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

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets sustained their upward rally from April’s lows, driven by AI acceleration, reduced inflationary impacts from tariffs, and prospects for further interest rate cuts from the U.S. Federal Reserve. Small-cap stocks mirrored the rally by extending the momentum in the quarter. The Russell 2000® Growth Index was up 12.19% in the quarter, modestly underperforming the Russell 2000 Value Index’s 12.60% return. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Carillon Eagle Small Cap Growth Fund highlighted stocks such as Rambus Inc. (NASDAQ:RMBS). Incorporated in 1990, Rambus Inc. (NASDAQ:RMBS) is a semiconductor company. The one-month return of Rambus Inc. (NASDAQ:RMBS) was -0.46%, and its shares gained 103.37% of their value over the last 52 weeks. On October 28, 2025, Rambus Inc. (NASDAQ:RMBS) stock closed at $103.72 per share, with a market capitalization of $11.16 billion.

Carillon Eagle Small Cap Growth Fund stated the following regarding Rambus Inc. (NASDAQ:RMBS) in its third quarter 2025 investor letter:

“Rambus Inc. (NASDAQ:RMBS) provides technology and chips to the computer memory industry. The company has some of the fastest technology solutions needed for the large-scale artificial intelligence (AI) data centers being built by the hyperscalers. We believe the company’s evolution from a licensing and patent company into a full-fledged product company is progressing well, and we expect healthy growth as hyperscaler capital expenditures (capex) continue.”

Rambus (RMBS) Introduces Next-Gen CryptoManager for AI & Data Security

Rambus Inc. (NASDAQ:RMBS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 29 hedge fund portfolios held Rambus Inc. (NASDAQ:RMBS) at the end of the second quarter, up from 27 in the previous quarter. Rambus Inc.’s (NASDAQ:RMBS) revenue for the third quarter was $178.5 million, exceeding the expectations. While we acknowledge the risk and potential of Rambus Inc. (NASDAQ:RMBS) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Rambus Inc. (NASDAQ:RMBS) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Rambus Inc. (NASDAQ:RMBS) and shared a bullish thesis on the company. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.