BN · rank #12 · 2026-09-10
RMBS
NASDAQ · $9.51B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | 0.51 |
|---|---|
| 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. | +68.7% |
| Last EPS surprise Most recent reported EPS versus consensus. | +10% |
| Market cap (USD) | $9.51B |
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 silicon IP and chip provider focused on memory interface, high-speed connectivity, and security solutions for AI accelerators, servers, and client PCs [RMBS].
Rationale
The company is a key bottleneck solver in the advanced AI memory theme, leveraging its high-bandwidth HBM4E, GDDR7, and DDR5 controller IP to drive 19.9% forward revenue growth and high-margin profitability [RMBS].
Material risks
- 1Major memory and compute customers (such as Micron, SK hynix, AMD, or Intel) could increasingly develop proprietary in-house controller solutions, bypassing Rambus's licensing.
- 2Intense competition from well-capitalized interface-IP rivals like Synopsys and Cadence could commoditize memory controllers and compress pricing power [RMBS].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.