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Rambus Inc Stock: price and insider trades · United States
Rambus Inc: what insiders have been doing
Rambus Inc, founded in 1990, is a Technology company based in Sunnyvale, United States. Its directors and officers file their transactions with SEC (Form 4). Between 18 October 2025 and 18 October 2026, 15 insiders published 39 filings.
All open-market trades in the period are sales: 10 sales worth €3.1M, by 5 insiders, with no purchase on record. Rao Meera filed the largest sale, €854k, on 15 April 2026, which represents 0.0080% of the company's market value.
For context, the typical company on the same exchange (median of 5,458 companies) published 22 filings over the same period, against 39 filings here. The full history, which starts in 2016, counts no purchases against 88 sales. For the fiscal year to 31 December 2025, the annual 10-K puts revenue at 707.6 m USD and net income at 230.5 m USD.
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. Section 16 rules allow two business days to file each Form 4. Sales are harder to read than purchases, since they often meet personal needs such as tax or diversification.
Other companies in the same sector with recent insider buying flagged by our signals: Gitlab Inc. and Baozun Inc. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
218
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€36M
88 ops. · all time
Who traded when
BuySaleLuc Seraphin9 sales
John Shinn6 sales
Lynch Desmond5 sales
Meera Rao5 sales
Necip Sayiner3 sales
Steven Laub3 sales
+3 other insiders
Analyst consensus: bullish or bearish?
Analysts rate Rambus Inc Strong Buy (bullish), based on 7 analysts. Average price target: US$141.57.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 6,055 of 24,148 companies
64.1
score / 100
Value38
Quality90
FCF yld3.3%
Earn yld2.3%
EV/EBITDA30.9x
ROE18%
Gross mgn80%
Net mgn33%
Debt/EBITDA0.1x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$92.87
Analyst consensus
7 analystsStrong buy
US$100.00Target US$141.57(+52%)US$165.00
Income statement
RevenueUS$707.6M
Gross profitUS$563.2M80% margin
EBITDAUS$325.3M46% margin
Net incomeUS$230.5M31.7% margin
Valuation
PER (trailing)42.6x
PER (forward)24.6x
P/Book6.9x
Beta1.85
Balance sheet & cash
Market capUS$10B
Total debtUS$25M
Free Cash FlowUS$333.2M
Debt / Equity1%
Profitability & ownership
ROE17.8%
ROA11.0%
% insiders0.8%
% institutions94.4%
Last declaration on 2 October 2026
Declarations218 total
5,000 shares@ US$111.000.0050% mcap21.9% of flowCommonSEC144:0001969223-26-001057
5,000 shares@ US$105.000.0046% mcap25.9% of flowCommonSEC144:0001969223-26-001035
5,000 shares@ US$100.920.0044% mcap24.8% of flowCommonSEC144:0001969223-26-000859
5,000 shares@ US$170.15100.0% of flowCommonSEC144:0001950047-26-005560
10,000 shares@ US$160.50100.0% of flowCommonSEC144:0001950047-26-005502
1,131 shares@ US$92.220.0011% mcap37.2% of flowCommon StockSEC:0001193125-26-145632:0
22,234 shares0Common StockSEC:0001193125-26-142581:0
2,223 shares0Common StockSEC:0001193125-26-142650:0
495 shares@ US$89.9515.8% of flowCommon StockSEC:0001193125-26-142576:1
9,916 shares@ US$89.954.3% of flowCommon StockSEC:0001193125-26-142581:1
12,561 shares@ US$89.954.0% of flowCommon StockSEC:0001193125-26-142587:1
165 shares@ US$88.35010.1% of flowCommon StockSEC:0001193125-26-142587:4
658 shares@ US$89.9521.0% of flowCommon StockSEC:0001193125-26-142576:2
2,511 shares@ US$86.03960.8% of flowCommon StockSEC:0001193125-26-142587:2
2,750 shares@ US$87.11450.8% of flowCommon StockSEC:0001193125-26-142587:3
1,913 shares@ US$89.954.1% of flowCommon StockSEC:0001193125-26-142592:1
2,779 shares0Common StockSEC:0001193125-26-142576:0
2,223 shares0Common StockSEC:0001193125-26-142667:0
2,223 shares0Common StockSEC:0001193125-26-142636:0
2,223 shares0Common StockSEC:0001193125-26-142662:0
2,223 shares0Common StockSEC:0001193125-26-142641:0
32,684 shares0Common StockSEC:0001193125-26-142587:0
25 of 218 declarations
About Rambus Inc
Rambus Inc. (NASDAQ: RMBS) is a U.S.-based technology company focused on semiconductor chips and silicon IP for data-center connectivity, AI infrastructure, memory subsystems and hardware security. Founded in 1990 and listed on the public market in 1997, Rambus has built its reputation as a long-standing innovator in memory interface architectures and interconnect technologies. Its corporate headquarters are in San Jose, California, United States, placing the company at the center of Silicon Valley’s semiconductor ecosystem. For investors, Rambus is best understood as a specialized growth-oriented semiconductor platform with a hybrid business model that combines product sales, IP licensing and technology royalties.
The company’s business is organized around a few core lines. First, Rambus designs and sells memory interface chips and chipsets for servers and client devices, with a strong emphasis on DDR5 and LPDDR5/LPDDR5X-based architectures. Second, it provides interface IP that helps customers move data efficiently between processors, memory and other subsystems. Third, it offers security IP and related CryptoManager solutions designed to protect data at rest, in use and in motion. This mix gives Rambus exposure to several critical bottlenecks in modern computing: bandwidth, latency, power efficiency and trusted hardware security.
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In competitive terms, Rambus occupies a niche but strategically important position. It is not a broad-based chip manufacturer; rather, it is a specialist with deep expertise in memory signaling, controller architectures and cryptographic security. That specialization, combined with a sizable patent portfolio and decades of engineering know-how, creates meaningful barriers to entry. Rambus serves a global customer base and maintains a geographically diversified footprint across North America, Europe and Asia, which is consistent with the supply chains and design centers of the semiconductor industry.
Its key products include DDR5 server DIMM chipsets, MRDIMM-related solutions, SOCAMM2 server chipsets for AI systems, DDR5 client chipsets for next-generation PCs, LPCAMM2 client chipsets, and a broad set of security IP offerings under the CryptoManager umbrella. These products are aligned with structural demand trends in AI data centers, high-performance computing, and power-efficient client computing.
Recent developments reinforce this strategic direction. In 2025 and 2026, Rambus announced new AI-focused memory products, including SOCAMM2 and HBM4E controller IP, as well as new client-memory solutions for AI PCs. Recent financial updates also highlighted strong product-revenue momentum and solid cash generation. Overall, Rambus appears well positioned as a niche enabler of next-generation computing, with its shares traded on the Nasdaq market in the United States.
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