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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs Q3 earnings report is driving attention, with traders citing a broad beat and strong growth but noting the share prices muted, volatile reaction. The debate centers on whether heavy AI-related capital spending and the companys valuation outweigh the results, with some also watching for potential selling as shares become available.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly results beat earnings expectations with revenue roughly in line, but softer forward guidanceparticularly for the next quarter and advertisinghas driven a selloff. Traders are split between focusing on slower growth and a weaker outlook, and viewing the results, stronger margins and buybacks as reasons to buy the dip.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

A sharp rebound on heavy volume has renewed speculation that SELLAS is nearing a catalyst, especially the REGAL Phase 3 trials 80th-event trigger for final analysis; some traders also read the CEOs anniversary remarks as a possible buyout signal. Others emphasize that no new trial results or deal have been confirmed and view the move as volatile trading without fresh news.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Q3 results sparked a sharp selloff despite beating expectations, as traders focused on slower da Vinci procedure growth, an unchanged full-year growth outlook, and a one-time antitrust settlement charge. Some see the reaction as an overdone buying opportunity, while others argue that decelerating growth and the stocks premium valuation justify the reset.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros preliminary Q1 update, with revenue and gross-margin outlook above prior guidance on stronger AI-platform demand, drove the sudden burst of attention. Traders cheered the news and speculated about a short squeeze, while skeptics pointed to the stocks steep recent decline, governance concerns and broader worries about AI spending.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

The FAAs certification of Boeings 737 MAX 10 is the main catalyst, clearing a long-standing regulatory hurdle for a model tied to a sizable share of the 737 backlog. Traders are frustrated that the approval has not lifted the stock, arguing it may be priced in and that production, deliveries, and cash generation remain the bigger tests.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Uniteds Q3 results missed expectations and its Q4 outlook disappointed, with sharply higher fuel costs weighing on profitability. Traders are debating whether resilient travel demand and revenue growth can offset the margin pressure, with some viewing the pullback as overdone and others concerned fuel costs will continue to squeeze earnings.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea shares are selling off after reports that it plans to list fintech arm Monee and launch an AI cloud business, despite some traders viewing the moves as potential growth opportunities. The community is divided over whether the plans could unlock value or create uncertainty and spending concerns, while many point to the stocks sharp technical breakdown.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas Q3 earnings report is the main focus, with traders weighing the recent rebound against concerns about margins, valuation and whether updates on robotaxis or Optimus can support the companys growth story. Some expect a strong report, while others warn of a sell-the-news reaction; unconfirmed SpaceX merger speculation is also adding to the debate.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GEs earnings beat and raised outlook were met with a sharp selloff, prompting traders to question why strong demand has not translated into gains. The community attributes the reaction to selling after the report and concerns about rising costs, weaker cash conversion, and an insurance loss, while bulls argue the underlying demand and outlook remain strong.

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Rambus Advances Power-Efficient AI Infrastructure with Industry-Leading PMIC Designed for LPDDR6 SOCAMM2

Rambus Inc. (NASDAQ: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced an industry-leading Power Management IC (PMIC) designed to enable low-power, high-performance LPDDR6 Small Outline Compression Attached Memory Modules (SOCAMM2). Developed in technical...

Rambus to Announce Third Quarter Fiscal Year 2026 Results

Rambus Inc. (Nasdaq: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced that it will hold a conference call on Monday, October 26, 2026, at 2:00 p.m. Pacific Time to discuss its third quarter fiscal year 2026 results. This call will be webcast and can be...

Here's How Much $100 Invested In Rambus 10 Years Ago Would Be Worth Today

Rambus (NASDAQ:RMBS) has outperformed the market over the past 10 years by 9.89% on an annualized basis producing an average annual return of 23.45%. Currently, Rambus has a market capitalization of $11.12 billion.read more...

Do Options Traders Know Something About Rambus Stock We Don't?

Investors need to pay close attention to RMBS stock based on the movements in the options market lately.

Ericsson, Lexeo Therapeutics And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session

U.S. stock futures were mixed. Ericsson fell 4.3% after a Morgan Stanley downgrade; Quest Diagnostics, Rambus and others also declined premarket.read more...

Can Netlist's Financial Flexibility Support Its Growth Initiatives?

NLST's $40.7M cash and restricted cash balance and available financing, support R&D and IP initiatives as it expands the memory portfolio.

$1000 Invested In Rambus 15 Years Ago Would Be Worth This Much Today

Rambus (NASDAQ:RMBS) has outperformed the market over the past 15 years by 1.09% on an annualized basis producing an average annual return of 14.57%. Currently, Rambus has a market capitalization of $9.16 billion.read more...

