TickerDD_com Posted - 2 days ago

From 4/22/2024, looking back across 22 Month-Ends for RMBS, Percentage Change of Average Monthly Price had More Positives (59%) while Percentage Change of Average Monthly Volume had All Positives (100%) $RMBS #RMBS #RMBSStock #TickerDD https://www.youtube.com/watch?v=oVWgUIkZtTo

DonCorleone77 Posted - 3 days ago

$RMBS Rambus assumed with a Buy at Jefferies Jefferies analyst Blayne Curtis assumed coverage of Rambus with a Buy rating and a price target of $75, up from $72, as the analyst assumed coverage of a number of U.S. semiconductor stocks. The analyst assumed coverage of the group with a bullish long-term view into a strong upcycle with duration, citing a belief that the group is "still early in the cycle" and that this one is likely stronger with AI.

G101SPM Posted - 1 week ago

$RMBS $55.79. SELL/TAKE PROFIT on weaker SPM tag. DAC (2) $55.245 last $52.66.

geterrdone1337 Posted - 2 weeks ago

$RMBS All aboard the bangbus!

G101SPM Posted - 2 weeks ago

$RMBS $55.00 bid. About two hours ago RMBS was purchased at $52.66 because SPM 87.35 tag had a 153 bits jump from the prior reading, declaring "a bottom was set." This event is not a one off and confirms the 86% net performance over the last 13 months.

G101SPM Posted - 2 weeks ago

$RMBS $52.66 ask. BUY/ADD TO LONG POSITION carries SP M 87.35 tag. DAC (dollar average cost) (2) $55.245. EXIT $64.00.

cubie Posted - 04/30/24

@whynot1234 @yunr123 @OptionsMurderer @67tony @fakh3dgi3s @hamster60 $rmbs slow bleeder

cubie Posted - 04/30/24

@hamster60 @yunr123 @OptionsMurderer @67tony @fakh3dgi3s @whynot1234 man, cubie hates these slow bleeders!! like $rmbs but congrats rmbs now same amount gains as $ffiv on puts. 🙈😅. that's why always say bird in hand, wen ffiv puts went up 200% outta gate🤭 and $gehc $tree been better as well for earnings gambles😏, why no pick those?😅

Jsherm98 Posted - 04/30/24

$RMBS well at least it wasn’t 20% like last ER. Come on Rambus

G101SPM Posted - 04/30/24

$RMBS $59.01 bid. DAC $57.83 (4.26.24). EXIT $64.00. FROM THE OTHER SISE: CFRA, an independent research provider, keeps 12-month target price at $65, on a P/E of 27x our 2025 EPS estimate, above peers to reflect RMBS's stable/recurring royalty business as well as near trough revenue for its buffer chip business; reduce 2024 EPS estimate to $2.01 from $2.07 and 2025 to $2.40 from $2.70. RMBS posts Q1 EPS of $0.45 vs. $0.42, beating the $0.44 consensus. note: Remains excited about addressable market expansion for memory as demand for AI servers increase. Favorable mix towards DDR5, rising demand for accelerators with dedicated high bandwidth memory, and stability via RMBS's silicon IP business. We view RMBS's financial position as healthy, with net cash of $391M (no debt) and excess cash (FCF of +$180M in '24 and +$225M in '25) being used towards buybacks ($350M over the last three years).

sherowcap Posted - 04/30/24

$RMBS Should rip on open, CC very positive and mid-teen sequential product growth from here Q/Q next 4-6 qtrs - tgt 75-80

G101SPM Posted - 04/30/24

$RMBS $51.70 overnight bid. DAC (dollar average cost) $57.83 (4.26.24). EXIT $64.00. RETAIN LONG POSITION - Plans to add to position to take advantage of price and positive SPM tag. UPDATE: Reports Q1 (Mar) earnings of $0.30 per share, $0.14 worse than the consensus of $0.44; revenues rose 3.6% year/year to $117.9 mln vs the $132 mln consensus. Product revenue was $50.4 million. Contract and other revenue was $20.0 million. Expects Q2 licensing billings $61-67 million. Expects Q2 product revenue of $52-58 million and contract and other revenue of $17-23 mln. note: Delivers industry-leading DDR5 server PMIC for the highest performance and capacity memory modules required by AI and other advanced workloads. ^Supports multiple generations of high-performance DDR5-based servers with new family of PMICs. ^Provides a complete memory interface chipset for DDR5 server memory modules including RCD, PMIC, SPD Hub and Temperature Sensor ICs.

Stocksrunner Posted - 04/29/24

📊 After-Hours Technical Analysis: Key Indicators to Watch 📈 $GIC - Has become oversold, as indicated by the Relative Strength Index (RSI). $LSCC - Made a bullish cross above its 200-day moving average, with shares trading as high as $77.37. $RMBS - Also made a bullish cross above its 200-day moving average, with shares trading up to $60.60. As always, technical analysis should be combined with fundamental research and risk management strategies. Stay tuned for more in-depth market analysis and insights.

