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RMBS Stock Chart & Stats
$126.93
-$0.55(-0.97%)
At close: 4:00 PM EST
$126.93
-$0.55(-0.97%)
Day’s Range― - ―
52-Week Range$61.16 - $174.10
Previous CloseN/A
Volume80.62K
Average Volume (3M)2.49M
Market Cap
$12.41B
Enterprise Value$13.96B
Total Cash (Recent Filing)$786.14M
Total Debt (Recent Filing)$23.40M
Price to Earnings (P/E)58.2
Beta2.22
Next Earnings
Aug 03, 2026EPS Estimate
0.72Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)2.13
Shares Outstanding108,136,970
10 Day Avg. Volume3,166,814
30 Day Avg. Volume2,487,783
Financial Highlights & Ratios
PEG Ratio1.53
Price to Book (P/B)7.26
Price to Sales (P/S)13.99
P/FCF Ratio29.72
Enterprise Value/Market Cap1.13
Enterprise Value/Revenue19.35
Enterprise Value/Gross Profit25.13
Enterprise Value/Ebitda43.88
Forecast
1Y Price Target
$146.40Price Target Upside15.34% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering6
EPS Forecast (FY)2.97
Revenue Forecast (FY)$819.04M
Bulls Say, Bears Say
Bulls Say
High ProfitabilitySustained ultra-high gross and net margins reflect a licensing-led business mix and high-value silicon/security products. Durable margin structure supports reinvestment, cash returns and resilience across cycles, enabling consistent operating leverage as revenue scales.
Strong Cash Generation & Low LeverageRobust operating cash conversion and very low net debt provide strategic optionality: fund R&D, product ramps, support working capital during supply cycles, and return capital without relying on external financing, reducing execution risk over the medium term.
Recurring IP Licensing & Diversified MixA predictable base of patent royalties and licensing billings gives a recurring revenue floor that stabilizes cash flows versus pure product exposure. This recurring stream complements growing product and silicon IP revenues, smoothing volatility and supporting margins.
Bears Say
Back-end Supply ConstraintsEnd-market demand can be supply-limited if external OSAT/back-end capacity is constrained. Chronic supplier tightness can cap product shipments, delay customer ramps and limit revenue realization from design wins despite strong demand, creating lasting execution risk.
Timing Dependence On Platform RampsMaterial revenue from key memory-module products hinges on third-party platform launches. Such dependence creates multi-quarter timing uncertainty: delays compress near-term growth, can misalign R&D and inventory investments, and make forecasting and capacity planning fragile.
Uneven Historical GrowthPast volatility and a prior loss year signal that revenue and profitability can be cyclical and lumpy. This undermines long-term predictability for operating leverage and capital allocation; sustaining recent margins depends on consistent adoption and timing of multi-year product ramps.
Rambus News
RMBS FAQ
What was Rambus’s price range in the past 12 months?
Rambus lowest stock price was $61.16 and its highest was $174.10 in the past 12 months.
What is Rambus’s market cap?
Rambus’s market cap is $12.41B.
When is Rambus’s upcoming earnings report date?
Rambus’s upcoming earnings report date is Aug 03, 2026 which is in 34 days.
How were Rambus’s earnings last quarter?
Rambus released its earnings results on Apr 27, 2026. The company reported $0.63 earnings per share for the quarter, missing the consensus estimate of $0.641 by -$0.011.
Is Rambus overvalued?
According to Wall Street analysts Rambus’s price is currently Undervalued.
Does Rambus pay dividends?
Rambus does not currently pay dividends.
What is Rambus’s EPS estimate?
Rambus’s EPS estimate is 0.72.
How many shares outstanding does Rambus have?
Rambus has 108,136,970 shares outstanding.
What happened to Rambus’s price movement after its last earnings report?
Rambus reported an EPS of $0.63 in its last earnings report, missing expectations of $0.641. Following the earnings report the stock price went down -21.258%.
Which hedge fund is a major shareholder of Rambus?
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
Rambus Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$146.40 (15.34% Upside)
$146.40 (15.34% Upside)
Blogger Sentiment
Bullish
RMBS Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 104.2K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $11.3M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 0.5%
Last 30 Days ▲ 12.6%
Last 30 Days ▲ 12.6%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
83.50%
12-Months-Change
Fundamentals
Return on Equity
17.44%
Trailing 12-Months
Asset Growth
11.15%
Trailing 12-Months
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.
RMBS Company Deck
RMBS Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
Overall the call was constructive: Rambus reported Q1 results in line with guidance, strong product revenue growth (+15% YoY), robust cash generation ($66.3M free cash flow) and meaningful IP/product portfolio expansion (HBM4E controller, SOCAMM2 chipset, security engine). Management provided confident Q2 guidance (revenue $192M–$198M, product +11% sequential at midpoint) and reiterated long-term opportunities in data center and AI. The primary negatives are persistent back-end supply constraints, timing uncertainties for MRDIMM and DDR Gen5 ramps (with bulk volumes expected in 2027), and limited near-term revenue contribution from new LPDDR SOCAMM2 solutions. Weighing strong financial performance, product/IP momentum and conservative but positive guidance against supply-chain and timing risks, the tone is more favorable than cautious.View all RMBS earnings summariesRMBS Stock 12 Month Forecast
Average Price Target
$146.40
▲(15.34% Upside)
Technical Analysis
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Ownership Overview
0.77% Insiders
35.74% Mutual Funds
20.01% Other Institutional Investors
15.43% Public Companies and Individual Investors