Netlist Soars 667% Year to Date: Can the Stock Sustain the Rally?

NLST's 667% YTD surge rests on a Samsung alliance, AI-memory expansion and stronger first-half results, but key risks remain.

Wall Street Analysts Believe Rambus (RMBS) Could Rally 51.77%: Here's is How to Trade

The mean of analysts' price targets for Rambus (RMBS) points to a 51.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Here's How Much You Would Have Made Owning Rambus Stock In The Last 5 Years

Rambus (NASDAQ:RMBS) has outperformed the market over the past 5 years by 19.73% on an annualized basis producing an average annual return of 31.06%. Currently, Rambus has a market capitalization of $9.95 billion.read more...

Rambus, Inc. is a global semiconductor company providing industry chips and silicon IP for data-intensive computing systems, focusing on data center and artificial intelligence (AI) infrastructure. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in San Jose, CA.

Rambus Inc.

RMBS Stock Recorded Its Worst Day In Over A Decade – Why Are Analysts Still Bullish?

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Evercore ISI raised its price target on Rambus to $172 from $119 and maintained an ‘Outperform’ rating, according to The Fly.</li><li>Evercore sees the stock’s pullback as a buying opportunity and expects demand driven by Agentic AI in CPUs to support growth over the coming quarters.</li><li>Jefferies said that while the underlying demand remains strong, near-term growth could be limited by supply constraints.</li></ul>Shares of Rambus Inc. (RMBS) plunged nearly 25% on Tuesday, marking their sharpest drop since October 2015, as investors reacted to disappointing first-quarter earnings miss that rattled confidence in the chipmaker’s near-term outlook.The company’s diluted earnings came in at $0.55 per share, below Wall Street’s $ 0.64-per-share estimate, according to Fiscal.ai data. However, its $180.2 million revenue was in line with consensus estimates.In the earnings call, the company guided to revenue of $192 million to $198 million in the second quarter (Q2) and earnings of $0.65 to $0.73 per share (EPS).<h2 class="st-heading-2">Analysts Remain Bullish On Long-Term Growth</h2>Evercore ISI raised its price target on Rambus to $172 from $119 and maintained an ‘Outperform’ rating, according to The Fly. This implies an upside potential of 60% from current levels. The brokerage also raised its long-term earnings estimates, expecting EPS of $5.76 in 2027 and $9.06 in 2028.Evercore sees the stock’s pullback as a buying opportunity and expects demand driven by Agentic AI in CPUs to support growth over the coming quarters.Meanwhile, Jefferies raised its price target to $145 from $120 and maintained a ‘Buy’ rating, saying the pullback is a buying opportunity given the intact long-term outlook. Analyst Blayne Curtis described Q1 results as solid, adding that while the underlying demand remains strong, near-term growth could be limited by supply constraints.However, Baird warned that growth in registered dual in-line memory module (DIMM) could slow next year due to a tightening of dynamic random access memory (DRAM) supply, with shortages likely to last into 2027. It also noted that sharply rising DRAM prices could weigh on DIMM demand.<h2 class="st-heading-2">How Did Retail Traders React?</h2><a href="https://stocktwits.com/symbol/RMBS">RMBS shares</a> generated strong buzz on Stocktwits, with message volumes surging nearly 1,700% over a 24-hour period. Retail sentiment remained in the ‘extremely bullish’ territory. RMBS was also among the top trending tickers on the platform.One user called the sell-off an “overreaction.”<stembedurl>https://stocktwits.com/Guru4youhoo/message/651582779</stembedurl>Another user said the real test for Rambus’ earnings will be in late 2026/2027 as “advanced DDR5 controllers move from design to high-volume production.”<stembedurl>https://stocktwits.com/BEST_MAN_EVER/message/651587132</stembedurl>Year-to-date, the stock has gained more than 17%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Rambus company logo is seen displayed on a smartphone screen. 

Multiple brokerages said that Rambus’ long-term growth story remains intact despite the first-quarter earnings miss.

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Memory stocks have been on an incredible run over the last year but many investors are wondering if there is still room to the upside. Are you still bullish? If so, let others know which you would still be buying right now and why.

Are you still bullish on memory stocks? 
 
If yes, drop a comment with the ticker of the memory stock you would still buy today.

Current Price	$92.42
Prev Close	$92.66
Open	$90.87
Dividend Yield	0.00%
50-Day Moving Average	$95.19
Beta	2.68
Avg. Volume	2.69M
PE Ratio	42.41

52-Week High	$174.10
52-Week Low	$77.89
Market Capitalization	$10.05B
EPS (Annual)	$2.11
Price to Book	6.85
Revenue Per Employee	$894,601.77

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