Robert W. Baird analyst Tristan Gerra has reiterated their bullish stance on RMBS stock, giving a Buy rating on September 12.
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Tristan Gerra has given his Buy rating due to a combination of factors that highlight Rambus’s promising growth trajectory. The anticipated acceleration in RDIMM unit growth to high-teen percentages in 2026, up from mid-teen growth in 2025, is a key driver. This growth is supported by the expansion of Rambus’s Total Addressable Market (TAM) with the introduction of MRDIMM, which is expected to add $600-$700 million, bringing the total TAM to over $2.2 billion. Additionally, the demand for server DRAM is projected to grow significantly, benefiting the AI semiconductor supply chain, which further supports Rambus’s growth prospects.
Furthermore, Rambus is positioned to capitalize on several product revenue growth catalysts in the latter half of 2026, including the transition from eight to 16 channels and the ramp-up of companion chips. The competitive landscape is also favorable, with Rambus and Renesas being the only firms offering a complete chipset solution, which enhances customer loyalty. These factors, along with the potential for an Average Selling Price (ASP) reset and the expansion into new client opportunities, underpin Gerra’s optimistic outlook and Buy rating for Rambus.
In another report released on September 12, TR | OpenAI – 4o also reiterated a Buy rating on the stock with a $101.00 price target.