Rambus（1RMBS）株式概要ラムバス社は、米国、韓国、シンガポール、および国際的に半導体製品を製造・販売している。 詳細1RMBS ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長4/6過去の実績3/6財務の健全性6/6配当金0/6報酬収益は年間20.08%増加すると予測されています 過去1年間で収益は11%増加しました リスク分析Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きい過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見る1RMBS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€109.6513.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-149m1b2016201920222025202620282031Revenue US$1.4bEarnings US$460.0mAdvancedSet Fair ValueView all narrativesRambus Inc. 競合他社Hangzhou Silan MicroelectronicsSymbol: SHSE:600460Market cap: CN¥84.0bSG MicroSymbol: SZSE:300661Market cap: CN¥85.9bRealtek SemiconductorSymbol: TWSE:2379Market cap: NT$419.6bOmniVision Integrated Circuits GroupSymbol: SHSE:603501Market cap: CN¥111.4b価格と性能株価の高値、安値、推移の概要Rambus過去の株価現在の株価US$109.6552週高値US$145.2052週安値US$55.10ベータ1.831ヶ月の変化-17.96%3ヶ月変化38.94%1年変化106.50%3年間の変化n/a5年間の変化n/aIPOからの変化155.71%最新ニュースValuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €122, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 39x in the Semiconductor industry in Europe. Total returns to shareholders of 125% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €57.32 per share.Recent Insider Transactions • Jun 07Independent Director recently sold €1.4m worth of stockOn the 2nd of June, Emiko Higashi sold around 10k shares on-market at roughly €138 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.0m. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.Recent Insider Transactions • May 27EVP & COO recently sold €5.0m worth of stockOn the 26th of May, Xianzhi Fan sold around 38k shares on-market at roughly €131 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Xianzhi's only on-market trade for the last 12 months.お知らせ • May 27Rambus Announces Complete Ddr5 9600 Client Memory Module Chipset for Cudimm and Csodimm ModulesRambus Inc. announced its complete DDR5 9600 Client Memory Module Chipset for high-performance CUDIMM, CQDIMM and CSODIMM modules in future generation AI PCs. The chipset includes the new Gen2 Client Clock Driver (CKD02), delivering breakthrough performance with support for PC memory module operation of up to 9600 MT/s, Power Management IC (PMIC5120) and Serial Presence Detect Hub (SPD Hub). With the rise of agentic AI, PCs now plan, execute, and adapt workflows in real time. These workloads require persistent context, concurrent processing, and continuous data movement between the processor and system memory requiring significant increases in both bandwidth and capacity. At the same time, scaling DDR5 memory beyond 6400 MT/s introduces new technical challenges, including signal degradation, clock jitter, and timing instability. To address these challenges, the industry is transitioning to clocked memory modules, including CUDIMM and CQDIMM for desktops and CSODIMM for laptops, which incorporate an on-module client clock driver (CKD) to condition and redistribute the clock signal. The new Rambus DDR5 9600 Client Chipset provides a complete solution for clocked DDR5 modules operating from 8000 to 9600 MT/s. Designed for performance and scalability, the chipset supports next-generation AI PCs, notebooks, and workstations. By addressing signal integrity, power delivery, and system coordination at the module level, Rambus simplifies the design and deployment of high-performance memory module solutions. The Rambus DDR5 9600 Client Chipset supporting high-bandwidth, high-capacity, clocked client memory modules and includes: Gen2 Client Clock Driver retimes, conditions and distributes the clock sent from the processor to the DRAM devices on the DIMM; PMIC5120 efficiently steps down the system voltage supply to the voltage levels needed to power the DRAM and all other active chips on the module; SPD Hub enables communication of module identification, configuration, and telemetry.Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €130, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 41x in the Semiconductor industry in Europe. Total returns to shareholders of 175% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €63.19 per share.New Risk • May 20New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.6m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Significant insider selling over the past 3 months (€1.6m sold).最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €122, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 39x in the Semiconductor industry in Europe. Total returns to shareholders of 125% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €57.32 per share.Recent Insider Transactions • Jun 07Independent Director recently sold €1.4m worth of stockOn the 2nd of June, Emiko Higashi sold around 10k shares on-market at roughly €138 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.0m. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.Recent Insider Transactions • May 27EVP & COO recently sold €5.0m worth of stockOn the 26th of May, Xianzhi Fan sold around 38k shares on-market at roughly €131 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Xianzhi's only on-market trade for the last 12 months.