Is Rambus Inc (RMBS) Overvalued After 6.3% Rally? GF Value Says Overvalued
On May 21, 2026, Rambus Inc (RMBS) shares rose 6.3% today, bringing the current price to $141.82. Over the past year, the stock has seen remarkable performance,
RMBS - Rambus Inc.
Price:
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$135.67
DETAILS
HIGH:
$172.00
LOW:
$90.00
MEDIAN:
$145.00
CONSENSUS:
$135.67
DOWNSIDE:
5.11%
Stock News
Rambus to Present at Upcoming Investor Conferences
SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (Nasdaq: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced that its executives will present at three upcoming investor events: the Baird 2026 Global Consumer, Technology & Services Conference; the Evercore 2026 Global TMT Conference; and the Rosenblatt 6th Annual Technology Virtual Summit. Baird 2026 Global Consumer, Technology & Services Conference Sumeet Gagneja, chief financial officer, and Matt.
8 Out of 9 Analysts Say Buy Rambus. We Say Hold.
Our Rambus (NASDAQ:RMBS | RMBS Price Prediction) call lands on the cautious side after a powerful run.
Orchid Island Capital Announces May 2026 Monthly Dividend and April 30, 2026 RMBS Portfolio Characteristics
VERO BEACH, Fla., May 13, 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 May 2026. The dividend of $0.10 per share will be paid June 29, 2026 to holders of record of the Company's common stock on May 29, 2026, with an ex-dividend date of May 29, 2026. The Company plans on announcing its next common stock dividend on June 9, 2026.
Rambus Q1 FY2026 Review: A Necessary Reality Check As Expectations Reset
Rambus remains a Hold as Q1 results and guidance reset overly optimistic expectations, despite long-term DDR5-driven growth prospects. RMBS trades at 43x FY2026 P/E, reflecting little margin for error amid gradual product revenue ramp and an ongoing business model transition. Management reaffirmed a $600M MRDIMM TAM and expects mid-teens companion chip revenue contribution by end of 2026, but near-term growth is incremental.
Rambus Introduces PCIe® 7.0 Switch IP with Time Division Multiplexing for Scalable AI and Data Center Infrastructure
SAN JOSE, Calif.--(BUSINESS WIRE)-- #AI--Rambus unveils PCIe 7.0 Switch IP with Time Division Multiplexing to meet bandwidth, latency, and scalability needs for AI, cloud and HPC systems.
5 Reasons Rambus Stock Price Collapse Is One Hot Entry Point
Rambus' NASDAQ: RMBS stock price took investors on a wild ride in April, surging to fresh highs then collapsing in the wake of its earnings release. The candle formed in late April is scary, a large red candle nearly engulfing the prior two weeks, but this is one bear investors will want to cuddle.
Rambus Appoints Sumeet Gagneja as Chief Financial Officer
SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (NASDAQ: RMBS) today announced the appointment of Sumeet Gagneja as senior vice president and chief financial officer, effective April 29, 2026. Mr. Gagneja joins Rambus with more than two decades of financial and operational leadership across the semiconductor, data center, and AI-driven computing ecosystem. Mr. Gagneja will oversee the company's global finance organization, including financial strategy, capital allocation, and investor engagement.
Rambus shares crater after revenue miss, Baird warns of DRAM supply squeeze
Rambus Inc (NASDAQ:RMBS) shares plunged nearly 23% to around $109.63 on Tuesday after the semiconductor intellectual property company reported first-quarter 2026 results that fell short of revenue expectations, compounded by an analyst downgrade citing mounting risks from tightening DRAM supply. The company posted Q1 revenue of $180.2 million, missing the consensus estimate of $189.71 million, while adjusted earnings per share came in at $0.63, a hair below the $0.64 forecast.
Rambus Analysts Boost Their Forecasts Following Q1 Earnings
Rambus, Inc. (NASDAQ:RMBS) reported mixed first-quarter results after Monday's closing bell.
Rambus Stock Slides 19% After EPS Miss, Analyst Downgrade
Rambus, Inc. (NASDAQ:RMBS) shares are trading lower Tuesday after the company reported worse-than-expected first-quarter adjusted earnings per share. Also, Baird downgraded its rating on the stock from Outperform to Neutral and maintained its $120 price target.
Rambus Stock Dives After Earnings. It's Supposed to Be a Hot Memory Play.
Rambus stock was tumbling after its earnings report, having risen sharply in the previous month.
Rambus Inc. (RMBS) Q1 2026 Earnings Call Transcript
Rambus Inc. (RMBS) Q1 2026 Earnings Call Transcript
Rambus: A Potential Game-Changer in AI Infrastructure?
