Rosenblatt Rates Rambus (RMBS) Buy, $165 Price Target

On October 27, 2026, Rosenblatt reiterated its Buy rating on Rambus Inc. (RMBS) and maintained a price target of $165. This is the same target the firm set previously, indicating confidence in the company's outlook despite current market conditions.

Rambus shares recently traded at $88.89, which is 46.1% below the analyst's target. The stock is currently below its 50-day and 200-day moving averages by 5.7% and 17.8%, respectively. This suggests that the shares are underperforming compared to these key benchmarks.

RMBS Rambus Inc.

$88.91 ▼ -10.45% year to date

1M 3M YTD

Daily close · Oct 27, 2026

Rambus Inc. Stock Up 3.8%

Rambus has a market cap of about $9.8 billion. The shares are currently trading significantly below their 52-week high of $174.10, which highlights the stock's recent struggles. The recent trading price is also above the 52-week low of $77.89, but still indicates a considerable gap to the analyst price target.

Recent Earnings

Rambus reported trailing twelve-month revenue of $756.3 million, with an earnings per share (EPS) of $2.42. The company has shown strong financial health with a net margin of 31.7% and a return on equity of 17.8%.

Dividend

Rambus does not currently pay a dividend.

Insider Buying and Selling at Rambus Inc.

Several insiders have sold shares recently. Director Necip Sayiner sold 5,000 shares at an average price of $170.15 on June 3, 2026, totaling $850,750. Charles D. Kissner, another director, sold 5,000 shares on different occasions, with prices ranging from $100.92 to $111.00, culminating in a total value of over $1.5 million across his sales.

Analysts Set New Price Targets

On October 27, 2026, Rosenblatt maintained its Buy rating on Rambus with a $165 price target. This follows previous ratings from firms like Benchmark, which initiated coverage with a Buy rating and a target of $165 on July 16, 2026, and Evercore ISI Group, which maintained an Outperform rating with a target of $160 on July 28, 2026.

About Rambus Inc.

Rambus Inc. manufactures and sells semiconductor products, including memory interface chips for DDR4 and DDR5 technologies. The company operates globally, with headquarters in San Jose, California. Its innovative technology is crucial for various applications in the semiconductor industry.

Bottom Line

Investors should monitor Rambus closely as it navigates current market conditions and works towards meeting the expectations set by analysts. The next earnings report will provide further insights into the company's performance and strategy. Rosenblatt's reiteration of the Buy rating suggests confidence in Rambus's long-term potential despite the current stock price challenges.