StratDeck

Rambus

110.30USD-1.49%Yahoo FinanceAI Infrastructure · Memory
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RMBSTechnology · Semiconductors · US

Rambus Inc. manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally.

What's happening?

Yahoo Finance

RMBS is outpacing Technology this month: +29.1% against +11.9% for the average Technology stock.

Above its 200-day average since 29 Sept, 6 days · 86 of 103 Technology stocks are trending up.

1D
-1.49%
7D
+8.01%
1M
+29.07%
3M
-2.60%
6M
+19.61%
YTD
+20.03%
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What is the market expecting?

StratDeckYahoo Finance

Priced above the Technology median on forward earnings; analysts' mean target sits 34.0% above the price.

Value#53 of 87Weakest in sector in Technology
AnalystsStrong buy7
Mean target147.86+34.05%range 100.00–180.00

Value score vs Technology peers

45

Not scored on Yield. The rest were reweighted to make up the difference.

Is the business delivering?

SEC EDGARYahoo Finance

Revenue growing slower than the Technology median: +20.4% against +26.1%; EPS up 15.1% on a year ago; met or beat the estimate in 2 of the last 4 quarters.

EPS YoY+15.10%latest quarter
Beat / miss2 of 4met or beat the estimate

Earnings by quarter

Latest quarter 67.6M · +7.75M on the quarter before · +9.67M on a year earlier

  1. 48.7M
    Oct24+12.6M
  2. 62.2M
    Feb25+13.5M
  3. 60.3M
    Apr25-1.90M
  4. 57.9M
    Jul25-2.37M
  5. 48.4M
    Oct25-9.56M
  6. 63.8M
    Feb26+15.5M
  7. 59.9M
    Apr26-3.98M
  8. 67.6M
    Jul26+7.75M

Net income from the income statement, in USD, by the month it was reported.

How does it compare?

Nearest in Technology on valueStratDeck

RMBS ranks #53 of 87 on value in Technology; nearest to it are CRDO, TSM and APH.

  1. #51CRDOCredo Technology Group Holding LtdWorth the premium47
  2. #52TSMTaiwan Semiconductor Manufacturing Company LimitedWorth the premium45
  3. #53RMBSRambus Inc.Weakest in sector45
  4. #54APHAmphenol CorporationWorth the premium43

What happens next?

Yahoo FinanceSEC EDGAR

Reports next on 26 Oct, in 21 days.

Recent filings

Fundamentals

SEC EDGARYahoo Finance

On the shortlist

RMBS isn't in any strategy's Top Matches or Close Matches today.

AI Infrastructure · Memory

The AI Infra tradeStratDeck
1W-0.2%
1M+7.1%

Memory interface chips and HBM controller IP.

In the briefing

Briefing for 5 Oct

The briefing has not named RMBS.

Shortlist history

RMBS has not made the shortlist since the ledger opened.

Keep researching

Where next from RMBS

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Everything here derives from the last monitor run and the research pipeline that reads it. Data Sources. Research context, not investment advice.