お知らせ • May 27Rambus Announces Complete Ddr5 9600 Client Memory Module Chipset for Cudimm and Csodimm ModulesRambus Inc. announced its complete DDR5 9600 Client Memory Module Chipset for high-performance CUDIMM, CQDIMM and CSODIMM modules in future generation AI PCs. The chipset includes the new Gen2 Client Clock Driver (CKD02), delivering breakthrough performance with support for PC memory module operation of up to 9600 MT/s, Power Management IC (PMIC5120) and Serial Presence Detect Hub (SPD Hub). With the rise of agentic AI, PCs now plan, execute, and adapt workflows in real time. These workloads require persistent context, concurrent processing, and continuous data movement between the processor and system memory requiring significant increases in both bandwidth and capacity. At the same time, scaling DDR5 memory beyond 6400 MT/s introduces new technical challenges, including signal degradation, clock jitter, and timing instability. To address these challenges, the industry is transitioning to clocked memory modules, including CUDIMM and CQDIMM for desktops and CSODIMM for laptops, which incorporate an on-module client clock driver (CKD) to condition and redistribute the clock signal. The new Rambus DDR5 9600 Client Chipset provides a complete solution for clocked DDR5 modules operating from 8000 to 9600 MT/s. Designed for performance and scalability, the chipset supports next-generation AI PCs, notebooks, and workstations. By addressing signal integrity, power delivery, and system coordination at the module level, Rambus simplifies the design and deployment of high-performance memory module solutions. The Rambus DDR5 9600 Client Chipset supporting high-bandwidth, high-capacity, clocked client memory modules and includes: Gen2 Client Clock Driver retimes, conditions and distributes the clock sent from the processor to the DRAM devices on the DIMM; PMIC5120 efficiently steps down the system voltage supply to the voltage levels needed to power the DRAM and all other active chips on the module; SPD Hub enables communication of module identification, configuration, and telemetry.Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €130, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 41x in the Semiconductor industry in Europe. Total returns to shareholders of 175% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €63.19 per share.New Risk • May 20New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.6m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Significant insider selling over the past 3 months (€1.6m sold).お知らせ • May 08Rambus Inc Introduces PCIe 7.0 Switch Ip With Time Division MultiplexingRambus Inc. announced the Rambus PCIe 7.0 Switch IP with Time Division Multiplexing, a new addition to its advanced interconnect IP portfolio designed to address the rapidly escalating bandwidth, latency, and scalability requirements of AI, cloud, and high-performance computing (HPC) systems. Rambus PCIe 7.0 Switch IP with Time Division Multiplexing enables efficient, scalable PCIe fabrics that optimize link utilization and reduce system complexity for scale up and scale out of distributed AI clusters and high-performance computing networks. Supports bandwidth scaling, low latency, and efficient data movement for AI, cloud, and HPC systems. Increases link utilization through intelligent traffic multiplexing, enabling simpler architectures and scalable disaggregated and pooled compute designs. Extends the Rambus PCIe IP portfolio which spans switches, controllers, retimers, and debug solutions to support next-generation AI infrastructure. As AI infrastructure grows in scale and architectural complexity, system designers are increasingly challenged to move massive volumes of data efficiently across CPUs, GPUs, accelerators, and NVMe storage. The Rambus PCIe 7.0 Switch IP with Time Division Multiplexing is architected to help meet these demands by enabling more flexible and efficient utilization of PCIe links, supporting emerging disaggregated and pooled compute architectures while maintaining low latency and deterministic performance. Built on the PCIe 7.0 specification, the Rambus newest switch IP is optimized for next-generation AI and data center SoCs that require extreme bandwidth density, advanced traffic management, and seamless scalability. By incorporating Time Division Multiplexing capabilities, the switch enables designers to intelligently schedule and multiplex traffic across shared links, helping maximize fabric utilization while supporting diverse workload profiles, from large-scale AI training to latency-sensitive inference and data movement. The Rambus PCIe 7.0 Switch IP with Time Division Multiplexing is designed to integrate seamlessly into ASIC platforms and complements Rambus’ PCIe 7.0 IP portfolio, which includes controllers, retimers, and debug solutions. These IP offerings help customers accelerate time-to-market while addressing the demanding performance, power, and reliability requirements of modern AI infrastructure. The Rambus PCIe 7.0 Switch IP with Time Division Multiplexing reinforces the company’s leadership in high-speed interface IP and its commitment to delivering differentiated interconnect technologies that help customers solve the most challenging problems in AI, cloud, and HPC Infrastructure.お知らせ • May 02+ 1 more updateRambus Inc. Appoints Sumeet Gagneja as Chief Financial Officer, Effective April 29, 2026Rambus Inc. announced the appointment of Sumeet Gagneja as chief financial officer, effective April 29, 2026. Mr. Gagneja joins Rambus with more than two decades of financial and operational leadership across the semiconductor, data center, and AI-driven computing ecosystem. Mr. Gagneja will oversee the company’s global finance organization, including financial strategy, capital allocation, and investor engagement, reporting to president and chief executive officer Luc Seraphin. Mr. Gagneja most recently served as divisional CFO for AMD’s Data Center segment. Previously, he was CFO of Western Digital’s Flash business and held senior finance leadership roles at Xilinx, Innovium, Maxim Integrated, Avago, and Intel. Across these roles, he supported capital allocation, mergers and acquisitions, operational planning, and investor and analyst engagement, bringing a disciplined and execution-focused approach to scaling complex technology businesses. Gagneja holds a Master of Business Administration with high distinction from the University of Michigan Ross School of Business and a master’s degree in mechanical engineering from Wayne State University. He is a California Certified Public Accountant.