Do You Believe in the Growth Potential of Rambus (RMBS)?

Core Insights - Carillon Tower Advisers reported a continued upward trend in equity markets, driven by AI advancements, reduced inflation from tariffs, and potential interest rate cuts by the U.S. Federal Reserve [1] - The Russell 2000® Growth Index increased by 12.19% in Q3 2025, slightly underperforming the Russell 2000 Value Index, which rose by 12.60% [1] Company Overview: Rambus Inc. (NASDAQ:RMBS) - Rambus Inc. is a semiconductor company that has seen a one-month return of -0.46% but a significant 52-week gain of 103.37%, with shares closing at $103.72 and a market capitalization of $11.16 billion on October 28, 2025 [2] - The company is transitioning from a licensing and patent-focused business to a full-fledged product company, which is expected to drive healthy growth as hyperscaler capital expenditures continue [3] Financial Performance - Rambus Inc. reported revenue of $178.5 million for Q3 2025, surpassing expectations [4] - The company is gaining traction among hedge funds, with 29 portfolios holding its stock at the end of Q2 2025, up from 27 in the previous quarter [4] Investment Perspective - While Rambus Inc. is recognized for its potential, there are other AI stocks that may offer greater upside potential with less downside risk [4]