Rambus (RMBS) Stock Price, News & Analysis

Company Overview

Rambus Inc. is a technology licensing company specializing in semiconductor and system-level interface solutions. Founded in 1990 by Stanford University researchers Mike Farmwald and Mark Horowitz, Rambus established its headquarters in Sunnyvale, California. The company initially gained prominence by developing high-speed DRAM interface technology and securing a broad patent portfolio covering memory architecture, data signaling and power management innovations.

Today, Rambus licenses its proprietary intellectual property (IP) to semiconductor companies, original equipment manufacturers (OEMs) and system integrators worldwide. Its core offerings include memory interface IP for DDR, LPDDR and GDDR applications, high-speed SerDes IP for PCI Express, CXL and USB, as well as security IP portfolios that encompass hardware root-of-trust, crypto acceleration and protocol firewall technologies. Rambus also provides custom silicon and software integration services to support the deployment of its IP in end products.

Rambus serves a global customer base across the data center, networking, mobile, automotive and consumer electronics markets. The company actively collaborates with standards bodies such as JEDEC, USB-IF and PCI-SIG to influence next-generation memory and interface specifications. Strategic acquisitions, including Northwest Logic and Tortuga Logic, have expanded Rambus’s capabilities in verification IP and hardware security, respectively.

Under the leadership of President and Chief Executive Officer Luc Seraphin, Rambus continues to drive innovation in high-performance memory and security solutions. The company maintains offices in North America, Europe and Asia, supporting a geographically diverse development and sales organization aimed at addressing the evolving needs of its technology partners and end-product manufacturers.

Key Stats

• Today's Range: $139.09 to $144.06
• 50-Day Range: $79.73 to $158.40
• 52-Week Range: $52.12 to $161.80
• Volume: 1.60 million shs
• Average Volume: 3.03 million shs
• Market Capitalization: $15.46 billion
• P/E Ratio: 68.09
• Dividend Yield: N/A
• Price Target: $130.43
• Consensus Rating: Moderate Buy

Rambus Stock Analysis - MarketRank™

Rambus scored higher than 63% of companies evaluated by MarketBeat, and ranked 331st out of 626 stocks in the computer and technology sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 2.4 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Rambus has received a consensus rating of Moderate Buy. The company's average rating score is 2.70, and is based on 1 strong buy rating, 5 buy ratings, 4 hold ratings, and no sell ratings.

Downside Risk

Rambus has a consensus price target of $130.43, representing about 8.8% downside from its current price of $142.98.

Amount of Analyst Coverage

Rambus has been the subject of 6 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: 18.44%

Earnings Growth

Earnings for Rambus are expected to grow by 18.44% in the coming year, from $2.44 to $2.89 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Rambus is 68.09, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 44.78.

Price to Earnings Ratio vs. Sector

The P/E ratio of Rambus is 68.09, which means that it is trading at a less expensive P/E ratio than the Computer and Technology sector average P/E ratio of about 170.50.

Price to Book Value per Share Ratio

Rambus has a P/B Ratio of 11.10. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 2.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

6.41% of the float of Rambus has been sold short.

Short Interest Ratio / Days to Cover

Rambus has a short interest ratio ("days to cover") of 2.08, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Rambus has recently increased by 1.70%, indicating that investor sentiment is decreasing.

Dividend

• Score: 0.0 / 5
• Dividend Strength: N/A

Dividend Yield

Rambus does not currently pay a dividend.

Dividend Growth

Rambus does not have a long track record of dividend growth.

News and Social Media

• Score: 4.2 / 5
• News Sentiment: 1.76

News Sentiment

Rambus has a news sentiment score of 1.76. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.52 average news sentiment score of Computer and Technology companies.

News Coverage This Week

MarketBeat has tracked 3 news articles for Rambus this week, compared to 6 articles on an average week.

Search Interest

65 people have searched for RMBS on MarketBeat in the last 30 days. This is an increase of 67% compared to the previous 30 days.

MarketBeat Follows

20 people have added Rambus to their MarketBeat watchlist in the last 30 days. This is an increase of 567% compared to the previous 30 days.

Company Ownership

• Score: 1.5 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Rambus insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $5,861,739.00 in company stock.

Percentage Held by Insiders

0.75% of the stock of Rambus is held by insiders.

Percentage Held by Institutions

88.54% of the stock of Rambus is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

Company Calendar

• Last Earnings: 4/27/2026
• Today: 5/25/2026
• 2026 Baird Global Consumer, Technology & Services Conference: 6/02/2026
• 2026 Evercore Global TMT Conference: 6/03/2026
• Rosenblatt 6th Annual Age of AI Technology Summit: 6/09/2026
• Next Earnings (Estimated): 7/27/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NASDAQ
• Sector: Computer and Technology
• Industry: ELEC COMP - SEMIC
• Sub-Industry: Semiconductors
• Current Symbol: NASDAQ:RMBS
• CIK: 917273
• Web: www.rambus.com
• Phone: (408) 462-8000
• Fax: 408-462-8001
• Employees: 760
• Year Founded: 1990

Price Target and Rating

• Average Price Target for Rambus: $130.43
• High Price Target: $172.00
• Low Price Target: $90.00
• Potential Upside/Downside: -8.8%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.70
• Research Coverage: 10 Analysts

Profitability

• EPS (Trailing Twelve Months): $2.10
• Trailing P/E Ratio: 68.09
• Forward P/E Ratio: 58.60
• P/E Growth: N/A
• Net Income: $230.46 million
• Net Margins: 31.90%
• Pretax Margin: 39.24%
• Return on Equity: 17.41%
• Return on Assets: 15.47%

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: 9.82
• Quick Ratio: 9.25

Sales & Book Value

• Annual Sales: $721.16 million
• Price / Sales: 21.44
• Cash Flow: $2.52 per share
• Price / Cash Flow: 56.81
• Book Value: $12.88 per share
• Price / Book: 11.10

Miscellaneous

• Outstanding Shares: 108,137,000
• Free Float: 107,326,000
• Market Cap: $15.46 billion
• Optionable: Optionable
• Beta: 1.79