Rambus

RMBS

Market cap $15.7B

The raging semiconductor rally received another boost this week when UBS analyst Timothy Arcuri raised his price target on Micron Technology Inc. NASDAQ: MU to a stunning $1625, nearly triple its previous target.

Rambus (NASDAQ:RMBS | RMBS Price Prediction) has been one of the loudest AI memory winners of the past year, with shares up 162.25% over the trailing 12 months and 55.6% year to date.

Rambus (NASDAQ:RMBS | RMBS Price Prediction) has become one of the more interesting names in the AI infrastructure supply chain, and it remains under the radar for most investors.

SAN JOSE, Calif.--(BUSINESS WIRE)-- #AI--Rambus announced its complete DDR5 Client Chipset with Gen2 Client Clock Driver (CKD02), PMIC5120 and SPD Hub to enable AI PC memory up to 9600 MT/s.

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.

Our Rambus (NASDAQ:RMBS | RMBS Price Prediction) call lands on the cautious side after a powerful run.

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.

"Fibonacci Princess" Tammy Marshall of @elliotwavetrader takes us through today's top three trades. She points to moving averages in Arm Holdings (ARM) signaling bullish momentum, says Rambus (RMBS) is "strong technically and fundamentally," and likes SoundHound AI (SOUN) as it's testing its moving averages.

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.

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