Rambus Inc

Rambus Inc (RMBS) Stock Analysis

$92.110

-5.683 (-6.17%)At close

Loading chart…
High
96.760
Open
95.950
VWAP
93.59
Volume
1.88M
Mkt Cap
6.10B
Low
91.892
Amount
176.17M
EV/EBITDA, TTM
26.54

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)

Buy

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.

Analyst Ratings (6)

+16.60% upside
Buy
4 Buy
2 Hold
0 Sell
Current: 92.11
Low
83.00
Average
107.40
High
130.00

Rosenblatt

2026-07-15

Price Target

$165

Buy

Benchmark

2026-07-15

Price Target

$165

Buy

Evercore ISI

2026-04-28

Price Target

$172

Outperform

Rosenblatt

2026-04-28

Price Target

$150

Buy

Jefferies

2026-04-28

Price Target

$145

Buy

Valuation Metrics

The current forward P/E ratio for Rambus Inc (RMBS) is 24.15, compared to its 5-year average forward P/E of 24.51.

Forward P/E

Fair
5Y Average P/E
24.51
Current P/E
24.15
Overvalued
30.80
Undervalued
18.22

Forward EV/EBITDA

Overvalued
5Y Average EV/EBITDA
18.50
Current EV/EBITDA
26.54
Overvalued
26.34
Undervalued
10.67

Forward P/S

Fair
5Y Average P/S
9.25
Current P/S
10.99
Overvalued
12.17
Undervalued
6.32

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

Scenario price

B

Base

Base · 50%RMBS

$64.49

Scenario price

B

Bear

Bear · 25%RMBS

$64.36

Scenario price

Whales holding RMBS

D

Duquesne Family Office LLC

+ HoldingRMBS

+9.91%

3M Return

R

Rafferty Asset Management, LLC

+ HoldingRMBS

+4.61%

3M Return

C

Champlain Investment Partners, LLC

+ HoldingRMBS

+3.87%

3M Return

O

Oberweis Asset Management, Inc.

+ HoldingRMBS

+3.87%

3M Return

E

EdgePoint Investment Group Inc.

+ HoldingRMBS

+1.04%

3M Return

Events Timeline

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

News

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 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.

Community

More ↗

$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.

Show more
Sign up or log in to join the discussion

This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

Start trading