From 24/7 Wall St. · Vandita Jadeja · · 1m 20s
Rambus Chip Company Could Have Bigger Future
Rambus, a memory interface specialist, could see shares rise to $117.71 by 2027 with AI demand growth.
In brief
Rambus, a memory interface specialist, could see shares rise to $117.71 by 2027 with AI demand growth. Rambus, a memory interface specialist, could see shares rise to $117.71 by 2027 with AI demand growth. Originally reported by 24/7 Wall St..
Rambus Memory Interface Specialist
Rambus sits inside nearly every next-generation server memory module yet trades at a fraction of its flashier chip rivals.
2027 Roadmap for Growth
With DDR5 ramping, HBM4E in design at hyperscalers, and PCIe 7 IP licensing kicking in, the setup for the next 12 months looks compelling.
24/7 Wall St. Price Target
Our 24/7 Wall St. price target for Rambus is $117.71, roughly 20.3% above where shares trade today.
Q2 Results Beat Expectations
Rambus reported Q2 FY2026 revenue of $207.38 million, up 20.4% year over year, beating consensus by 4.58%.
CEO's AI Outlook
CEO Luc Seraphin noted Rambus is 'well positioned to capitalize on the strong secular trends driven by the rapid expansion of AI inference and agentic workloads'.
“Rambus is 'well positioned to capitalize on the strong secular trends driven by the rapid expansion of AI inference and agentic workloads'”
Bull Case for $175 Target
The Street’s mean target of $147.86, backed by 7 Buy and 2 Hold ratings, implies a bull scenario near $175 if MRDIMM and PCIe 7 licensing ramp on schedule in 2027.
Risks to Target
Inventory jumped to $74.8 million from $44.1 million at year-end 2025, and operating cash flow fell 35.14%.
The main idea
Rambus, a memory interface specialist, could see shares rise to $117.71 by 2027 with AI demand growth.
