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RMBS Stock Forecast: Rambus, Inc. Price Predictions for 2026-2027

Last close, 1 Oct 2026
$107
+0.50% on the day

The 8 Wall Street analysts covering Rambus, Inc. hold a median 12-month price target of $160 — +49.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 57 of 100 as at 1 Oct 2026 — in the upper half.

Market cap
$11.5B
Ticker Nerd rank
57 / 100
Median analyst target
$160
Analysts covering
8
Revenue$207.4M+20.4% y/y
Operating income$76.0M
Net income$67.6M
Free cash flow$52.2M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+2.6%
1M
+27.1%
YTD
+16.8%
1Y
+4.0%
From 52W high
−37.1%
From 52W low
+34.6%
$80
$171
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

RMBS stock analysis: one number for the whole business

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.

Where the model ranks itAs at 1 Oct 2026
57 / 100

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
Issuance
75
Quality
71
Momentum
62
Accruals
50
Growth
43
Value
39
Volatility
21
Size
14

Revisions (85): Analysts have, on balance, been raising their forecasts.

Volatility (21): The share price moves around a lot.

Size (14): 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.

Wall Street

RMBS stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on RMBS, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$80$100$120$140$160$180Oct 25Jan 26Apr 26Jul 26Oct 26RMBSHigh $180Median $160Low $100

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

What Wall Street says8 analysts
6 Buy2 Hold0 Sell
Low $100Median $160High $180

The green dot is the last close — the median target sits +49.1% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 11 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
28 July 2026Evercore ISI GroupMaintainsOutperform$172 → $160
28 July 2026RosenblattMaintainsBuy$165
16 July 2026BenchmarkInitiatesBuy$165
28 Apr 2026BairdDowngradeNeutral$120
28 Apr 2026Evercore ISI GroupMaintainsOutperform$119 → $172
28 Apr 2026JefferiesMaintainsBuy$120 → $145
28 Apr 2026RosenblattMaintainsBuy$130 → $150
28 Apr 2026Wells FargoMaintainsOverweight$115 → $145
3 Feb 2026Evercore ISI GroupMaintainsOutperform$126 → $119
3 Feb 2026RosenblattMaintainsBuy$130
3 Feb 2026SusquehannaMaintainsNeutral$100 → $90
22 Jan 2026William BlairInitiatesOutperform—
28 Oct 2025Evercore ISI GroupMaintainsOutperform$114 → $126
28 Oct 2025RosenblattMaintainsBuy$130
28 Oct 2025Wells FargoMaintainsOverweight$73 → $115
17 Sept 2025RosenblattMaintainsBuy$90 → $130
16 Sept 2025Evercore ISI GroupMaintainsOutperform$81 → $114
15 Sept 2025BairdMaintainsOutperform$90 → $120
29 July 2025JefferiesMaintainsBuy$69 → $75
29 July 2025RosenblattMaintainsBuy$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.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Performance

RMBS vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 1 Oct 2026, Rambus, Inc. returned +4.0% against +15.5% for the S&P 500, dividends included.

RMBS vs S&P 500, last 12 monthsTotal return, rebased to 100
80100120140Oct 25Jan 26Apr 26Jul 26Oct 26RMBSS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

RMBS analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+2.9%
Analysts raising
5
Analysts cutting
1
Fundamentals

Rambus, Inc. (RMBS) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
49.0×

Cheaper than 14% of US stocks

Price / sales
15.3×

Cheaper than 11% of US stocks

Price / book
7.9×

Cheaper than 12% of US stocks

EV / EBITDA
32.8×

Cheaper than 8% of US stocks

Growth & margins
Revenue growth (YoY)
20.4%

Higher than 69% of US stocks

Earnings growth (YoY)
16.7%

Higher than 55% of US stocks

Gross margin
79.8%

Higher than 90% of US stocks

Operating margin
36.7%

Higher than 90% of US stocks

Net margin
31.7%

Higher than 91% of US stocks

Returns & dividend
Return on equity
17.8%

Higher than 78% of US stocks

Return on assets
11.0%

Higher than 94% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Rambus, Inc. (RMBS) statistics: revenue, profit & scale

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 $11.5B and an enterprise value of $10.4B.

  • 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.

  • Shares outstanding: 108.5M.

