Rambus Inc. (RMBS) Research

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.

Market snapshot

Symbol
RMBS
Price
$141.17
Day change
+8.51%
Market cap
$15.3B
P/E ratio
66.30x
52-week range
58.82-174.1
Sector
Technology
Industry
Semiconductors
Next earnings
in 1 month
Analyst price target
$135.67

Recent news

  • Rambus shares crater after revenue miss, Baird warns of DRAM supply squeeze

    Rambus Inc (NASDAQ:RMBS) shares plunged nearly 23% to around $109.63 on Tuesday after the semiconductor intellectual property company reported first-quarter 2026 results that fell short of revenue expectations, compounded by an analyst downgrade citing mounting risks from tightening DRAM supply. The company posted Q1 revenue of $180.2 million, missing the consensus estimate of $189.71 million, while adjusted earnings per share came in at $0.63, a hair below the $0.64 forecast.

  • Rambus Analysts Boost Their Forecasts Following Q1 Earnings

    Rambus, Inc. (NASDAQ:RMBS) reported mixed first-quarter results after Monday's closing bell.

  • Rambus Stock Slides 19% After EPS Miss, Analyst Downgrade

    Rambus, Inc. (NASDAQ:RMBS) shares are trading lower Tuesday after the company reported worse-than-expected first-quarter adjusted earnings per share. Also, Baird downgraded its rating on the stock from Outperform to Neutral and maintained its $120 price target.

Peer companies

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  • ZoomInfo Technologies Inc. (GTM)
  • Lattice Semiconductor Corporation (LSCC)
  • Manhattan Associates, Inc. (MANH)
  • MACOM Technology Solutions Holdings, Inc. (MTSI)
  • Nova Ltd. (NVMI)
  • Pegasystems Inc. (PEGA)

Recent insider activity

  • Sayiner Necip — S-Sale (5000 shares) on 2026-06-03
  • Higashi Emiko — S-Sale (5000 shares) on 2026-06-02
  • Higashi Emiko — S-Sale (5000 shares) on 2026-06-02
  • STANG ERIC B — S-Sale (5000 shares) on 2026-06-01
  • Higashi Emiko — S-Sale (5000 shares) on 2026-05-26

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