お知らせ • Apr 29Rambus Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026Rambus Inc. provided earnings guidance for the second quarter ending June 30, 2026. For the quarter, the company expected royalty revenue to be between $72 million and $78 million, product revenue to be between $95 million and $101 million, and contract and other revenue to be between $19 million and $25 million.Reported Earnings • Apr 28First quarter 2026 earnings released: EPS: US$0.55 (vs US$0.56 in 1Q 2025)First quarter 2026 results: EPS: US$0.55 (down from US$0.56 in 1Q 2025). Revenue: US$180.2m (up 8.1% from 1Q 2025). Net income: US$59.9m (flat on 1Q 2025). Profit margin: 33% (down from 36% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €130, the stock trades at a forward P/E ratio of 64x. Average forward P/E is 35x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €56.06 per share.お知らせ • Apr 23Rambus Inc. Enables Power-Efficient AI Platforms with SOCAMM2 Server Module ChipsetRambus Inc. announced a SOCAMM2 (Small Outline Compression Attached Memory Module) chipset designed to enable low-power, high-performance LPDDR5X-based memory modules for AI server platforms. The SOCAMM2 chipset represents the first step in a broader Rambus roadmap of LPDDR-based server module solutions, reflecting the company’s ongoing collaboration with industry partners to support new memory architectures optimized for evolving workloads in AI data center infrastructure. This new product family extends the comprehensive Rambus offering of complete memory interface chipsets for all JEDEC-standard DDR5 and LPDDR5 memory modules. SOCAMM2 memory modules, based on LPDDR technology, are emerging as an innovative architectural approach to address these challenges by delivering high performance with lower power consumption in a modular, serviceable, board area efficient form factor. The Rambus SOCAMM2 chipset is designed to support this transition by providing the critical control, telemetry, and power delivery functions required by JEDEC-standard SOCAMM2 memory modules in demanding AI server environments. SOCAMM2 replaces soldered LPDDR memory with detachable, upgradable modules that combine LPDDR efficiency with server-class serviceability in the data center. The Rambus LPDDR5X SOCAMM2 chipset supports reliable, power-efficient operation of LPDDR-based server memory modules at up to 9.6 Gb/s and includes: SPD Hub for module identification, configuration, and telemetry; 12-amp (A) and 3A voltage regulators for localized, efficient power conversion.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €95.54, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 25x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €61.87 per share.お知らせ • Apr 07Rambus Inc. to Report Q1, 2026 Results on Apr 27, 2026Rambus Inc. announced that they will report Q1, 2026 results on Apr 27, 2026お知らせ • Mar 09Rambus Inc., Annual General Meeting, Apr 23, 2026Rambus Inc., Annual General Meeting, Apr 23, 2026.お知らせ • Mar 05Rambus Inc. Sets New Benchmark For AI Memory Performance With HBM4E Controller IPRambus Inc. announced the industry’s leading HBM4E Memory Controller IP, extending its market leadership in HBM IP. This new solution delivers breakthrough performance with advanced reliability features enabling designers to address the demanding memory bandwidth requirements of next-generation AI accelerators and graphics processing units (GPUs). The Rambus HBM4E Controller enables a new generation of HBM memory deployments for cutting-edge AI accelerators, graphics and HPC applications. The HBM4E Controller is capable of supporting operation up to 16 Gigabits per second (Gbps) per pin providing an unprecedented throughput of 4.1 Terabytes per second (TB/s) to each memory device. For an AI accelerator with eight attached HBM4E devices, this translates to over 32 TB/s of memory bandwidth for next-generation AI workloads. The Rambus HBM4E Controller IP can be paired with third-party standard or TSV PHY solutions to instantiate a complete HBM4E memory subsystem in a 2.5D or 3D package as part of an AI SoC or custom base die solution. The Rambus HBM4E Controller IP is the latest addition to the Rambus leading-edge portfolio of digital controller solutions. The HBM4E Controller is available for licensing, and early access design customers can engage.お知らせ • Feb 13Rambus Inc. Appoints Victor Peng to Board of Directors, Effective February 12, 2026Rambus Inc. announced the appointment of Victor Peng, Age 65, to its Board of Directors, effective February 12, 2026. Victor Peng is an accomplished executive with more than 40 years of leadership experience at top semiconductor companies. Most recently, Mr. Peng served as president of Advanced Micro Devices (AMD), leading AMD’s embedded and data center GPU businesses, AI software, and the research and advanced development group. Prior to AMD, Mr. Peng served 14 years at Xilinx, holding senior level positions including president and chief executive officer, board member, chief operating officer, executive vice president, and general manager of products. Mr. Peng currently serves on the Boards of KLA Corporation and Microchip Technology Inc. Mr. Peng holds a Master of Engineering in electrical engineering from Cornell University, and a Bachelor of Science in electrical engineering from Rensselaer Polytechnic Institute.お知らせ • Feb 11+ 1 more updateRambus Inc. Announces Chief Financial Officer Changes, Effective February 27, 2026Rambus Inc. announced that Desmond Lynch, senior vice president and chief financial officer (CFO), will resign from Rambus effective February 27, 2026, to pursue another opportunity. A formal search has commenced for a new CFO. John Allen, current vice president and chief accounting officer at Rambus, will serve as interim CFO and ensure a seamless transition until a permanent successor has been appointed.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €87.56, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 24x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €60.20 per share.Reported Earnings • Feb 03Full year 2025 earnings released: EPS: US$2.14 (vs US$1.67 in FY 2024)Full year 2025 results: EPS: US$2.14 (up from US$1.67 in FY 2024). Revenue: US$707.6m (up 27% from FY 2024). Net income: US$230.5m (up 28% from FY 2024). Profit margin: 33% (in line with FY 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.