Rambus (RMBS) Aperçu de l'action
Rambus Inc. fabrique et vend des produits semi-conducteurs aux États-Unis, en Corée du Sud, à Singapour et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 0/6 |
| Croissance future | 4/6 |
| Performances passées | 3/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
RMBS Community Fair Values
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Analyst Price Targets
Rambus Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$134.51 |
| Plus haut sur 52 semaines | US$161.80 |
| Plus bas sur 52 semaines | US$52.12 |
| Bêta | 1.79 |
| Variation sur 1 mois | 21.79% |
| Variation sur 3 mois | 25.72% |
| Variation sur 1 an | 148.59% |
| Variation sur 3 ans | 164.78% |
| Variation sur 5 ans | 619.30% |
| Évolution depuis l'introduction en bourse | 1,678.64% |
Nouvelles et mises à jour récentes
Mise à jour de l'analyse • 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.Article d'analyse • 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
Mise à jour de l'analyse • 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.Article d'analyse • 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...
Nouvelle analyse • 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?Mise à jour de l'analyse • 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.
Nouvelle analyse • 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?Mise à jour de l'analyse • 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 AlphaMise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Article d'analyse • 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...Article d'analyse • 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...Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...Rendement pour les actionnaires
| RMBS | US Semiconductor | US Marché | |
|---|---|---|---|
| 7D | 20.6% | 10.5% | 2.2% |
| 1Y | 148.6% | 126.9% | 31.1% |
Rendement vs Industrie: RMBS a dépassé le secteur US Semiconductor qui a rapporté 126.9 % au cours de l'année écoulée.
Rendement vs marché: RMBS a dépassé le marché US qui a rapporté 31.1 % au cours de l'année écoulée.
Volatilité des prix
| RMBS volatility | |
|---|---|
| RMBS Average Weekly Movement | 12.4% |
| Semiconductor Industry Average Movement | 10.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: Le cours de l'action de RMBS a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de RMBS ( 12% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1990 | 791 | Luc Seraphin | www.rambus.com |
Rambus Inc. fabrique et vend des produits semi-conducteurs aux États-Unis, en Corée du Sud, à Singapour et dans le monde entier. Elle propose des puces d'interface mémoire comprenant des puces d'interface mémoire DDR5 qui incluent des pilotes d'horloge d'enregistrement, des pilotes d'horloge d'enregistrement multiplexés, des tampons de données multiplexés, des circuits intégrés de gestion de l'alimentation, des concentrateurs de détection de présence en série, des capteurs de température et des produits de pilotes d'horloge client ; et des puces d'interface mémoire DDR4. L'entreprise fournit également de la propriété intellectuelle sur silicium, telle que des solutions d'interface et de sécurité qui déplacent et protègent les données dans des applications avancées d'intelligence artificielle, de centre de données, gouvernementales et automobiles ; des solutions d'interface IP pour la mémoire à grande vitesse et la propriété intellectuelle de contrôleur numérique puce à puce ; des solutions de sécurité IP, y compris des noyaux cryptographiques, des racines de confiance matérielles, des moteurs de protocole à grande vitesse et des technologies de provisionnement des puces.
Rambus Inc. Résumé des fondamentaux
| RMBS statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$13.98b |
| Bénéfices(TTM) | US$230.01m |
| Recettes(TTM) | US$721.16m |
63.2x
Ratio P/E20.2x
Ratio P/SLe site RMBS est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| RMBS compte de résultat (TTM) | |
|---|---|
| Recettes | US$721.16m |
| Coût des recettes | US$141.27m |
| Marge brute | US$579.89m |
| Autres dépenses | US$349.88m |
| Les revenus | US$230.01m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 2.13 |
| Marge brute | 80.41% |
| Marge bénéficiaire nette | 31.89% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de RMBS?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/11 23:42 |
| Cours de l'action en fin de journée | 2026/05/11 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Rambus Inc. est couverte par 18 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| Tristan Gerra | Baird |