View Future GrowthRambus 過去の業績過去 基準チェック /26Rambusは、平均年間45.5%の収益成長を遂げていますが、 Semiconductor業界の収益は、年間 成長しています。収益は、平均年間1.3% 18.1%収益成長率で 成長しています。 Rambusの自己資本利益率は16.5%であり、純利益率は31.9%です。主要情報45.45%収益成長率45.54%EPS成長率Semiconductor 業界の成長27.66%収益成長率18.07%株主資本利益率16.51%ネット・マージン31.89%前回の決算情報31 Mar 2026最近の業績更新分析記事 • May 08Why Rambus' (NASDAQ:RMBS) Earnings Are Better Than They SeemDespite posting healthy earnings, Rambus Inc.'s ( NASDAQ:RMBS ) stock has been quite weak. We have done some analysis...Reported Earnings • Apr 28First quarter 2026 earnings: EPS exceeds analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.5%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.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, 2026Reported Earnings • Feb 03Full year 2025 earnings: EPS exceeds analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.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, 2026Reported Earnings • Oct 29Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird 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 exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.すべての更新を表示Recent updatesNew 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: US$1.9m 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: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Significant insider selling over the past 3 months (US$1.9m sold).ライブニュース • May 15Rambus Rated Hold After Strong AI Run as Analyst Caution Rises on Key RisksRambus has been reassessed by 24/7 Wall St., which now rates the stock a hold despite 8 of 9 covering analysts maintaining buy ratings. The outlet’s model points to a price target that implies potential downside after a strong run supported by AI infrastructure demand tied to DDR5, HBM and high-bandwidth memory controllers. Key risks highlighted include slowing royalty revenue, rising operating expenses and the recent resignation of the company’s CFO, while possible upside is linked to HBM4E adoption and new licensing deals. The shift from bullish consensus to a more cautious hold view underscores that a lot of optimism around Rambus’s role in AI memory may already be reflected in the stock. Investors may want to keep a close eye on royalty trends, expense discipline and the CFO transition, since any disappointment on these points could matter as much as progress with HBM4E and future licensing wins.Recent Insider Transactions Derivative • May 11Independent Director notifies of intention to sell stockNecip Sayiner intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of May. If the sale is conducted around the recent share price of US$130, it would amount to US$1.3m. Since September 2025, Necip's direct individual holding has increased from 27.00k shares to 30.82k. Company insiders have collectively sold US$3.3m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • May 08RMBS: AI Memory IP Momentum Will Face Ongoing Execution And Valuation RisksNarrative 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 08Why Rambus' (NASDAQ:RMBS) Earnings Are Better Than They SeemDespite posting healthy earnings, Rambus Inc.'s ( NASDAQ:RMBS ) stock has been quite weak. We have done some analysis...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.新しいナラティブ • May 01Future AI Memory Demand Will Expose Execution Risks And Pressure Long Term EarningsCatalysts 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?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: EPS exceeds analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.5%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.ナラティブの更新 • Apr 24RMBS: AI Memory IP Execution Risk Will Limit Future UpsideRambus' 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.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$139, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 35x in the Semiconductor industry in the US. Total returns to shareholders of 209% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$67.72 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.新しいナラティブ • Apr 17AI Hardware Memory Demand Will Drive Powerful Long Term Earnings PotentialCatalysts 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?Recent Insider Transactions Derivative • Apr 15Independent Director notifies of intention to sell stockMeera Rao intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of April. If the sale is conducted around the recent share price of US$118, it would amount to US$1.0m. Since September 2025, Meera's direct individual holding has increased from 26.09k shares to 29.26k. Company insiders have collectively sold US$3.5m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Apr 08RMBS: AI Memory IP And Steady Long Term Assumptions Will Support UpsideRambus’ 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 07Rambus: A Leveraged Play On The AI Memory BottleneckSummary 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, 2026Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$93.03, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 23x in the Semiconductor industry in the US. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$67.19 per share.Buy Or Sell Opportunity • Mar 31Now 27% overvaluedOver the last 90 days, the stock has fallen 6.4% to US$86.03. The fair value is estimated to be US$67.