RMBSTechnology · SemiconductorsThe 8 Wall Street analysts covering Rambus, Inc. hold a median 12-month price target of $145 — +56.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 57 of 100 as at 21 Oct 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 (85): Analysts have, on balance, been raising their forecasts.
Volatility (19): 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +56.3% from it.
Of the 20 most recent actions, 5 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 |
| 16 July 2026 | Benchmark | Initiates | Buy | — |
| 28 Apr 2026 | Baird | Downgrade | Neutral | — |
| 28 Apr 2026 | Baird | Downgrade | Neutral | $120 |
| 28 Apr 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 28 Apr 2026 | Evercore ISI Group | Maintains | Outperform | $119 → $172 |
| 28 Apr 2026 | Jefferies | Maintains | Buy | — |
| 28 Apr 2026 | Jefferies | Maintains | Buy | $120 → $145 |
| 28 Apr 2026 | Rosenblatt | Maintains | Buy | $130 → $150 |
| 28 Apr 2026 | Rosenblatt | Maintains | Buy | — |
| 28 Apr 2026 | Wells Fargo | Maintains | Overweight | — |
| 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 |
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 model tests each one against its peers. 4 pass every test this week.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 21 Oct 2026, Rambus, Inc. returned −4.8% against +16.4% for the S&P 500, dividends included.
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Data provided by Twelve Data
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 18% of US stocks
Cheaper than 11% of US stocks
Cheaper than 14% of US stocks
Cheaper than 9% of US stocks
Higher than 69% of US stocks
Higher than 55% of US stocks
Higher than 90% of US stocks
Higher than 90% of US stocks
Higher than 90% of US stocks
Higher than 78% of US stocks
Higher than 94% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Rambus, Inc. has a market value of $10.1B and an enterprise value of $9.3B.
Revenue in the twelve months to 30 June 2026: $756.3M. The latest quarter grew 20.4% year on year.
Net income over the same four quarters: $239.7M, a 31.7% net margin.
Diluted earnings per share, trailing twelve months: $2.18.
Free cash flow in the twelve months to 30 June 2026: $299.5M.
Rambus, Inc. spent $4.3M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 42.6×; forward P/E: 24.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Rambus, Inc. employs 791 people — $956K of revenue per employee.
Data provided by Twelve Data
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 highlights Rambus’s record product revenue and a design win from a major AI hyperscaler, while noting that its shares remain 46% below their 52-week high.
Why it matters — The reported revenue and hyperscaler design win may be relevant to RMBS watchers assessing the company’s connection to growing AI memory demand.
The article says Rambus could benefit as AI systems require faster memory and tighter chip interconnects. It raises the question of whether the market has already priced in this opportunity.
Why it matters — RMBS watchers may be interested in the potential link between rising AI hardware demands and Rambus’s business opportunity.
Rambus announced a power-management IC (PMIC) designed for LPDDR6 SOCAMM2. The company said the design enables power-efficient memory architectures to scale tokens per watt for AI infrastructure.
Why it matters — The announcement highlights a Rambus product aimed at power efficiency in memory architectures for AI infrastructure.
On CNBC’s “Mad Money Lightning Round,” Jim Cramer said he sees no reason to buy Rambus Inc. (NASDAQ: RMBS).
Why it matters — The comment is directly about Rambus and reflects Cramer’s stated view of the stock.
Seeking Alpha says AI infrastructure growth is increasing demand for Rambus memory interface products, which recorded 22% year-over-year growth in Q2 2026, with Q3 guidance implying further sequential growth. It notes the company’s valuation depends on sustaining high-teens revenue growth and roughly 20% earnings growth amid competition.
Why it matters — RMBS watchers may weigh continued AI-related demand and product growth against the execution needed to support the valuation.
The 8 Wall Street analysts covering Rambus, Inc. have a median 12-month price target of $145, with estimates ranging from $100 to $165. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 8 analysts covering Rambus, Inc., 6 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Rambus, Inc. 57 out of 100 across roughly 4,600 US stocks as at 21 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 21 Oct 2026, Rambus, Inc. ranks 57 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 (85 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +56.3% from the last close, and Ticker Nerd's factor model ranks Rambus, Inc. 57 out of 100 as at 21 Oct 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 $165 over the next 12 months.
Rambus, Inc. returned -4.8% over the 12 months to 21 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Rambus Inc. is a semiconductor company that provides memory interface chips, silicon IP, and security IP for data-intensive computing systems.
The most recent item we track (24/7 Wall Street, 22 Oct 2026): "Rambus Could Be an Overlooked Winner in the AI Memory Boom". The item highlights Rambus’s record product revenue and a design win from a major AI hyperscaler, while noting that its shares remain 46% below their 52-week high.
Rambus Inc. is a semiconductor company that provides memory interface chips, silicon IP, and security IP for data-intensive computing systems. Rambus focuses on enabling faster data movement and stronger protection across modern digital infrastructure, including data centers, artificial intelligence platforms, cloud environments, and enterprise hardware. Its product portfolio includes DDR5 memory interface solutions, interface IP for high-speed chip-to-chip connectivity, and security technologies such as hardware roots of trust and cryptographic building blocks. The company also licenses patent portfolios tied to memory architecture, interconnect technology, and security design. Rambus serves memory module makers, chip designers, OEMs, hyperscalers, and other technology customers that need high-performance connectivity and security in advanced systems. Headquartered in San Jose, California, Rambus plays a specialized role in the semiconductor market by combining chip products with intellectual property solutions for performance-critical applications.
CEO Mr. Luc Seraphin · 791 employees · United States · https://www.rambus.com
