Rambus

Rambus

Yahoo Finance • 11 days ago

Rambus Is Poised for a Pullback Despite Rising 42% YTD

Quick Read After surging 133% in a year, RMBS earns a SELL rating with a $117.57 price target implying 17% downside from current levels. Rambus's Q1 2026 results show operating margins compressing from 46% to 42%, EPS missing consensus, a... Full story

Yahoo Finance • 14 days ago

Missed Out on the AI Memory Rally? These 3 Stocks Are Just Getting Started.

Memory is the tightest bottleneck in the AI race right now. Insatiable demand for memory has created a supercycle for the ages. Memory chip stocks have skyrocketed, including Micron Technology and Sandisk, up roughly 800% and 4,600% over t... Full story

Yahoo Finance • 26 days ago

Is Rambus Inc. (RMBS) A Good Stock To Buy Now?

Is RMBS a good stock to buy? We came across a bullish thesis on Rambus Inc. on Valueinvestorsclub.com by IdeaLogue. In this article, we will summarize the bulls’ thesis on RMBS. Rambus Inc.'s share was trading at $148.02 as of May 28th. RM... Full story

Yahoo Finance • 2 months ago

SanDisk Stock Is Up 494% This Year. Insiders Are Cashing In on the AI-Fueled Surge.

Sandisk insiders are harvesting gains from a blistering stock rally that has been fueled by artificial-intelligence demand for the company’s memory products. A filing with the Securities and Exchange Commission shows Chief Accounting Offic... Full story

Yahoo Finance • 2 months ago

Sandisk Insiders Cash In on the AI Stock’s Tremendous Surge

Sandisk insiders are harvesting gains from a blistering stock rally that has been fueled by artificial-intelligence demand for the company’s memory products. A filing with the Securities and Exchange Commission shows Chief Accounting Offic... Full story

Yahoo Finance • 2 months ago

8 Out of 9 Analysts Say Buy Rambus. We Say Hold. Here Is the Case for Stepping Aside

Quick Read Rambus (RMBS) reported Q1 FY2026 revenue of $180.19M, up 8.1% YoY, but royalty revenue fell to $69.64M and non-GAAP operating margin compressed to 42% from 46%, triggering a 21.26% stock drop despite the company shipping HBM4E... Full story

Yahoo Finance • 2 months ago

AI Chips Update - AMD's AI Innovations Take Center Stage at 2026 Event

AMD has announced its upcoming flagship event, "Advancing AI 2026," scheduled for July 23, 2026, at the San Francisco Moscone Center. This event will serve as a platform to showcase the latest advancements in AMD's AI solutions, offering b... Full story

Yahoo Finance • 2 months ago

How OpenAI reports are hitting Nvidia, Intel, & other semi stocks

Reports that OpenAI (OPAI.PVT) missed its internal targets have been hitting the larger tech space on Tuesday. Yahoo Finance Senior Reporter Brooke DiPalma, Yahoo Finance Breaking Business News Reporter Jake Conley, and Yahoo Finance Mark... Full story

Yahoo Finance • 2 months ago

Why Rambus Plunged Today

Key Points Rambus announced first quarter earnings last night. While results were solid, they weren't enough to please investors, which had bid up memory-related stocks this year. A sell-side analyst also downgraded shares today. 10 sto... Full story

Yahoo Finance • 2 months ago

Chip stocks' hottest winners are suddenly the weakest links

Tuesday’s chip sell-off is not random. The pressure is hitting the names that had already run the hardest. The PHLX Semiconductor Index (^SOX) had just finished an 18-day winning streak, including 13 straight record highs at the end of th... Full story

Yahoo Finance • 2 months ago

AI Fears and Surging Crude Oil Prices Weigh on Stocks

The S&P 500 Index ($SPX) (SPY) today is down -0.66%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.03%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -1.30%.  June E-mini S&P futures (ESM26) are down -0.63%, and June E-mini Nasd... Full story

Yahoo Finance • 2 months ago

Micron initiated, Rambus downgraded: Wall Street's top analyst calls

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Baird upgraded Old Dominion(ODFL) to Ne... Full story

Yahoo Finance • 2 months ago

Rambus anticipates Q2 non-GAAP EPS of $0.65-$0.73 while projecting $192M-$198M revenue

Earnings Call Insights: Rambus (RMBS) Q1 2026 MANAGEMENT VIEW * “We opened 2026 with a strong first quarter, meeting our financial targets and broadening our portfolio to address the accelerating demands of AI,” said CEO Luc Seraphin,... Full story

Yahoo Finance • 2 months ago

Stocks making the biggest moves after hours: LendingClub, Nucor, Rambus, Bed Bath & Beyond and more

Check out the companies making headlines after the bell : Bed Bath & Beyond — The home goods retailer surged 31% after reporting first-quarter revenue of $247.8 million, beating the $240.1 million analysts polled by FactSet had expected. T... Full story

Yahoo Finance • 2 months ago

Intel's 26-year comeback is a warning for investors chasing today's AI winners: Chart of the Day

Intel (INTC) is partying like it’s 2000. The storied US chipmaker is pushing to fresh highs one day after punching through its first record since August 2000 — a two-and-a-half-decade round trip that turns one of the AI market’s hottest c... Full story

Yahoo Finance • 2 months ago

Here are the major earnings after the close Monday

Major earnings expected after the bell on Monday include: * Celestica (CLS [https://seekingalpha.com/symbol/CLS]) * Nucor Corporation (NUE [https://seekingalpha.com/symbol/NUE]) * Alexandria Real Estate Equities (ARE [https://seekin... Full story

Yahoo Finance • 2 months ago

Rambus Q1 Earnings Preview

* Rambus (RMBS [https://seekingalpha.com/symbol/RMBS]) is scheduled to announce Q1 earnings results on Monday, April 27th, after market close. * The consensus EPS estimate is $0.64, [https://seekingalpha.com/symbol/RMBS/earnings/estima... Full story

Yahoo Finance • 2 months ago

Rambus AGM: Stockholders Elect 4 Directors, Back KPMG and Say-on-Pay as CEO Touts Record 2025

Rambus logo Key Points Stockholders elected four Class 1 directors — Charles Kissner, Meera Rao, Necip Sayiner and Luc Seraphin — and ratified KPMG LLP as the company’s auditor while approving the advisory “say-on-pay.” CEO Luc Seraphin... Full story

Yahoo Finance • 4 months ago

Assessing Rambus (RMBS) Valuation After A Recent Pullback From Strong One Year Gains

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Rambus (RMBS) has been drawing attention after recent share price moves, with the stock down abo... Full story

Yahoo Finance • 4 months ago

Rambus Inc. (RMBS): A Bull Case Theory

We came across a bullish thesis on Rambus Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on RMBS. Rambus Inc.'s share was trading at $104.13 as of February 19th. RMBS’s trailing P/E was 48.33 acc... Full story