Rambus Inc.

Report azionario NasdaqGS:RMBS

Capitalizzazione di mercato: US$9.9b

Rambus Crescita futura

Criteri Future verificati 4/6

Si prevede che Rambus aumenterà gli utili e i ricavi rispettivamente del 24.2% e 14.3% all'anno, mentre si prevede che l'EPS crescerà del 23.5% all'anno.

Informazioni chiave

24.2%

Tasso di crescita degli utili

23.45%

Tasso di crescita dell'EPS

Semiconductor crescita degli utili28.2%
Tasso di crescita dei ricavi14.3%
Rendimento futuro del capitale proprion/a
Copertura analitica

Good

Ultimo aggiornamento28 Jul 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Jul 29

Rambus Falls Despite Posting Strong Quarter: Initiating With Hold

Summary Rambus delivered strong Q2 2026 results, with revenue up 20% and EPS up 24%, yet shares dropped 8%. RMBS remains well-positioned in AI and data center markets, driven by robust product and royalty revenue growth and resilient mid-40% operating margins. Management guides for Q3 revenue of $210–216 million and EPS up to $0.82, expecting sequential product revenue growth but a modest decline in royalties. Despite high short interest and valuation concerns, RMBS’s healthy cash flows and positive guidance suggest the post-earnings sell-off may be overdone. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 21

RMBS: AI Memory Bandwidth And DOJ Probe Will Shape Future Expectations

Analysts have raised the Rambus fair value estimate to $149.00 from $144.57, citing a slightly lower discount rate, modest adjustments to revenue growth and profit margin assumptions, and updated future P/E expectations following a series of recent price target increases and new coverage. Analyst Commentary Recent Street research around Rambus reflects a generally constructive view on the stock, with several bullish analysts lifting price targets and one bearish analyst taking a more cautious stance.
Aggiornamento narrativa • Jul 07

RMBS: AI Workload Demand And New Index Inclusions Will Drive Repricing

The Rambus fair value price target has shifted from $150.00 to $180.00, with analysts pointing to updated assumptions on discount rates, revenue growth, profit margins, and a higher future P/E outlook following a series of recent target changes and a downgrade across the Street. Analyst Commentary Recent Street research around Rambus has centered on a series of price target revisions, with several bullish analysts taking a more constructive view on the company alongside one downgrade.
Aggiornamento narrativa • Jun 23

RMBS: AI Memory IP And DOJ Probe Will Shape Future Expectations

Rambus comes into focus today as analysts lift their price targets by $20 to $53, reflecting updated views on revenue growth, profit margins, and P/E assumptions, even as one firm moves to a more cautious stance. Analyst Commentary Recent research on Rambus highlights a split in views, with several bullish analysts lifting price targets while one firm turns more cautious.
Articolo di analisi • Jun 20

Rambus (RMBS) Stock Could Be 3% Undervalued After DOJ Antitrust Subpoena

Rambus (RMBS) has drawn fresh attention after disclosing a federal grand jury subpoena tied to a Department of Justice antitrust investigation, with the legal overhang combining with an analyst downgrade and elevated insider selling. See our latest analysis for Rambus. The DOJ subpoena and downgrade land at a time when Rambus has already been volatile, with an 8.51% 1 day share price return and a 53.95% 90 day share price return, alongside a 1 year total shareholder return of 137.74% that...
Aggiornamento narrativa • Jun 08

RMBS: AI Memory IP Demand And Insider Activity Will Shape Future Expectations

Narrative Update: Rambus Analyst Price Target Shift The Rambus analyst price target has been revised to $145.25, with analysts pointing to recent target increases from Evercore ISI, Rosenblatt, and Jefferies, partly offset by a downgrade at Baird, as key drivers of the updated view. Analyst Commentary Recent research on Rambus shows a mix of optimism and caution, with multiple price target revisions feeding into the refreshed average target of US$145.25.
Aggiornamento narrativa • May 24

RMBS: AI Memory IP Demand Will Test Execution And Richer Future Expectations

The analyst price target for Rambus has been adjusted from $139.25 to $145.25 as analysts factor in updated fair value assumptions, modest tweaks to the discount rate, revenue growth and profit margin inputs, as well as a slightly higher future P/E multiple supported by recent Street research that includes several target increases alongside a downgrade. Analyst Commentary Recent Street research around Rambus reflects a mix of optimism on long term growth potential and caution on execution and valuation.
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Nuova narrativa • 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?
Aggiornamento narrativa • 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.
Nuova narrativa • 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?
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Articolo di analisi • 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...

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:RMBS - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20281,1295094585266
12/31/20279883523624119
12/31/20268252762623029
6/30/2026756240300333N/A
3/31/2026721230335366N/A
12/31/2025708230333360N/A
9/30/2025678229292319N/A
6/30/2025645229262293N/A
3/31/2025605207233269N/A
12/31/2024557180200231N/A
9/30/2024518176201226N/A
6/30/2024478231193216N/A
3/31/2024465364177196N/A
12/31/2023461334173196N/A
9/30/2023461291165192N/A
6/30/2023468189195221N/A
3/31/202347055203227N/A
12/31/2022455-14210230N/A
9/30/2022424-24229251N/A
6/30/2022393-21199217N/A
3/31/2022357-45197212N/A
12/31/202132818195209N/A
9/30/20212980163179N/A
6/30/2021274-16155177N/A
3/31/2021251-37156188N/A
12/31/2020246-40156185N/A
9/30/2020248-33156179N/A
6/30/2020248-38144160N/A
3/31/2020245-66N/A137N/A
12/31/2019228-86N/A129N/A
9/30/2019233-83N/A128N/A
6/30/2019235-170N/A134N/A
3/31/2019233-149N/A99N/A
12/31/2018231-158N/A86N/A
9/30/2018265-192N/A112N/A
6/30/2018304-80N/A95N/A
3/31/2018342-62N/A117N/A
12/31/2017393-23N/A117N/A
9/30/201738910N/A92N/A
6/30/20173797N/A88N/A
3/31/20173618N/A95N/A
12/31/20163377N/A96N/A
9/30/201631623N/A84N/A
6/30/2016300201N/A88N/A
3/31/2016296204N/A79N/A
12/31/2015296211N/A77N/A
9/30/2015292206N/A80N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di RMBS ( 24.2% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di RMBS ( 24.2% all'anno) cresceranno più rapidamente del mercato US ( 16.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di RMBS cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di RMBS ( 14.3% all'anno) crescerà più rapidamente del mercato US ( 12.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di RMBS ( 14.3% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di RMBS è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/01 11:18
Prezzo dell'azione a fine giornata2026/07/31 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Rambus Inc. è coperta da 17 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Brett SimpsonArete Research Services LLP
James FontanelliArete Research Services LLP
Tristan GerraBaird