Should I Buy RMBS? RMBS 2026 Analysis

Should You Buy Rambus Inc (RMBS) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

124.440

1 Day change

7.54%

52 Week Range

135.750

Analysis Updated At

2026/01/26

Rambus Inc (RMBS) is not a strong buy at the moment for a beginner investor with a long-term strategy. While the company shows positive growth in revenue and market positioning, the stock appears to be overextended after a significant rally, with analysts suggesting pullbacks as buying opportunities. The technical indicators and options data do not provide a compelling immediate entry point. A hold is recommended until a more favorable price or signal emerges.

Technical Analysis

The stock is in a bullish trend with moving averages (SMA_5 > SMA_20 > SMA_200) and a positive MACD histogram at 2.965. RSI is neutral at 61.63, and the stock is trading above the pivot level of 111.298. However, pre-market price is down 1.01%, and stock trend analysis suggests potential short-term downside (-5.15% in the next week and -14.92% in the next month).

Options Data

Bullish

Open Interest Put-Call Ratio

Neutral

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

Rambus is a market leader in DRAM memory solutions with over 40% market share.
Strong demand for memory modules driven by AI and data center applications.
Hedge funds have significantly increased their buying activity (+113.16% last quarter).
Analysts maintain positive ratings with price targets as high as $126.

Neutral/Negative Catalysts

Stock is trading at 31-times its increased 2027 EPS, indicating high valuation.
Analysts expect pullbacks after a +77% rally since Q2
Stock trend analysis predicts short-term downside.
Net income and EPS have slightly declined YoY in Q3 2025.

Financial Performance

In Q3 2025, Rambus reported a 22.68% YoY revenue growth to $178.5M, driven by its memory interface chips. However, net income dropped slightly by 0.59% YoY to $48.38M, and EPS declined by 2.22% YoY to $0.44. Gross margin also decreased by 1.39% YoY to 79.5%.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts are positive on RMBS, with William Blair initiating coverage with an Outperform rating and Wells Fargo raising its price target to $115 from $73. Evercore ISI also raised its target to $126 from $114, citing strong demand for memory modules and AI-driven growth. However, analysts suggest buying during pullbacks as the stock has rallied significantly.

4 Analyst Rating

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 113.5 USD with a low forecast of 83 USD and a high forecast of 130 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.

3 Buy

0 Hold

1 Sell

Moderate Buy

Current: 115.710

Low

Averages

113.5

High

130

Current: 115.710

Low

Averages

113.5

High

130

William Blair

Sebastien Naji

Outperform

initiated

AI Analysis

2026-01-22

Reason

William Blair

Sebastien Naji

Price Target

AI Analysis

2026-01-22

initiated

Outperform

Reason

William Blair analyst Sebastien Naji initiated coverage of Rambus with an Outperform rating and no price target. The firm says Rambus is the leader in DRAM memory solutions. The company has established itself as the market share leader in DRAM interface chips with more than 40% market share for registering clock driver components, the analyst tells investors in a research note. Blair believes the company is well positioned to benefit from increasing selling prices and higher memory demand across server DRAM and AI data center use-cases.

Wells Fargo

Aaron Rakers

Overweight

maintain

$73 -> $115

2025-10-28

Reason

Wells Fargo

Aaron Rakers

Price Target

$73 -> $115

2025-10-28

maintain

Overweight

Reason

Wells Fargo analyst Aaron Rakers raised the firm's price target on Rambus to $115 from $73 and keeps an Overweight rating on the shares. The firm notes the company delivered solid Q3 results. However, with shares up +77% since Q2 results and trading at 31-times its increased 2027 EPS, Wells is not surprised to see some pullback. The firm would be a buyer, especially during a pullback.

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RMBS Should I Buy

RMBS Should I Buy

Should You Buy Rambus Inc (RMBS) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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