Rambus.
company
- Reports this week
- 2
- Active events
- 2
- Connections
- 34
What's happening
Active this week
Earlier this month
One to three months ago
-
Rambus and Lattice Semiconductor secured a design win for next-generation High-Bandwidth Memory (HBM) from a Tier 1 hyperscaler.Some support1 report
-
Rambus reported insider buying and selling activity via required SEC filings on July 29, 2026.Some support2 reports
-
Multiple companies reported financial results on July 28, 2026, including earnings beats for Rambus, Cadence, and Coca-Cola; Sherwin-Williams beat expectations; and J&J rose after settling lawsuits.Some support1 report
-
Rambus, Cadence, and Nucor among others reported financial results on July 27, 2026, including earnings beats and guidance cuts.Some support1 report
-
Market analysts compared P/E ratios for Rambus and Astera Labs, noting that hyperscaler demand supports revenue growth.Some support1 report
-
Jefferies Financial Group boosted its target price for Rambus stock.Some support1 report
-
BlackRock holds over 15% of Rambus shares, which provides solutions supporting Agentic-AI for CPUs.Well supported4 reports
-
Rambus is licensing intellectual property (IP) for high-speed connectivity, involving key players in the chip manufacturing sector, including Micron Technology and Lam Research.Some support3 reports1 development inside
-
Micron's revenue growth validates the market for chipsets.Some support2 reports
Gone quiet
No new reports in 90+ daysNo events began in the chosen period. Widen it, or reset.
Around Rambus this week
News at the entities that move Rambus most-
Securities and Exchange Commission StructuralBlackRock, the manager of the iShares Core MSCI EAFE ETF, has made required filings with the Securities and Exchange Commission regarding institutional holdings.Moves Rambus
-
Jefferies Financial Group Mentioned togetherApple Inc. stock is traded on Nasdaq, and Jefferies Financial Group restated a hold rating on the company.Moves Rambus
-
Intel StructuralIntel announced major partnerships with Apple and Tesla, alongside executive appointments, including Lee as VP.Moves Rambus
-
Lattice Semiconductor OperationalTD Cowen and Jefferies raised their price targets and gave buy ratings for Lattice Semiconductor.Moves Rambus
-
Bill McLean Mentioned togetherBill McLean discussed Canadian trade dynamics and beef imports on September 22, 2026, as advocacy efforts influenced federal farm legislation.Moves Rambus
-
BlackRock StructuralHeemskerk heads the Climate Change Centre at ECB, and a BlackRock executive issues a similar climate warning.Moves Rambus
Connections
The 18 strongest of 34, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Micron Technology Structural
Rambus provides critical PMIC components and licensed IP necessary for Micron's LPCAMM2 modules and high-speed connectivity products.
-
Securities and Exchange Commission Structural
Rambus must comply with formal disclosure requirements mandated by the Securities and Exchange Commission.
-
CPU Structural
Rambus provides specialized, enabling chipsets and solutions that are integrated into the operational context of CPUs for high-performance and Agentic AI applications.
-
BlackRock Structural
BlackRock holds a significant ownership stake (over 15%) in Rambus.
-
Intel Structural
Rambus technology is functionally required and integrated into the AI PC product lines powered by Intel processors.
-
Synopsys Operational
Both companies operate as high-tech peers in the market, engaging in competitive activities.
-
San Jose Shared context
Rambus is located and headquartered in San Jose, California.
-
Lam Research Mentioned together
Both companies are identified as key players within the chip manufacturing industry.
Show all 18 connections
-
Craig Barrett Operational
Craig Barrett criticized Rambus's royalty extraction strategy.
-
Jefferies Financial Group Mentioned together
Jefferies Financial Group provided a positive target price boost for Rambus stock.
-
Astera Labs Mentioned together
Market analysts compare the price-to-earnings ratios of both companies, placing them in direct competition.
-
Lattice Semiconductor Operational
The two companies are viewed as valuation peers operating in the same competitive market space.
-
ISI Mentioned together
ISI analysts are cited as supporting Rambus' long-term growth prospects.
-
FactSet Mentioned together
Evidence tracks Rambus' earnings performance against market expectations, implying they operate within the same financial information ecosystem as FactSet.
-
Nasdaq Shared context
Rambus is listed and trades on the Nasdaq stock exchange.
-
Bill McLean Mentioned together
Bill McLean commented on Rambus's financial difficulties.
-
Norges Bank Transactional
Norges Bank acquired a new stake in Rambus.
-
Benchmark Mentioned together
Benchmark provided market coverage by restating a buy rating on Rambus shares.
History
Events by the month they beganSeptember 2026
2 eventsAugust 2026
1 eventJuly 2026
6 events- Rambus reported insider buying and selling activity via required SEC filings on July 29, 2026.
- Multiple companies reported financial results on July 28, 2026, including earnings beats for Rambus, Cadence, and Coca-Cola; Sherwin-Williams beat expectations; and J&J rose after settling lawsuits.
- Rambus, Cadence, and Nucor among others reported financial results on July 27, 2026, including earnings beats and guidance cuts.
- Market analysts compared P/E ratios for Rambus and Astera Labs, noting that hyperscaler demand supports revenue growth.
- Jefferies Financial Group boosted its target price for Rambus stock.
- BlackRock holds over 15% of Rambus shares, which provides solutions supporting Agentic-AI for CPUs.
Show 1 earlier month
June 2026
6 events- Trump's pledge to unleash oil and gas is reported to benefit stocks, involving Amedisys, Inc.
- Rambus is licensing intellectual property (IP) for high-speed connectivity, involving key players in the chip manufacturing sector, including Micron Technology and Lam Research.
- Micron's revenue growth validates the market for chipsets.
- Rambus is headquartered in San Jose, California.
- Rambus reported its financial results from its San Jose, California location on July 29, 2025.
- Francesco Ferrari provided a bullish thesis on Rambus Inc.