お知らせ • Feb 03Rambus Inc. Provides Earnings Guidance for the First Quarter of 2026Rambus Inc. provided earnings guidance for the first quarter of 2026. For the first quarter of 2026, the Company expects licensing billings to be between $66 million and $72 million. The Company also expects royalty revenue to be between $61 million and $67 million, product revenue to be between $84 million and $90 million, and contract and other revenue to be between $21 million and $27 million. Revenue is not without risk and achieving revenue in this range will require that the Company sign customer agreements for various product sales and solutions licensing, among other matters.Buy Or Sell Opportunity • Jan 20Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to €96.64. The fair value is estimated to be €79.72, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €91.62, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 24x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €81.04 per share.お知らせ • Jan 13Rambus Inc. to Report Q4, 2025 Results on Feb 02, 2026Rambus Inc. announced that they will report Q4, 2025 results on Feb 02, 2026Board Change • Jan 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €80.42, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 23x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €75.21 per share.Recent Insider Transactions • Nov 15Independent Director recently sold €830k worth of stockOn the 10th of November, Eric Stang sold around 9k shares on-market at roughly €92.22 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.8m more than they bought in the last 12 months.Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: US$0.45 (vs US$0.45 in 3Q 2024)Third quarter 2025 results: EPS: US$0.45 (down from US$0.45 in 3Q 2024). Revenue: US$178.5m (up 23% from 3Q 2024). Net income: US$48.4m (flat on 3Q 2024). Profit margin: 27% (down from 33% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Europe.Buy Or Sell Opportunity • Oct 29Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 46% to €94.06. The fair value is estimated to be €74.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.お知らせ • Oct 28Rambus Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Rambus Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects revenue to be between $184 million and $190 million. The Company expects licensing billings to be between $60 million and $66 million. The Company also expects royalty revenue to be between $59 million and $65 million, product revenue to be between $94 million and $100 million, and contract and other revenue to be between $25 million and $31 million.お知らせ • Oct 07Rambus Inc. to Report Q3, 2025 Results on Oct 27, 2025Rambus Inc. announced that they will report Q3, 2025 results on Oct 27, 2025New Risk • Sep 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risk Significant insider selling over the past 3 months (€1.4m sold).Recent Insider Transactions • Sep 14Independent Director recently sold €547k worth of stockOn the 11th of September, Necip Sayiner sold around 8k shares on-market at roughly €72.91 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.0m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €74.26, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €58.04 per share.Board Change • Aug 28Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Aug 13Independent Director recently sold €473k worth of stockOn the 8th of August, Necip Sayiner sold around 8k shares on-market at roughly €63.03 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.2m more than they bought in the last 12 months.New Risk • Jul 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Significant insider selling over the past 3 months (€436k sold).Reported Earnings • Jul 29Second quarter 2025 earnings released: EPS: US$0.54 (vs US$0.34 in 2Q 2024)Second quarter 2025 results: EPS: US$0.54 (up from US$0.34 in 2Q 2024). Revenue: US$172.2m (up 30% from 2Q 2024). Net income: US$57.9m (up 61% from 2Q 2024). Profit margin: 34% (up from 27% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.お知らせ • Jul 29Rambus Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2025Rambus Inc. provided earnings guidance for the third quarter ending September 30, 2025. For the quarter, the company expects Product revenue (GAAP) of $87 million - $93 million. Contract and other revenue (GAAP) of $22 million - $28 million.お知らせ • Jul 08Rambus Inc. to Report Q2, 2025 Results on Jul 28, 2025Rambus Inc. announced that they will report Q2, 2025 results on Jul 28, 2025Board Change • Jun 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jun 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 14Rambus Delivers Industry-Leading Client Chipsets for Next-Generation AI PC Memory ModulesRambus Inc. announced the availability of complete client chipsets for next-generation AI PC memory modules, featuring two new Power Management ICs (PMICs) for client computing. PMICs are critical to efficiently power memory modules providing breakthrough levels of performance for advanced computing applications. The two new Rambus PMICs are the PMIC5200, for LPDDR5 CAMM2 (LPCAMM2) memory modules and the PMIC5120, which supports DDR5 CSODIMMs and CUDIMMs. These PMICs, alongside the Client Clock Driver (CKD) and Serial Presence Detect Hub (SPD Hub), comprise a complete chipset offering to enable memory modules for AI PC notebooks, desktops and workstations. Further, with the addition of these new PMICs, Rambus now offers complete memory interface chipsets for all JEDEC standard DDR5 and LPDDR5 memory modules for both servers and clients.株主還元1RMBSIT SemiconductorIT 市場7D-8.7%-4.7%-1.6%1Y106.5%133.2%25.4%株主還元を見る業界別リターン: 1RMBS過去 1 年間で133.2 % の収益を上げたItalian Semiconductor業界を下回りました。