RMBS logo

Rambus Inc. Stock Price

NasdaqGS:RMBS Community·US$14.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 64 Fair Values set on narratives written by author

RMBS Share Price Performance

US$134.51
80.40 (148.59%)
US$139.25
Fair Value
US$134.51
80.40 (148.59%)
3.4% undervalued intrinsic discount
US$139.25
Fair Value
Price US$134.51
AnalystConsensusTarget US$139.25
AnalystLowTarget US$100.00
AnalystHighTarget US$150.00

RMBS Community Narratives

·
Fair Value US$139.25 3.4% undervalued intrinsic discount

RMBS: Expanding Data Center Demand Will Drive Strong Share Price Momentum

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28users have followed this narrative
·
Fair Value US$100 34.5% overvalued intrinsic discount

Future AI Memory Demand Will Expose Execution Risks And Pressure Long Term Earnings

0users have liked this narrative
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·
Fair Value US$150 10.3% undervalued intrinsic discount

AI Hardware Memory Demand Will Drive Powerful Long Term Earnings Potential

0users have liked this narrative
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US$100
34.5% overvalued intrinsic discount
Revenue
14.52% p.a.
Profit Margin
36.18%
Future PE
37.97x
Price in 2029
US$134.86
US$150
10.3% undervalued intrinsic discount
Revenue
20.94% p.a.
Profit Margin
39.72%
Future PE
44.33x
Price in 2029
US$202.32

Trending Discussion

Updated Narratives

RMBS logo

RMBS: AI Memory IP Momentum Will Face Ongoing Execution And Valuation Risks

Fair Value: US$139.25 3.4% undervalued intrinsic discount
28 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
RMBS logo

Future AI Memory Demand Will Expose Execution Risks And Pressure Long Term Earnings

Fair Value: US$100 34.5% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
RMBS logo

AI Hardware Memory Demand Will Drive Powerful Long Term Earnings Potential

Fair Value: US$150 10.3% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

1 Risk
2 Rewards

Rambus Inc. Key Details

US$721.2m

Revenue

US$141.3m

Cost of Revenue

US$579.9m

Gross Profit

US$349.9m

Other Expenses

US$230.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
2.13
80.41%
31.89%
0%
View Full Analysis

About RMBS

Founded
1990
Employees
791
CEO
Luc Seraphin
WebsiteView website
www.rambus.com

Rambus Inc. manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally. It offers memory interface chips comprising DDR5 memory interface chips which include registering clock driver, multiplexed registering clock driver, multiplexed data buffer, power management integrated circuits, serial presence detect hubs, temperature sensors, and client clock driver products; and DDR4 memory interface chips. The company also provides silicon IP, such as interface and security IP solutions that move and protect data in advanced artificial intelligence, data center, government, and automotive applications; interface IP solutions for high-speed memory and chip-to-chip digital controller IP; security IP solutions, including crypto cores, hardware roots of trust, high-speed protocol engines, and chip provisioning technologies. In addition, it offers portfolio of patents that covers memory architecture, high-speed serial links, and security products. The company sells its products to memory module manufacturers, OEMs and hyperscalers, as well as to chip makers. It markets its products and services through its direct sales force and distributors. Rambus Inc. was incorporated in 1990 and is headquartered in San Jose, California.

Recent RMBS News & Updates

Narrative Update May 08

RMBS: AI Memory IP Momentum Will Face Ongoing Execution And Valuation Risks

Narrative Update: Rambus Analyst Price Target Shift The updated analyst price target for Rambus has moved from $122.00 to $139.25, with analysts pointing to revised assumptions for revenue growth, profit margins, and future P/E, informed in part by recent Street research that included several target hikes and one downgrade. Analyst Commentary Recent Street research around Rambus reflects a mix of optimism and caution, with several price target increases alongside a fresh downgrade.
Analysis Article May 08

Why Rambus' (NASDAQ:RMBS) Earnings Are Better Than They Seem

Despite posting healthy earnings, Rambus Inc.'s ( NASDAQ:RMBS ) stock has been quite weak. We have done some analysis...

Recent updates

No updates