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.ナラティブの更新 • Mar 25RMBS: AI Memory IP And Steady P E View Will Support UpsideAnalysts 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 11RMBS: AI Memory Roadmap And Steady P E Assumptions Will Drive UpsideAnalysts 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.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.New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% 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. This is currently the only risk that has been identified for the company.Recent Insider Transactions Derivative • Mar 03CEO, President & Director notifies of intention to sell stockLuc Seraphin intends to sell 40k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$98.63, it would amount to US$3.9m. For the year to December 2019, Luc's total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Luc's direct individual holding has increased from 306.93k shares to 370.98k. Company insiders have collectively sold US$3.0m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Feb 25RMBS: P/E Reset Will Set Up Future AI Upside PotentialRambus' 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.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.ナラティブの更新 • Feb 10RMBS: Mixed P/E Reset And Silicon IP Deals Will Shape AI UpsideAnalysts 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.Reported Earnings • Feb 03Full year 2025 earnings: EPS exceeds analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.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.ナラティブの更新 • Jan 27RMBS: Silicon IP Acquisitions And Higher P/E Assumptions Will Shape AI UpsideAnalysts 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 22Rambus Inc.'s (NASDAQ:RMBS) P/E Is Still On The Mark Following 32% Share Price BounceRambus Inc. ( NASDAQ:RMBS ) shareholders would be excited to see that the share price has had a great month, posting a...Buy Or Sell Opportunity • Jan 16Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to US$108. The fair value is estimated to be US$88.03, 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 • 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ナラティブの更新 • Jan 09RMBS: Silicon IP Acquisitions And Buybacks Will Support AI Demand UpsideAnalysts 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 29We 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...Valuation Update With 7 Day Price Move • Dec 18Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$90.61, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 25x in the Semiconductor industry in the US. Total returns to shareholders of 145% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$88.89 per share.ナラティブの更新 • Dec 15RMBS: Data Center DRAM Leadership Will Drive AI Demand Upside Through 2027Analysts 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 15Does 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 02A 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 30RMBS: Data Center DRAM Demand Will Drive Share Price Momentum Through 2027The 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.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$91.13, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 21x in the Semiconductor industry in the US. Total returns to shareholders of 146% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$88.24 per share.ナラティブの更新 • Nov 16RMBS: Expanding Data Center Demand Will Drive Sustained Outperformance Through 2027Rambus 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.Recent Insider Transactions • Nov 14Independent Director recently sold US$959k worth of stockOn the 10th of November, Eric Stang sold around 9k shares on-market at roughly US$107 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 US$7.4m more than they bought in the last 12 months.Buy Or Sell Opportunity • Nov 05Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 51% to US$109. The fair value is estimated to be US$88.52, 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.ナラティブの更新 • Nov 02RMBS: Expanding Data Center Demand Will Drive Strong Share Price MomentumAnalysts 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.Price Target Changed • Oct 30Price target increased by 12% to US$116Up from US$104, the current price target is an average from 8 analysts. New target price is 7.5% above last closing price of US$108. Stock is up 125% over the past year. The company is forecast to post earnings per share of US$2.07 for next year compared to US$1.67 last year.Reported Earnings • Oct 29Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird 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 exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Oct 28Price target increased by 10% to US$111Up from US$100, the current price target is an average from 8 analysts. New target price is 6.7% above last closing price of US$104. Stock is up 103% over the past year. The company is forecast to post earnings per share of US$2.07 for next year compared to US$1.67 last year.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.