リターン対市場: 1RMBS過去 1 年間で25.4 % の収益を上げたItalian市場を上回りました。価格変動Is 1RMBS's price volatile compared to industry and market?1RMBS volatility1RMBS Average Weekly Movement13.6%Semiconductor Industry Average Movement10.2%Market Average Movement4.8%10% most volatile stocks in IT Market8.2%10% least volatile stocks in IT Market3.0%安定した株価: 1RMBSの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1RMBSの weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1990791Luc Seraphinwww.rambus.comラムバス社は、米国、韓国、シンガポール、および海外で半導体製品を製造・販売している。同社は、DDR5メモリ・インターフェース・チップ（レジスター・クロック・ドライバ、多重化レジスター・クロック・ドライバ、多重化データ・バッファ、電源管理集積回路、シリアル・プレゼンス検出ハブ、温度センサ、クライアント・クロック・ドライバ製品）、およびDDR4メモリ・インターフェース・チップを含むDDRメモリ・インターフェース・チップを提供しています。また、先進的なデータセンター、政府機関、自動車アプリケーションにおけるデータの移動と保護を実現するインターフェイスおよびセキュリティIPソリューション、高速メモリ用インターフェイスIPソリューション、チップ間デジタルコントローラIP、暗号コア、ハードウェアルーツオブトラスト、高速プロトコルエンジン、チッププロビジョニング技術などのセキュリティIPソリューションなどのシリコンIPも提供している。また、メモリアーキテクチャ、高速シリアルリンク、セキュリティ製品に関する特許ポートフォリオを提供している。メモリモジュールメーカー、OEM、ハイパースケーラー、チップメーカーに製品を販売している。同社は直販部隊と代理店を通じて製品とサービスを販売している。ラムバス社は1990年に設立され、カリフォルニア州サンノゼに本社を置いている。もっと見るRambus Inc. 基礎のまとめRambus の収益と売上を時価総額と比較するとどうか。1RMBS 基礎統計学時価総額€11.84b収益（TTM）€202.29m売上高(TTM)€634.26m58.2xPER（株価収益率18.5xP/Sレシオ1RMBS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1RMBS 損益計算書（TTM）収益US$721.16m売上原価US$141.27m売上総利益US$579.89mその他の費用US$349.88m収益US$230.01m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）2.13グロス・マージン80.41%純利益率31.89%有利子負債／自己資本比率0%1RMBS の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/25 15:52終値2026/06/25 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Rambus Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18 アナリスト機関Brett SimpsonArete Research Services LLPJames FontanelliArete Research Services LLPTristan GerraBaird15 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €122, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 39x in the Semiconductor industry in Europe. Total returns to shareholders of 125% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €57.32 per share.
Recent Insider Transactions • Jun 07Independent Director recently sold €1.4m worth of stockOn the 2nd of June, Emiko Higashi sold around 10k shares on-market at roughly €138 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.0m. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.
Recent Insider Transactions • May 27EVP & COO recently sold €5.0m worth of stockOn the 26th of May, Xianzhi Fan sold around 38k shares on-market at roughly €131 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Xianzhi's only on-market trade for the last 12 months.
お知らせ • May 27Rambus Announces Complete Ddr5 9600 Client Memory Module Chipset for Cudimm and Csodimm ModulesRambus Inc. announced its complete DDR5 9600 Client Memory Module Chipset for high-performance CUDIMM, CQDIMM and CSODIMM modules in future generation AI PCs. The chipset includes the new Gen2 Client Clock Driver (CKD02), delivering breakthrough performance with support for PC memory module operation of up to 9600 MT/s, Power Management IC (PMIC5120) and Serial Presence Detect Hub (SPD Hub). With the rise of agentic AI, PCs now plan, execute, and adapt workflows in real time. These workloads require persistent context, concurrent processing, and continuous data movement between the processor and system memory requiring significant increases in both bandwidth and capacity. At the same time, scaling DDR5 memory beyond 6400 MT/s introduces new technical challenges, including signal degradation, clock jitter, and timing instability. To address these challenges, the industry is transitioning to clocked memory modules, including CUDIMM and CQDIMM for desktops and CSODIMM for laptops, which incorporate an on-module client clock driver (CKD) to condition and redistribute the clock signal. The new Rambus DDR5 9600 Client Chipset provides a complete solution for clocked DDR5 modules operating from 8000 to 9600 MT/s. Designed for performance and scalability, the chipset supports next-generation AI PCs, notebooks, and workstations. By addressing signal integrity, power delivery, and system coordination at the module level, Rambus simplifies the design and deployment of high-performance memory module solutions. The Rambus DDR5 9600 Client Chipset supporting high-bandwidth, high-capacity, clocked client memory modules and includes: Gen2 Client Clock Driver retimes, conditions and distributes the clock sent from the processor to the DRAM devices on the DIMM; PMIC5120 efficiently steps down the system voltage supply to the voltage levels needed to power the DRAM and all other active chips on the module; SPD Hub enables communication of module identification, configuration, and telemetry.
Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €130, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 41x in the Semiconductor industry in Europe. Total returns to shareholders of 175% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €63.19 per share.
New Risk • May 20New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.6m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Significant insider selling over the past 3 months (€1.6m sold).
Valuation Update With 7 Day Price Move • Jun 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €122, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 39x in the Semiconductor industry in Europe. Total returns to shareholders of 125% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €57.32 per share.
Recent Insider Transactions • Jun 07Independent Director recently sold €1.4m worth of stockOn the 2nd of June, Emiko Higashi sold around 10k shares on-market at roughly €138 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.0m. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.
Recent Insider Transactions • May 27EVP & COO recently sold €5.0m worth of stockOn the 26th of May, Xianzhi Fan sold around 38k shares on-market at roughly €131 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Xianzhi's only on-market trade for the last 12 months.
