Added to YB: 2026-05-20
Pitch date: 2026-03-16
RMBS [bullish]
Rambus Inc.
+30.63%
current return
Author Info
No bio for this author
Company Info
Rambus Inc. manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally.
Market Cap
$13.4B
Pitch Price
$93.42
Price Target
N/A
Dividend
N/A
EV/EBITDA
40.09
P/E
58.92
EV/Sales
17.50
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Rambus Inc. - $RMBS
RMBS: RAM interface IP licensor & chipmaker for CPUs, which are ramping from AI. Products rev grew $73M ('19) to $350M ('25) on 45% RCD market share. MRDIMM launch H2 '26 has 7-8x content vs RDIMM ($30 vs $4 ASP). Agentic workloads exploding (tool calls 5%→25%+ of API requests) need high CPU bandwidth/capacity. 10% MRDIMM penetration at 45% share = $300M rev, $185M gross profit (~50% of '27 consensus). CPU demand surging: Intel/AMD/NVDA all citing underforecasted demand. Trading 35x '26 EPS, 30x '27 EPS but estimates look way too low if CPU cycle + MRDIMM adoption play out.
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