Update shared on31 Jul 2025
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.
- Launched complete client chipsets for next-generation AI PC memory modules, including two new Power Management ICs (PMIC5200 for LPDDR5 CAMM2 and PMIC5120 for DDR5 CSODIMMs/CUDIMMs), rounding out support for all JEDEC standard DDR5 and LPDDR5 modules.
Valuation Changes
Summary of Valuation Changes for Rambus
- The Consensus Analyst Price Target remained effectively unchanged, at $78.25.
- The Discount Rate for Rambus remained effectively unchanged, moving only marginally from 9.50% to 9.49%.
- The Future P/E for Rambus remained effectively unchanged, moving only marginally from 32.41x to 32.40x.
Disclaimer
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