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$114, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 23x in the Semiconductor industry in the US. Total returns to shareholders of 277% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$71.72 per share.ナラティブの更新 • Oct 18Data Center And AI Trends Will Expand Memory MarketsThe 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.Recent Insider Transactions Derivative • Oct 07Independent Director notifies of intention to sell stockMeera Rao intends to sell 653 shares in the next 90 days after lodging an Intent To Sell Form on the 1st of October. If the sale is conducted around the recent share price of US$102, it would amount to US$67k. Since December 2024, Meera's direct individual holding has decreased from 26.12k shares to 25.44k. Company insiders have collectively sold US$6.4m more than they bought, via options and on-market transactions in the last 12 months.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, 2025Price Target Changed • Oct 06Price target increased by 9.2% to US$104Up from US$94.75, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$101. Stock is up 146% over the past year. The company is forecast to post earnings per share of US$2.15 for next year compared to US$1.67 last year.ナラティブの更新 • Oct 04Data Center And AI Trends Will Expand Memory MarketsRambus’ 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.Price Target Changed • Sep 16Price target increased by 9.6% to US$89.75Up from US$81.88, the current price target is an average from 8 analysts. New target price is 7.5% below last closing price of US$97.05. Stock is up 151% over the past year. The company is forecast to post earnings per share of US$2.18 for next year compared to US$1.67 last year.ナラティブの更新 • Sep 16Data Center And AI Trends Will Expand Memory MarketsAnalysts 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 16Earnings 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...Recent Insider Transactions • Sep 14Independent Director recently sold US$642k worth of stockOn the 11th of September, Necip Sayiner sold around 8k shares on-market at roughly US$85.63 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 US$6.4m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Sep 12Independent Director notifies of intention to sell stockNecip Sayiner intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of September. If the sale is conducted around the recent share price of US$85.63, it would amount to US$642k. Since March 2025, Necip's direct individual holding has decreased from 39.03k shares to 34.50k. Company insiders have collectively sold US$5.8m more than they bought, via options and on-market transactions 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 US$88.58, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 22x in the Semiconductor industry in the US. Total returns to shareholders of 252% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$68.69 per share.ナラティブの更新 • Aug 29Data Center And AI Trends Will Expand Memory MarketsRambus'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.Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$81.09, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 23x in the Semiconductor industry in the US. Total returns to shareholders of 230% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$67.21 per share.Buy Or Sell Opportunity • Aug 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to US$81.09. The fair value is estimated to be US$67.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.分析記事 • Aug 25There's Been No Shortage Of Growth Recently For Rambus' (NASDAQ:RMBS) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Price Target Changed • Aug 14Price target increased by 8.2% to US$80.13Up from US$74.03, the current price target is an average from 8 analysts. New target price is 5.4% above last closing price of US$76.00. Stock is up 63% over the past year. The company is forecast to post earnings per share of US$2.15 for next year compared to US$1.67 last year.Recent Insider Transactions • Aug 13Independent Director recently sold US$551k worth of stockOn the 8th of August, Necip Sayiner sold around 8k shares on-market at roughly US$73.53 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 US$5.5m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Aug 10Independent Director notifies of intention to sell stockNecip Sayiner intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of August. If the sale is conducted around the recent share price of US$73.53, it would amount to US$551k. Since March 2025, Necip's direct individual holding has increased from 39.03k shares to 42.00k. Company insiders have collectively sold US$5.0m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Jul 29Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond 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 exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 6.0%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.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分析記事 • Jun 19Shareholders Should Be Pleased With Rambus Inc.'s (NASDAQ:RMBS) PriceWith a price-to-earnings (or "P/E") ratio of 31.4x Rambus Inc. ( NASDAQ:RMBS ) may be sending very bearish signals at...