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Data Center And AI Trends Will Expand Memory Markets

Published
30 Aug 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$80.13
1.2% overvalued intrinsic discount
27 Aug
US$81.09
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1Y
84.7%
7D
15.1%

Author's Valuation

US$80.1

1.2% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on31 Jul 25
Fair value Increased 2.40%

With the Discount Rate and Future P/E remaining virtually unchanged, analysts maintained their fair value estimate for Rambus at $78.25. What's in the News Issued Q3 earnings guidance with product revenue expected at $87–$93 million and contract/other revenue at $22–$28 million.

Shared on07 May 25
Fair value Increased 6.04%

Shared on30 Apr 25
Fair value Decreased 9.70%

AnalystConsensusTarget has decreased revenue growth from 18.0% to 15.9% and decreased future PE multiple from 31.6x to 28.0x.

Shared on23 Apr 25
Fair value Decreased 1.05%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 8.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 4.52%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 0.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.