RMBSTechnology · SemiconductorsThe 9 Wall Street analysts covering Rambus, Inc. hold a median 12-month price target of $153 — +51.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 60 of 100 as at 15 Aug 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Rambus, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (87): Analysts have, on balance, been raising their forecasts.
Volatility (26): The share price moves around a lot.
Size (15): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on RMBS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +51.2% from it.
Of the 20 most recent actions, 11 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 July 2026 | Evercore ISI Group | Maintains | Outperform | $172 → $160 |
| 28 July 2026 | Rosenblatt | Maintains | Buy | $165 |
| 16 July 2026 | Benchmark | Initiates | Buy | $165 |
| 28 Apr 2026 | Baird | Downgrade | Neutral | $120 |
| 28 Apr 2026 | Evercore ISI Group | Maintains | Outperform | $119 → $172 |
| 28 Apr 2026 | Jefferies | Maintains | Buy | $120 → $145 |
| 28 Apr 2026 | Rosenblatt | Maintains | Buy | $130 → $150 |
| 28 Apr 2026 | Wells Fargo | Maintains | Overweight | $115 → $145 |
| 3 Feb 2026 | Evercore ISI Group | Maintains | Outperform | $126 → $119 |
| 3 Feb 2026 | Rosenblatt | Maintains | Buy | $130 |
| 3 Feb 2026 | Susquehanna | Maintains | Neutral | $100 → $90 |
| 22 Jan 2026 | William Blair | Initiates | Outperform | — |
| 28 Oct 2025 | Evercore ISI Group | Maintains | Outperform | $114 → $126 |
| 28 Oct 2025 | Rosenblatt | Maintains | Buy | $130 |
| 28 Oct 2025 | Wells Fargo | Maintains | Overweight | $73 → $115 |
| 17 Sept 2025 | Rosenblatt | Maintains | Buy | $90 → $130 |
| 16 Sept 2025 | Evercore ISI Group | Maintains | Outperform | $81 → $114 |
| 15 Sept 2025 | Baird | Maintains | Outperform | $90 → $120 |
| 29 July 2025 | Jefferies | Maintains | Buy | $69 → $75 |
| 29 July 2025 | Rosenblatt | Maintains | Buy | $80 → $90 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. RMBS appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 17% of US stocks
Cheaper than 12% of US stocks
Cheaper than 15% of US stocks
Cheaper than 9% of US stocks
Higher than 70% of US stocks
Higher than 55% of US stocks
Higher than 90% of US stocks
Higher than 90% of US stocks
Higher than 91% of US stocks
Higher than 79% of US stocks
Higher than 94% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Rambus, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The item notes that Rambus, the memory interface specialist, has experienced sharp swings in 2026, but describes the current setup as constructive, with a straightforward outlook for what happens next.
Why it matters — RMBS watchers would care because the piece offers perspective on the stock's volatile 2026 performance and characterizes its current positioning as constructive.
A weak jobs report triggered a rally on Wall Street, with AI and tech stocks leading a surge on Friday as bad economic news was again treated as good news for the market. Ten stocks were highlighted as leading the gains.
Why it matters — As an AI and technology company, Rambus operates in the sector named as benefiting from this market rally, so the news reflects broader conditions in the space it trades in.
Rambus has initiated a $100 million accelerated share repurchase program with Mizuho Markets Americas LLC, conducted through its agent Mizuho Securities USA LLC.
Why it matters — The share repurchase program is relevant to RMBS watchers as it reflects the company's capital allocation toward buybacks.
Rambus shares hit an all-time high of $174.10 earlier this year but then fell roughly 33% in the past month after the company's Q2 earnings report, which beat expectations on every line yet still triggered heavy selling.
Why it matters — The sharp decline following a strong earnings beat suggests that market dynamics beyond fundamental performance are driving Rambus's stock price.
Rambus (RMBS) beat Q2 guidance on revenue and non-GAAP EPS and raised Q3 guidance. Growth is driven by memory interface chips, but increasing product mix is lowering blended gross margins and operating leverage remains limited.
Why it matters — A Rambus watcher would care because despite a ~50% pullback from highs and strong results, the stock still trades at ~24x EV/EBITDA and faces margin pressure from product mix shifts.
The 9 Wall Street analysts covering Rambus, Inc. have a median 12-month price target of $153, with estimates ranging from $100 to $180. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 9 analysts covering Rambus, Inc., 7 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Rambus, Inc. 60 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Rambus, Inc. ranks 60 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (87 of 100).
No one can know that. What the data says: the median 12-month target from 9 analysts implies +51.2% from the last close, and Ticker Nerd's factor model ranks Rambus, Inc. 60 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Rambus, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for RMBS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $100 to $180 over the next 12 months.
Rambus, Inc. returned +32.7% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Rambus Inc. is a semiconductor technology company that develops high-performance chips and silicon intellectual property to make data movement faster and more secure in modern computing systems.
The most recent item we track (24/7 Wall Street, 15 Aug 2026): "Rambus Stock Has Been on a Wild Ride. Here's What Happens Next". The item notes that Rambus, the memory interface specialist, has experienced sharp swings in 2026, but describes the current setup as constructive, with a straightforward outlook for what happens next.
Rambus Inc. is a semiconductor technology company that develops high-performance chips and silicon intellectual property to make data movement faster and more secure in modern computing systems. The company focuses on memory interface chips used in data center and enterprise servers, particularly for advanced standards such as DDR5, and provides interface IP for PCI Express, Compute Express Link, HBM, GDDR, and other high-speed interconnects. Rambus also offers security IP, including hardware root-of-trust and cryptographic solutions, which are integrated into custom silicon and embedded applications to protect data and hardware integrity. Its technologies are widely used in data-intensive environments spanning cloud infrastructure, AI accelerators, edge devices, and select automotive and government applications. Rambus operates as an integrated semiconductor-solutions business, combining a product division for memory interface chips with an IP licensing and royalty model for memory, interface, and security designs. Founded in 1990 and headquartered in San Jose, California, Rambus serves a global customer base across North America, Europe, and Asia, playing a specialized role in critical portions of the semiconductor value chain.
CEO Mr. Luc Seraphin · 791 employees · United States · https://www.rambus.com