RMBS Share Price Performance
US$0
-65.18 (-100.00%)
Price US$0
Fair ValueUS$144.57
Share Pricen/a
Narrative Update • Jul 07
Rambus Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 65 Fair Values set on narratives written by author
RMBS Community Narratives
AN
Fair Value
·Fair Value US$144.57 24.2% undervalued intrinsic discount
RMBS: Expanding Data Center Demand Will Drive Strong Share Price Momentum
2users have liked this narrative
0users have commented on this narrative
28users have followed this narrative
AN
Fair Value
·Fair Value US$180 39.1% undervalued intrinsic discount
AI Hardware Memory Demand Will Drive Powerful Long Term Earnings Potential
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
Fair Value
·Fair Value US$100 9.6% overvalued intrinsic discount
Future AI Memory Demand Will Expose Execution Risks And Pressure Long Term Earnings
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AI Hardware Memory Demand Will Drive Powerful Long Term Earnings Potential
Rambus sits in the plumbing that helps modern servers and AI systems move and protect data, and a new wave of memory upgrades could keep demand strong for years. The catch is that this story depends on smooth supply, timely launches from major chip partners, and Rambus holding its edge as competition heats up.Read more
AN
US$180
39.1% undervalued intrinsic discount
Fair Value
Revenue
19.57% p.a.
Profit Margin
38.94%
Future PE
55.96x
Price in 2029
US$244.73
RMBS: Expanding Data Center Demand Will Drive Strong Share Price Momentum
Rambus could ride the wave of growing data center and AI demand as chipmakers look for faster ways to move and manage memory, giving its technology more chances to land in new systems. The catch is that it still leans heavily on a few core products, so delays in new standards or tougher competition could quickly cool the story.Read more
AN
US$144.57
24.2% undervalued intrinsic discount
Fair Value
Revenue
17.41% p.a.
Profit Margin
36.22%
Future PE
51.12x
Price in 2029
US$196.84
Future AI Memory Demand Will Expose Execution Risks And Pressure Long Term Earnings
Catalysts About Rambus Rambus develops memory interface chips and silicon IP that support data movement and security in data center and AI hardware. What are the underlying business or industry changes driving this perspective?Read more
AN
US$100
9.6% overvalued intrinsic discount
Fair Value
Revenue
14.52% p.a.
Profit Margin
36.18%
Future PE
37.97x
Price in 2029
US$134.86
Trending Discussion
Recently Updated Narratives
AN
RMBS: AI Workload Demand And New Index Inclusions Will Drive Repricing
Fair Value: US$180 39.1% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
RMBS: AI Memory IP And DOJ Probe Will Shape Future Expectations
Fair Value: US$144.57 24.2% undervalued intrinsic discount
28 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Future AI Memory Demand Will Expose Execution Risks And Pressure Long Term Earnings
Fair Value: US$100 9.6% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Rambus Inc. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 27, 2026
- 2.13
- 80.41%
- 31.89%
- 0%
About RMBS
- Founded
- 1990
- Employees
- 791
- CEO
- WebsiteView website
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.
