Rambus Inc.

Rambus Inc.

RMBSยทNASDAQ

$170.66

+16%
TechnologySemiconductors

Rambus Inc. provides semiconductor products in the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, China, and internationally. The company offers DDR memory interface chips, including DDR5, DDR4 and DDR3 memory interface chips to module manufacturers and OEMs; silicon IP comprising, interface and security IP solutions that move and protect data in advanced applications; and physical interface and digital controller IP to offer industry-leading, integrated memory and interconnect subsystems. It also provides a portfolio of patents that covers memory architecture, high-speed serial links, and security products. The company markets its products and services through its direct sales force and distributors. Rambus Inc. was incorporated in 1990 and is headquartered in San Jose, California.

At a Glance

Live Snapshot
Market Cap$18.45B
EPS2.1400
P/E Ratio79.75
Earnings Date07/27/2026
rmbs

Rambus Inc. Street Expectations Map

RMBS ยท NASDAQ

Wall Street analysts project that RMBS stock may decline over the coming 12 months. The consensus 1-year price target stands at 135.67, with estimates ranging from a low of 90.00 to a high of 172.00.

Lowest Target
90.00
-47.26%
Consensus Target
135.67
-20.50%
Highest Target
172.00
0.79%

The consensus 1-year price target stands at 135.67, with estimates ranging from a low of 90.00 to a high of 172.00.

Analyst Consensus Analysis

Upside Potential

-20.5%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

60.4% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

0.02x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Rambus Inc. Forward Estimates of Revenue

RMBS ยท NASDAQ
Latest Revenue
707.63M
FY 2025
Avg Estimate
818.27M
FY 2026
Estimate Range
809.02M - 837.64M
Analyst Spread

Forward Growth Analysis

Projected Growth+15.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Rambus Inc. Forward Estimates of Net Income

RMBS ยท NASDAQ
Latest Net Income
230.46M
FY 2025
Avg Estimate
326.46M
FY 2026
Estimate Range
319.10M - 333.82M
Analyst Spread

Forward Growth Analysis

Projected Growth+41.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Rambus Inc. Forward Estimates of EPS

RMBS ยท NASDAQ
Latest EPS
2.14
FY 2025
Avg Estimate
$2.97
FY 2026
Estimate Range
$2.93 - $3.06
Analyst Spread

Forward Growth Analysis

Projected Growth+38.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Rambus Inc. Forward Estimates of EBIT

RMBS ยท NASDAQ
Latest EBIT
283.33M
FY 2025
Avg Estimate
123.58M
FY 2026
Estimate Range
122.18M - 126.51M
Analyst Spread

Forward Growth Analysis

Projected Growth-56.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

rmbs

Rambus Inc. Forward Estimates of EBITDA

RMBS ยท NASDAQ
Latest EBITDA
314.14M
FY 2025
Avg Estimate
224.35M
FY 2026
Estimate Range
221.82M - 229.66M
Analyst Spread

Forward Growth Analysis

Projected Growth-28.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Rambus Inc. Forward Estimates of SG&A Expense

RMBS ยท NASDAQ
Latest SG&A Expense
89.64M
FY 2025
Avg Estimate
144.67M
FY 2026
Estimate Range
143.04M - 148.09M
Analyst Spread

Forward Growth Analysis

Projected Growth+61.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

rmbs

Rambus Inc. Insider Positioning

RMBS ยท NASDAQ

During the last 12 months, insiders have sold $15.46M worth of RMBS shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

77.5K

10.78M

Net Activity

-10.8M

-$10.78M

3-6 Months

Bought

0

0.00

Sold

6.5K

642.94K

Net Activity

-643K

-$643K

6-9 Months

Bought

0

0.00

Sold

29.8K

2.87M

Net Activity

-2.9M

-$2.87M

9-12 Months

Bought

0

0.00

Sold

15.7K

1.17M

Net Activity

-1.2M

-$1.17M

Top Buyers

No buying activity

Top Sellers

1
FXS

Fan Xianzhi Sean

Officer: Evp, Coo

37.8K sharesโ€ข1 transactions

$5.74M

2
SN

Sayiner Necip

Director

24.8K sharesโ€ข3 transactions

$2.47M

3
RM

Rao Meera

Director

15.2K sharesโ€ข4 transactions

$1.74M

4
SEB

Stang Eric B

Director

14.0K sharesโ€ข3 transactions

$1.69M

5
LD

Lynch Desmond

Officer: Svp, Cfo

17.0K sharesโ€ข3 transactions

$1.63M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $15.46M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$10.78M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.