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.Reported Earnings • Apr 29First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.56 (up from US$0.30 in 1Q 2024). Revenue: US$166.7m (up 41% from 1Q 2024). Net income: US$60.3m (up 83% from 1Q 2024). Profit margin: 36% (up from 28% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 29Rambus Inc. Provides Earnings Guidance for the Second Quarter of 2025Rambus Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects GAAP product revenue to be between $77 million to $83 million and contract and other revenue to be between $17 million to $23 million.Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$50.94, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Semiconductor industry in the US. Total returns to shareholders of 100% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$65.21 per share.お知らせ • Apr 08Rambus Inc. to Report Q1, 2025 Results on Apr 28, 2025Rambus Inc. announced that they will report Q1, 2025 results on Apr 28, 2025Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$46.15, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Semiconductor industry in the US. Total returns to shareholders of 70% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$65.05 per share.Buy Or Sell Opportunity • Mar 27Now 20% undervaluedOver the last 90 days, the stock has risen 2.2% to US$55.44. The fair value is estimated to be US$69.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 76%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Recent Insider Transactions Derivative • Mar 16Senior VP notifies of intention to sell stockJohn Shinn intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of March. If the sale is conducted around the recent share price of US$52.98, it would amount to US$404k. Since March 2024, John's direct individual holding has increased from 2.46k shares to 15.27k. Company insiders have collectively sold US$5.0m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Mar 11Rambus Inc. Enhances Data Center and AI Protection with Next-Gen CryptoManager Security IP SolutionsRambus Inc. announced the introduction of its next-generation CryptoManager Security IP solutions including Root of Trust, Hub and Core families. The CryptoManager Security IP offerings deliver progressively higher levels of functional integration and security, enabling customers to choose the level of security features and capabilities best suited to their unique requirements. The CryptoManager Root of Trust delivers a fully-turnkey solution and offers the industry's first Quantum Safe boot flow. The CryptoManager Hub provides the ideal combination of proven cryptographic building blocks for customers designing their own root of trust or secure processor. With support for a broad set of security functionality and certifications, Rambus CryptoManager Security IP solutions help customers accelerate the time to market of chips for the data center, AI and other advanced applications. CryptoManager Security IP solutions include: CryptoManager Root of Trust products offer fully programmable security processor functionality including multithreading and multi-host capabilities. A complete turnkey solution, the CryptoManager Root of Trust family represents the highest level of security integration with advanced anti-tamper and Quantum Safe protection for boot and HW acceleration. CryptoManager Hub products are the ultimate solution for customers looking to build their own Root of Trust or security processor, ensuring unparalleled protection and performance. CryptoManager Hub products feature a suite of symmetric, asymmetric, and Quantum Safe cryptographic accelerators along with certified true random number generators designed to meet the highest security standards for a broad set of applications. CryptoManager Core products are a suite of symmetric cryptographic accelerators designed to provide unmatched flexibility for customers building their own Root of Trust solutions.Buy Or Sell Opportunity • Feb 25Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at US$57.43. The fair value is estimated to be US$72.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 76%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.お知らせ • Feb 25Rambus Inc., Annual General Meeting, Apr 25, 2025Rambus Inc., Annual General Meeting, Apr 25, 2025.Recent Insider Transactions • Feb 20Senior VP & COO recently sold US$3.6m worth of stockOn the 19th of February, Xianzhi Fan sold around 52k shares on-market at roughly US$68.02 per share. This transaction amounted to 36% 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.Reported Earnings • Feb 04Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.67 (down from US$3.09 in FY 2023). Revenue: US$556.6m (up 21% from FY 2023). Net income: US$179.8m (down 46% from FY 2023). Profit margin: 32% (down from 72% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.