お知らせ • May 27Rambus Announces Complete Ddr5 9600 Client Memory Module Chipset for Cudimm and Csodimm ModulesRambus Inc. announced its complete DDR5 9600 Client Memory Module Chipset for high-performance CUDIMM, CQDIMM and CSODIMM modules in future generation AI PCs. The chipset includes the new Gen2 Client Clock Driver (CKD02), delivering breakthrough performance with support for PC memory module operation of up to 9600 MT/s, Power Management IC (PMIC5120) and Serial Presence Detect Hub (SPD Hub). With the rise of agentic AI, PCs now plan, execute, and adapt workflows in real time. These workloads require persistent context, concurrent processing, and continuous data movement between the processor and system memory requiring significant increases in both bandwidth and capacity. At the same time, scaling DDR5 memory beyond 6400 MT/s introduces new technical challenges, including signal degradation, clock jitter, and timing instability. To address these challenges, the industry is transitioning to clocked memory modules, including CUDIMM and CQDIMM for desktops and CSODIMM for laptops, which incorporate an on-module client clock driver (CKD) to condition and redistribute the clock signal. The new Rambus DDR5 9600 Client Chipset provides a complete solution for clocked DDR5 modules operating from 8000 to 9600 MT/s. Designed for performance and scalability, the chipset supports next-generation AI PCs, notebooks, and workstations. By addressing signal integrity, power delivery, and system coordination at the module level, Rambus simplifies the design and deployment of high-performance memory module solutions. The Rambus DDR5 9600 Client Chipset supporting high-bandwidth, high-capacity, clocked client memory modules and includes: Gen2 Client Clock Driver retimes, conditions and distributes the clock sent from the processor to the DRAM devices on the DIMM; PMIC5120 efficiently steps down the system voltage supply to the voltage levels needed to power the DRAM and all other active chips on the module; SPD Hub enables communication of module identification, configuration, and telemetry.
Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €130, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 41x in the Semiconductor industry in Europe. Total returns to shareholders of 175% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €63.19 per share.
New Risk • May 20New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.6m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risk Significant insider selling over the past 3 months (€1.6m sold).
お知らせ • May 08Rambus Inc Introduces PCIe 7.0 Switch Ip With Time Division MultiplexingRambus Inc. announced the Rambus PCIe 7.0 Switch IP with Time Division Multiplexing, a new addition to its advanced interconnect IP portfolio designed to address the rapidly escalating bandwidth, latency, and scalability requirements of AI, cloud, and high-performance computing (HPC) systems. Rambus PCIe 7.0 Switch IP with Time Division Multiplexing enables efficient, scalable PCIe fabrics that optimize link utilization and reduce system complexity for scale up and scale out of distributed AI clusters and high-performance computing networks. Supports bandwidth scaling, low latency, and efficient data movement for AI, cloud, and HPC systems. Increases link utilization through intelligent traffic multiplexing, enabling simpler architectures and scalable disaggregated and pooled compute designs. Extends the Rambus PCIe IP portfolio which spans switches, controllers, retimers, and debug solutions to support next-generation AI infrastructure. As AI infrastructure grows in scale and architectural complexity, system designers are increasingly challenged to move massive volumes of data efficiently across CPUs, GPUs, accelerators, and NVMe storage. The Rambus PCIe 7.0 Switch IP with Time Division Multiplexing is architected to help meet these demands by enabling more flexible and efficient utilization of PCIe links, supporting emerging disaggregated and pooled compute architectures while maintaining low latency and deterministic performance. Built on the PCIe 7.0 specification, the Rambus newest switch IP is optimized for next-generation AI and data center SoCs that require extreme bandwidth density, advanced traffic management, and seamless scalability. By incorporating Time Division Multiplexing capabilities, the switch enables designers to intelligently schedule and multiplex traffic across shared links, helping maximize fabric utilization while supporting diverse workload profiles, from large-scale AI training to latency-sensitive inference and data movement. The Rambus PCIe 7.0 Switch IP with Time Division Multiplexing is designed to integrate seamlessly into ASIC platforms and complements Rambus’ PCIe 7.0 IP portfolio, which includes controllers, retimers, and debug solutions. These IP offerings help customers accelerate time-to-market while addressing the demanding performance, power, and reliability requirements of modern AI infrastructure. The Rambus PCIe 7.0 Switch IP with Time Division Multiplexing reinforces the company’s leadership in high-speed interface IP and its commitment to delivering differentiated interconnect technologies that help customers solve the most challenging problems in AI, cloud, and HPC Infrastructure.
お知らせ • May 02+ 1 more updateRambus Inc. Appoints Sumeet Gagneja as Chief Financial Officer, Effective April 29, 2026Rambus Inc. announced the appointment of Sumeet Gagneja as chief financial officer, effective April 29, 2026. Mr. Gagneja joins Rambus with more than two decades of financial and operational leadership across the semiconductor, data center, and AI-driven computing ecosystem. Mr. Gagneja will oversee the company’s global finance organization, including financial strategy, capital allocation, and investor engagement, reporting to president and chief executive officer Luc Seraphin. Mr. Gagneja most recently served as divisional CFO for AMD’s Data Center segment. Previously, he was CFO of Western Digital’s Flash business and held senior finance leadership roles at Xilinx, Innovium, Maxim Integrated, Avago, and Intel. Across these roles, he supported capital allocation, mergers and acquisitions, operational planning, and investor and analyst engagement, bringing a disciplined and execution-focused approach to scaling complex technology businesses. Gagneja holds a Master of Business Administration with high distinction from the University of Michigan Ross School of Business and a master’s degree in mechanical engineering from Wayne State University. He is a California Certified Public Accountant.
