Rambus Positioned for Growth: Buy Rating Affirmed Amid DDR5 and MRDIMM Expansion

Jefferies analyst Blayne Curtis has maintained their bullish stance on RMBS stock, giving a Buy rating on April 29.

Blayne Curtis has given his Buy rating due to a combination of factors that highlight Rambus’s growth potential. The transition to DDR5 technology has largely been completed, yet Rambus is poised for further expansion through its involvement in companion chips and MRDIMM technology. These areas are expected to drive significant growth, with companion chips potentially doubling the content per DIMM and MRDIMM adoption quadrupling it.
Additionally, Rambus’s market share in DDR5 is improving, with expectations for further gains as the company moves into Gen 3. The upcoming ramp of companion chips in the second half of 2025, alongside the anticipated growth in MRDIMM opportunities starting in 2026, positions Rambus well for future success. These strategic advancements, coupled with the broader market trends, underpin Curtis’s optimistic outlook on Rambus’s stock.

In another report released on April 29, Wells Fargo also maintained a Buy rating on the stock with a $73.00 price target.

RMBS’s price has also changed moderately for the past six months – from $56.690 to $50.870, which is a -10.27% drop .