform” rating on the stock in a research report on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, Rambus has an average rating of “Buy” and an average target price of $105.71.

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.