収支内訳Rambus の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqGS:RMBS 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 2672123011919531 Dec 2570823011518830 Sep 2567822911318230 Jun 2564522911017431 Mar 2560520710616831 Dec 2455718010416330 Sep 2451817610215530 Jun 2447823110115131 Mar 2446536410315231 Dec 2346133410815730 Sep 2346129110916130 Jun 2346818910916331 Mar 234705511016131 Dec 22455-1410715930 Sep 22424-2410015530 Jun 22393-219615131 Mar 22357-459214331 Dec 21328188913630 Sep 2129808913430 Jun 21274-168713231 Mar 21251-378713631 Dec 20246-408614030 Sep 20248-338914030 Jun 20248-389514831 Mar 20245-669715131 Dec 19228-869715730 Sep 19233-8310215730 Jun 19235-17010015931 Mar 19233-14910015931 Dec 18231-1589815830 Sep 18265-19210816030 Jun 18304-8011015331 Mar 18342-6211315331 Dec 17393-2311114930 Sep 173891010414830 Jun 17379710514631 Mar 1736189913731 Dec 1633779513030 Sep 16316238711730 Jun 163002017711131 Mar 162962047311131 Dec 152962117111130 Sep 152922067211430 Jun 152873072113質の高い収益: RMBSは 高品質の収益 を持っています。利益率の向上: RMBSの現在の純利益率 (31.9%)は、昨年(34.2%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: RMBS過去 5 年間で収益を上げており、収益は年間45.5%増加しています。成長の加速: RMBSの過去 1 年間の収益成長率 ( 11% ) は、5 年間の平均 ( 年間45.5%を下回っています。収益対業界: RMBSの過去 1 年間の収益成長率 ( 11% ) Semiconductor業界15.4%を上回りませんでした。株主資本利益率高いROE: RMBSの 自己資本利益率 ( 16.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSemiconductors 、過去の業績が好調な企業。View Financial Health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 SimpsonArete Research Services LLPJames FontanelliArete Research Services LLPTristan GerraBaird15 その他のアナリストを表示
分析記事 • May 08Why Rambus' (NASDAQ:RMBS) Earnings Are Better Than They SeemDespite posting healthy earnings, Rambus Inc.'s ( NASDAQ:RMBS ) stock has been quite weak. We have done some analysis...
Reported Earnings • Apr 28First quarter 2026 earnings: EPS exceeds analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.5%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
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
Reported Earnings • Feb 03Full year 2025 earnings: EPS exceeds analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
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
Reported Earnings • Oct 29Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird 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 exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
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: US$1.9m 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: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Significant insider selling over the past 3 months (US$1.9m sold).
ライブニュース • May 15Rambus Rated Hold After Strong AI Run as Analyst Caution Rises on Key RisksRambus has been reassessed by 24/7 Wall St., which now rates the stock a hold despite 8 of 9 covering analysts maintaining buy ratings. The outlet’s model points to a price target that implies potential downside after a strong run supported by AI infrastructure demand tied to DDR5, HBM and high-bandwidth memory controllers. Key risks highlighted include slowing royalty revenue, rising operating expenses and the recent resignation of the company’s CFO, while possible upside is linked to HBM4E adoption and new licensing deals. The shift from bullish consensus to a more cautious hold view underscores that a lot of optimism around Rambus’s role in AI memory may already be reflected in the stock. Investors may want to keep a close eye on royalty trends, expense discipline and the CFO transition, since any disappointment on these points could matter as much as progress with HBM4E and future licensing wins.
Recent Insider Transactions Derivative • May 11Independent Director notifies of intention to sell stockNecip Sayiner intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of May. If the sale is conducted around the recent share price of US$130, it would amount to US$1.3m. Since September 2025, Necip's direct individual holding has increased from 27.00k shares to 30.82k. Company insiders have collectively sold US$3.3m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • May 08RMBS: AI Memory IP Momentum Will Face Ongoing Execution And Valuation RisksNarrative 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 08Why Rambus' (NASDAQ:RMBS) Earnings Are Better Than They SeemDespite posting healthy earnings, Rambus Inc.'s ( NASDAQ:RMBS ) stock has been quite weak. We have done some analysis...
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.
新しいナラティブ • May 01Future AI Memory Demand Will Expose Execution Risks And Pressure Long Term EarningsCatalysts 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?
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: EPS exceeds analyst expectationsFirst 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.5%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
ナラティブの更新 • Apr 24RMBS: AI Memory IP Execution Risk Will Limit Future UpsideRambus' 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.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$139, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 35x in the Semiconductor industry in the US. Total returns to shareholders of 209% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$67.72 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.
新しいナラティブ • Apr 17AI Hardware Memory Demand Will Drive Powerful Long Term Earnings PotentialCatalysts 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?