お知らせ • Apr 29Rambus Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026Rambus Inc. provided earnings guidance for the second quarter ending June 30, 2026. For the quarter, the company expected royalty revenue to be between $72 million and $78 million, product revenue to be between $95 million and $101 million, and contract and other revenue to be between $19 million and $25 million.
Reported Earnings • Apr 28First quarter 2026 earnings released: EPS: US$0.55 (vs US$0.56 in 1Q 2025)First quarter 2026 results: EPS: US$0.55 (down from US$0.56 in 1Q 2025). Revenue: US$180.2m (up 8.1% from 1Q 2025). Net income: US$59.9m (flat on 1Q 2025). Profit margin: 33% (down from 36% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €130, the stock trades at a forward P/E ratio of 64x. Average forward P/E is 35x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €56.06 per share.
お知らせ • Apr 23Rambus Inc. Enables Power-Efficient AI Platforms with SOCAMM2 Server Module ChipsetRambus Inc. announced a SOCAMM2 (Small Outline Compression Attached Memory Module) chipset designed to enable low-power, high-performance LPDDR5X-based memory modules for AI server platforms. The SOCAMM2 chipset represents the first step in a broader Rambus roadmap of LPDDR-based server module solutions, reflecting the company’s ongoing collaboration with industry partners to support new memory architectures optimized for evolving workloads in AI data center infrastructure. This new product family extends the comprehensive Rambus offering of complete memory interface chipsets for all JEDEC-standard DDR5 and LPDDR5 memory modules. SOCAMM2 memory modules, based on LPDDR technology, are emerging as an innovative architectural approach to address these challenges by delivering high performance with lower power consumption in a modular, serviceable, board area efficient form factor. The Rambus SOCAMM2 chipset is designed to support this transition by providing the critical control, telemetry, and power delivery functions required by JEDEC-standard SOCAMM2 memory modules in demanding AI server environments. SOCAMM2 replaces soldered LPDDR memory with detachable, upgradable modules that combine LPDDR efficiency with server-class serviceability in the data center. The Rambus LPDDR5X SOCAMM2 chipset supports reliable, power-efficient operation of LPDDR-based server memory modules at up to 9.6 Gb/s and includes: SPD Hub for module identification, configuration, and telemetry; 12-amp (A) and 3A voltage regulators for localized, efficient power conversion.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €95.54, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 25x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €61.87 per share.
お知らせ • Apr 07Rambus Inc. to Report Q1, 2026 Results on Apr 27, 2026Rambus Inc. announced that they will report Q1, 2026 results on Apr 27, 2026
お知らせ • Mar 09Rambus Inc., Annual General Meeting, Apr 23, 2026Rambus Inc., Annual General Meeting, Apr 23, 2026.
お知らせ • Mar 05Rambus Inc. Sets New Benchmark For AI Memory Performance With HBM4E Controller IPRambus Inc. announced the industry’s leading HBM4E Memory Controller IP, extending its market leadership in HBM IP. This new solution delivers breakthrough performance with advanced reliability features enabling designers to address the demanding memory bandwidth requirements of next-generation AI accelerators and graphics processing units (GPUs). The Rambus HBM4E Controller enables a new generation of HBM memory deployments for cutting-edge AI accelerators, graphics and HPC applications. The HBM4E Controller is capable of supporting operation up to 16 Gigabits per second (Gbps) per pin providing an unprecedented throughput of 4.1 Terabytes per second (TB/s) to each memory device. For an AI accelerator with eight attached HBM4E devices, this translates to over 32 TB/s of memory bandwidth for next-generation AI workloads. The Rambus HBM4E Controller IP can be paired with third-party standard or TSV PHY solutions to instantiate a complete HBM4E memory subsystem in a 2.5D or 3D package as part of an AI SoC or custom base die solution. The Rambus HBM4E Controller IP is the latest addition to the Rambus leading-edge portfolio of digital controller solutions. The HBM4E Controller is available for licensing, and early access design customers can engage.
お知らせ • Feb 13Rambus Inc. Appoints Victor Peng to Board of Directors, Effective February 12, 2026Rambus Inc. announced the appointment of Victor Peng, Age 65, to its Board of Directors, effective February 12, 2026. Victor Peng is an accomplished executive with more than 40 years of leadership experience at top semiconductor companies. Most recently, Mr. Peng served as president of Advanced Micro Devices (AMD), leading AMD’s embedded and data center GPU businesses, AI software, and the research and advanced development group. Prior to AMD, Mr. Peng served 14 years at Xilinx, holding senior level positions including president and chief executive officer, board member, chief operating officer, executive vice president, and general manager of products. Mr. Peng currently serves on the Boards of KLA Corporation and Microchip Technology Inc. Mr. Peng holds a Master of Engineering in electrical engineering from Cornell University, and a Bachelor of Science in electrical engineering from Rensselaer Polytechnic Institute.
