Rambus (RMBS) Resumen de Acciones
Rambus Inc. fabrica y vende productos semiconductores en Estados Unidos, Corea del Sur, Singapur e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 1/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
RMBS Community Fair Values
Create NarrativeSee what 60 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Rambus Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$130.28 |
| Máximo en las últimas 52 semanas | US$161.80 |
| Mínimo de 52 semanas | US$52.12 |
| Beta | 1.79 |
| Cambio en 1 mes | 17.96% |
| Variación en 3 meses | 31.09% |
| Cambio de 1 año | 129.89% |
| Variación en 3 años | 147.73% |
| Variación en 5 años | 607.66% |
| Variación desde la OPV | 1,622.71% |
Noticias y actualizaciones recientes
Actualización del análisis • May 08
RMBS: AI Memory IP Momentum Will Face Ongoing Execution And Valuation Risks
Narrative Update: Rambus Analyst Price Target Shift The updated analyst price target for Rambus has moved from $122.00 to $139.25, with analysts pointing to revised assumptions for revenue growth, profit margins, and future P/E, informed in part by recent Street research that included several target hikes and one downgrade. Analyst Commentary Recent Street research around Rambus reflects a mix of optimism and caution, with several price target increases alongside a fresh downgrade.Artículo de análisis • May 08
Why Rambus' (NASDAQ:RMBS) Earnings Are Better Than They Seem
Despite posting healthy earnings, Rambus Inc.'s ( NASDAQ:RMBS ) stock has been quite weak. We have done some analysis...Recent updates
Actualización del análisis • May 08
RMBS: AI Memory IP Momentum Will Face Ongoing Execution And Valuation Risks
Narrative Update: Rambus Analyst Price Target Shift The updated analyst price target for Rambus has moved from $122.00 to $139.25, with analysts pointing to revised assumptions for revenue growth, profit margins, and future P/E, informed in part by recent Street research that included several target hikes and one downgrade. Analyst Commentary Recent Street research around Rambus reflects a mix of optimism and caution, with several price target increases alongside a fresh downgrade.Artículo de análisis • May 08
Why Rambus' (NASDAQ:RMBS) Earnings Are Better Than They Seem
Despite posting healthy earnings, Rambus Inc.'s ( NASDAQ:RMBS ) stock has been quite weak. We have done some analysis...
Nuevo análisis • May 01
Future AI Memory Demand Will Expose Execution Risks And Pressure Long Term Earnings
Catalysts About Rambus Rambus develops memory interface chips and silicon IP that support data movement and security in data center and AI hardware. What are the underlying business or industry changes driving this perspective?Actualización del análisis • Apr 24
RMBS: AI Memory IP Execution Risk Will Limit Future Upside
Rambus' analyst price target shifts approximately $3 higher to $122, as analysts factor in updated fair value estimates, a slightly lower discount rate, and a modestly higher future P/E assumption while keeping revenue growth and profit margin expectations broadly consistent. Analyst Commentary Recent Street research on Rambus has featured lower price targets, even as the latest blended target moves to about $122.
Nuevo análisis • Apr 17
AI Hardware Memory Demand Will Drive Powerful Long Term Earnings Potential
Catalysts About Rambus Rambus provides high performance chips and silicon IP that support memory, interconnect and security functions in data center and AI hardware. What are the underlying business or industry changes driving this perspective?Actualización del análisis • Apr 08
RMBS: AI Memory IP And Steady Long Term Assumptions Will Support Upside
Rambus’ consensus analyst price target has been reduced by a single digit dollar amount, as analysts factor in recent target cuts from Evercore ISI and Susquehanna, along with a new bullish initiation at William Blair that supports steady long term assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts initiating coverage highlight a constructive view on Rambus’ long term fair value, indicating that current pricing is still seen as reasonable relative to their internal assumptions.Seeking Alpha • Apr 07
Rambus: A Leveraged Play On The AI Memory Bottleneck
Summary Rambus Inc. (RMBS) is positioned as a leveraged play on AI-driven memory subsystem complexity, benefiting from both product and IP licensing businesses. RMBS holds a 40% market share in DDR5 RCDs and targets 20% in PMICs, capitalizing on the memory supercycle and rising DRAM prices. The hybrid business model balances high-margin, recurring IP licensing with rapidly scaling, lower-margin memory interface chips, supporting financial resilience. Risks include significant customer and geographic concentration, as well as operational challenges from transitioning to a more product-centric business. Read the full article on Seeking AlphaActualización del análisis • Mar 25