Recent Insider Transactions Derivative • Apr 15Independent Director notifies of intention to sell stockMeera Rao intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of April. If the sale is conducted around the recent share price of US$118, it would amount to US$1.0m. Since September 2025, Meera's direct individual holding has increased from 26.09k shares to 29.26k. Company insiders have collectively sold US$3.5m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Apr 08RMBS: AI Memory IP And Steady Long Term Assumptions Will Support UpsideRambus’ 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 07Rambus: A Leveraged Play On The AI Memory BottleneckSummary 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
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
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$93.03, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 23x in the Semiconductor industry in the US. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$67.19 per share.
Buy Or Sell Opportunity • Mar 31Now 27% overvaluedOver the last 90 days, the stock has fallen 6.4% to US$86.03. The fair value is estimated to be US$67.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
ナラティブの更新 • Mar 25RMBS: AI Memory IP And Steady P E View Will Support UpsideAnalysts 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 11RMBS: AI Memory Roadmap And Steady P E Assumptions Will Drive UpsideAnalysts 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.
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.
New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% 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. This is currently the only risk that has been identified for the company.
Recent Insider Transactions Derivative • Mar 03CEO, President & Director notifies of intention to sell stockLuc Seraphin intends to sell 40k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$98.63, it would amount to US$3.9m. For the year to December 2019, Luc's total compensation was 10% salary and 90% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Luc's direct individual holding has increased from 306.93k shares to 370.98k. Company insiders have collectively sold US$3.0m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Feb 25RMBS: P/E Reset Will Set Up Future AI Upside PotentialRambus' 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.
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.
ナラティブの更新 • Feb 10RMBS: Mixed P/E Reset And Silicon IP Deals Will Shape AI UpsideAnalysts 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.
Reported Earnings • Feb 03Full year 2025 earnings: EPS exceeds analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
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.
ナラティブの更新 • Jan 27RMBS: Silicon IP Acquisitions And Higher P/E Assumptions Will Shape AI UpsideAnalysts 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 22Rambus Inc.'s (NASDAQ:RMBS) P/E Is Still On The Mark Following 32% Share Price BounceRambus Inc. ( NASDAQ:RMBS ) shareholders would be excited to see that the share price has had a great month, posting a...
Buy Or Sell Opportunity • Jan 16Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to US$108. The fair value is estimated to be US$88.03, 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 • 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
ナラティブの更新 • Jan 09RMBS: Silicon IP Acquisitions And Buybacks Will Support AI Demand UpsideAnalysts 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 29We 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...
Valuation Update With 7 Day Price Move • Dec 18Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$90.61, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 25x in the Semiconductor industry in the US. Total returns to shareholders of 145% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$88.89 per share.
ナラティブの更新 • Dec 15RMBS: Data Center DRAM Leadership Will Drive AI Demand Upside Through 2027Analysts 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 15Does 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 02A 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 30RMBS: Data Center DRAM Demand Will Drive Share Price Momentum Through 2027The 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.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$91.13, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 21x in the Semiconductor industry in the US. Total returns to shareholders of 146% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$88.24 per share.
ナラティブの更新 • Nov 16RMBS: Expanding Data Center Demand Will Drive Sustained Outperformance Through 2027Rambus 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.
Recent Insider Transactions • Nov 14Independent Director recently sold US$959k worth of stockOn the 10th of November, Eric Stang sold around 9k shares on-market at roughly US$107 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 US$7.4m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Nov 05Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 51% to US$109. The fair value is estimated to be US$88.52, 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.
ナラティブの更新 • Nov 02RMBS: Expanding Data Center Demand Will Drive Strong Share Price MomentumAnalysts 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.
Price Target Changed • Oct 30Price target increased by 12% to US$116Up from US$104, the current price target is an average from 8 analysts. New target price is 7.5% above last closing price of US$108. Stock is up 125% over the past year. The company is forecast to post earnings per share of US$2.07 for next year compared to US$1.67 last year.
