RambusRMBS
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Fair Value
US$100
Share price01 May
US$89.5810.4% undervalued intrinsic discount
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1Y23.71%
7D-6.70%

Future AI Memory Demand Will Expose Execution Risks And Pressure Long Term Earnings

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
01 May 26
Views
21
Not Invested

Fair Value vs Share Price

US$100
vs US$89.5810.4% undervalued intrinsic discount
PastFuture-149m1b2015201820212024202620272029Revenue US$1.1bEarnings US$391.9m
14.5%
Revenue growth
36.2%
Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Flawless balance sheet with reasonable growth potential.

Market capUS$9.7b
PB6.6x
Estimated Growth14.3%
Dividend YieldN/A
Full analysis

CEO & management

Luc Seraphin
CEO
5.4yrs
CEO Tenure

Manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally.