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✕ clear all filtersticker: RMBSsentiment: bullishSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Rambus (RMBS) Is Down 19.8% After Record Q2 Results And AI Memory Wins - Has The Bull Case Changed?
Simply Wall St.13d agobullish
Rambus (RMBS) Is Down 19.8% After Record Q2 Results And AI Memory Wins - Has The Bull Case Changed?

Rambus Inc. recently reported second-quarter 2026 results showing revenue of US$207.39 million and net income of US$67.61 million, alongside the completion of a multi-year share repurchase program totaling 14,484,994 shares for US$466.93 million since its November 2020 authorization. The company reinforced its position in high-speed, AI-focused memory solutions by launching complete DDR5 9600 chipsets, securing a key next-generation HBM IP design win with a Tier-1 U.S. hyperscaler, and...

Is Rambus Inc. (RMBS) A Good Stock To Buy Now?
Insider Monkey66d agobullish
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. RMBS’s trailing P/E was 70.47 according to Yahoo Finance. Rambus Inc. (RMBS) is a specialized […]

Assessing Rambus (RMBS) Valuation After A Strong Multi‑Month Share Price Rally
Simply Wall St.75d agobullish
Assessing Rambus (RMBS) Valuation After A Strong Multi‑Month Share Price Rally

Recent performance snapshot Rambus (RMBS) has drawn investor attention after recent share price moves, with the stock up about 30% over the past month and about 46% over the past 3 months, closing at US$145.46. See our latest analysis for Rambus. Looking beyond the recent surge, Rambus shows strong momentum, with a 30-day share price return of 29.69% and a one-year total shareholder return of 172.04%, signaling a sharp re-rating of growth expectations and risk appetite around the stock. If...

Prediction: AI Rally Exhaustion Could Send Rambus Lower
24/7 Wall St.75d agobullish
Prediction: AI Rally Exhaustion Could Send Rambus Lower

Rambus (NASDAQ:RMBS) has been one of the loudest AI memory winners of the past year, with shares up 162.25% over the trailing 12 months and 55.6% year to date. After that move, my proprietary model says the easy money has been made. The 24/7 Wall St. Price Target Says Take Some Off the Table Our ... Prediction: AI Rally Exhaustion Could Send Rambus Lower

Sandisk Insiders Cash In on the AI Stock’s Tremendous Surge
Barrons.com89d agobullish
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 Officer Michael Pokorny sold 2,446 shares on Tuesday for $1,426.18 each, or roughly $3.5 million. Following the transaction, Pokorny directly owned 22,375 Sandisk shares, which were valued at just under $31 million based on Thursday’s closing price of $1,382.72.

8 Out of 9 Analysts Say Buy Rambus. We Say Hold. Here Is the Case for Stepping Aside
24/7 Wall St.90d agobullish
8 Out of 9 Analysts Say Buy Rambus. We Say Hold. Here Is the Case for Stepping Aside

Our Rambus (NASDAQ:RMBS) call lands on the cautious side after a powerful run. The memory interface and semiconductor IP designer has more than doubled in a year as AI infrastructure spending pours into DDR5, HBM, and high-bandwidth memory controllers. Our model says the easy money has already been made. The 24/7 Wall St. price target ... 8 Out of 9 Analysts Say Buy Rambus. We Say Hold. Here Is the Case for Stepping Aside