Insider buying last 90 days
No open-market insider purchases were filed for RMBS in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every RMBS insider filing, plotted on the chart in Gekko.Open RMBS in Gekko
NASDAQ: RMBS
Rambus (RMBS) Stock Analysis & Forecast
Sep 28 close
$102.12−3.04 (−2.9%)
Gekko Brief
AI summaryRambus this week draws attention on two fronts: a new MIPI partnership with M31 Technology Corporation, integrating Rambus' MIPI CSI and DSI controllers into imaging subsystems, and heightened options market activity that has prompted questions about what traders may be positioning for. Separately, the stock's exit from the PHLX Semiconductor Index affected trading flows rather than core business demand. A director, Charles Kissner, also filed to sell shares under a Rule 10b5-1 plan and a related Rule 144 notice.
The stock closed at $102.12, down 2.9%, sitting between its 50-day average of $93.22 and 200-day average of $107.75. Over the past month it has gained 12.1%, though it remains down 17.6% over three months and up 13.8% over six months, with a 52-week range of $77.89 to $174.10. The GekkoIndex reads 50.6, placing it in the Neutral zone after a five-point pullback over five sessions. Price sits about 1% above Gekko Fair Value of $101.12.
Rambus next reports earnings on 26 October, 27 days out, within a typical 20-trading-day holding window; its last report beat estimates with $0.64 versus $0.58 expected, though shares reacted -8.6%. Consensus among five analysts is unanimously Buy-rated, with a consensus target of $147.86. Seasonality over five years shows an average 20-day gain of 4.5%, positive in 4 of those years. No insider, Congress, or unusual options data appear in the current window.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Rambus price vs fair value
Close $102.12200-day averageGekko Fair Value $101.12
Rambus quick facts
- Market cap
- $11.08B
- P/E ratio
- 47.3
- Forward P/E
- 24.2
- EPS, TTM
- $2.21
- Revenue, TTM
- $756.3M
- Profit margin
- 31.7%
- Dividend yield
- —
- Beta
- 1.87
- Volume
- 1.80M avg 2.70M
- 1-year return
- +1.3%
- Typical daily move
- ±5.3%
- Typical 20-day move
- ±9.3%
- 50-day average
- $93.22
- 200-day average
- $107.75
- Next earnings
- Oct 26 after close
- Shares outstanding
- 108.5M
Rambus swing-trade checklist
Rambus scores 1 supportive, 3 mixed and 1 headwind across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
1 supportive3 mixed1 headwind
- Trendmixed
Averages disagree
Close $102.12 sits between the 50-day ($93.22) and 200-day ($107.75) averages, or the averages disagree.
See the chart - GekkoIndexmixed
50.6, Neutral
Reading 50.6 is in the Neutral zone.
See the GekkoIndex - Fair valuemixed
1.0% above
Price is within 5% of Gekko Fair Value (1% above).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings riskheadwind
Reports in 27 days
Reports on Oct 26, 2026, 27 days away — inside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+4.5% on average
From this point in the calendar, the next 20 trading days averaged +4.5% over 5 years, rising in 4 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Rambus stock chart and price history
Rambus closed at $102.12 on Sep 28, 2026, +1.3% over the past year, inside a 52-week range of $77.89 to $174.10.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- +12.1%
- 3 months
- −17.6%
- 6 months
- +13.8%
- 1 year
- +1.3%
The full RMBS chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open RMBS in Gekko
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About Rambus
Rambus designs semiconductor products used to move and protect data in computing systems. Its main hardware line covers DDR memory interface chips, including DDR5, DDR4 and DDR3 variants, which go to companies that build memory modules and to original equipment manufacturers. Alongside these chips, Rambus is known for licensing silicon intellectual property covering interface and security functions used in demanding data applications.
Beyond chips and licensed IP, Rambus supplies physical interface and digital controller designs that support integrated memory and interconnect subsystems, and it holds a broad set of patents covering memory architecture, high-speed serial links and security technology. Its customers include module makers and OEMs, and it reaches them through a direct sales force as well as outside distributors, combining product sales with technology licensing as revenue sources.
The company operates in the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore and China, was established in 1990, and is headquartered in San Jose, California. Its shares are listed on the NASDAQ under the ticker RMBS.
- Listed
- NASDAQ
- Sector
- Electronic technology
- Industry
- Semiconductors
- Website
- rambus.com
Rambus GekkoIndex: the smart money zone
Rambus’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 50.6, in the Neutral zone, down 3.2 points over five sessions.
