Rambus (RMBS) Projected to Post Quarterly Earnings on Monday

Rambus (NASDAQ:RMBS) is expected to be posting its Q2 2026 results after the market closes on Monday, July 27th. Analysts expect the company to announce earnings of $0.71 per share and revenue of $199.2960 million for the quarter. Individuals can check the company’s upcoming Q2 2026 earning report page for the latest details on the call scheduled for Monday, July 27, 2026 at 5:00 PM ET.

Rambus (NASDAQ:RMBS) last posted its quarterly earnings results on Monday, April 27th. The semiconductor company reported $0.63 EPS for the quarter, topping analysts’ consensus estimates of $0.61 by $0.02. Rambus had a net margin of 31.90% and a return on equity of 17.41%. The company had revenue of $180.19 million for the quarter, compared to analysts’ expectations of $179.94 million. On average, analysts expect Rambus to post $2 EPS for the current fiscal year and $3 EPS for the next fiscal year.

Rambus Trading Down 7.0%

Shares of NASDAQ RMBS opened at $96.01 on Friday. The firm has a market cap of $10.38 billion, a price-to-earnings ratio of 45.72 and a beta of 1.84. Rambus has a 1-year low of $62.81 and a 1-year high of $174.10. The stock has a fifty day simple moving average of $128.78 and a two-hundred day simple moving average of $114.28.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the company. Robert W. Baird cut Rambus from an “outperform” rating to a “neutral” rating and set a $120.00 price objective on the stock. in a research note on Tuesday, April 28th. Rosenblatt Securities increased their target price on shares of Rambus from $130.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, April 28th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Rambus in a research note on Friday, June 5th. Evercore reiterated an “outperform” rating and issued a $172.00 price objective on shares of Rambus in a research note on Tuesday, April 28th. Finally, Wells Fargo & Company upped their price target on Rambus from $115.00 to $145.00 and gave the company an “overweight” rating in a research report on Tuesday, April 28th. Two investment analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $134.75.

Insider Transactions at Rambus

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

Hedge Funds Weigh In On Rambus

Large investors have recently modified their holdings of the company. Pacer Advisors Inc. boosted its stake in Rambus by 8.5% in the fourth quarter. Pacer Advisors Inc. now owns 20,459 shares of the semiconductor company’s stock worth $1,880,000 after buying an additional 1,595 shares in the last quarter. Virtu Financial LLC bought a new stake in shares of Rambus in the 4th quarter worth approximately $253,000. Invesco Ltd. boosted its stake in shares of Rambus by 70.6% in the 4th quarter. Invesco Ltd. now owns 4,148,653 shares of the semiconductor company’s stock valued at $381,220,000 after purchasing an additional 1,716,621 shares in the last quarter. Corient Private Wealth LLC boosted its stake in shares of Rambus by 2.1% in the 4th quarter. Corient Private Wealth LLC now owns 6,538 shares of the semiconductor company’s stock valued at $601,000 after purchasing an additional 133 shares in the last quarter. Finally, Mercer Global Advisors Inc. ADV boosted its stake in shares of Rambus by 17.9% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 9,145 shares of the semiconductor company’s stock valued at $840,000 after purchasing an additional 1,386 shares in the last quarter. 88.54% of the stock is owned by hedge funds and other institutional investors.

Rambus Company 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.