Rambus (RMBS) Stock Price & Analysis
RMBS Stock Chart & Stats
- Day’s Range
- MXN 1,594.61 - MXN 1,715.19
- 52-Week Range
- MXN 1,325.00 - MXN 2,573.99
- Previous Close
- MXN 1,594.61
- Volume
- 0
- Average Volume (3M)
- 0
- Market Cap
- MXN 148.65B
- Enterprise Value
- MXN 10.86B
- Total Cash (Recent Filing)
- MXN 776.91M
- Total Debt (Recent Filing)
- MXN 20.22M
- Price to Earnings (P/E)
- 30.3
- Beta
- -0.62
- Next Earnings
- Feb 08, 2027 (Est.)
- EPS Estimate
- 16.44
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Revenue And Margin Growth
Rambus has expanded materially while preserving very high gross margins, indicating strong economics in its IP and semiconductor offerings. Continued scale can support reinvestment in research, broaden customer adoption, and strengthen earnings power over the next several quarters.
Strong Cash Generation And Low Leverage
Robust operating and free cash flow provide internal funding for product development, strategic investment, and shareholder returns. Minimal debt further preserves flexibility, reduces financial risk, and allows Rambus to navigate industry cycles without relying heavily on external capital.
AI And Memory Design-win Momentum
Design wins with Tier 1 customers and hyperscaler engagement can create durable future licensing and royalty opportunities as AI infrastructure expands. Exposure to HBM and PCIe connectivity also broadens Rambus’s role in increasingly complex, data-intensive computing systems.
Bears Say
Historical Earnings Volatility
Past swings in profitability show that reported earnings can be affected by cyclicality or non-recurring items, even though recent results are strong. This variability makes future earnings quality less predictable and could complicate planning during changes in semiconductor demand or licensing activity.
Supply Constraints And Lead Times
Persistent supply tightness may limit the pace at which Rambus fulfills customer demand and scales product revenue. Managing inventory and suppliers can protect execution, but extended constraints could increase working-capital needs and reduce the company’s ability to capture available market growth.
Product Margin Pressure
Product margins near the bottom of management’s range indicate that input-cost pressure is offsetting part of the benefit from strong product demand. If these costs persist, they could constrain operating leverage and make incremental revenue less profitable despite continued volume growth.
Rambus News
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Rambus Stock Smart Score
Company Description
Rambus
Rambus Inc. is a global provider of semiconductor solutions, operating across key regions including the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, and China. Their product portfolio encompasses advanced DDR memory interface chips, such as DDR5, DDR4, and DDR3, which are supplied to module manufacturers and original equipment manufacturers (OEMs). Additionally, Rambus delivers silicon intellectual property (IP), offering interface and security solutions vital for moving and safeguarding data in sophisticated applications. They also provide physical interface and digital controller IP, enabling the creation of industry-leading, integrated memory and interconnect subsystems. The company further holds an extensive patent portfolio, encompassing innovations in memory architecture, high-speed serial link technologies, and security products. Rambus distributes its offerings via a direct sales team and a network of distributors. Established in 1990, Rambus Inc. maintains its corporate headquarters in San Jose, California.
- Sector
- Technology
- Industry
- Semiconductors
- CEO
- Luc Seraphin
- Employees
- 791
- Website
- www.rambus.com
- Address
- 4453 North First Street, San Jose, CA, 95134, US
Rambus (RMBS) Earnings & Revenues
RMBS Company Deck
RMBS Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. Rambus reported record revenue, earnings, product revenue, and operating cash flow; delivered strong product and silicon IP momentum; completed a $100 million share repurchase; and provided robust fourth-quarter and full-year growth expectations. The main challenges were tighter supply, elevated supply-chain input costs, modest MRDIMM adoption, and a gradual ramp for SOCAMM2, but management stated that supply constraints had not affected Q3 or Q4 results and expressed confidence in demand growth into 2027.
View all MX:RMBS earnings summariesRMBS Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 10 | 3 | 9 |
| Technical Analysis | 3 | 3 | 4 |
| Moving Averages | 7 | 0 | 5 |










