Rambus Inc

Análisis de la acción Rambus Inc (RMBS)

$92.420

-0.240 (-0.26%)Al cierre

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Máximo
94.840
Apertura
90.870
Precio medio ponderado por volumen
92.09
Volumen
1.33M
Capitalización
6.10B
Mínimo
89.000
Importe
122.88M
EV/EBITDA, TTM
24.33

Rambus Inc. is a global semiconductor company dedicated to enabling data centers and artificial intelligence by delivering memory and security solutions that address the evolving needs of the industry. It offers a balanced and diverse portfolio of products encompassing chips and silicon intellectual property (IP). Its solutions maximize performance and security in computationally intensive systems. Its DDR memory interface chips for server memory modules enable increased bandwidth and expanded capacity in enterprise and cloud servers. Its portfolio includes DDR5 and DDR4 memory interface chipsets. Its DDR5 chipset solutions include the Registering Clock Driver, Multiplexed Registering Clock Driver, Multiplexed Data Buffer, Power Management Integrated Circuits, Serial Presence Detect Hubs, Temperature Sensors, and Client Clock Driver. Its Silicon IP includes interface and security IP solutions that move and protect data in advanced data center, government and automotive applications.

www.rambus.com

Análisis de IA of Rambus Inc (RMBS)

Vender

Rambus Inc is not a good buy right now due to a significant RSI of 17.73, indicating it is oversold, and a recent 5-day change of -18.81%, suggesting a downward trend. Although analysts have set price targets as high as $172, the current price of $87.25 does not justify a purchase given the recent performance and negative sentiment. The main risk is the potential for continued price declines, as indicated by the -12.12% year-to-date change.

Recomendaciones de analistas (6)

+16.21% de potencial alcista
Comprar
4 Comprar
2 Mantener
0 Vender
Actual: 92.42
Mínimo
83.00
Promedio
107.40
Máximo
130.00

Rosenblatt

2026-07-15

Precio objetivo

$165

Comprar

Benchmark

2026-07-15

Precio objetivo

$165

Comprar

Evercore ISI

2026-04-28

Precio objetivo

$172

Superar al mercado

Rosenblatt

2026-04-28

Precio objetivo

$150

Comprar

Jefferies

2026-04-28

Precio objetivo

$145

Comprar

Métricas de valoración

El PER previsto actual de Rambus Inc (RMBS) es 24.15, frente a su media de 5 años de 24.55.

PER previsto

Valor razonable
Media 5A P/E
24.55
P/E actual
24.15
Sobrevalorada
30.81
Infravalorada
18.28

EV/EBITDA previsto

Valor razonable
Media 5A EV/EBITDA
18.57
EV/EBITDA actual
24.33
Sobrevalorada
26.38
Infravalorada
10.75

Precio/ventas previsto

Valor razonable
Media 5A P/S
9.27
P/S actual
10.07
Sobrevalorada
12.17
Infravalorada
6.36

Escenarios de precio de Alphio AI para RMBS

Los precios por escenario son la última banda de previsión mensual del año en curso. Las probabilidades son pesos fijos del modelo (25 / 50 / 25), no garantías.

A

Alcista

Alcista · 25%RMBS

$76.26

Precio del escenario

B

Base

Base · 50%RMBS

$64.49

Precio del escenario

B

Bajista

Bajista · 25%RMBS

$64.36

Precio del escenario

Ballenas con RMBS en cartera

D

Duquesne Family Office LLC

+ Con en carteraRMBS

+10.59%

Rentabilidad a 3 meses

C

Champlain Investment Partners, LLC

+ Con en carteraRMBS

+6.45%

Rentabilidad a 3 meses

P

PointState Capital LP

+ Con en carteraRMBS

-0.39%

Rentabilidad a 3 meses

C

Catalyst Funds Management Pty Ltd

+ Con en carteraRMBS

-5.15%

Rentabilidad a 3 meses

M

Maple Rock Capital Partners Inc.

+ Con en carteraRMBS

-14.12%

Rentabilidad a 3 meses

Cronología de eventos

2026-08-05 (ET)

08:00:00

Rambus Initiates $100M Accelerated Share Repurchase Program

2026-07-27 (ET)

16:30:00

Rambus Reports Q2 Revenue of $207.4M

16:30:00

Sees Q3 Revenue of $210M-$216M

2026-06-24 (ET)

20:00:00

Micron Technology Shares Rise 14.4%, Boosting Semiconductor Sector

2026-04-29 (ET)

17:10:00

Rambus Appoints Sumeet Gagneja as CFO

Noticias

Preguntas frecuentes sobre RMBS, respondidas por Alphio AI

Rambus Inc. is a global semiconductor company dedicated to enabling data centers and artificial intelligence by delivering memory and security solutions that address the evolving needs of the industry. It offers a balanced and diverse portfolio of products encompassing chips and silicon intellectual property (IP). Its solutions maximize performance and security in computationally intensive systems. Its DDR memory interface chips for server memory modules enable increased bandwidth and expanded capacity in enterprise and cloud servers. Its portfolio includes DDR5 and DDR4 memory interface chipsets. Its DDR5 chipset solutions include the Registering Clock Driver, Multiplexed Registering Clock Driver, Multiplexed Data Buffer, Power Management Integrated Circuits, Serial Presence Detect Hubs, Temperature Sensors, and Client Clock Driver. Its Silicon IP includes interface and security IP solutions that move and protect data in advanced data center, government and automotive applications. It operates in the Technology sector (SEMICONDUCTORS & RELATED DEVICES industry).

Rambus Inc is not a good buy right now due to a significant RSI of 17.73, indicating it is oversold, and a recent 5-day change of -18.81%, suggesting a downward trend. Although analysts have set price targets as high as $172, the current price of $87.25 does not justify a purchase given the recent performance and negative sentiment. The main risk is the potential for continued price declines, as indicated by the -12.12% year-to-date change.

6 analysts cover RMBS: 4 rate it Buy, 2 Hold and 0 Sell. The average price target is 107.40.

Comunidad

Más ↗

$RMBS The straightforward view is that uncertainty around the BOJ investigation is weighing on sentiment. That said, any form of resolution, even with fines, would likely be seen as a positive development. Personally, I am focused on the MRDIMM opportunity tied to the rollout of AMD's Venice and Intel's Diamond Rapids. I believe this could be a meaningful earnings driver for RMBS that is currently underappreciated. I have been building a position during this period of low interest and think it may pay off over time as the market recognizes the revenue potential. In my view, putting in the effort to understand an opportunity before broader attention arrives can be rewarding in the stock market. It does require patience and discipline that many retail participants may lack.

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