Reported Earnings • Oct 29Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird 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 exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Oct 28Price target increased by 10% to US$111Up from US$100, the current price target is an average from 8 analysts. New target price is 6.7% above last closing price of US$104. Stock is up 103% over the past year. The company is forecast to post earnings per share of US$2.07 for next year compared to US$1.67 last year.
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.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$114, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 23x in the Semiconductor industry in the US. Total returns to shareholders of 277% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$71.72 per share.
ナラティブの更新 • Oct 18Data Center And AI Trends Will Expand Memory MarketsThe 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.
Recent Insider Transactions Derivative • Oct 07Independent Director notifies of intention to sell stockMeera Rao intends to sell 653 shares in the next 90 days after lodging an Intent To Sell Form on the 1st of October. If the sale is conducted around the recent share price of US$102, it would amount to US$67k. Since December 2024, Meera's direct individual holding has decreased from 26.12k shares to 25.44k. Company insiders have collectively sold US$6.4m more than they bought, via options and on-market transactions in the last 12 months.
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
Price Target Changed • Oct 06Price target increased by 9.2% to US$104Up from US$94.75, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$101. Stock is up 146% over the past year. The company is forecast to post earnings per share of US$2.15 for next year compared to US$1.67 last year.
ナラティブの更新 • Oct 04Data Center And AI Trends Will Expand Memory MarketsRambus’ 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.
Price Target Changed • Sep 16Price target increased by 9.6% to US$89.75Up from US$81.88, the current price target is an average from 8 analysts. New target price is 7.5% below last closing price of US$97.05. Stock is up 151% over the past year. The company is forecast to post earnings per share of US$2.18 for next year compared to US$1.67 last year.
ナラティブの更新 • Sep 16Data Center And AI Trends Will Expand Memory MarketsAnalysts 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 16Earnings 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...
Recent Insider Transactions • Sep 14Independent Director recently sold US$642k worth of stockOn the 11th of September, Necip Sayiner sold around 8k shares on-market at roughly US$85.63 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 US$6.4m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Sep 12Independent Director notifies of intention to sell stockNecip Sayiner intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of September. If the sale is conducted around the recent share price of US$85.63, it would amount to US$642k. Since March 2025, Necip's direct individual holding has decreased from 39.03k shares to 34.50k. Company insiders have collectively sold US$5.8m more than they bought, via options and on-market transactions 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 US$88.58, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 22x in the Semiconductor industry in the US. Total returns to shareholders of 252% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$68.69 per share.
ナラティブの更新 • Aug 29Data Center And AI Trends Will Expand Memory MarketsRambus'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.
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$81.09, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 23x in the Semiconductor industry in the US. Total returns to shareholders of 230% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$67.21 per share.
Buy Or Sell Opportunity • Aug 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 52% to US$81.09. The fair value is estimated to be US$67.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 35% in the next 2 years.
分析記事 • Aug 25There's Been No Shortage Of Growth Recently For Rambus' (NASDAQ:RMBS) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Price Target Changed • Aug 14Price target increased by 8.2% to US$80.13Up from US$74.03, the current price target is an average from 8 analysts. New target price is 5.4% above last closing price of US$76.00. Stock is up 63% over the past year. The company is forecast to post earnings per share of US$2.15 for next year compared to US$1.67 last year.
Recent Insider Transactions • Aug 13Independent Director recently sold US$551k worth of stockOn the 8th of August, Necip Sayiner sold around 8k shares on-market at roughly US$73.53 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 US$5.5m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Aug 10Independent Director notifies of intention to sell stockNecip Sayiner intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of August. If the sale is conducted around the recent share price of US$73.53, it would amount to US$551k. Since March 2025, Necip's direct individual holding has increased from 39.03k shares to 42.00k. Company insiders have collectively sold US$5.0m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Jul 29Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond 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 exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 6.0%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
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
分析記事 • Jun 19Shareholders Should Be Pleased With Rambus Inc.'s (NASDAQ:RMBS) PriceWith a price-to-earnings (or "P/E") ratio of 31.4x Rambus Inc. ( NASDAQ:RMBS ) may be sending very bearish signals at...