Vintecgill Posted - 04/29/24

$RMBS

Estimize Posted - 04/29/24

$RMBS misses the Estimize EPS Consensus by 13c and the Estimize Revenue Consensus by $0.17M. Reports FQ1 earnings of 31c EPS and $133.6... http://www.estimize.com/rmbs/fq1-2024?utm_content=beat_or_miss&utm_medium=tweet&utm_source=stocktwits

Vintecgill Posted - 04/29/24

$RMBS I guess all brokerages playing with options

Vintecgill Posted - 04/29/24

$RMBS Both dead 💀 puts calls

Vintecgill Posted - 04/29/24

$RMBS BS 😬

cubie Posted - 04/29/24

$rmbs congrats anyone who bought $53-$55😅

cubie Posted - 04/29/24

$RMBS @yunr123 they mention data center and AI, all good😂🤣🤭😅 $amd ,Hope Lisa takes pointers tomorrow from $rmbs 🤭😅

yunr123 Posted - 04/29/24

@cubie @OptionsMurderer I can't tell if $RMBS is trolling right now lol.

DonCorleone77 Posted - 04/29/24

$RMBS Rambus expands chipset for advanced data center memory modules Rambus "announced the availability of its new family of state-of-the-art DDR5 server Power Management ICs (PMICs), including an industry-leading extreme current device for high-performance applications. With this new family of server PMICs, Rambus offers module manufacturers a complete DDR5 RDIMM memory interface chipset supporting a broad range of data center use cases." "Advanced data center workloads like generative AI require the highest bandwidth and capacity server RDIMMs tailored to meet ever-increasing memory needs of a growing data pipeline," said Sean Fan, chief operating officer at Rambus. "With the addition of this new family of server PMICs, we expand our foundational technology and offer customers a comprehensive memory interface chipset that supports multiple DDR5 server platform generations. DDR5 memory modules incorporate new chip technologies to deliver higher levels of memory performance within the target power envelope," said Soo-Kyoum Kim, VP, memory semiconductors at IDC.

cubie Posted - 04/29/24

$ffiv $rmbs nice call friend, murdered ffiv puts🤑😅

mikesterz7 Posted - 04/29/24

$RMBS Rambus reported Q1 EPS of $0.30, $0.14 worse than the analyst estimate of $0.44. Revenue for the quarter came in at $117.9 million versus the consensus estimate of $132 million. Outlook: Product revenue GAAP: $52 - $58 and Non GAAP: $52 - $58. Contract and other revenue GAAP: $17 - $23 and Non GAAP: $17 - $23

epsguid Posted - 04/29/24

$RMBS reported earnings of $0.30, consensus was $0.44, Earnings Whisper was $0.47 via @eWhispers #whispermiss http://eps.sh/d/rmbs

DonCorleone77 Posted - 04/29/24

$RMBS Rambus sees Q2 product revenue $52M-$58M For the second quarter of 2024, the Company expects licensing billings to be between $61 million and $67 million. The Company also expects royalty revenue to be between $55 million and $61 million, product revenue to be between $52 million and $58 million and contract and other revenue to be between $17 million and $23 million. Revenue is not without risk and achieving revenue in this range will require that the Company sign customer agreements for various product sales and solutions licensing, among other matters. The Company also expects operating costs and expenses to be between $95 million and $91 million. Additionally, the Company expects non-GAAP operating costs and expenses to be between $80 million and $76 million. These expectations also assume non-GAAP interest and other income (expense), net, of $3 million, a tax rate of 22% and a diluted share count of 109 million, and exclude stock-based compensation expense of $12 million and amortization of acquired intangible assets of $3 million.

DonCorleone77 Posted - 04/29/24

$RMBS Rambus reports Q1 EPS 30c, consensus 44c Reports Q1 revenue $117.9M, consensus $132M. "Through strong execution and strategic focus on data center and AI, we delivered solid first quarter results," said Luc Seraphin, chief executive officer of Rambus. "We expanded our market opportunity with the introduction of new leadership products, and continue to drive the long-term profitable growth of the company while consistently returning value to our stockholders, including a total of $350 million in cash returned over the past three years."

Stock_Titan Posted - 04/29/24

$RMBS Rambus Reports First Quarter 2024 Financial Results https://www.stocktitan.net/news/RMBS/rambus-reports-first-quarter-2024-financial-zsly7uv3cjgn.html

yunr123 Posted - 04/29/24

$RMBS what times the call??

Stock_Titan Posted - 04/29/24

$RMBS Rambus Expands Chipset for Advanced Data Center Memory Modules with DDR5 Server PMICs https://www.stocktitan.net/news/RMBS/rambus-expands-chipset-for-advanced-data-center-memory-modules-with-xesl0io3qrwv.html