Update shared on29 Aug 2025
Fair value Increased 2.18%Rambus's consensus price target has increased to $81.88, driven by growing confidence in revenue diversification, sustained financial outperformance, and raised EPS estimates following strong Q2 results.
Analyst Commentary
- Bullish analysts see increased revenue diversification as a key driver, supporting steady beat-and-raise quarters.
- Raised EPS opportunity to $3, reflecting greater earnings confidence.
- Long-term thesis remains intact, suggesting sustainable growth prospects.
- Recent Q2 earnings prompted upward revisions to estimates.
- Positive stance maintained due to consistent execution and financial outperformance.
What's in the News
- Rambus completed the repurchase of 14,437,037 shares (13.01% of shares outstanding) for $462.67 million under its buyback program.
- For Q3 2025, Rambus expects GAAP product revenue of $87 million–$93 million and contract/other revenue of $22 million–$28 million.
Valuation Changes
Summary of Valuation Changes for Rambus
- The Consensus Analyst Price Target has risen slightly from $80.12 to $81.88.
- The Future P/E for Rambus has risen slightly from 33.08x to 33.80x.
- The Consensus Revenue Growth forecasts for Rambus remained effectively unchanged, moving only marginally from 14.2% per annum to 14.3% per annum.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.