Rambus

Rambus

Yahoo Finance • 2 days ago

Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’

Quick Read Three major hedge funds piled into TSM while dumping AVGO, with TSM gaining 41% YTD versus AVGO's 8% single-week drop. Druckenmiller exited Intel and Micron while opening new positions in LRCX, AMD, and Entegris, signaling sele... Full story

Yahoo Finance • 3 days ago

Rambus Stock Has Been on a Wild Ride. Here’s What Happens Next

Quick Read Rambus earns a BUY at $113 on record Q2 revenue of $207 million, 20% growth, and a Tier 1 hyperscaler HBM design win. Credo Technology offers faster AI-connectivity growth but commands a premium valuation, while Lattice Semicon... Full story

Yahoo Finance • 14 days ago

Rambus’s (RMBS) Margin Problem: When Record Revenue Isn’t the Whole Story

Memory bandwidth and GPU processing power have been a key hardware bottleneck for AI infrastructure advancement. As server designs move to high-density DDR5 standards and High Bandwidth Memory configurations to support AI workloads, specia... Full story

Yahoo Finance • 19 days ago

Prediction: Where Will Rambus End The Year?

Quick Read RMBS crashed 33% despite beating every Q2 estimate, and now trades at $83 with a BUY target of $116 and 90% confidence. RMBS trades at a forward P/E of 24, which is half of MRVL at 47 and well below CRDO at 35, despite deliveri... Full story

Yahoo Finance • 21 days ago

Stocks making the biggest moves premarket: Coca-Cola, Sherwin-Williams, Johnson & Johnson & more

Check out the companies making headlines before the bell: Coca-Cola — Shares popped 2% after the beverage company topped earnings expectations and hiked its full-year outlook. Coca-Cola posted adjusted earnings per share of 97 cents, more... Full story

Yahoo Finance • 21 days ago

Rambus expects Q3 revenue of $210M-$216M while projecting non-GAAP EPS of $0.75-$0.82

Earnings Call Insights: Rambus (RMBS) Q2 2026 MANAGEMENT VIEW * CEO Luc Seraphin said Rambus “deliver[ed] a new all-time high in revenue and non-GAAP earnings and beating the high end of our guidance ranges,” adding that Q2 marked “the... Full story

Yahoo Finance • 22 days ago

Stocks making the biggest moves after hours: Cadence Design Systems, Rambus, Welltower and more

Check out the companies making headlines after hours. Cadence Design Systems — Shares of the chip design company popped more than 4% after Cadence Design posted second quarter earnings of $2.11 per share, excluding items, topping the LSEG... Full story

Yahoo Finance • 22 days ago

Crypto Treasury Firms Pivot to AI in Bid to Win Back Investors

(Bloomberg) -- The implosion of the once-hot market for cryptocurrency treasury stocks is prompting a number of firms to pivot to artificial intelligence in an attempt to win back investors. So far, it isn't working. Most Read from Bloomb... Full story

Yahoo Finance • 25 days ago

Rambus Q2 2026 Earnings Preview

* Rambus (RMBS [https://seekingalpha.com/symbol/RMBS]) is scheduled to announce Q2 earnings results on Monday, July 27th, after market close. * The consensus EPS Estimate is $0.71 [https://seekingalpha.com/symbol/RMBS/earnings/estimate... Full story

Yahoo Finance • 28 days ago

Wall Street Keeps Warming to Rambus Stock. Here’s Our Price Target

Quick Read Rambus (RMBS) tumbled 28% from its June high, creating a BUY entry at $100.85 with a $109.40 price target and 90% confidence. Rambus trades at 24x forward earnings, cheaper than Marvell (MRVL) at 47x yet commanding a deserved p... Full story

Yahoo Finance • last month

Rambus Gains Momentum on Rising AI Memory Bandwidth Needs

Quick Read RMBS fell 28% from its June peak but holds a BUY rating, with a $108.43 base target and bull case reaching $173. Astera Labs trades at a P/E of 283 versus Rambus's forward P/E of 24, while Marvell's hyperscaler demand signals a... Full story

Yahoo Finance • last month

Here Are Thursday’s Top Wall Street Analyst Research Calls: Alphabet, BlackRock, Etsy, Flex, Lululemon Athletica, Meta Platforms, Okta, Palo Alto Networks, and More

Quick Read A 0.3% June PPI drop lifted all major indices, but escalating U.S.-Iran hostilities near the Strait of Hormuz threaten to reverse those inflation gains. JPMorgan raised BLK to Overweight with a $1,364 target, while Truist cut L... Full story

Yahoo Finance • last month

Rambus (RMBS) Stock Could Be 32% Overvalued As AI Memory Optimism Builds

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Rambus stock has surged over the past few years, yet after that strong run the main valuation ch... Full story

Yahoo Finance • 2 months 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 • 2 months 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 • 2 months 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 • 3 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 • 3 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 • 3 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 • 4 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