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Rambus

RMBS · Nasdaq · Semiconductors & Related Devices
Insider buys (12 months)
0
Insider sales (12 months)
$21M
8-K reports (12 months)
10
Tracked investors holding
2

At a glance

Rambus reported 2025 revenue of $707.6M, up 27.1% from $556.6M in 2024. Over 4 years since 2021 ($328.3M), that is growth of about 21.2% a year. Operating margin was 36.8%, up from 7.4% in 2021. 2025 was the highest revenue year in this period.

In the last 12 months 10 insiders reported 0 open-market purchases and 19 sales ($21M). 10 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $5.8M by EVP, COO Xianzhi Sean Fan on May 26, 2026.

Rambus filed 10 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), officer or director change (4), material agreement (1) and new financial obligation (1). The latest officer or director change was reported on Sep 4, 2026. It reported a material agreement or a completed acquisition or disposal 1 time.

2 of the 20 investors tracked here held Rambus at the last quarter end, worth $537K combined. It is the largest weight for Duquesne Family Office (0.5% of its portfolio), followed by Bridgewater Associates (0%). New this quarter: Duquesne Family Office. Reduced: Bridgewater Associates.

Annual results

2021
Revenue $328.3M
Op. $24.3M
2022
Revenue $454.8M
Op. $76.9M
2023
Revenue $461.1M
Op. $153.6M
2024
Revenue $556.6M
Op. $183M
2025
Revenue $707.6M
Op. $260.2M
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
Net income$18.3M-$14.3M$333.9M$179.8M$230.5M
Diluted EPS$0.16$-0.13$3.01$1.65$2.11

Fiscal year ends Dec 31 · incorporated in DE

Tracked investors holding (13F)

Bridgewater AssociatesReduced$514K · 0.0% · held 8 quarters
Duquesne Family OfficeNew$23K · 0.5%

Weight is the share of each investor's portfolio, as of the quarter end.

Current reports (8-K, last 12 months)

Insider open-market trades (last 12 months)

Source: SEC EDGAR. How figures are combined