Rambus’ (RMBS) “Buy” Rating Reaffirmed at Rosenblatt Securities

Rambus (NASDAQ:RMBS)‘s stock had its “buy” rating restated by stock analysts at Rosenblatt Securities in a report released on Tuesday, Benzinga reports. They currently have a $165.00 price target on the semiconductor company’s stock. Rosenblatt Securities‘s price target would indicate a potential upside of 85.58% from the company’s current price.

Other analysts also recently issued research reports about the stock. Benchmark reaffirmed a “buy” rating on shares of Rambus in a research note on Tuesday, July 28th. Susquehanna reaffirmed a “neutral” rating and set a $103.00 price target (up from $100.00) on shares of Rambus in a research note on Tuesday. Evercore reaffirmed an “outperform” rating and set a $150.00 price target on shares of Rambus in a research note on Tuesday. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Rambus in a research note on Wednesday, September 2nd. Finally, Glj Research set a $165.00 price target on shares of Rambus in a research note on Tuesday, July 28th. Six equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $147.00.

Rambus Stock Down 1.6%

NASDAQ:RMBS traded down $1.41 on Tuesday, reaching $88.91. 3,506,518 shares of the company’s stock traded hands, compared to its average volume of 2,567,891. The stock has a 50-day simple moving average of $94.02 and a 200-day simple moving average of $107.94. The firm has a market cap of $9.64 billion, a PE ratio of 40.78 and a beta of 1.85. Rambus has a 12 month low of $77.89 and a 12 month high of $174.10.

Rambus (NASDAQ:RMBS) last released its quarterly earnings results on Monday, October 26th. The semiconductor company reported $0.84 EPS for the quarter, topping the consensus estimate of $0.79 by $0.05. Rambus had a return on equity of 17.89% and a net margin of 31.69%. The company had revenue of $218.29 million during the quarter, compared to analyst estimates of $213.21 million. On average, equities analysts anticipate that Rambus will post 2.52 earnings per share for the current year.

Hedge Funds Weigh In On Rambus

A number of large investors have recently bought and sold shares of RMBS. Hsbc Holdings PLC grew its holdings in Rambus by 658.6% in the second quarter. Hsbc Holdings PLC now owns 48,013 shares of the semiconductor company’s stock worth $6,110,000 after purchasing an additional 41,684 shares during the last quarter. Engineers Gate Manager LP purchased a new position in Rambus in the second quarter worth $4,764,000. State of Wyoming purchased a new position in Rambus in the second quarter worth $1,825,000. Handelsbanken Fonder AB grew its holdings in Rambus by 28.1% in the second quarter. Handelsbanken Fonder AB now owns 150,857 shares of the semiconductor company’s stock worth $20,025,000 after purchasing an additional 33,060 shares during the last quarter. Finally, BlackRock Inc. purchased a new position in Rambus in the second quarter worth $1,853,645,000. Institutional investors own 88.54% of the company’s stock.

Key Stories Impacting Rambus

Here are the key news stories impacting Rambus this week:

• Positive Sentiment: Rambus reported record third-quarter revenue of $218.3 million, above its $210 million–$216 million guidance range and analysts’ $213.2 million estimate. Non-GAAP EPS of $0.84 also exceeded the $0.79 consensus, while revenue and EPS improved substantially from the prior year. Rambus Reports Third Quarter 2026 Financial Results
• Positive Sentiment: Product revenue reached a record $114.3 million, up 22% year over year, supported by accelerating artificial-intelligence and data-center demand. Operating cash flow also reached a record $102.5 million. Rambus Q3 Earnings Beat on Record Product Revenues, AI Demand
• Positive Sentiment: Rambus forecast fourth-quarter revenue of $227 million to $233 million, implying continued sequential growth and reinforcing expectations for sustained AI-related memory demand. Rambus Q3 Earnings Call Highlights AI Demand and Supply Pressures
• Positive Sentiment: Rosenblatt Securities reaffirmed its Buy rating and set a $165 price target, indicating substantial potential upside from recent trading levels. Rosenblatt Securities Rambus Price Target
• Neutral Sentiment: Management highlighted strong AI-driven demand but also noted supply constraints and rising costs, creating uncertainty around the pace at which revenue growth will translate into margins. Can Rambus Sustain Record Revenue as Data-Center Grows?
• Negative Sentiment: The stock’s muted reaction reflects concerns that the outlook did not provide a sufficiently strong upside surprise after the earnings beat, with investors weighing supply and cost pressures against the growth forecast. Rambus Falls Despite Earnings Beat on Muted Guidance Outlook
• Negative Sentiment: At roughly 41 times earnings, Rambus remains valued for significant future growth. The shares are also trading below their 50-day and 200-day moving averages, suggesting technical weakness and elevated investor expectations.

About Rambus

Rambus Inc is a semiconductor technology company that develops and licenses intellectual property for memory and data-processing systems. Its technologies are designed to support higher bandwidth, improved performance, reliability and security across data centers, artificial intelligence and high-performance computing platforms, as well as other computing and communications applications.

The company offers memory interface products and intellectual property, including solutions for DDR5 and other advanced memory architectures, high-bandwidth memory, memory modules and associated system components.