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Rambus Inc (RMBS)
NASDAQ:RMBS
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Rambus (RMBS) Price & Analysis

1,614 Followers

RMBS Stock Chart & Stats

$89.86
-$7.18(-6.96%)
At close: 4:00 PM EDT
$89.86
-$7.18(-6.96%)

Bulls Say, Bears Say

Bulls Say
High Profitability And Cash ConversionStrong margins and cash conversion give Rambus substantial capacity to fund research, product expansion and shareholder returns. This supports resilience because earnings are being converted into cash rather than relying heavily on external financing.
Product And IP Growth With Strategic Design WinsBroader memory and interconnect offerings increase Rambus content opportunities across data-center architectures. Hyperscaler and HBM design wins can embed its IP in future platforms, supporting recurring royalties and product growth.
Conservative Balance SheetMinimal leverage and a large liquidity reserve provide financial flexibility to invest through industry cycles, support customer ramps and absorb execution variability. The balance sheet also reduces refinancing risk as Rambus expands its product portfolio.
Bears Say
Persistent Supply-chain ConstraintsExtended component shortages can delay shipments, customer ramps and revenue recognition even when demand remains strong. Continued constraints into 2027 could raise inventory requirements and limit the pace at which product growth converts into cash.
Slowing Underlying Revenue GrowthThe deceleration indicates that recent scale has not translated into consistently high topline growth across the business. If licensing cycles or product ramps remain uneven, slower expansion could reduce operating leverage and make results more dependent on individual launches.
Delayed MRDIMM AdoptionA later-than-expected MRDIMM ramp postpones potential revenue and royalty contributions from a new memory architecture. The delay also increases execution risk because future growth depends on customer adoption, platform timing and successful product qualification.

Rambus News

RMBS FAQ

What was Rambus Inc’s price range in the past 12 months?
Rambus Inc lowest stock price was $70.90 and its highest was $174.10 in the past 12 months.
    What is Rambus Inc’s market cap?
    Rambus Inc’s market cap is $9.40B.
      When is Rambus Inc’s upcoming earnings report date?
      Rambus Inc’s upcoming earnings report date is Nov 02, 2026 which is in 60 days.
        How were Rambus Inc’s earnings last quarter?
        Rambus Inc released its earnings results on Jul 27, 2026. The company reported $0.77 earnings per share for the quarter, beating the consensus estimate of $0.717 by $0.053.
          Is Rambus Inc overvalued?
          According to Wall Street analysts Rambus Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Rambus Inc pay dividends?
            Rambus Inc does not currently pay dividends.
            What is Rambus Inc’s EPS estimate?
            Rambus Inc’s EPS estimate is 0.79.
              How many shares outstanding does Rambus Inc have?
              Rambus Inc has 108,461,600 shares outstanding.
                What happened to Rambus Inc’s price movement after its last earnings report?
                Rambus Inc reported an EPS of $0.77 in its last earnings report, beating expectations of $0.717. Following the earnings report the stock price went down -8.992%.
                  Which hedge fund is a major shareholder of Rambus Inc?
                  Currently, no hedge funds are holding shares in RMBS
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Rambus Inc

                    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.

                    Rambus (RMBS) Earnings & Revenues

                    RMBS Company Deck

                    RMBS Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call was strongly positive: the company delivered record revenue and non-GAAP EPS, beat guidance, showed broad product and IP momentum (new chipsets, PCIe 7.0 IP, hyperscaler design win), and maintained a healthy cash balance and free cash flow. Key risks were highlighted but are manageable in the near term — primarily supply-chain tightness, short-term margin and expense variability, timing uncertainty for MRDIMM adoption, and a potential sequential dip in royalties. On balance, the positive operational and financial results and strategic wins outweigh the medium-term execution and supply risks.View all RMBS earnings summaries

                    RMBS Stock 12 Month Forecast

                    Average Price Target

                    $158.40
                    ▲(76.27% Upside)
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                    Ownership Overview

                    0.77%35.36%13.34%23.93%
                    13.34% Other Institutional Investors
                    23.93% Public Companies and Individual Investors
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