50.6Neutral
Down 3.2 points over five sessions.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 18 | +4.5% | +5.9% | ||
| Accumulation | 250 | +0.2% | +1.3% | ||
| Neutral (current zone) | 359 | +1.1% | +3.3% | ||
| Distribution | 44 | −2.0% | −3.5% | ||
| Selling | 1 | Too few readings yet | |||
Average RMBS share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.
Neutral zone: No clear directional signal. About the five zones →
See every daily GekkoIndex reading plotted over the RMBS price, zone by zone.Track RMBS in Gekko
Is Rambus stock overvalued? Gekko Fair Value
Rambus trades 1.0% above Gekko Fair Value of $101.12, so the shares are about fair value on Gekko’s estimate.
Gekko’s own estimate of what Rambus shares are worth, recalculated every trading day.
$101.12
Gekko Fair Value, Sep 26, 2026
1.0% above fair value · About fair value
Gekko Fair Value on every chart, with the gap to price updating daily.Open RMBS in Gekko
Rambus insider and Congress trading
No open-market insider purchases were filed for Rambus, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in RMBS were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for RMBS, plotted on the chart in Gekko.Open RMBS in Gekko
Buybacks
Rambus has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $387K
- As a share of market cap
- 0.00%
From company filings.
Hedge funds and billionaires quarter ended Jun 30
2of the funds Gekko tracks hold RMBS.
0added1opened1trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko
Rambus earnings: next date and track record
Rambus reports on Oct 26, 2026, after the close (27 days away), and beat the EPS estimate in 5 of its last 8 reports.
Next earnings report
Oct 26, 2026
Expected after the close, 27 days away
- EPS estimate
- $0.78
- Revenue estimate
- $213.2M
5 of 8reports beat the EPS estimate
±11.9%average move across the report
3 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Jul 27, 2026 AI summary
- What they said
- Rambus delivered an excellent Q2 FY2026 with record revenue ($207.4M, +20% YoY, +15% QoQ) and record non-GAAP EPS ($0.77, +24% YoY), beating the high end of guidance. Strength was broad-based across product revenue ($99.2M, +22% YoY), royalties ($84.2M), and silicon IP, supported by solid cash from operations. Management highlighted secular demand driven by AI and data center trends (inference, agentic AI, heterogeneous compute) and multiple growth vectors: companion chips, MRDIMM, DDR5/Gen5 subgenerations, and licensing wins (PCIe Gen7, HBM controllers, hyperscaler IP engagements). The company reiterated its long-term model (product gross margins 60–65%) and provided quarter-by-quarter guidance, citing Q3 year-over-year growth of ~20%. Management emphasized strong execution but was cautious around supply-chain tightness, lead times, and the timing of platform ramps into 2027.
- Guidance
- Q3 guidance indicates ~20% year-over-year revenue growth. Silicon IP expected to grow ~10–15% annually. Long-term product gross margin model remains 60–65%. Management will continue to provide quarter-by-quarter guidance and will not give multi-quarter numeric outlooks; MRDIMM contribution expected minimal in Q4 and more material in 2027.
- Risks flagged
- Supply-chain tightness and lengthening lead times; uncertainty in platform ramp timing (impacting MRDIMM and other new product adoption); potential constrained supply into 2026–2027; modest near-term mix and margin fluctuations due to product mix and inventory strategies; possible inventory over-ordering in memory market (investors' concern) though company sees no customer inventory build-up now.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Jul 27, 2026 | $0.64 est $0.58 | $207.4M est $199.3M | −8.6% |
| Apr 27, 2026 | $0.63 est $0.51 | $180.2M est $179.9M | −29.8% |
| Feb 2, 2026 | $0.68 est $0.68 | $190.2M est $188.2M | −13.5% |
| Oct 27, 2025 | $0.63 est $0.63 | $178.5M est $176.0M | −1.6% |
| Jul 28, 2025 | $0.60 est $0.61 | $172.2M est $175.7M | +16.4% |
| Apr 28, 2025 | $0.59 est $0.55 | $166.7M est $166.2M | −3.3% |
| Feb 3, 2025 | $0.59 est $0.56 | $161.1M est $160.7M | +4.6% |
| Oct 28, 2024 | $0.66 est $0.51 | $145.5M est $160.1M | +17.2% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Rambus stock forecast and analyst price targets
Analysts’ average 12-month price target for Rambus is $147.86, +44.8% from the last close, from 5 firms rating the stock in the last 90 days.