  • Trailing P/E: 49.0×; forward P/E: 28.7× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Rambus, Inc. employs 791 people — $956K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 1 Oct 2026

Data provided by Twelve Data

Peers

RMBS vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSemiconductors
CompanyMarket capTKN rank
RMBSRambus, Inc.$11.5B
57
SWKSSkyworks Solutions, Inc.$12.5B
82
QRVOQorvo, Inc.$10.4B
99
MXLMaxLinear, Inc.$8.2B
75
SMTCSemtech Corp.$17.3B
78
LSCCLattice Semiconductor Corp.$17.6B
84
SLABSilicon Laboratories, Inc.$7.3B
77

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 →

News

Latest RMBS news & analysis

Prediction: Rambus Could Be a Quiet Winner From Exploding AI Demand

24/7 Wall Street · 30 Sept 2026positive

The report predicts that Rambus could be a quiet winner from surging AI demand, noting that AI server builders continue adding racks that depend on the company's chips. It also observes that Rambus shares currently sit far below their 52-week high.

Why it matters — A Rambus watcher would care because the article highlights the company's exposure to growing AI infrastructure demand as a potential driver despite its stock remaining well off recent highs.

Do Options Traders Know Something About Rambus Stock We Don't?

Zacks Investment Research · 28 Sept 2026neutral

Zacks Investment Research highlights recent unusual movements in the options market for Rambus (RMBS) stock, suggesting options traders may be positioning around the company. The article advises investors to pay close attention to these options market movements.

Why it matters — A Rambus watcher would care because unusual options activity can serve as a signal of trader sentiment and potential near-term catalysts for the stock.

This Under-the-Radar Chip Company Could Have a Much Bigger Future

24/7 Wall Street · 22 Sept 2026positive

The article highlights Rambus as an under-the-radar chip company present in nearly every next-generation server memory module, though it trades at a fraction of its flashier rivals. It notes Rambus's roadmap through 2027 could finally attract market attention.

Why it matters — A RMBS watcher would care because the piece points to Rambus's entrenched position in next-generation server memory and its roadmap through 2027 as a potential catalyst for greater market recognition.

Rambus Enhances Enterprise-Grade Security for Data Center and AI SoCs with CryptoManager™ Root of Trust Supporting the Caliptra™ Specification

Business Wire · 14 Sept 2026positive

Rambus announced its CryptoManager Root of Trust, which supports the Caliptra specification, providing enterprise-grade security for data center and AI system-on-chip (SoC) designs. The announcement was made via Business Wire and relates to AI infrastructure.

Why it matters — A Rambus watcher would care because this extends the company's security product line into the growing data center and AI SoC market.

Baron SMID Cap ETF Q2 2026 Portfolio Activity

Seeking Alpha · 4 Sept 2026neutral

The Baron SMID Cap ETF reported its Q2 2026 portfolio activity in a Seeking Alpha article, disclosing positions initiated and sold during the quarter. Notably, the fund initiated a position in Advanced Drainage Systems, expressed a positive view of Axon Enterprise, and sold its HeartFlow holding due to competitive concerns.

Why it matters — Rambus investors may monitor this fund's portfolio decisions, though the disclosed activity does not directly mention Rambus or indicate any change in the fund's RMBS position.

FAQ

Frequently asked questions about RMBS stock

What is the RMBS stock price forecast for 2026-2027?

The 8 Wall Street analysts covering Rambus, Inc. have a median 12-month price target of $160, with estimates ranging from $100 to $180. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is RMBS stock a buy right now?

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 1 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank RMBS?

As at 1 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).

Will RMBS stock go up?

No one can know that. What the data says: the median 12-month target from 8 analysts implies +49.1% from the last close, and Ticker Nerd's factor model ranks Rambus, Inc. 57 out of 100 as at 1 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the RMBS stock forecast for 2030?

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.

How has RMBS stock performed over the past year?

Rambus, Inc. returned +4.0% over the 12 months to 1 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Rambus, Inc. do?

Rambus Inc. is a semiconductor company that provides memory interface chips, silicon IP, and security IP for data-intensive computing systems.

What is the latest news on RMBS?

The most recent item we track (24/7 Wall Street, 30 Sept 2026): "Prediction: Rambus Could Be a Quiet Winner From Exploding AI Demand". The report predicts that Rambus could be a quiet winner from surging AI demand, noting that AI server builders continue adding racks that depend on the company's chips. It also observes that Rambus shares currently sit far below their 52-week high.

Company

About Rambus, Inc.

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