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 |
| Vol | 1.71M |
| As of | 25 Sep 2026 |
The Verdict
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/E | 48.24x |
| Forward P/E | 28.26x |
| EV / EBITDA | 33.50x |
| P / S (ttm) | 15.04x |
| Profit margin | 31.7% |
| Return on equity | 17.8% |
| Revenue growth | +20.4% |
| Earnings growth | +15.1% |
| Debt / equity | 1.49 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| 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.
Risk Metrics
| Beta vs SPX | 2.64 |
|---|---|
| Corr SPX | 0.60 |
| Annual vol | 70.6% |
| Annual ret | +75.0% |
| Sharpe | 1.06 |
| 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 |
| Analysts | 8 |
| Strong Buy | 0 | |
|---|---|---|
| Buy | 7 | |
| Hold | 2 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2025-04-29 | Rosenblatt | → Buy |
| 2025-02-04 | Wells Fargo | → Overweight |
| 2025-02-04 | Susquehanna | → Positive |
| 2025-02-04 | Rosenblatt | → Buy |
| 2024-11-25 | Baird | → Outperform |
| 2024-11-11 | Loop Capital | → Buy |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-05 | Material Agreement, Material Obligation… | read |
| 2026-07-27 | Earnings Release, Exhibits | read |
| 2026-04-29 | Officer / Director Change, Exhibits | read |
| 2026-04-27 | Earnings Release, Exhibits | read |
| 2026-04-24 | Shareholder Vote, Other Material Event | read |
| 2026-02-12 | Officer / Director Change, Exhibits | read |
| 2026-02-10 | Officer / Director Change, Exhibits | read |
| 2026-02-02 | Earnings Release, Exhibits | read |
| 2025-10-27 | Earnings Release, Exhibits | read |
| 2025-07-28 | Earnings Release, Exhibits | read |
| 2025-04-30 | Shareholder Vote | read |
| 2025-04-28 | Earnings Release, Exhibits | read |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| 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
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $106.61 | $107.31 | $103.43 | $105.16 | 1.71M |
| Sep 24 | $101.62 | $108.62 | $101.12 | $104.55 | 2.36M |
| Sep 23 | $105.08 | $106.56 | $100.42 | $103.47 | 3.07M |
| Sep 22 | $96.04 | $106.74 | $95.69 | $105.24 | 4.84M |
| Sep 21 | $90.48 | $98.57 | $88.38 | $96.96 | 4.27M |
Understand the score. Research layers are inputs to a model, and the available data has limits.
Read the methodology →