New York State Common Retirement Fund Sells 81,526 Shares of Rambus, Inc. $RMBS

New York State Common Retirement Fund cut its position in Rambus, Inc. (NASDAQ:RMBS) by 39.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 125,713 shares of the semiconductor company’s stock after selling 81,526 shares during the period. New York State Common Retirement Fund’s holdings in Rambus were worth $13,099,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of RMBS. Steigerwald Gordon & Koch Inc. purchased a new stake in shares of Rambus during the 3rd quarter worth $25,000. Abound Wealth Management purchased a new position in Rambus in the 3rd quarter valued at approximately $28,000. True Wealth Design LLC boosted its holdings in Rambus by 162.5% in the second quarter. True Wealth Design LLC now owns 420 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 260 shares in the last quarter. Bessemer Group Inc. raised its position in Rambus by 105.8% during the 2nd quarter. Bessemer Group Inc. now owns 463 shares of the semiconductor company’s stock worth $30,000 after buying an additional 238 shares during the last quarter. Finally, Hantz Financial Services Inc. grew its holdings in Rambus by 1,386.0% in the second quarter. Hantz Financial Services Inc. now owns 639 shares of the semiconductor company’s stock valued at $41,000 after purchasing an additional 596 shares during the last quarter. Hedge funds and other institutional investors own 88.54% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on RMBS shares. Wells Fargo & Company upped their price objective on shares of Rambus from $73.00 to $115.00 and gave the company an “overweight” rating in a research report on Tuesday, October 28th. Cfra Research lowered shares of Rambus from a “hold” rating to a “moderate sell” rating in a research note on Monday, December 15th. William Blair assumed coverage on Rambus in a research report on Thursday, January 22nd. They issued an “outperform” rating for the company. Evercore ISI lifted their price target on shares of Rambus from $114.00 to $126.00 and gave the stock an “outperform” rating in a research note on Tuesday, October 28th. Finally, Jefferies Financial Group raised shares of Rambus to a “strong-buy” rating in a report on Tuesday, October 28th. Two equities research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $108.14.

Rambus Stock Performance

NASDAQ:RMBS opened at $113.71 on Tuesday. Rambus, Inc. has a fifty-two week low of $40.12 and a fifty-two week high of $135.75. The stock has a fifty day moving average price of $101.06 and a 200-day moving average price of $92.70. The company has a market cap of $12.24 billion, a price-to-earnings ratio of 53.89 and a beta of 1.53.

Rambus News Summary

Here are the key news stories impacting Rambus this week:

• Positive Sentiment: Q4 revenue grew ~18% year-over-year to $190.2M and the company reported strong gross and operating-profit expansion; operating cash flow was robust (nearly $100M this quarter), supporting balance-sheet strength. Business Wire: Rambus Reports Fourth Quarter and Fiscal Year 2025 Financial Results
• Positive Sentiment: Industry note: William Blair highlighted Rambus’ positioning as a leading DRAM/memory IP supplier, which supports longer-term demand assumptions for the company’s IP and licensing businesses. MSN: William Blair Notes Rambus Positioned as Top DRAM Memory Supplier
• Neutral Sentiment: Some outlets initially reported modest aftermarket strength as investors parsed results and cash metrics; analyst coverage remains largely favorable overall (multiple buy/outperform ratings still on file). QuiverQuant: Stock Rises on Q4 Earnings
• Neutral Sentiment: Company materials and the conference call are available for investors who want detail on product mix (licensing vs. products) and margin drivers; review slides/call for management’s commentary on supply, demand, and timing. Press Release / Slide Deck
• Negative Sentiment: Reported EPS missed consensus (~$0.68) — company reported about $0.58–$0.59 a share — which disappointed investors expecting stronger margin leverage. Investing.com: Rambus Shares Tumble After In-Line Earnings Report
• Negative Sentiment: Forward revenue guidance was below Street expectations — company guided to roughly $171M–$189M for the coming quarter versus ~$190.7M consensus — signaling softer near-term demand and prompting a sharp after-hours sell-off. MSN: This Mid-Cap Stock Rambus Is Nosediving More Than 15% After Hours
• Negative Sentiment: Multiple news outlets reported a large after-hours decline (more than 15%), reflecting the market reaction to the EPS miss + softer revenue outlook. Higher-than-normal trading volume indicates the move is sentiment-driven. MSN: Rambus Nosediving After Hours

Insider Activity at Rambus

In other Rambus news, Director Eric B. Stang sold 4,000 shares of the firm’s stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $111.78, for a total value of $447,120.00. Following the completion of the sale, the director owned 20,394 shares of the company’s stock, valued at approximately $2,279,641.32. This trade represents a 16.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 1.00% of the stock is currently owned by insiders.

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.