RambusRMBS
About: Rambus Inc is a semiconductor solutions provider offering high-speed, high-security computer chips and Silicon intellectual property. The company's key products include memory interface chips, built for high speed and efficiency; silicon IP, providing high-speed memory and chip-to-chip connection technology; and architecture licenses, which allow customers to use portions of Rambus' patented inventions for their own digital electronics. The firm receives the majority of its revenue from the United States, Taiwan, Asia, Japan, and Singapore.
Employees: 623
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
46% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 104
10% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 70
2% more funds holding
Funds holding: 359 [Q2] → 366 (+7) [Q3]
8% less call options, than puts
Call options by funds: $33.1M | Put options by funds: $36.1M
5.21% less ownership
Funds ownership: 90.17% [Q2] → 84.96% (-5.21%) [Q3]
32% less capital invested
Capital invested by funds: $5.71B [Q2] → $3.87B (-$1.83B) [Q3]
75% less funds holding in top 10
Funds holding in top 10: 4 [Q2] → 1 (-3) [Q3]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Loop Capital Gary Mobley 55% 1-year accuracy 12 / 22 met price target | 36%upside $70 | Buy Initiated | 11 Nov 2024 |
Wells Fargo Gary Mobley 55% 1-year accuracy 12 / 22 met price target | 21%upside $62 | Overweight Initiated | 6 Nov 2024 |
Rosenblatt Kevin Cassidy 42% 1-year accuracy 21 / 50 met price target | 66%upside $85 | Buy Maintained | 29 Oct 2024 |
Rosenblatt Kevin Cassidy 42% 1-year accuracy 21 / 50 met price target | 66%upside $85 | Buy Maintained | 10 Sept 2024 |
Financial journalist opinion
Based on 8 articles about RMBS published over the past 30 days
