Rambus Inc.

RMBS • Semiconductors

$85.46

— 0.00 (0.00%)

ResultadosÚltimo reporte: 30 jun 2026

PERFIL EQUILIBRADONeutralConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Perfil mixto. La empresa no es necesariamente mala, pero la valoración, el crecimiento o el balance todavía no justifican una señal más fuerte.

Capitalización

$9.39B

Crecimiento

11.9%

Flujo de caja

5/5

Tendencia

Stable

Evidencia

Márgenes estables o en mejora · 32.6%Crecimiento positivo de ingresos · 21.9%Flujo de caja libre positivo · 3.09Flujo de caja libre consistente · 5/5Nivel de deuda manejable · 0.03

Datos financieros hasta: 30 jun 2026, 12:00 a.m. UTCÚltima actualización de earnings: 30 jun 2026, 12:00 a.m. UTCÚltima actualización del perfil: 5 ago 2026, 2:27 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$85.46

Change0.00%

Shares Out109.85M

Market Cap$9.39B

Enterprise Value$8.56B

52W Range67.15 - 174.10

Beta1.84

P/E39.17

P/S12.41

P/B6.40

P/FCF31.34

EV/Sales11.32

Price$85.46

Change0.00%

Shares Out109.85M

Market Cap$9.39B

Enterprise Value$8.56B

52W Range67.15 - 174.10

Beta1.84

P/E39.17

P/S12.41

P/B6.40

P/FCF31.34

EV/Sales11.32

EV/EBITDA28.44

EV/FCF28.59

Earnings Yield2.55%

FCF Yield3.19%

Dividend Yield0.00%

Gross Margin75.97%

Oper. Margin36.77%

Profit Margin32.57%

Debt/Eq0.03

Current Ratio8.20

Quick Ratio7.84

Revenue 5Y11.89%

Target$161.75

Target Upside89.27%

Target Median$165.00

Target Range145.00 - 172.00

Volume3.99M

Avg Volume3.00M

EPS Surprise0.02

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

90/100

Fortaleza financiera

Deuda, caja, estabilidad

95/100

Potencial de crecimiento

Ingresos y expansión

95/100

Atractivo del precio

Barata o cara hoy

31/100

Por qué este puntaje▼

Márgenes estables o en mejora · 32.6%Crecimiento positivo de ingresos · 21.9%Flujo de caja libre positivo · 3.09Flujo de caja libre consistente · 5/5Nivel de deuda manejable · 0.03Liquidez saludable · 8.2

