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 Q2 SEC filings by fund managers ($100M+ AUM)
27% more call options, than puts
Call options by funds: $50.6M | Put options by funds: $39.9M
0% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]
0.05% less ownership
Funds ownership: 89.19% [Q1] → 89.14% (-0.05%) [Q2]
2% less funds holding
Funds holding: 368 [Q1] → 359 (-9) [Q2]
5% less capital invested
Capital invested by funds: $5.97B [Q1] → $5.64B (-$327M) [Q2]
14% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 63
19% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 148
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Rosenblatt Kevin Cassidy 56% 1-year accuracy 20 / 36 met price target | 99%upside $85 | Buy Maintained | 10 Sept 2024 |
Susquehanna Mehdi Hosseini 52% 1-year accuracy 16 / 31 met price target | 55%upside $66 | Positive Maintained | 26 Jul 2024 |
Financial journalist opinion
Based on 5 articles about RMBS published over the past 30 days