Inside the research

Rambus Inc.

RMBS Research profile · latest available data

Price overview

$105.16

▲ +0.61 (+0.6%)

52w hi$170.66
52w lo$79.73
Vol1.71M
As of25 Sep 2026

The Verdict

Hold

Our score -0.10

Short-0.59
Medium+0.15
Long+0.39

computed 2026-09-27

Key fundamentals

Rambus Inc.

Technology · Semiconductors

Market cap$11.41B
Enterprise value$10.60B
Trailing P/E48.24x
Forward P/E28.26x
EV / EBITDA33.50x
P / S (ttm)15.04x
Profit margin31.7%
Return on equity17.8%
Revenue growth+20.4%
Earnings growth+15.1%
Debt / equity1.49

Layer Breakdown

LayerRawContribution
Fundamental+0.22
Sector+0.19
Technical-0.34
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

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.

United States · www.rambus.com

Risk Metrics

Beta vs SPX2.64
Corr SPX0.60
Annual vol70.6%
Annual ret+75.0%
Sharpe1.06
Max DD-52.9%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$139.25
High / Low$172.00 / $100.00
Median$145.00
Analysts8
Strong Buy0
Buy7
Hold2
Sell0
Strong Sell0

Recent rating actions

2025-04-29Rosenblatt→ Buy
2025-02-04Wells Fargo→ Overweight
2025-02-04Susquehanna→ Positive
2025-02-04Rosenblatt→ Buy
2024-11-25Baird→ Outperform
2024-11-11Loop Capital→ Buy

Material Events

DateEvent8-K
2026-08-05Material Agreement, Material Obligation…read
2026-07-27Earnings Release, Exhibitsread
2026-04-29Officer / Director Change, Exhibitsread
2026-04-27Earnings Release, Exhibitsread
2026-04-24Shareholder Vote, Other Material Eventread
2026-02-12Officer / Director Change, Exhibitsread
2026-02-10Officer / Director Change, Exhibitsread
2026-02-02Earnings Release, Exhibitsread
2025-10-27Earnings Release, Exhibitsread
2025-07-28Earnings Release, Exhibitsread
2025-04-30Shareholder Voteread
2025-04-28Earnings Release, Exhibitsread

SEC Filings

DateFormDoc
2026-08-104view
2026-08-058-Kview
2026-07-2810-Qview
2026-07-278-Kview
2026-06-034view
2026-06-034view
2026-06-024view
2026-05-274view
2026-05-264view
2026-05-264view
2026-05-114view
2026-05-114view
2026-05-044view
2026-04-303view
2026-04-298-Kview

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$94.72M-2.5%
Gross profit$357.69M+52.2%
Operating income$260.22M+1.4%
Net income$230.46M+7.3%
Cash from ops$230.60M+13.0%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$106.61$107.31$103.43$105.161.71M
Sep 24$101.62$108.62$101.12$104.552.36M
Sep 23$105.08$106.56$100.42$103.473.07M
Sep 22$96.04$106.74$95.69$105.244.84M
Sep 21$90.48$98.57$88.38$96.964.27M

Understand the score. Research layers are inputs to a model, and the available data has limits.

Read the methodology →