Rambus（RMBS）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
RMBS Community Fair Values
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Analyst Price Targets
Rambus Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$142.98 |
| 52週高値 | US$161.80 |
| 52週安値 | US$52.12 |
| ベータ | 1.79 |
| 1ヶ月の変化 | -9.73% |
| 3ヶ月変化 | 45.05% |
| 1年変化 | 167.35% |
| 3年間の変化 | 114.94% |
| 5年間の変化 | 630.98% |
| IPOからの変化 | 1,790.64% |
最新ニュース
ナラティブの更新 • 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.分析記事 • 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
ナラティブの更新 • 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.分析記事 • 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...
新しいナラティブ • 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?ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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 Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...株主還元
| RMBS | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 15.5% | 1.9% | 1.1% |
| 1Y | 167.4% | 110.1% | 28.7% |
業界別リターン: RMBS過去 1 年間で110.1 % の収益を上げたUS Semiconductor業界を上回りました。
リターン対市場: RMBS過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。
価格変動
| RMBS volatility | |
|---|---|
| RMBS Average Weekly Movement | 12.5% |
| Semiconductor Industry Average Movement | 11.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: RMBSの株価は、 US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: RMBSの weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてUS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 |
|---|---|---|---|
| 1990 | 791 | Luc Seraphin | www.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・販売しています。同社の提供するメモリ・インターフェース・チップには、レジスタ・クロック・ドライバ、多重化レジスタ・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・ドライバ製品を含むDDR5メモリ・インターフェース・チップと、DDR4メモリ・インターフェース・チップがある。また、先進的な人工知能、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ー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ースIPソリューション、チップ・ツー・チップ・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を含むセキュリティ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。同社は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。製品やサービスは、直販部隊や代理店を通じて販売している。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。
Rambus Inc. 基礎のまとめ
| RMBS 基礎統計学 | |
|---|---|
| 時価総額 | US$15.46b |
| 収益（TTM） | US$230.01m |
| 売上高(TTM) | US$721.16m |
67.2x
PER（株価収益率21.4x
P/SレシオRMBS は割高か？
公正価値と評価分析を参照収益と収入
| RMBS 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% |
RMBS の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/05/25 14:15 |
| 終値 | 2026/05/22 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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. 9 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 Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| Tristan Gerra | Baird |