Rambus.
company
- Reports this week
- 0
- Active events
- 0
- Connections
- 37
What's happening
One to three months ago
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MarketBeat provided analyst ratings and compared the stock volatility of Rambus and ACM Research against the S&P 500.Some support1 report
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Trump's pledge to unleash oil and gas is reported to benefit stocks, involving Amedisys, Inc.Some support3 reports
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Rambus and Synopsys are identified as high-tech peers in the market.Some support2 reports
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Benchmark restated a buy rating on Rambus shares.Some support3 reports
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Rambus and Lattice Semiconductor secured a design win for next-generation High-Bandwidth Memory (HBM) from a Tier 1 hyperscaler.Some support1 report
Gone quiet
No new reports in 90+ days-
Rambus reported insider buying and selling activity via required SEC filings on July 29, 2026.Some support2 reports
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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
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Rambus, Cadence, and Nucor among others reported financial results on July 27, 2026, including earnings beats and guidance cuts.Some support1 report
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Market analysts compared P/E ratios for Rambus and Astera Labs, noting that hyperscaler demand supports revenue growth.Some support1 report
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Jefferies Financial Group boosted its target price for Rambus stock.Some support1 report
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BlackRock holds over 15% of Rambus shares, which provides solutions supporting Agentic-AI for CPUs.Well supported4 reports
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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
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Micron's revenue growth validates the market for chipsets.Well supported3 reports
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Rambus is headquartered in San Jose, California.Speculative1 report
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Rambus reported its financial results from its San Jose, California location on July 29, 2025.Some support2 reports
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Francesco Ferrari provided a bullish thesis on Rambus Inc.Some support3 reports
No 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 StructuralAndy Cheung was appointed CFO and Treasurer of The Aaon Group, which subsequently filed a report with the SEC.Moves Rambus
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Micron Technology StructuralNvidia faces leadership threats due to CEO scandals while its supply chain partners, Micron and Broadcom, advance AI chip development.Moves Rambus
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Jefferies Financial Group Mentioned togetherAlabama retirement systems lowered their position while Amundi increased its stake and Jefferies issued a hold rating.Moves Rambus
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Intel StructuralAMD is gaining traction while Intel runs into issues, prompting analyst upgrades on AMD stock.Moves Rambus
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BlackRock StructuralBlackRock has observed the challenging backdrop facing the silver market.Moves Rambus
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Synopsys OperationalSynopsys and Infineon collaborated to provide a Verification Development Kit (VDK) for the AURIX RC1 MCU.Moves Rambus
Connections
The 19 strongest of 37, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Micron Technology Structural
Rambus supplies critical PMICs and licensed IP necessary for Micron's advanced memory and connectivity products.
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Securities and Exchange Commission Structural
Rambus must comply with formal disclosure requirements mandated by the Securities and Exchange Commission.
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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.
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BlackRock Structural
BlackRock holds a significant ownership stake (over 15%) in Rambus.
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Intel Structural
Rambus technology is functionally required and integrated into the AI PC product lines powered by Intel processors.
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Synopsys Operational
Both companies operate as high-tech peers in the market, engaging in competitive activities.
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MarketBeat Mentioned together
MarketBeat provides analyst ratings and financial coverage for Rambus.
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Lattice Semiconductor Operational
The two companies are viewed as valuation peers operating in the same competitive market space.
Show all 19 connections
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Astera Labs Mentioned together
Market analysts compare the price-to-earnings ratios of both companies, placing them in direct competition.
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Lam Research Mentioned together
Both companies are identified as key players within the chip manufacturing industry.
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San Jose Shared context
Rambus is located and headquartered in San Jose, California.
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ISI Mentioned together
ISI analysts are cited as supporting Rambus' long-term growth prospects.
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Jefferies Financial Group Mentioned together
Jefferies Financial Group provided a positive target price boost for Rambus stock.
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Craig Barrett Operational
Craig Barrett criticized Rambus's royalty extraction strategy.
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Benchmark Mentioned together
Benchmark provides financial ratings and market coverage regarding Rambus shares.
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FactSet Mentioned together
Evidence tracks Rambus' earnings performance against market expectations, implying they operate within the same financial information ecosystem as FactSet.
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Norges Bank Transactional
Norges Bank acquired a new stake in Rambus.
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Bill McLean Mentioned together
Bill McLean commented on Rambus's financial difficulties.
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Nasdaq Shared context
Rambus is listed and trades on the Nasdaq stock exchange.
History
Events by the month they beganOctober 2026
1 eventSeptember 2026
2 eventsAugust 2026
1 eventShow 2 earlier months
July 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.
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.