$147.86consensus 12-month target, +44.8% from the last close
Now $102.12Avg $147.86
Low $145High $165
Each firm’s latest rating in the last 90 days: 5 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Aug 31 | William Blair | — | — |
| Jul 28 | William Blair | — | — |
| Jul 28 | Wells Fargo | $145 | +42.0% |
| Jul 28 | Jefferies | $145 | +42.0% |
| Jul 15 | Benchmark Co. | $165 | +61.6% |
+3.3%average 20-day move after past Neutral readings
+4.5%average move over the next 20 trading days in the last 5 years
±5.3%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Rambus seasonality: the next 20 trading days
Over the next 20 trading days from Sep 29, Rambus averaged +4.5% across the last 5 years, rising in 4 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +2.0% | 2 of 5 |
| Next 10 trading days | +0.3% | 3 of 5 |
| Next 15 trading days | −0.6% | 2 of 5 |
| Next 20 trading days | +4.5% | 4 of 5 |
| Next 30 trading days | +20.9% | 5 of 5 |
For scale, RMBS’s typical 20-trading-day move in either direction is about 9.3%.
Rambus market cap and key statistics
Rambus’s market cap is $11.08B, with a P/E ratio of 47.3 and revenue of $756.3M over the last twelve months.
Valuation
- Market cap
- $11.08B
- P/E ratio
- 47.3
- Forward P/E
- 24.2
- EPS, TTM
- $2.21
- Gekko Fair Value
- $101.12
Trading
- Volume
- 1.80M
- Avg volume, 20 days
- 2.70M
- 52-week high
- $174.10
- 52-week low
- $77.89
- Shares outstanding
- 108.5M
Financials
- Revenue, TTM
- $756.3M
- Profit margin
- 31.7%
- Return on equity
- 17.8%
- Quarterly earnings growth, YoY
- +15.1%
Risk and income
- Beta
- 1.87
- Typical daily move
- ±5.3%
- Typical 20-day move
- ±9.3%
Rambus stock news this week
Coverage of Rambus this week reads neutral: 2 positive, 3 neutral and 0 negative headlines.
- Do Options Traders Know Something About Rambus Stock We Don't?Zacks Investment Research, Sep 28
- MIPI Partnership Could Be A Game Changer For Rambus Stock (RMBS)Simply Wall Street, Sep 24
- Rambus Director Charles Kissner Executes Sale of 5,000 Shares Under Rule 10b5-1 PlanKalkine Media, Sep 24
- Rambus (RMBS) Stock Climbs As Wall Street Engagement DeepensStocksToTrade, Sep 23
- $525K Rambus (NASDAQ: RMBS) stock sale planned by Charles KissnerStock Titan, Sep 23
- Rambus Jumps 8.2% Amid Sector-Wide RallyAlphaStreet, Sep 22
Rambus peers
Rambus’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| NVDANVIDIA | Neutral | 13.2% below |
| AVGOBroadcom | Accumulation | 2.3% below |
| MUMicron Technology | Neutral | 4.7% above |
| AMDAdvanced Micro Devices | Neutral | 19.9% above |
| INTCIntel | Neutral | 19.1% above |
| TXNTexas Instruments | Neutral | 7.4% above |
A peer links to its own page where one exists.
Rambus stock FAQ
What is Rambus’s market cap?
Rambus’s market cap is $11.08B at the Sep 28, 2026 close of $102.12, with 108.5M shares outstanding. The shares trade on a P/E ratio of 47.3.
What is the Rambus stock forecast?
The consensus analyst 12-month price target for Rambus is $147.86, +44.8% from the last close. Of the 5 firms that rated the stock in the last 90 days, 5 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Rambus stock overvalued or undervalued?
On Gekko’s estimate Rambus is about fair value: the Sep 28, 2026 close of $102.12 is 1.0% above Gekko Fair Value of $101.12. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Rambus report earnings next?
Rambus is expected to report on Oct 26, 2026, after the market closes (27 days away). Analysts expect earnings of $0.78 per share on revenue of $213.2M. Rambus beat the earnings estimate in 5 of its last 8 reports, moving 11.9% on average across the report.
What is Rambus’s 52-week high and low?
Rambus’s 52-week high is $174.10 and its 52-week low is $77.89; it closed at $102.12 on Sep 28, 2026, +1.3% over the past year.
Is Rambus stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 1 of the 5 items with data read as supportive (seasonality), 3 as mixed (trend, gekkoindex and fair value) and 1 as a headwind (earnings risk). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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