Rambus Inc

Rambus Inc(RMBS)の株式分析

$92.870

+0.771 (+0.83%)終値時点

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高値
93.390
始値
88.819
出来高加重平均価格
91.01
出来高
1.69M
時価総額
6.10B
安値
86.780
売買代金
153.75M
EV/EBITDA(TTM)
25.78

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

AI分析 of Rambus Inc (RMBS)

買い

Rambus Inc is a good buy right now due to its current price of $107.47, which is significantly lower than analyst price targets of $150 to $172, indicating a potential upside of 39% to 60%. Additionally, the company has shown strong revenue growth with a 20-day change of +23.57% and a gross margin of 79.76%, suggesting solid profitability. However, the main risk is the recent 5-day price decline of -4.02%, which may indicate short-term volatility.

アナリスト評価(6)

上値余地 +15.65%
買い
4 買い
2 中立
0 売り
現在: 92.87
安値
83.00
平均
107.40
高値
130.00

Rosenblatt

2026-07-15

目標株価

$165

買い

Benchmark

2026-07-15

目標株価

$165

買い

Evercore ISI

2026-04-28

目標株価

$172

アウトパフォーム

Rosenblatt

2026-04-28

目標株価

$150

買い

Jefferies

2026-04-28

目標株価

$145

買い

バリュエーション指標

Rambus Inc(RMBS)の現在の予想PERは24.15で、5年平均は24.52です。

予想PER

適正
5年平均 P/E
24.52
現在のP/E
24.15
割高
30.80
割安
18.23

予想EV/EBITDA

適正
5年平均 EV/EBITDA
18.52
現在のEV/EBITDA
25.78
割高
26.35
割安
10.69

予想PSR

適正
5年平均 P/S
9.25
現在のP/S
10.67
割高
12.17
割安
6.33

Alphio AI による RMBS の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%RMBS

$76.26

シナリオ価格

基

基本

基本 · 50%RMBS

$64.49

シナリオ価格

弱

弱気

弱気 · 25%RMBS

$64.36

シナリオ価格

RMBS を保有するクジラ

D

Duquesne Family Office LLC

+ を保有RMBS

+9.98%

3か月リターン

E

EdgePoint Investment Group Inc.

+ を保有RMBS

+4.51%

3か月リターン

C

Champlain Investment Partners, LLC

+ を保有RMBS

+4.06%

3か月リターン

R

Rafferty Asset Management, LLC

+ を保有RMBS

+0.86%

3か月リターン

O

Oberweis Asset Management, Inc.

+ を保有RMBS

-2.98%

3か月リターン

イベントタイムライン

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

ニュース

RMBS のよくある質問 — Alphio AI が回答

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 a good buy right now due to its current price of $107.47, which is significantly lower than analyst price targets of $150 to $172, indicating a potential upside of 39% to 60%. Additionally, the company has shown strong revenue growth with a 20-day change of +23.57% and a gross margin of 79.76%, suggesting solid profitability. However, the main risk is the recent 5-day price decline of -4.02%, which may indicate short-term volatility.

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

コミュニティ

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$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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