Analyst view

Analyst sentiment and price target

RMBS

Analyst sentiment

Based on 14 analyst votes · 2026-09-05

89/100

Bullish

Hold

Bearish

Precio objetivo

2026-07-30

Bajo

$90.00

Promedio

$147.40

Mediana

$165.00

Alto

$172.00

Resumen de la compañía

IPO: 5/14/1997

Industria: Semiconductors

P/B i: 6.40

Deuda / Patrimonio i: 0.03

Margen operativo: 36.77%

Margen neto: 32.57%

ROE i: -

ROIC: -

Salud financiera

Puntaje19 / 20

Deuda / Patrimonio: 0.03

Ratio corriente: 8.20

Ratio rápido: 7.84

Estado: Strong

Transacciones internas

Actividad reciente de ejecutivos e insiders

Sayiner Necip

Transacción: 06/03/2026

VENTA

Cambio

-5,000

Precio

$170.15

Presentación

06/03/2026

Tipo

VENTA

Higashi Emiko

Transacción: 06/02/2026

VENTA

Cambio

-5,000

Precio

$158.00

Presentación

06/03/2026

Tipo

VENTA

STANG ERIC B

Transacción: 06/01/2026

VENTA

Cambio

-5,000

Precio

$146.00

Presentación

06/02/2026

Tipo

VENTA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
Sayiner Necip	VENTA	-5,000	$170.15	06/03/2026	06/03/2026
Higashi Emiko	VENTA	-5,000	$158.00	06/02/2026	06/03/2026
STANG ERIC B	VENTA	-5,000	$146.00	06/01/2026	06/02/2026
Higashi Emiko	VENTA	-5,000	$157.57	05/26/2026	05/27/2026
FAN XIANZHI SEAN	VENTA	-100	$152.35	05/26/2026	05/26/2026
Shinn John	VENTA	-1,000	$143.63	05/22/2026	05/26/2026
Sayiner Necip	VENTA	-9,824	$130.18	05/08/2026	05/11/2026
LAUB STEVEN	VENTA	-1,500	$125.52	05/07/2026	05/11/2026
Gagneja Sumeet	COMPRA	+14,518	Not reported	05/01/2026	05/04/2026
Gagneja Sumeet	OTRO	0	Not reported	04/29/2026	04/30/2026
Rao Meera	VENTA	-2,972	$150.30	04/24/2026	04/27/2026
Rao Meera	VENTA	-8,538	$118.08	04/14/2026	04/15/2026
Allen John K	VENTA	-1,131	$92.22	04/03/2026	04/07/2026
Seraphin Luc	VENTA	-165	$88.35	04/02/2026	04/03/2026
Allen John K	VENTA	-658	$89.95	04/01/2026	04/03/2026
FAN XIANZHI SEAN	VENTA	-9,916	$89.95	04/01/2026	04/03/2026
Seraphin Luc	VENTA	-12,561	$89.95	04/01/2026	04/03/2026
Shinn John	VENTA	-1,913	$89.95	04/01/2026	04/03/2026
KISSNER CHARLES	COMPRA	+2,223	Not reported	04/01/2026	04/03/2026
PENG VICTOR	COMPRA	+2,223	Not reported	04/01/2026	04/03/2026

Sobre la compañía

Rambus Inc.

Rambus Inc. is a global provider of semiconductor solutions, operating across key regions including the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, and China. Their product portfolio encompasses advanced DDR memory interface chips, such as DDR5, DDR4, and DDR3, which are supplied to module manufacturers and original equipment manufacturers (OEMs). Additionally, Rambus delivers silicon intellectual property (IP), offering interface and security solutions vital for moving and safeguarding data in sophisticated applications. They also provide physical interface and digital controller IP, enabling the creation of industry-leading, integrated memory and interconnect subsystems. The company further holds an extensive patent portfolio, encompassing innovations in memory architecture, high-speed serial link technologies, and security products. Rambus distributes its offerings via a direct sales team and a network of distributors. Established in 1990, Rambus Inc. maintains its corporate headquarters in San Jose, California.

Fuente - Link

Competidores

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Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

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GuruFocus

Price Prediction: Rambus Stock Will Trade at $100 on This Date

Rambus just posted record product revenue and a CEO calling the setup outstanding, yet the stock sits near its 52-week low. Something has to give, and a specific date may tell you exactly when.

24/7 Wall Street

Wall Street Analysts Believe Rambus (RMBS) Could Rally 51.77%: Here's is How to Trade

The mean of analysts' price targets for Rambus (RMBS) points to a 51.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Zacks Investment Research

26,848 Shares in Rambus, Inc. $RMBS Purchased by Emerald Investment Advisers LLC

Emerald Investment Advisers LLC bought a new position in Rambus, Inc. (NASDAQ: RMBS) in the quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 26,848 shares of the semiconductor company's stock, valued at approximately $3,564,000. Other hedge funds have also added to or reduced

Defense World

Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-04-27	0.61	0.63	0.02
2026-02-02	0.68	0.68	0
2025-10-27	0.63	0.63	0
2025-07-28	0.61	0.6	-0.01
2025-04-28	0.55	0.59	0.04
2025-02-03	0.58	0.59	0.01
2024-10-28	0.51	0.51	0
2024-07-29	0.45	0.42	-0.03
2024-04-29	0.44	0.37	-0.07
2024-02-05	0.45	0.47	0.02
2023-10-30	0.41	0.43	0.02
2023-07-31	0.39	0.44	0.05