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RMBS Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
131.591
Open
128.960
VWAP
128.62
Vol
2.25M
Mkt Cap
13.98B
Low
125.020
Amount
290.00M
EV/EBITDA(TTM)
43.52
Total Shares
108.14M
EV
13.19B
EV/OCF(TTM)
36.06
P/S(TTM)
19.61
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.
Show More

Events Timeline

(ET)
2026-04-29
17:10:00
Rambus Appoints Sumeet Gagneja as CFO
select
2026-04-29
08:40:00
Rambus Faces U.S. DOJ Antitrust Investigation
select
2026-04-28 (ET)
2026-04-28
16:30:00
OpenAI Financial Concerns Weigh on Tech Stocks
select
2026-04-28
12:10:00
Rambus Shares Drop 25.1% to $105.85
select
2026-04-28
12:00:00
OpenAI Financial Concerns Weigh on Tech Stocks
select
2026-04-28
10:10:00
Rambus Shares Drop 21.6% to $110.72
select
2026-04-28
07:20:00
Rambus Shares Drop 17% to $116.76 Following Q1 Report
select

News

Newsfilter
3.5
05-05Newsfilter
Rambus Launches PCIe 7.0 Switch IP with TDM for AI Infrastructure
  • Technological Innovation: Rambus's newly launched PCIe 7.0 Switch IP with Time Division Multiplexing (TDM) is designed to meet the escalating demands for bandwidth, latency, and scalability in AI, cloud, and high-performance computing (HPC) systems, thereby enhancing data transfer efficiency and overall system performance.
  • Architectural Flexibility: This switch IP optimizes PCIe link utilization through intelligent traffic multiplexing, simplifying system design and supporting disaggregated and pooled compute architectures, which facilitates efficient handling of diverse workloads such as large-scale AI training and latency-sensitive inference.
  • Market Leadership: The PCIe 7.0 Switch IP expands Rambus's industry-leading PCIe IP portfolio, which includes controllers, retimers, and debug solutions, helping customers accelerate time-to-market while meeting the stringent performance and reliability requirements of modern AI infrastructure.
  • Strategic Significance: As AI infrastructure rapidly evolves, Rambus's technological innovations not only enhance system bandwidth and efficiency but also provide customers with critical capabilities for efficient data movement within complex architectures, further solidifying its leadership position in high-speed interface IP.
Yahoo Finance
3.5
05-05Yahoo Finance
Rambus Launches PCIe 7.0 Switch IP with TDM for AI Infrastructure
  • Technological Innovation: Rambus's newly launched PCIe 7.0 Switch IP with Time Division Multiplexing (TDM) addresses the escalating demands for bandwidth and latency in AI, cloud, and high-performance computing systems, thereby enhancing data transfer efficiency and managing system complexity.
  • Architectural Flexibility: This switch IP supports intelligent traffic multiplexing, enabling efficient scheduling of traffic across shared links, maximizing network utilization, and accommodating diverse workloads from large-scale AI training to latency-sensitive inference, significantly boosting system performance.
  • Market Leadership: The Rambus PCIe 7.0 Switch IP expands its industry-leading PCIe IP portfolio, which includes controllers, retimers, and debug solutions, helping customers accelerate time-to-market while meeting the high performance and reliability requirements of modern AI infrastructure.
  • Strategic Implications: As AI infrastructure rapidly evolves, Rambus strengthens its leadership in high-speed interface IP by providing advanced PCIe switching technologies, empowering customers to tackle challenges in AI, cloud, and HPC sectors.
seekingalpha
5.0
04-29seekingalpha
Rambus Appoints New CFO to Drive Growth
  • Executive Appointment: Rambus has named Sumeet Gagneja as Senior Vice President and Chief Financial Officer effective April 29, 2026, bringing extensive financial management experience from his previous role as divisional CFO for AMD’s Data Center segment, which is expected to enhance the company's financial strategy.
  • Financial Outlook: The company anticipates a non-GAAP EPS of $0.65 to $0.73 for Q2 2026, with projected revenues between $192 million and $198 million, indicating stability and growth potential in its market positioning.
  • Market Reaction: Despite the strong financial outlook, Rambus's stock fell following a rating downgrade by Baird, reflecting a cautious market sentiment regarding the company's future performance.
  • Strategic Planning: Gagneja's appointment aligns with Rambus's ambitious $2.2 billion roadmap, aiming to drive long-term growth through optimized financial strategies and improved operational efficiency.
NASDAQ.COM
4.5
04-28NASDAQ.COM
U.S. Stocks Close Lower, Weighed Down by Tech Sector
  • Tech Sector Decline: Technology stocks fell broadly as concerns about the return on massive AI investments grew, with OpenAI missing its new user and sales targets, putting pressure on shares of partners like Nvidia and Oracle, which negatively impacted market sentiment.
  • Positive Economic Data: Despite the market downturn, the U.S. consumer confidence index unexpectedly rose to 92.8, surpassing expectations, indicating economic resilience that could provide support for the market.
  • Surging Oil Prices: WTI crude oil prices jumped over 3% to a two-week high amid escalating tensions between the U.S. and Iran in the Strait of Hormuz, potentially exacerbating the global energy crisis and pushing inflation expectations higher.
  • Fed Policy Expectations: The market anticipates that the Federal Reserve will keep interest rates unchanged at the upcoming meeting, focusing on oil prices and inflation dynamics, reflecting a cautious outlook on the economic landscape.
Yahoo Finance
2.0
04-28Yahoo Finance
OpenAI's Missed Targets Impact Tech Stocks
  • OpenAI's Missed Targets: OpenAI was expected to reach 1 billion weekly users by the end of 2025 but failed to meet this target, raising concerns about its future growth potential and possibly affecting investor confidence.
  • Compute Capacity Bottleneck: Analysts highlight that compute capacity is a critical bottleneck for AI development, and if OpenAI falls short of its spending commitments nearing $1 trillion, it could negatively impact the market and lead to reduced investments in related companies.
  • Tech Stock Volatility: Following this news, Nvidia's stock dropped by 1%, while smaller tech stocks like Rambus plummeted by 20%, indicating the market's sensitivity and volatility regarding high-risk tech stocks.
  • Sustained Demand Growth: Despite the challenges, CorWeve noted that as more companies build and deploy AI, the demand for compute continues to grow, with expectations that it will consistently exceed supply, providing long-term support for the market.
Fool
2.0
04-28Fool
Rambus Shares Plunge 21.2% Amid Downgrade
  • Significant Stock Drop: Rambus shares plummeted 21.2% on Tuesday, with a current price of $113.58 and a market cap of $15 billion, reflecting investor concerns about the company's future outlook.
  • Earnings Report Disappointment: Although Rambus reported an 8.1% year-over-year revenue increase to $180.2 million and a 6.8% rise in adjusted earnings per share to $0.63, these results fell short of market expectations for higher performance, leading to a stock pullback.
  • Analyst Downgrade: Analysts at Baird downgraded Rambus from Outperform to Neutral, maintaining a target price of $120, citing potential severe memory shortages that could impact unit sales in the future.
  • Market Outlook Analysis: Despite facing supply shortages in the short term, Rambus may benefit from the widespread adoption of AI technologies, making it an attractive option for investors looking to enter the memory market, even though its current valuation stands at approximately 38 times this year's earnings estimates.
Wall Street analysts forecast RMBS stock price to rise
6 Analyst Rating
Wall Street analysts forecast RMBS stock price to rise
4 Buy
1 Hold
1 Sell
Moderate Buy
Current: 0.000
sliders
Low
83.00
Averages
107.40
High
130.00
Current: 0.000
sliders
Low
83.00
Averages
107.40
High
130.00
Evercore ISI
Outperform
maintain
$119 -> $172
AI Analysis
2026-04-28
Reason
Evercore ISI
Price Target
$119 -> $172
AI Analysis
2026-04-28
maintain
Outperform
Reason
Evercore ISI raised the firm's price target on Rambus to $172 from $119 and keeps an Outperform rating on the shares. The firm increased its 2027 and 2028 EPS estimates to $5.76 and $9.06, respectively, from $3.73 and $4.50 and recommends buying weakness with shares trading 12% lower following "an EPS miss/miss report." The firm expects the secular tailwinds related to Agentic-AI for CPUs highlighted in its channel checks to manifest themselves over the next several quarters, the analyst tells investors.
Rosenblatt
Kevin Cassidy
Buy
maintain
$130 -> $150
2026-04-28
Reason
Rosenblatt
Kevin Cassidy
Price Target
$130 -> $150
2026-04-28
maintain
Buy
Reason
Rosenblatt analyst Kevin Cassidy raised the firm's price target on Rambus to $150 from $130 and keeps a Buy rating on the shares following the Q1 report. Rambus recovered from last quarter's supply chain issues to deliver revenue inline with expectations, the analyst tells investors in a research note. However, the firm believes the inline results will likely not support the 90% rally in the shares over the past month. It believes Rambus' long-term growth story remains intact.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for RMBS
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Valuation Metrics

