Rambus Inc
$ 126.87
-0.05%
20 Apr - close price
- Market Cap 13,722,181,000 USD
- Current Price $ 126.87
- High / Low $ 127.25 / 125.00
- Stock P/E 60.13
- Book Value 12.66
- EPS 2.11
- Next Earning Report 2026-04-27
- Dividend Per Share N/A
- Dividend Yield 0 %
- Next Dividend Date -
- ROA 0.11 %
- ROE 0.18 %
- 52 Week High 135.75
- 52 Week Low 43.78
About
Rambus Inc. offers semiconductor products in the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, Asia, and internationally. The company is headquartered in San Jose, California.
Analyst Target Price
$122.00
Quarterly Earnings
| Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 | Dec 2023 | Sep 2023 | Jun 2023 | Mar 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Reported Date | 2026-02-02 | 2025-10-27 | 2025-07-28 | 2025-04-28 | 2025-02-03 | 2024-10-28 | 2024-07-29 | 2024-04-29 | 2024-02-05 | 2023-11-03 | 2023-08-04 | 2023-05-05 |
| Reported EPS | 0.68 | 0.58 | 0.53 | 0.59 | 0.59 | 0.66 | 0.46 | 0.39 | 0.42 | 0.93 | 1.51 | 0.03 |
| Estimated EPS | 0.68 | 0.63 | 0.5 | 0.57 | 0.56 | 0.51 | 0.45 | 0.44 | 0.45 | 0.41 | 0.39 | 0.42 |
| Surprise | 0 | -0.05 | 0.03 | 0.02 | 0.03 | 0.15 | 0.01 | -0.05 | -0.03 | 0.52 | 1.12 | -0.39 |
| Surprise Percentage | 0% | -7.9365% | 6% | 3.5088% | 5.3571% | 29.4118% | 2.2222% | -11.3636% | -6.6667% | 126.8293% | 287.1795% | -92.8571% |
Next Quarterly Earnings
| Mar 2026 | |
|---|---|
| Reported Date | 2026-04-27 |
| Fiscal Date Ending | 2026-03-31 |
| Estimated EPS | 0.55 |
| Currency | USD |
Next Dividend Records
| Dividend per share (year): | - |
| Dividend Yield | - |
| Next Dividend Date | - |
| Ex-Dividend Date | - |
Recent News: RMBS
2026-04-20 16:39:49
Rambus (RMBS) has seen a significant share price increase due to AI-driven enthusiasm, with a 38.42% rise in the last month and 188.15% over the past year. Despite its strong performance and positioning to benefit from the upcoming MRDIMM technology transition, the stock is currently deemed 7% overvalued, trading at $126.93 against a fair value of $118.88. Investors are advised to consider potential risks such as slower-than-expected technology adoption or increased competition.
2026-04-19 10:38:51
GF Fund Management CO. LTD. significantly reduced its stake in Rambus, Inc. (NASDAQ:RMBS) by 81.3% in the fourth quarter, selling 69,318 shares and retaining 15,975 shares valued at $1.47 million. This move comes as company insiders have also been net sellers, offloading 58,151 shares worth approximately $5.85 million in the last 90 days. Despite these reductions, institutional investors still hold 88.54% of Rambus, and analysts maintain a "Moderate Buy" rating with an average price target of $105.71.
2026-04-19 09:44:17
Mirae Asset Global Investments Co. Ltd. has increased its stake in Rambus, Inc. by 21.2%, purchasing an additional 27,472 shares to bring its total holding to 157,148 shares, valued at approximately $14.44 million. Rambus recently reported Q4 EPS of $0.68 and revenue of $190.24 million, exceeding market estimates, with the stock opening at $126.93 on Friday. Despite institutional buying, company insiders have been net sellers, offloading 58,151 shares worth about $5.85 million in the last 90 days.
2026-04-18 08:10:11
Rambus Inc. is positioned as a key enabler in the AI supply chain, specializing in high-speed memory interfaces and intellectual property (IP) crucial for AI data centers and accelerators. The company's business model, heavily focused on licensing IP and selling specialized silicon, offers high-margin royalties without the capital-intensive manufacturing of competitors. Analysts view Rambus positively due to its strong position in AI memory interfaces, HBM and CXL momentum, and its role as a mid-cap beneficiary of megatrends in the semiconductor industry.
2026-04-18 07:40:30
Assetmark Inc. reduced its stake in Rambus, Inc. by 8.6% in the fourth quarter, now holding 110,754 shares valued at approximately $10.18 million. Despite this, institutional investors collectively own about 88.54% of the company. Rambus met earnings expectations with $0.68 EPS and reported revenues slightly above consensus, while analysts project $1.89 EPS for the current fiscal year.
2026-04-18 07:40:30
Rambus Inc. is positioned as a key enabler in the AI supply chain due to its specialized high-speed memory interfaces and intellectual property (IP) for data centers. The company’s focus on high-margin IP licensing for HBM and CXL technologies, rather than full chip manufacturing, gives it a scalable and less capital-intensive business model. Analysts are largely positive on Rambus, citing its strong competitive moat and leverage to the growing AI infrastructure market, despite risks like execution delays and customer concentration.
