RMBS

Rambus Inc

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Advanced Chart

71.950

+0.39(0.545%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

73.830

Open

73.200

VWAP

71.82

Vol

1.07M

Mkt Cap

7.74B

Low

70.580

Amount

76.69M

EV/EBITDA(TTM)

25.75

Total Shares

107.78M

7.10B

EV/OCF(TTM)

24.26

P/S(TTM)

12.02

Rambus Inc. is a global semiconductor company dedicated to enabling data centers and artificial intelligence by delivering memory and security solutions that address the evolving needs of the industry. It offers a balanced and diverse portfolio of products encompassing chips and silicon intellectual property (IP). Its solutions maximize performance and security in computationally intensive systems. Its DDR memory interface chips for server memory modules enable increased bandwidth and expanded capacity in enterprise and cloud servers. Its portfolio includes DDR5 and DDR4 memory interface chipsets. Its DDR5 chipset solutions include the Registering Clock Driver, Multiplexed Registering Clock Driver, Multiplexed Data Buffer, Power Management Integrated Circuits, Serial Presence Detect Hubs, Temperature Sensors, and Client Clock Driver. Its Silicon IP includes interface and security IP solutions that move and protect data in advanced data center, government and automotive applications.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q1

FY2025Q4

FY2025Q3

182.56M

+9.54%

0.663

+12.37%

181.20M

+8.83%

0.656

+11.08%

175.67M

+19.66%

0.630

-3.93%

Estimates Revision

The market is revising Upward the revenue expectations for Rambus Inc. (RMBS) for FY2025, with the revenue forecasts being adjusted by 1.13% over the past three months. During the same period, the stock price has changed by 41.44%.

Revenue Estimates for FY2025

Revise Upward

+1.13%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+0.11%

In Past 3 Month

Stock Price

Go Up

+41.44%

In Past 3 Month

4 Analyst Rating

-1.67% Downside

Wall Street analysts forecast RMBS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for RMBS is 70.75 USD with a low forecast of 69.00 USD and a high forecast of 73.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

4 Buy

0 Hold

0 Sell

Strong Buy

-1.67% Downside

Current: 71.950

Low

69.00

Averages

70.75

High

73.00

-1.67% Downside

Current: 71.950

Low

69.00

Averages

70.75

High

73.00

Susquehanna

Positive

maintain

$70 -> $75

2025-07-29

Reason

Susquehanna

Price Target

$70 -> $75

2025-07-29

maintain

Positive

Reason

Susquehanna raised the firm's price target on Rambus to $75 from $70 and keeps a Positive rating on the shares. The firm raised its estimates following Q2 earnings as its long-term thesis remains intact with EPS opportunity of $3 driven by increased revenue diversification which is providing a steady beat and raise.

Rosenblatt

Buy

maintain

$80 -> $90

2025-07-29

Reason

Rosenblatt

Price Target

$80 -> $90

2025-07-29

maintain

Buy

Reason

Rosenblatt raised the firm's price target on Rambus to $90 from $80 and keeps a Buy rating on the shares. The company reported a strong quarter and remains an "under-the-radar" artificial intelligence opportunity, the analyst tells investors in a research note. As the AI inference market expands, the firm expects demand for high-performance DRAM and memory interfaces to accelerate further.

Evercore ISI

Outperform

maintain

$71 -> $81

2025-07-29

Reason

Evercore ISI

Price Target

$71 -> $81

2025-07-29

maintain

Outperform

Reason

Evercore ISI raised the firm's price target on Rambus to $81 from $71 and keeps an Outperform rating on the shares following what the firm describes as "another Beat and Meet quarter." Following the report, the firm de-adjusted its calendar year 2026 product revenue estimate to $440M from $450M as it lowers the contribution of DDR4 DIMM revenue.

Jefferies

Buy

maintain

$69 -> $75

2025-07-29

Reason

Jefferies

Price Target

$69 -> $75

2025-07-29

maintain

Buy

Reason

Jefferies raised the firm's price target on Rambus to $75 from $69 and keeps a Buy rating on the shares following a June quarter beat on stronger product and contract revenues. The companion chip story is starting to contribute more significantly with growth into Q3 split relatively evenly between DDR5 and new products, the analyst tells investors in a post-earnings note. The line of sight to outsized growth "still requires execution" on gaining companion chip share, but "everything remains on track," the analyst added.

Rosenblatt

Kevin Cassidy

Strong Buy

Maintains

$85 → $92

2025-02-04

Reason

Rosenblatt

Kevin Cassidy

Price Target

$85 → $92

2025-02-04

Maintains

Strong Buy

Reason

Wells Fargo

Gary Mobley

Buy

Maintains

$62 → $73

2025-02-04

Reason

Wells Fargo

Gary Mobley

Price Target

$62 → $73

2025-02-04

Maintains

Buy

Reason

See All Ratings

Valuation Metrics

The current forward P/E ratio for Rambus Inc (RMBS.O) is 27.03, compared to its 5-year average forward P/E of 21.38. For a more detailed relative valuation and DCF analysis to assess Rambus Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

21.38

Current PE

27.03

Overvalued PE

27.97

Undervalued PE

14.78

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Overvalued

5Y Average EV/EBITDA

13.45

Current EV/EBITDA

19.91

Overvalued EV/EBITDA

18.43

Undervalued EV/EBITDA

8.46

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Overvalued

5Y Average PS

7.41

Current PS

10.90

Overvalued PS

9.97

Undervalued PS

4.85