The current forward P/E ratio for Rambus Inc (RMBS.O) is 24.15, compared to its 5-year average forward P/E of 23.83. 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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
23.83
Current PE
24.15
Overvalued PE
30.54
Undervalued PE
17.11

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
16.58
Current EV/EBITDA
36.52
Overvalued EV/EBITDA
23.50
Undervalued EV/EBITDA
9.66

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
8.63
Current PS
14.24
Overvalued PS
11.48
Undervalued PS
5.78

Financials

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Whales Holding RMBS

O
Oberweis Asset Management, Inc.
Holding
RMBS
+45.80%
3M Return
R
Rafferty Asset Management, LLC
Holding
RMBS
+39.46%
3M Return
D
Driehaus Capital Management LLC
Holding
RMBS
+14.61%
3M Return
E
Emerald Advisers, LLC
Holding
RMBS
+8.79%
3M Return
C
Congress Asset Management Company, LLP
Holding
RMBS
+8.38%
3M Return
G
Granahan Investment Management, LLC
Holding
RMBS
+4.02%
3M Return

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Frequently Asked Questions

What is Rambus Inc (RMBS) stock price today?

The current price of RMBS is 129.245 USD — it has increased 2.09

What is Rambus Inc (RMBS)'s business?

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.

What is the price predicton of RMBS Stock?

Wall Street analysts forecast RMBS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RMBS is107.40 USD with a low forecast of 83.00 USD and a high forecast of 130.00 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.

What is Rambus Inc (RMBS)'s revenue for the last quarter?

Rambus Inc revenue for the last quarter amounts to 180.19M USD, increased 8.12

What is Rambus Inc (RMBS)'s earnings per share (EPS) for the last quarter?

Rambus Inc. EPS for the last quarter amounts to 0.55 USD, decreased -1.79

How many employees does Rambus Inc (RMBS). have?

Rambus Inc (RMBS) has 791 emplpoyees as of May 11 2026.

What is Rambus Inc (RMBS) market cap?

Today RMBS has the market capitalization of 13.98B USD.