Rambus (RMBS)

• Market cap: $4.91B
• 1 day: -0.44%
• 5 days: -0.20%
• 1 month: -16.13%
• 3 months: -26.16%
• 6 months: 7.07%
• Year to date: -14.54%
• 1 year: -20.14%
• 5 years: 269.90%
• 10 years: 254.14%
• Sector: Technology
• Industry: Semiconductors

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: 712

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

45% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 51

29% more capital invested

Capital invested by funds: $3.88B [Q3] → $5.02B (+$1.13B) [Q4]

4% more funds holding

Funds holding: 371 [Q3] → 386 (+15) [Q4]

3.91% more ownership

Funds ownership: 85.11% [Q3] → 89.02% (+3.91%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

6% less call options, than puts

Call options by funds: $37.8M | Put options by funds: $40.4M

19% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 149

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $70 53% upside
• Avg. target: $78 71% upside
• High target: $92 101% upside

3 analyst ratings

• positive: 3 100%
• neutral: 0 0%
• negative: 0 0%

Susquehanna Mehdi Hosseini 18% 1-year accuracy 7 / 38 met price target	53% upside $70	Positive Maintained	4 Feb 2025
Wells Fargo Gary Mobley 14% 1-year accuracy 3 / 21 met price target	60% upside $73	Overweight Maintained	4 Feb 2025
Rosenblatt Kevin Cassidy 7% 1-year accuracy 6 / 81 met price target	101% upside $92	Buy Maintained	4 Feb 2025