Update shared on16 Sep 2025
Fair value Increased 4.58%Analysts have raised their price target for Rambus to $85.62, citing favorable industry dynamics, accelerating RDIMM growth, increased revenue diversification, and improving earnings consistency, all of which underpin stronger long-term earnings potential.
Analyst Commentary
- Bullish analysts cite multiple product revenue growth catalysts, particularly for the second half of fiscal 2026.
- Expectation of registered dual in-line memory module (RDIMM) growth accelerating to high-teens percentages in 2026 from mid-teens in 2025, viewed as incrementally positive for revenue.
- The competitive landscape for Rambus is described as very favorable, supporting future growth prospects.
- Increased revenue diversification is providing the company with a steady pattern of earnings beats and revised upward guidance.
- Long-term EPS opportunity of $3 per share seen as achievable, underpinned by the current momentum in business and favorable industry conditions.
What's in the News
- Completed repurchase of 14,437,037 shares (13.01% of shares) for $462.67 million under the existing buyback program.
- Issued Q3 2025 guidance: GAAP product revenue expected between $87 million and $93 million, contract and other revenue between $22 million and $28 million.
Valuation Changes
Summary of Valuation Changes for Rambus
- The Consensus Analyst Price Target has risen slightly from $81.88 to $85.62.
- The Future P/E for Rambus has risen slightly from 33.68x to 35.22x.
- The Consensus Revenue Growth forecasts for Rambus has fallen slightly from 14.3% per annum to 13.9% per annum.
Disclaimer
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