/RMBS

Rambus Inc

RMBS

$86.97USD↑+1.90%+1.62 today

MARKET CAP

9.4B

P/E (TTM)

41.4x

FWD P/E

—

DAY RANGE

$86 – $88

52W RANGE

$78

$174

AI Summary

Stalk

StalkMedium

RMBS remains in a Stage 2 advancing phase with a long-term uptrend intact, underpinned by higher highs and higher lows. The medium-term bias is Bullish, supported by rising EMAs and the 50 DMA, but short-term price action is neutral after a corrective dip into the 9 EMA and 21 EMA zone, indicating that engagement should be deferred and focused on pullbacks to dynamic support.

↑Q2 revenue of $207.4M (+20% YoY) marked first quarter above $200M.
↑Product revenue grew 22% YoY to $99.2M, driven by DDR5 demand.
↓Negative earnings yield and weak book-to-price indicate valuation risk.

Full analysis →

Buying

9

institutions

Selling

7

institutions

New Positions

3

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

Institution↕	Action↕	Shares Held↕	Value↓	Change↕	Chg %↕	Weight↕
BI Blackrock, Inc. Q2 2026	SELL	13.96 M	1.85 B	+-2.34 M	+32.1%	0.03%
JC Jpmorgan Chase & Co Q2 2026	BUY	2.10 M	260.99 M	+264.92 K	+78.2%	0.02%
AC Aqr Capital Management LLC Q2 2026	SELL	1.21 M	152.48 M	+-39.45 K	+46.7%	0.05%
CA Citadel Advisors LLC Q2 2026	BUY	877.75 K	116.51 M	+760.16 K	+1051.7%	0.01%
FA Fisher Asset Management, LLC Q2 2026	SELL	705.85 K	93.69 M	+-32.51 K	+47.5%	0.03%
MM Millennium Management LLC Q2 2026	BUY	513.72 K	68.19 M	+367.40 K	+441.7%	0.03%
JH Janus Henderson Group Plc Q1 2026	BUY	717.78 K	61.75 M	+338.27 K	+77.1%	0.02%
SR Shannon River Fund Management LLC Q2 2026	SELL	291.71 K	38.72 M	+-42.10 K	+34.8%	3.46%
CP California Public Employees Retirement System Q2 2026	BUY	230.00 K	30.53 M	+2.73 K	+56.1%	0.02%
DF Duquesne Family Office LLC Q2 2026	BUYNEW	173.00 K	22.96 M	+173.00 K	+0.0%	0.44%
RC Rockefeller Capital Management L.P. Q2 2026	BUY	96.05 K	12.75 M	+593.00	+55.3%	0.02%
BH Brevan Howard Capital Management LP Q2 2026	BUYNEW	43.10 K	5.72 M	+43.10 K	+0.0%	0.04%
MG Man Group Plc Q2 2026	SELL	38.61 K	5.13 M	+-100.52 K	-57.2%	0.01%
HS Hussman Strategic Advisors, Inc. Q2 2026	BUYNEW	14.70 K	1.95 M	+14.70 K	+0.0%	0.45%
BA Bridgewater Associates, LP Q2 2026	SELL	3.87 K	513.84 K	+-47.98 K	-88.5%	0.00%
TR T. Rowe Price Investment Management, Inc. Q2 2026	SELL	0.00	0.00	+-2.39 M	-100.0%	0.00%