Added to YB: 2026-05-12
Pitch date: 2026-05-08
RMBS [neutral]
Rambus Inc.
+6.59%
current return
Author Info
No bio for this author
Company Info
Rambus Inc. manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally.
Market Cap
$14.0B
Pitch Price
$126.19
Price Target
140.00 (+8%)
Dividend
N/A
EV/EBITDA
41.97
P/E
61.54
EV/Sales
18.32
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Rambus $RMBS 2026 Q1 Financial Report Analysis
RMBS (earnings): Q1 beat - $180.2M rev (+8% YoY) vs $170M est, EPS $0.63 vs $0.61-0.62. Product rev $88M (+15%) driven by DDR5 RCD chips for AI servers. Q2 guide $192-198M rev, $0.65-0.73 EPS. 46% cash conversion ($83.2M OCF). Mid-40% DDR5 market share, no erosion. HBM4E/PCIe 7.0 IP positioned for AI bandwidth needs. 41-44x fwd P/E. DCF fair value $125-140
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