Ranger Investment Management L.P. Has $19.30 Million Holdings in Rambus, Inc. $RMBS

Ranger Investment Management L.P. grew its stake in Rambus, Inc. (NASDAQ:RMBS) by 135.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 224,365 shares of the semiconductor company’s stock after acquiring an additional 128,875 shares during the period. Ranger Investment Management L.P.’s holdings in Rambus were worth $19,302,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. Acumen Wealth Advisors LLC bought a new position in Rambus in the 4th quarter worth approximately $25,000. Torren Management LLC bought a new position in Rambus in the 4th quarter valued at $26,000. Spire Wealth Management boosted its position in Rambus by 199.0% in the 4th quarter. Spire Wealth Management now owns 302 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 201 shares during the last quarter. University of Texas Texas AM Investment Management Co. acquired a new stake in shares of Rambus in the 4th quarter valued at $28,000. Finally, IFP Advisors Inc increased its stake in shares of Rambus by 126.7% in the 3rd quarter. IFP Advisors Inc now owns 442 shares of the semiconductor company’s stock valued at $47,000 after buying an additional 247 shares during the period. 88.54% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, Director Emiko Higashi sold 10,000 shares of the business’s stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $160.50, for a total transaction of $1,605,000.00. Following the completion of the transaction, the director directly owned 49,519 shares in the company, valued at approximately $7,947,799.50. The trade was a 16.80% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Xianzhi Sean Fan sold 37,914 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $151.69, for a total value of $5,751,174.66. Following the completion of the sale, the executive vice president directly owned 168,358 shares of the company’s stock, valued at approximately $25,538,225.02. This trade represents a 18.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 62,914 shares of company stock worth $9,724,775 in the last ninety days. 0.75% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Benchmark reaffirmed a “buy” rating on shares of Rambus in a research note on Tuesday. Glj Research set a $165.00 price objective on Rambus in a research report on Tuesday. Robert W. Baird cut Rambus from an “outperform” rating to a “neutral” rating and set a $120.00 price objective for the company. in a report on Tuesday, April 28th. Jefferies Financial Group upped their target price on shares of Rambus from $120.00 to $145.00 and gave the company a “buy” rating in a research report on Tuesday, April 28th. Finally, Wells Fargo & Company raised their target price on shares of Rambus from $115.00 to $145.00 and gave the company an “overweight” rating in a research note on Tuesday, April 28th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $139.78.

Rambus Stock Down 9.0%

RMBS stock opened at $87.75 on Wednesday. The business’s fifty day moving average is $127.54 and its 200-day moving average is $114.37. The company has a market cap of $9.49 billion, a P/E ratio of 40.25 and a beta of 1.84. Rambus, Inc. has a twelve month low of $65.31 and a twelve month high of $174.10.

Rambus (NASDAQ:RMBS) last posted its quarterly earnings results on Monday, April 27th. The semiconductor company reported $0.63 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.61 by $0.02. Rambus had a return on equity of 18.28% and a net margin of 31.69%.The business had revenue of $180.19 million for the quarter, compared to analyst estimates of $179.94 million. Research analysts anticipate that Rambus, Inc. will post 2.44 earnings per share for the current fiscal year.

Trending Headlines about Rambus

Here are the key news stories impacting Rambus this week:

• Positive Sentiment: Rambus exceeded expectations. Q2 revenue rose 20.4% year over year to approximately $207.4 million, above the roughly $199.3 million consensus estimate. Non-GAAP EPS was $0.77, ahead of the $0.72 consensus and up from $0.60 a year earlier. Rambus: Another AI Phoenix Ready to Rise From the Ashes of Correction
• Positive Sentiment: AI and data-center demand is accelerating growth. Record product sales, strong DDR5 momentum and increasing demand for memory solutions used in artificial-intelligence infrastructure supported the quarter. Rambus also highlighted expanding opportunities for its silicon intellectual-property business. Rambus Q2 Results Highlight AI-Fueled Growth Strategy
• Positive Sentiment: Management provided an upbeat third-quarter outlook. The guidance suggests continued growth, while Rosenblatt Securities reaffirmed its Buy rating and maintained a $165 price target, indicating substantial potential upside from the recent trading level. Rosenblatt Securities rating update
• Neutral Sentiment: The earnings beat and guidance reinforce the long-term AI-memory growth narrative, but the market’s reaction suggests investors may have expected an even larger upside surprise. Rambus trades at a premium valuation, making the shares sensitive to changes in growth expectations. Rambus Q2 Earnings Surpass Estimates, Revenues Rise Year over Year
• Negative Sentiment: The immediate pullback indicates a possible “sell-the-news” reaction. Despite the beat-and-raise quarter, investors may be locking in gains following the stock’s earlier advance, while elevated expectations and valuation are limiting the benefit of the positive results. Rambus Q2 2026 Earnings Call Highlights

Rambus Profile

Rambus Inc is a technology licensing company specializing in semiconductor and system-level interface solutions. Founded in 1990 by Stanford University researchers Mike Farmwald and Mark Horowitz, Rambus established its headquarters in Sunnyvale, California. The company initially gained prominence by developing high-speed DRAM interface technology and securing a broad patent portfolio covering memory architecture, data signaling and power management innovations.

Today, Rambus licenses its proprietary intellectual property (IP) to semiconductor companies, original equipment manufacturers (OEMs) and system integrators worldwide.