Is Rambus a hidden gem in the AI boom? Join our analysts as they rate this stock and explore its potential for growth and risk factors.
Rambus (RMBS) Q1 Earnings and Revenues Beat Estimates
Rambus (RMBS) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.61 per share. This compares to earnings of $0.59 per share a year ago.
Rambus Stock Sinks After Mixed Q1 Earnings Report
Rambus, Inc. (NASDAQ:RMBS) shares were down after the company reported mixed first-quarter results after Monday's closing bell.
Rambus Reports First Quarter 2026 Financial Results
SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (NASDAQ:RMBS), a provider of industry-leading chips and IP making data faster and safer, today reported financial results for the first quarter ended March 31, 2026. GAAP revenue for the first quarter was $180.2 million, licensing billings were $70.8 million, product revenue was $88.0 million, and contract and other revenue was $22.6 million. The Company also generated $83.2 million in cash from operating activities in the first quarter. “Rambus op.
Rambus Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
Rambus Inc. (NASDAQ:RMBS) will release earnings for its first quarter after the closing bell on Monday, April 27.
Rambus Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
Rambus Inc. (NASDAQ: RMBS) will release Q1 earnings on April 27, analysts expect earnings of 64 cents per share and revenue of $179.94 million.
Rambus AGM: Stockholders Elect 4 Directors, Back KPMG and Say-on-Pay as CEO Touts Record 2025
Rambus (NASDAQ: RMBS) held its 2026 Annual Meeting of Stockholders on Thursday, with Chairman of the Board Charles "Chuck" Kissner presiding over the virtual session and outlining the company's director slate and key corporate matters submitted for a vote. Quorum and meeting procedures Senior Vice President, General Counsel and Corporate Secretary John Shinn said the meeting
Price Targets
Rambus price target raised to $172 from $119 at Evercore ISI
$172.00
(was $141.31)
Evercore ISI
Rambus price target raised to $145 from $120 at Jefferies
$145.00
(was $141.31)
Blayne Curtis
·
Jefferies
Rambus price target lowered to $119 from $126 at Evercore ISI
$119.00
(was $113.71)
Mark Lipacis
·
Evercore ISI
Rambus price target lowered to $90 from $100 at Susquehanna
$90.00
(was $113.71)
Susquehanna
Rambus price target raised to $126 from $114 at Evercore ISI
$126.00
(was $105.55)
Evercore ISI
Rambus price target raised to $115 from $73 at Wells Fargo
$115.00
(was $104.16)
Aaron Rakers
·
Wells Fargo
Rambus downgraded to Neutral from Positive at Susquehanna
$100.00
(was $99.99)
Susquehanna
Rambus jumps after Baird ups price target on growth catalysts
$120.00
(was $86.03)
Tristan Gerra
·
Robert W. Baird
Rambus price target raised to $70 from $66 at Susquehanna
$70.00
(was $64.44)
Mehdi Hosseini
·
Susquehanna
Rambus price target raised to $73 from $62 at Wells Fargo
$73.00
(was $64.44)
Aaron Rakers
·
Wells Fargo
Rambus Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
$90.00
(was $61.62)
Tristan Gerra
·
Robert W. Baird
Rambus Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
$66.00
(was $61.62)
Mehdi Hosseini
·
Susquehanna
Loop Capital Starts Rambus Inc. (RMBS) at Buy
$70.00
(was $55.89)
Gary Mobley
·
Loop Capital Markets
Rambus Inc. (RMBS) PT Lowered to $56 at CFRA
$56.00
(was $48.58)
Angelo Zino
·
CFRA
Rambus assumed with a Buy at Jefferies
$75.00
(was $56.70)
Blayne Curtis
·
Jefferies
Rosenblatt Reiterates Buy Rating on Rambus Inc. (RMBS); 'Early Innings of a 5-7 Year Product Cycle'
$85.00
(was $61.51)
Kevin Cassidy
·
Rosenblatt Securities
Rambus' Strategic Resource Redirection To Drive Performance Despite Minor Revenue Impact: Analyst
$75.00
(was $60.53)
Mehdi Hosseini
·
Susquehanna
Susquehanna Maintains Positive on Rambus, Raises Price Target to $60
$60.00
(was $44.49)
Susquehanna
Deutsche Bank Maintains Buy on Rambus, Raises Price Target to $32
$32.00
(was $26.45)
Deutsche Bank
Rosenblatt Maintains Buy on Rambus, Raises Price Target to $38
$38.00
(was $26.23)
Rosenblatt Securities