RMBS: AI Memory IP And Steady P E View Will Support Upside
Analysts trimmed their price targets on Rambus by $7 and $10, respectively, while keeping long term growth and profitability assumptions broadly intact. This reflects a more measured view on the stock's valuation rather than a shift in its fundamental outlook.Actualización del análisis • Mar 11
RMBS: AI Memory Roadmap And Steady P E Assumptions Will Drive Upside
Analysts have trimmed their price targets on Rambus, with recent cuts of $7 and $10 balanced by a new bullish initiation. This has led to only modest tweaks in discount rate and future P/E assumptions, rather than a wholesale shift in the overall valuation view.Actualización del análisis • Feb 25
RMBS: P/E Reset Will Set Up Future AI Upside Potential
Rambus' analyst fair value estimate has nudged up by $1 to $118.88, as analysts refine their P/E assumptions and incorporate mixed but generally constructive recent research, including lower price targets from some firms alongside a fresh bullish initiation. Analyst Commentary Street research on Rambus has been mixed recently, with some analysts trimming price targets while others initiate with a positive stance.Actualización del análisis • Feb 10
RMBS: Mixed P/E Reset And Silicon IP Deals Will Shape AI Upside
Analysts have trimmed their price target on Rambus from US$120 to about US$117.88, citing updated views on growth, profitability, and a modestly adjusted future P/E multiple, as reflected in recent research moves at Evercore ISI, Susquehanna, and William Blair. Analyst Commentary Recent research points to a mix of optimism and caution around Rambus, with fresh coverage and updated price targets offering both upside and risk factors for you to weigh.Actualización del análisis • Jan 27
RMBS: Silicon IP Acquisitions And Higher P/E Assumptions Will Shape AI Upside
Analysts have nudged their price target on Rambus higher to $120, citing updated assumptions on growth, profitability, and P/E that align with recently bullish research coverage. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$120 target as more in line with their updated P/E assumptions, suggesting they view current earnings power as underappreciated by the prior target level.Artículo de análisis • Jan 22
Rambus Inc.'s (NASDAQ:RMBS) P/E Is Still On The Mark Following 32% Share Price Bounce
Rambus Inc. ( NASDAQ:RMBS ) shareholders would be excited to see that the share price has had a great month, posting a...Actualización del análisis • Jan 09
RMBS: Silicon IP Acquisitions And Buybacks Will Support AI Demand Upside
Analysts have modestly lifted their price target on Rambus to US$120, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E. These assumptions still support their prior fair value view.Artículo de análisis • Dec 29
We Like These Underlying Return On Capital Trends At Rambus (NASDAQ:RMBS)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Actualización del análisis • Dec 15
RMBS: Data Center DRAM Leadership Will Drive AI Demand Upside Through 2027
Analysts have raised their price target on Rambus stock to $130 from $90, citing the company’s strengthening leadership in data center DRAM, accelerating AI-driven demand signals, and projections for robust revenue and free cash flow growth. Analyst Commentary Recent research notes highlight a constructive stance on Rambus, with multiple firms lifting price targets in response to the company’s role in the AI and data center memory ecosystem.Artículo de análisis • Dec 15
Does Rambus (NASDAQ:RMBS) Deserve A Spot On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Artículo de análisis • Dec 02
A Look At The Intrinsic Value Of Rambus Inc. (NASDAQ:RMBS)
Key Insights The projected fair value for Rambus is US$89.60 based on 2 Stage Free Cash Flow to Equity Current share...Actualización del análisis • Nov 30
RMBS: Data Center DRAM Demand Will Drive Share Price Momentum Through 2027
The analyst price target for Rambus has increased from $115.88 to $120.00. This change reflects analysts' positive outlook on the company's strong demand drivers, sustained data center growth, and robust free cash flow projections.Actualización del análisis • Nov 16
RMBS: Expanding Data Center Demand Will Drive Sustained Outperformance Through 2027
Rambus has seen its average analyst price target increase significantly. Figures now range from $114 to $130 per share, as analysts point to robust demand in data center DRAM and multiple growth catalysts supporting stronger revenue and earnings projections.Actualización del análisis • Nov 02