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.
Reported Earnings • Apr 29First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.56 (up from US$0.30 in 1Q 2024). Revenue: US$166.7m (up 41% from 1Q 2024). Net income: US$60.3m (up 83% from 1Q 2024). Profit margin: 36% (up from 28% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 29Rambus Inc. Provides Earnings Guidance for the Second Quarter of 2025Rambus Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects GAAP product revenue to be between $77 million to $83 million and contract and other revenue to be between $17 million to $23 million.
Valuation Update With 7 Day Price Move • Apr 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$50.94, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 18x in the Semiconductor industry in the US. Total returns to shareholders of 100% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$65.21 per share.
お知らせ • Apr 08Rambus Inc. to Report Q1, 2025 Results on Apr 28, 2025Rambus Inc. announced that they will report Q1, 2025 results on Apr 28, 2025
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$46.15, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Semiconductor industry in the US. Total returns to shareholders of 70% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$65.05 per share.
Buy Or Sell Opportunity • Mar 27Now 20% undervaluedOver the last 90 days, the stock has risen 2.2% to US$55.44. The fair value is estimated to be US$69.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 76%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Recent Insider Transactions Derivative • Mar 16Senior VP notifies of intention to sell stockJohn Shinn intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of March. If the sale is conducted around the recent share price of US$52.98, it would amount to US$404k. Since March 2024, John's direct individual holding has increased from 2.46k shares to 15.27k. Company insiders have collectively sold US$5.0m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Mar 11Rambus Inc. Enhances Data Center and AI Protection with Next-Gen CryptoManager Security IP SolutionsRambus Inc. announced the introduction of its next-generation CryptoManager Security IP solutions including Root of Trust, Hub and Core families. The CryptoManager Security IP offerings deliver progressively higher levels of functional integration and security, enabling customers to choose the level of security features and capabilities best suited to their unique requirements. The CryptoManager Root of Trust delivers a fully-turnkey solution and offers the industry's first Quantum Safe boot flow. The CryptoManager Hub provides the ideal combination of proven cryptographic building blocks for customers designing their own root of trust or secure processor. With support for a broad set of security functionality and certifications, Rambus CryptoManager Security IP solutions help customers accelerate the time to market of chips for the data center, AI and other advanced applications. CryptoManager Security IP solutions include: CryptoManager Root of Trust products offer fully programmable security processor functionality including multithreading and multi-host capabilities. A complete turnkey solution, the CryptoManager Root of Trust family represents the highest level of security integration with advanced anti-tamper and Quantum Safe protection for boot and HW acceleration. CryptoManager Hub products are the ultimate solution for customers looking to build their own Root of Trust or security processor, ensuring unparalleled protection and performance. CryptoManager Hub products feature a suite of symmetric, asymmetric, and Quantum Safe cryptographic accelerators along with certified true random number generators designed to meet the highest security standards for a broad set of applications. CryptoManager Core products are a suite of symmetric cryptographic accelerators designed to provide unmatched flexibility for customers building their own Root of Trust solutions.
Buy Or Sell Opportunity • Feb 25Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at US$57.43. The fair value is estimated to be US$72.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 76%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
お知らせ • Feb 25Rambus Inc., Annual General Meeting, Apr 25, 2025Rambus Inc., Annual General Meeting, Apr 25, 2025.
Recent Insider Transactions • Feb 20Senior VP & COO recently sold US$3.6m worth of stockOn the 19th of February, Xianzhi Fan sold around 52k shares on-market at roughly US$68.02 per share. This transaction amounted to 36% 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.
Reported Earnings • Feb 04Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$1.67 (down from US$3.09 in FY 2023). Revenue: US$556.6m (up 21% from FY 2023). Net income: US$179.8m (down 46% from FY 2023). Profit margin: 32% (down from 72% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
