NASD · Technology · Semiconductors · USA
Rambus Inc is a large cap company (market value between $10 billion and $200 billion) in the Semiconductors industry.
Rambus provides memory interface chips and silicon intellectual property for data-intensive computing systems in data center and artificial intelligence applications. The company offers chipset solutions for DDR5 and LPDDR5 memory modules, along with digital controller cores and security IP for custom silicon. Rambus also licenses its patented inventions to semiconductor and system companies worldwide.
From its FY2025 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the Rambus Inc stock.
Fairly valued: intrinsic value $94.43 per share, market price $92.66, margin of safety 1.9% (as of 2026-10-19).
A 12.5x revenue multiple, adjusted for growth and margin, values the shares at $94.43; the price of $92.66 is 2% below that value.
Leak Score: 80/100 on 11 of 12 signals (Strong Leak).
17 more funds hold it; the full list is part of the paid plan.
3 more in this industry show a wider margin of safety.
RMBS is fairly valued (as of the 2026-10-19 close). A 12.5x revenue multiple, adjusted for growth and margin, values the shares at $94.43; the price of $92.66 is 2% below that value.
$94.43 per share (as of the 2026-10-19 close), against a market price of $92.66. That is a margin of safety of 1.9%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
80 out of 100, which we rate "Strong Leak", on 11 of 12 value investing signals.