RMBS: Expanding Data Center Demand Will Drive Strong Share Price Momentum
Analysts have raised Rambus' fair value estimate from $103.50 to $115.88. They cite increased price targets based on robust revenue growth, strong profit margins, and sustained demand in the data center memory market.Actualización del análisis • Oct 18
Data Center And AI Trends Will Expand Memory Markets
The analyst fair value estimate for Rambus has increased from $100.38 to $103.50. Analysts cite rising price targets and strong demand drivers in memory markets and data centers as key factors supporting the company’s growth outlook.Actualización del análisis • Oct 04
Data Center And AI Trends Will Expand Memory Markets
Rambus’ analyst price target has increased significantly from $85.63 to $100.38. Analysts cite robust demand for data center DRAM, accelerating revenue growth prospects, and ongoing confidence in Rambus’ market leadership and strategic positioning.Actualización del análisis • Sep 16
Data Center And AI Trends Will Expand Memory Markets
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.Artículo de análisis • Sep 16
Earnings Tell The Story For Rambus Inc. (NASDAQ:RMBS) As Its Stock Soars 28%
Despite an already strong run, Rambus Inc. ( NASDAQ:RMBS ) shares have been powering on, with a gain of 28% in the last...Actualización del análisis • Aug 29
Data Center And AI Trends Will Expand Memory Markets
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.Artículo de análisis • Aug 25
There's Been No Shortage Of Growth Recently For Rambus' (NASDAQ:RMBS) Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Artículo de análisis • Jun 19
Shareholders Should Be Pleased With Rambus Inc.'s (NASDAQ:RMBS) Price
With a price-to-earnings (or "P/E") ratio of 31.4x Rambus Inc. ( NASDAQ:RMBS ) may be sending very bearish signals at...Artículo de análisis • May 14
Is It Time To Consider Buying Rambus Inc. (NASDAQ:RMBS)?
While Rambus Inc. ( NASDAQ:RMBS ) might not have the largest market cap around , it saw a significant share price rise...Rentabilidad de los accionistas
| RMBS | US Semiconductor | Mercado US | |
|---|---|---|---|
| 7D | 10.4% | 13.1% | 2.6% |
| 1Y | 129.9% | 117.4% | 26.2% |
Rentabilidad vs. Industria: RMBS superó a la industria US Semiconductor, que obtuvo un rendimiento del 117.4% el año pasado.
Rentabilidad vs. Mercado: RMBS superó al mercado US, que obtuvo un rendimiento del 26.2% el año pasado.
Volatilidad de los precios
| RMBS volatility | |
|---|---|
| RMBS Average Weekly Movement | 12.4% |
| Semiconductor Industry Average Movement | 10.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: El precio de las acciones de RMBS ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de RMBS(12%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1990 | 791 | Luc Seraphin | www.rambus.com |
Rambus Inc. fabrica y vende productos semiconductores en Estados Unidos, Corea del Sur, Singapur e internacionalmente. Ofrece chips de interfaz de memoria que comprenden chips de interfaz de memoria DDR5 que incluyen controlador de reloj de registro, controlador de reloj de registro multiplexado, búfer de datos multiplexado, circuitos integrados de gestión de energía, concentradores de detección de presencia en serie, sensores de temperatura y productos de controlador de reloj de cliente; y chips de interfaz de memoria DDR4. La empresa también proporciona IP de silicio, como soluciones IP de interfaz y seguridad que mueven y protegen datos en aplicaciones avanzadas de inteligencia artificial, centros de datos, gobierno y automoción; soluciones IP de interfaz para memoria de alta velocidad e IP de controlador digital chip a chip; soluciones IP de seguridad, incluidos núcleos criptográficos, raíces de confianza de hardware, motores de protocolo de alta velocidad y tecnologías de aprovisionamiento de chips.
Resumen de fundamentos de Rambus Inc.
| Estadísticas fundamentales de RMBS | |
|---|---|
| Capitalización bursátil | US$14.55b |
| Beneficios(TTM) | US$230.01m |
| Ingresos (TTM) | US$721.16m |
61.2x
Ratio precio-beneficio (PE)19.5x
Ratio precio-ventas (PS)¿Está RMBS sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de RMBS | |
|---|---|
| Ingresos | US$721.16m |
| Coste de los ingresos | US$141.27m |
| Beneficio bruto | US$579.89m |
| Otros gastos | US$349.88m |
| Beneficios | US$230.01m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 2.13 |
| Margen bruto | 80.41% |
| Margen de beneficio neto | 31.89% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado RMBS a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/12 00:05 |
| Precio de las acciones al final del día | 2026/05/12 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Rambus Inc. está cubierta por 18 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| Tristan Gerra | Baird |