お知らせ • Feb 11+ 1 more updateRambus Inc. Announces Chief Financial Officer Changes, Effective February 27, 2026Rambus Inc. announced that Desmond Lynch, senior vice president and chief financial officer (CFO), will resign from Rambus effective February 27, 2026, to pursue another opportunity. A formal search has commenced for a new CFO. John Allen, current vice president and chief accounting officer at Rambus, will serve as interim CFO and ensure a seamless transition until a permanent successor has been appointed.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €87.56, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 24x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €60.20 per share.
Reported Earnings • Feb 03Full year 2025 earnings released: EPS: US$2.14 (vs US$1.67 in FY 2024)Full year 2025 results: EPS: US$2.14 (up from US$1.67 in FY 2024). Revenue: US$707.6m (up 27% from FY 2024). Net income: US$230.5m (up 28% from FY 2024). Profit margin: 33% (in line with FY 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
お知らせ • Feb 03Rambus Inc. Provides Earnings Guidance for the First Quarter of 2026Rambus Inc. provided earnings guidance for the first quarter of 2026. For the first quarter of 2026, the Company expects licensing billings to be between $66 million and $72 million. The Company also expects royalty revenue to be between $61 million and $67 million, product revenue to be between $84 million and $90 million, and contract and other revenue to be between $21 million and $27 million. Revenue is not without risk and achieving revenue in this range will require that the Company sign customer agreements for various product sales and solutions licensing, among other matters.
Buy Or Sell Opportunity • Jan 20Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to €96.64. The fair value is estimated to be €79.72, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €91.62, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 24x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €81.04 per share.
お知らせ • Jan 13Rambus Inc. to Report Q4, 2025 Results on Feb 02, 2026Rambus Inc. announced that they will report Q4, 2025 results on Feb 02, 2026
Board Change • Jan 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €80.42, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 23x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €75.21 per share.
Recent Insider Transactions • Nov 15Independent Director recently sold €830k worth of stockOn the 10th of November, Eric Stang sold around 9k shares on-market at roughly €92.22 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.8m more than they bought in the last 12 months.
Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: US$0.45 (vs US$0.45 in 3Q 2024)Third quarter 2025 results: EPS: US$0.45 (down from US$0.45 in 3Q 2024). Revenue: US$178.5m (up 23% from 3Q 2024). Net income: US$48.4m (flat on 3Q 2024). Profit margin: 27% (down from 33% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Europe.
Buy Or Sell Opportunity • Oct 29Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 46% to €94.06. The fair value is estimated to be €74.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
お知らせ • Oct 28Rambus Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Rambus Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects revenue to be between $184 million and $190 million. The Company expects licensing billings to be between $60 million and $66 million. The Company also expects royalty revenue to be between $59 million and $65 million, product revenue to be between $94 million and $100 million, and contract and other revenue to be between $25 million and $31 million.
お知らせ • Oct 07Rambus Inc. to Report Q3, 2025 Results on Oct 27, 2025Rambus Inc. announced that they will report Q3, 2025 results on Oct 27, 2025
New Risk • Sep 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risk Significant insider selling over the past 3 months (€1.4m sold).
Recent Insider Transactions • Sep 14Independent Director recently sold €547k worth of stockOn the 11th of September, Necip Sayiner sold around 8k shares on-market at roughly €72.91 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.0m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €74.26, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €58.04 per share.
Board Change • Aug 28Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Aug 13Independent Director recently sold €473k worth of stockOn the 8th of August, Necip Sayiner sold around 8k shares on-market at roughly €63.03 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.2m more than they bought in the last 12 months.
New Risk • Jul 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Significant insider selling over the past 3 months (€436k sold).
Reported Earnings • Jul 29Second quarter 2025 earnings released: EPS: US$0.54 (vs US$0.34 in 2Q 2024)Second quarter 2025 results: EPS: US$0.54 (up from US$0.34 in 2Q 2024). Revenue: US$172.2m (up 30% from 2Q 2024). Net income: US$57.9m (up 61% from 2Q 2024). Profit margin: 34% (up from 27% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.
お知らせ • Jul 29Rambus Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2025Rambus Inc. provided earnings guidance for the third quarter ending September 30, 2025. For the quarter, the company expects Product revenue (GAAP) of $87 million - $93 million. Contract and other revenue (GAAP) of $22 million - $28 million.
お知らせ • Jul 08Rambus Inc. to Report Q2, 2025 Results on Jul 28, 2025Rambus Inc. announced that they will report Q2, 2025 results on Jul 28, 2025
Board Change • Jun 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jun 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Steve Laub was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 14Rambus Delivers Industry-Leading Client Chipsets for Next-Generation AI PC Memory ModulesRambus Inc. announced the availability of complete client chipsets for next-generation AI PC memory modules, featuring two new Power Management ICs (PMICs) for client computing. PMICs are critical to efficiently power memory modules providing breakthrough levels of performance for advanced computing applications. The two new Rambus PMICs are the PMIC5200, for LPDDR5 CAMM2 (LPCAMM2) memory modules and the PMIC5120, which supports DDR5 CSODIMMs and CUDIMMs. These PMICs, alongside the Client Clock Driver (CKD) and Serial Presence Detect Hub (SPD Hub), comprise a complete chipset offering to enable memory modules for AI PC notebooks, desktops and workstations. Further, with the addition of these new PMICs, Rambus now offers complete memory interface chipsets for all JEDEC standard DDR5 and LPDDR5 memory modules for both servers and clients.
