Jackson Creek Investment Advisors LLC Makes New $2.49 Million Investment in Rambus, Inc. $RMBS

Jackson Creek Investment Advisors LLC bought a new stake in Rambus, Inc. (NASDAQ:RMBS) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm bought 23,920 shares of the semiconductor company’s stock, valued at approximately $2,492,000. Rambus makes up 0.7% of Jackson Creek Investment Advisors LLC’s investment portfolio, making the stock its 10th biggest holding.

A number of other institutional investors also recently modified their holdings of RMBS. Norges Bank acquired a new stake in Rambus in the second quarter valued at about $126,268,000. EdgePoint Investment Group Inc. boosted its stake in shares of Rambus by 138.4% in the 2nd quarter. EdgePoint Investment Group Inc. now owns 2,787,327 shares of the semiconductor company’s stock valued at $178,445,000 after purchasing an additional 1,618,133 shares in the last quarter. Westwood Holdings Group Inc. grew its holdings in shares of Rambus by 41.0% during the 2nd quarter. Westwood Holdings Group Inc. now owns 1,737,062 shares of the semiconductor company’s stock valued at $111,207,000 after purchasing an additional 504,852 shares during the last quarter. AQR Capital Management LLC increased its position in Rambus by 192.8% during the 2nd quarter. AQR Capital Management LLC now owns 701,746 shares of the semiconductor company’s stock worth $44,926,000 after purchasing an additional 462,116 shares in the last quarter. Finally, Raymond James Financial Inc. increased its position in Rambus by 46.0% during the 2nd quarter. Raymond James Financial Inc. now owns 1,372,109 shares of the semiconductor company’s stock worth $87,842,000 after purchasing an additional 432,397 shares in the last quarter. Institutional investors and hedge funds own 88.54% of the company’s stock.

Insider Buying and Selling

In other Rambus news, Director Eric B. Stang sold 4,000 shares of the stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $111.78, for a total transaction of $447,120.00. Following the completion of the sale, the director owned 20,394 shares of the company’s stock, valued at approximately $2,279,641.32. This represents a 16.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 1.00% of the stock is owned by insiders.

Rambus News Summary

Here are the key news stories impacting Rambus this week:

• Positive Sentiment: Q4 revenue grew ~18% year-over-year to $190.2M and the company reported strong gross and operating-profit expansion; operating cash flow was robust (nearly $100M this quarter), supporting balance-sheet strength. Business Wire: Rambus Reports Fourth Quarter and Fiscal Year 2025 Financial Results
• Positive Sentiment: Industry note: William Blair highlighted Rambus’ positioning as a leading DRAM/memory IP supplier, which supports longer-term demand assumptions for the company’s IP and licensing businesses. MSN: William Blair Notes Rambus Positioned as Top DRAM Memory Supplier
• Neutral Sentiment: Some outlets initially reported modest aftermarket strength as investors parsed results and cash metrics; analyst coverage remains largely favorable overall (multiple buy/outperform ratings still on file). QuiverQuant: Stock Rises on Q4 Earnings
• Neutral Sentiment: Company materials and the conference call are available for investors who want detail on product mix (licensing vs. products) and margin drivers; review slides/call for management’s commentary on supply, demand, and timing. Press Release / Slide Deck
• Negative Sentiment: Reported EPS missed consensus (~$0.68) — company reported about $0.58–$0.59 a share — which disappointed investors expecting stronger margin leverage. Investing.com: Rambus Shares Tumble After In-Line Earnings Report
• Negative Sentiment: Forward revenue guidance was below Street expectations — company guided to roughly $171M–$189M for the coming quarter versus ~$190.7M consensus — signaling softer near-term demand and prompting a sharp after-hours sell-off. MSN: This Mid-Cap Stock Rambus Is Nosediving More Than 15% After Hours
• Negative Sentiment: Multiple news outlets reported a large after-hours decline (more than 15%), reflecting the market reaction to the EPS miss + softer revenue outlook. Higher-than-normal trading volume indicates the move is sentiment-driven. MSN: Rambus Nosediving After Hours

Analysts Set New Price Targets

A number of research firms have weighed in on RMBS. Weiss Ratings raised shares of Rambus from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, January 26th. Rosenblatt Securities restated a “buy” rating and set a $130.00 price objective on shares of Rambus in a research report on Tuesday, October 28th. Evercore ISI increased their target price on Rambus from $114.00 to $126.00 and gave the company an “outperform” rating in a research report on Tuesday, October 28th. Susquehanna set a $100.00 price target on Rambus and gave the company a “neutral” rating in a research note on Monday, October 6th. Finally, Wells Fargo & Company upped their price objective on Rambus from $73.00 to $115.00 and gave the company an “overweight” rating in a research note on Tuesday, October 28th. Two analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $108.14.

Rambus Trading Down 0.1%

Shares of RMBS opened at $113.71 on Tuesday. The stock’s 50-day moving average price is $101.06 and its two-hundred day moving average price is $92.70. Rambus, Inc. has a 12 month low of $40.12 and a 12 month high of $135.75. The company has a market capitalization of $12.24 billion, a PE ratio of 53.89 and a beta of 1.53.

About Rambus

Rambus Inc is a technology licensing company specializing in semiconductor and system-level interface solutions. Founded in 1990 by Stanford University researchers Mike Farmwald and Mark Horowitz, Rambus established its headquarters in Sunnyvale, California. The company initially gained prominence by developing high-speed DRAM interface technology and securing a broad patent portfolio covering memory architecture, data signaling and power management innovations.

Today, Rambus licenses its proprietary intellectual property (IP) to semiconductor companies, original equipment manufacturers (OEMs) and system integrators worldwide.