Wall Street analyst estimates for Rambus Inc. (RMBS): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Rambus Inc. is a global provider of semiconductor solutions, operating across key regions including the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, and China. Their product portfolio encompasses advanced DDR memory interface chips, such as DDR5, DDR4, and DDR3, which are supplied to module manufacturers and original equipment manufacturers (OEMs).
Consensus price target
$149.60 (+77 % vs price $84.65)
between $103.00 and $165.00 · 3 targets published in the last quarter
Closing price, Oct 30
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $836M | $810M – $926M | $3.12 | 5 |
| 2027E | $1.0B | $979M – $1.1B | $3.88 | 5 |
| 2028E | $1.3B | $1.1B – $1.8B | $4.89 | 5 |
Figures in USD · consensus as of November 1, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 11 |
| Hold | 5 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 16 |
| Avg rating (−2 sell to +2 buy) | 0.69 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2027-02-01 | $0.88 | ||
| 2026-10-26 | $0.84 | $0.79 | +6.5% |
| 2026-07-27 | $0.77 | $0.72 | +7.4% |
| 2026-04-27 | $0.63 | $0.61 | +3.3% |
| 2026-02-02 | $0.68 | $0.68 | +0.0% |
| 2025-10-27 | $0.63 | $0.63 | +0.0% |
| 2025-07-28 | $0.60 | $0.61 | -1.6% |
| 2025-04-28 | $0.59 | $0.55 | +7.3% |
Valuation Ratios
| P/E Ratio | 34.84 |
| Price / Book | 6.43 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $336.6M | $393.1M | $231.2M | $224.0M | $246.3M | $328.3M | $454.8M | $461.1M | $556.6M | $707.6M |
| Cost of Revenue | $74.5M | $86.0M | $59.3M | $77.6M | $91.6M | $98.4M | $140.8M | $142.3M | $136.7M | $170.1M |
| Gross Profit | $262.1M | $307.1M | $171.9M | $146.4M | $154.7M | $229.9M | $314.0M | $318.8M | $419.9M | $537.6M |
| Research & Development | $129.8M | $149.1M | $158.3M | $156.8M | $139.8M | $135.7M | $158.8M | $156.8M | $162.9M | $187.7M |
| Selling, General & Admin | $84.6M | $101.0M | $98.3M | $74.1M | $56.7M | $64.2M | $75.2M | $70.4M | $78.0M | $89.6M |
| Operating Expenses | $214.5M | $250.1M | $256.6M | $230.9M | $196.5M | $199.9M | $234.0M | $227.3M | $240.9M | $277.3M |
| Operating Income | $47.6M | $57.0M | -$84.8M | -$84.5M | -$41.8M | $29.9M | $80.1M | $91.5M | $179.0M | $260.2M |
| EBITDA | $85.5M | $109.9M | -$14.3M | -$36.6M | $22.0M | $78.3M | $41.2M | $237.1M | $244.1M | $325.3M |
| Interest Expense | $12.7M | $13.7M | $16.3M | $9.9M | $10.3M | $10.7M | $1.9M | $1.5M | $1.4M | $1.4M |
| Pre-tax Income | $22.6M | $41.0M | -$70.6M | -$87.0M | -$36.5M | $23.3M | -$7.8M | $187.2M | $200.0M | $282.0M |
| Income Tax | $15.8M | $63.9M | $87.3M | $3.4M | $3.9M | $5.0M | $6.5M | -$146.7M | $20.2M | $51.5M |
| Net Income | $6.8M | -$22.9M | -$158.0M | -$90.4M | -$40.5M | $18.3M | -$14.3M | $333.9M | $179.8M | $230.5M |
| EPS | $0.06 | -$0.17 | -$1.46 | -$0.81 | -$0.36 | $0.17 | -$0.13 | $3.09 | $1.67 | $2.14 |
| EPS (Diluted) | $0.06 | -$0.17 | -$1.46 | -$0.81 | -$0.36 | $0.16 | -$0.13 | $3.01 | $1.65 | $2.11 |
| Shares Outstanding (Diluted) | 113.1 M | 110.2 M | 108.5 M | 110.9 M | 113.3 M | 114.9 M | 109.5 M | 110.9 M | 109.0 M | 109.7 M |
Price
| Price | $84.65 (closing price, October 30, 2026) |
| Market Cap | $9.1B |
| Exchange | NASDAQ |
| Country | US |
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Explore sector: Technology · Semiconductors
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