Added to YB: 2026-04-28
Pitch date: 2026-04-24
RMBS [neutral]
Rambus Inc.
-9.7%
current return
Author Info
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Company Info
Rambus Inc. manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally.
Market Cap
$17.1B
Pitch Price
$156.49
Price Target
130.00 (-18%)
Dividend
N/A
EV/EBITDA
52.09
P/E
75.07
EV/Sales
23.17
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Earnings Edge for Monday: Setup for Rambus Inc.
RMBS (earnings): Q1 supply chain issue to trim 'low double-digit millions' from product rev; guide $108-$172M rev, $0.56-$0.64 EPS. DDR5 leadership drives 42% 5yr product rev CAGR to $347.8M, 40%+ op margin, ~$300M FCF. 75% rev from AI/datacenter chips. 7 Buys, 0 Sells, $107 PT (+10%). Risk: 46x P/E, Q4 missed estimates, DDR5 adoption curve flattening, heavy tech transition dependence. Bull: DDR5 to 80%+ penetration by 2027, MRDIMM/CXL ramp supports $130+ path.
Read full article (2 min)