Rambus Inc

Rambus Inc(RMBS)の株式分析

$85.760

-5.034 (-5.87%)終値時点

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High
89.990
Open
89.880
VWAP
86.83
Vol
2.45M
Mkt Cap
6.10B
Low
84.741
Amount
212.76M
EV/EBITDA, TTM
24.13

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.

AI analysis of Rambus Inc (RMBS)

hold

Rambus Inc is currently trading at $85.76, which is significantly below the average analyst price target of $165. However, the stock shows a low RSI of 29.447, indicating it is oversold, but the recent performance has been negative with a 5-day change of -6.01%. The company has initiated a $100 million share repurchase program, reflecting confidence in its long-term growth. The main risk is the recent decline in stock price, which has dropped 13.62% year-to-date, suggesting caution for new investors.

Analyst Ratings (6)

+25.23% upside
Buy
4 Buy
2 Hold
0 Sell
Current: 85.76
安値
83.00
平均
107.40
高値
130.00

Rosenblatt

2026-07-15

目標株価

$165

Buy

Benchmark

2026-07-15

目標株価

$165

Buy

Evercore ISI

2026-04-28

目標株価

$172

Outperform

Rosenblatt

2026-04-28

目標株価

$150

Buy

Jefferies

2026-04-28

目標株価

$145

Buy

バリュエーション指標

The current forward P/E ratio for Rambus Inc (RMBS) is 24.15, compared to its 5-year average forward P/E of 24.32.

Forward P/E

Fair
5Y Average P/E
24.32
Current P/E
24.15
割高
30.73
割安
17.90

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
18.10
Current EV/EBITDA
24.13
割高
25.98
割安
10.22

Forward P/S

Fair
5Y Average P/S
9.12
Current P/S
10.00
割高
12.09
割安
6.14

Alphio AI Price Scenarios for RMBS

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%RMBS

$76.26

シナリオ価格

B

Base

Base · 50%RMBS

$64.49

シナリオ価格

B

Bear

Bear · 25%RMBS

$64.36

シナリオ価格

Whales holding RMBS

D

Duquesne Family Office LLC

+ HoldingRMBS

+9.41%

3M Return

E

EdgePoint Investment Group Inc.

+ HoldingRMBS

+9.03%

3M Return

P

PointState Capital LP

+ HoldingRMBS

+2.45%

3M Return

R

Rafferty Asset Management, LLC

+ HoldingRMBS

-7.61%

3M Return

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

Sees Q3 Revenue of $210M-$216M

16:30:00

Rambus Reports Q2 Revenue of $207.4M

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 FAQ — answered by 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 currently trading at $85.76, which is significantly below the average analyst price target of $165. However, the stock shows a low RSI of 29.447, indicating it is oversold, but the recent performance has been negative with a 5-day change of -6.01%. The company has initiated a $100 million share repurchase program, reflecting confidence in its long-term growth. The main risk is the recent decline in stock price, which has dropped 13.62% year-to-date, suggesting caution for new investors.

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

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