BN · rank #10 · 2026-09-09
RMBS
NASDAQ · $9.42B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | 0.53 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +19.9% |
| Forward net margin Consensus forward net margin. | +32.4% |
| Net margin TTM Trailing twelve month net margin. | +31.7% |
| Margin expansion Forward minus trailing net margin (percentage points). | +0.7% |
| Forward PEG Forward P/E to growth. Below 1 is cheap for the growth. | 3.80 |
| Debt / FCF Net debt relative to free cash flow. Lower is safer. | 0.07× |
| Analyst upside Spread between the consensus 12m target and the current price. | +70.2% |
| Last EPS surprise Most recent reported EPS versus consensus. | +10% |
| Market cap (USD) | $9.42B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Rambus Inc. is a chip and silicon IP provider specializing in memory interface, high-speed connectivity, and security solutions for AI accelerators, servers, and client PCs [2].
Rationale
The quant signal's strong forward growth and margin projections are validated by Rambus's role as a critical bottleneck solver addressing AI bandwidth constraints through next-gen HBM4E, GDDR7, and DDR5 interfaces [1, 2, 3].
Material risks
- 1Major memory and compute partners like Micron, SK hynix, or Samsung may increasingly develop in-house memory controller and security IP, reducing Rambus’s licensing and attach opportunities over time [3, 5].
- 2Intensifying competition from interface-IP vendors like Synopsys and Cadence Design Systems could commoditize memory controllers and erode Rambus’s market share [3].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.