Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$8.7B
108M shares
52-week range
$77.89 – $174.10
5% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
P/S (TTM)
12.0
EV / FCF (TTM)
30.1
Rambus Inc is a semiconductor company providing chips and silicon IP for data-intensive computing systems, focusing on data center and artificial intelligence (AI) infrastructure. The company is at the forefront of enabling the next era of AI-driven computing, addressing challenges of signal and power integrity at increasingly extreme data rates across the data center, edge, and client markets. It offers high-performance memory subsystems, with a balanced and diverse portfolio of products, IP, and patents that maximize performance and security in computationally intensive systems. The company operates in South Korea, Singapore, the United States, and other countries, with the majority of its revenue coming from South Korea.
www.rambus.comNo one on the platform currently holds RMBS.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 51,854 | $4.5M |
| Renaissance Technologiesas of 2025-03-31 | 22,900 | $1.2M |
No one on the platform has traded RMBS yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 17.4% | — | — | — | ||
| Rev. Growth % | 27.1% | 23.5% | ||||
| Profit Margin % | 32.6% | 27.9% | 1.1% | |||
| Free Cash Flow Margin % | 47.1% | 45.2% | 42.9% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +7.2% on the P/E track.
At today's price, your expected annual return is +13.2% on the P/E track.
At today's price, your expected annual return is +19.6% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $829M | +17.7% | $3.04 | $2.91–$3.28 | 27.3× | 4 |
| 2027 | $999M | +20.6% | $3.79 | $3.63–$4.09 | 21.9× | 5 |
| 2028 | $1.2B | +24.6% | $4.79 | $3.68–$7.81 | 17.3× | 5 |
| 2029 | $1.3B | +6.7% | $4.83 | $4.63–$5.21 | 17.1× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-27 | $0.72 | $0.77 | +7.4% |
| 2026-04-27 | $0.61 | $0.63 | +3.3% |
| 2026-02-02 | $0.68 | $0.68 | +0.0% |
| 2025-10-27 | $0.63 | $0.63 | +0.0% |
| 2025-07-28 | $0.61 | $0.60 | -1.6% |
| 2025-04-28 | $0.55 | $0.59 | +7.3% |
| 2025-02-03 | $0.58 | $0.59 | +1.7% |
| 2024-10-28 | $0.51 |
| $0.51 |
| +0.0% |
| $14.6B |
| — |
| MANHManhattan Associates, Inc. | $211.16 | -0.18% | $12.3B | — |
| MTSIMACOM Technology Solutions Holdings, Inc. | $239.92 | +0.13% | $18.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ZTS is giving a Sell signal and will be closed at the Open today. $RMBS, our new special entry, has a starting price of $87.3 See how we trade in our journal: https://blog.reversallevels.com/2026/09/trading-journal-sep-9-2026.html
View on StockTwits ↗New trade setup. We will be adding RMBS at today's Open. The stock has declined 40% since our Sell signal in early June and is now showing a bullish divergence (dBuy). Here is the chart. Our Key Price at $84.90 seems to hold again. PuLL and MoM have turned up and the Iceberg chart is coming to life as well. Once a rebound gets underway the top of the Envelope near $100 can be used as a first target. $RMBS Follow this trade in our trade journal: https://blog.reversallevels.com/2026/09/trading-journal-sep-8-2026.html
View on StockTwits ↗
$RMBS Attached is a key component of the investment thesis for RMBS. It comes from a Benchmark (StoneX) report regarding RMBS from July. StoneX currently has a BUY rating on RMBS and a $165 price target.
View on StockTwits ↗
$RMBS I think the easy answer is that no one likes the overhang of a BOJ investigation. That said, I think any form of resolution (even if fines are imposed) would be a net positive. As for me, I am focused on the MRDIMM opportunity with the rollout of AMD's Venice and Intel's Diamond Rapids. I think this will be a significant earnings catalyst for RMBS that almost no one seems to be talking about. Specifically, I have been building a position while no one wants the stock and believe that will be rewarded over time if/when the market wakes up to revenue potential and the price chasers jump in after it starts to go up (assuming it does). IMHO, doing the work that no one else wants to do and understanding the opportunity and positioning yourself before the masses jump in later is a way to make a lot of money in the stock market. However, it also requires patience and an emotional discipline that few retail traders possess. @Edmoon21
View on StockTwits ↗
$RMBS @DonCorleone77 godfather, is it your opinion that the doj investigation into price collusion with montage and renesas causing headwinds here at rambus? is it fair to sah, if this is settled - we shall see a pop? how bad in your opinion will it be if rambus is forced to cough up billions ?
View on StockTwits ↗$RMBS well - nuff said, give me 170 ,,,, mrdimm should be the game changer - this will reprice
View on StockTwits ↗
$RMBS (From an investors Hub post by twobytebus): Finally, a well written summary for the expected growth rates for Rambus companion chips and clock drivers. Bernstein follows Rambus competitors Renesas and Montage and gives a great summary of the bull thesis for the next 5+ years. I would be happy with the projected 65% CAGR over the next 5 years. https://www.kucoin.com/news/flash/bernstein-report-ai-sparks-cpu-demand-memory-interface-chip-tam-to-triple-to-20b-by-2030
View on StockTwits ↗
$RMBS Opened a small position at $85.32. Unique set-up that I will follow with interest. Hi everyone!
View on StockTwits ↗
$RMBS I’m in at $81.85 incredible how undervalued it is. Amazing financials to back it up too
View on StockTwits ↗
Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.