Rambus Inc.

RMBS • Semiconductors

$92.80

▲ +0.38 (+0.41%)

Precio actual

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

$10.16B

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$92.80

Change0.41%

Shares Out109.85M

Market Cap$10.16B

Enterprise Value$9.33B

52W Range67.15 - 174.10

Beta1.84

P/E42.37

P/S13.43

P/B6.92

P/FCF33.91

EV/Sales12.34

Price$92.80

Change0.41%

Shares Out109.85M

Market Cap$10.16B

Enterprise Value$9.33B

52W Range67.15 - 174.10

Beta1.84

P/E42.37

P/S13.43

P/B6.92

P/FCF33.91

EV/Sales12.34

EV/EBITDA30.99

EV/FCF31.15

Earnings Yield2.36%

FCF Yield2.95%

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 Upside74.30%

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 16 analyst votes · 2026-10-20

88/100

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: 6.92

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

AMKR ENTG GTM LSCC MANH MTSI NVMI PEGA SWKS TSEM

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

Ultimas Noticias

Rambus Inc (RMBS) Stock Down 6.0% -- Now Undervalued? GF Score: 90/100

On October 16, 2026, Rambus Inc (RMBS) shares fell 6.0% to $87.25. This decline comes amid a broader context of price fluctuations, with the stock reaching a 52

GuruFocus

Orchid Island Capital Announces October 2026 Monthly Dividend, Estimated Third Quarter Results and September 30, 2026 RMBS Portfolio Characteristics

VERO BEACH, Fla., Oct. 14, 2026 (GLOBE NEWSWIRE) -- Orchid Island Capital, Inc. (the “Company”) (NYSE: ORC) announced today that the Board of Directors of the Company declared a monthly cash dividend for the month of October 2026. The dividend of $0.10 per share will be paid November 27, 2026 to holders of record of the Company's common stock on October 30, 2026, with an ex-dividend date of October 30, 2026. The Company plans on announcing its next common stock dividend on November 10, 2026.

GlobeNewsWire

Prediction: Rambus Could Benefit Every Time AI Gets Faster

Every time AI systems demand faster memory and tighter chip interconnects, one under-the-radar semiconductor company collects a toll. The question is whether the market has already priced in the opportunity or is still sleeping on it.

24/7 Wall Street

36,053 Shares of Rambus, Inc. $RMBS Bought by NorthCrest Asset Manangement LLC

NorthCrest Asset Manangement LLC purchased a new stake in Rambus, Inc. (NASDAQ: RMBS) during the quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 36,053 shares of the semiconductor company's stock, valued at approximately $3,911,000. Several other institutional investors and hedge

Defense World

Rambus Advances Power-Efficient AI Infrastructure with Industry-Leading PMIC Designed for LPDDR6 SOCAMM2

SAN JOSE, Calif.--(BUSINESS WIRE)-- #AIComputing--Rambus announced a PMIC designed for LPDDR6 SOCAMM2, enabling power-efficient memory architectures to scale tokens per watt for AI infrastructure.

Business Wire

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