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Upturn AI SWOT - About
RMBS 
Rambus Inc (RMBS)
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Upturn Advisory Summary
08/28/2025: RMBS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $81.88
1 Year Target Price $81.88
| 7 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -28.01% | Avg. Invested days 31 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.94B USD | Price to earnings Ratio 34.96 | 1Y Target Price 81.88 |
Price to earnings Ratio 34.96 | 1Y Target Price 81.88 | ||
Volume (30-day avg) 8 | Beta 1.28 | 52 Weeks Range 37.42 - 81.89 | Updated Date 08/29/2025 |
52 Weeks Range 37.42 - 81.89 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.11 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 35.49% | Operating Margin (TTM) 36.58% |
Management Effectiveness
Return on Assets (TTM) 10.77% | Return on Equity (TTM) 20.3% |
Valuation
Trailing PE 34.96 | Forward PE 20.45 | Enterprise Value 8157893863 | Price to Sales(TTM) 12.3 |
Enterprise Value 8157893863 | Price to Sales(TTM) 12.3 | ||
Enterprise Value to Revenue 12.64 | Enterprise Value to EBITDA 27.26 | Shares Outstanding 107594000 | Shares Floating 106850347 |
Shares Outstanding 107594000 | Shares Floating 106850347 | ||
Percent Insiders 0.75 | Percent Institutions 93.43 |
Upturn AI SWOT
Rambus Inc
Company Overview
History and Background
Rambus Inc. was founded in 1990. Initially focused on high-bandwidth memory interface technologies, it has evolved into a provider of memory and interface solutions for various applications.
Core Business Areas
- Memory Interconnect: Designs and licenses memory interface technologies that enhance memory performance in servers, PCs, and other devices.
- Security IP: Provides security IP solutions, including anti-counterfeiting, tamper resistance, and data protection technologies.
Leadership and Structure
Luc Seraphin serves as the CEO. The company operates with a functional organizational structure, with teams focused on engineering, sales, marketing, and operations.
Top Products and Market Share
Key Offerings
- DDR5/4 Memory Interface IP: Offers memory interface IP solutions for DDR5 and DDR4 memory standards. Market share is significant in high-performance computing and data centers. Competitors include Cadence Design Systems, Synopsys, and Xperi Holding Corporation.
- Security IP Cores: Provides security IP cores for protecting data and devices against various threats. Growing market share in embedded systems and IoT devices. Competitors include Arm Holdings, and Inside Secure.
Market Dynamics
Industry Overview
The semiconductor IP market is experiencing growth, driven by increasing demand for advanced memory and security solutions.
Positioning
Rambus Inc. is a key player in the memory interface and security IP markets, known for its high-performance and innovative solutions.
Total Addressable Market (TAM)
The semiconductor IP market TAM is estimated to be in the tens of billions of dollars. Rambus is positioned to capture a significant share through its technology leadership.
Upturn SWOT Analysis
Strengths
- Strong IP portfolio
- Established relationships with leading semiconductor companies
- Expertise in high-performance memory and security technologies
Weaknesses
- Reliance on licensing revenue
- Exposure to patent litigation
- Limited presence in consumer electronics market
Opportunities
- Growing demand for high-bandwidth memory in data centers
- Increasing adoption of security IP in embedded systems
- Expansion into new markets through strategic partnerships
Threats
- Intense competition from other IP vendors
- Potential for patent disputes and litigation
- Economic downturn affecting semiconductor industry
Competitors and Market Share
Key Competitors
- CDNS
- SNPS
- ARMH
Competitive Landscape
Rambus possesses strong IP and deep industry ties but faces stiff competition from larger competitors with broader product portfolios. Its success hinges on continuous innovation and strategic partnerships.
Major Acquisitions
Northwestern University's In-Memory Computing Assets
- Year: 2022
- Acquisition Price (USD millions): 13.5
- Strategic Rationale: Strengthened Rambus' portfolio of memory innovations.
Growth Trajectory and Initiatives
Historical Growth: Historical Growth is unavailable at this point.
Future Projections: Future Projections are unavailable at this point.
Recent Initiatives: Recent Initiatives are unavailable at this point.
Summary
Rambus is a technology licensing company specializing in memory interconnect technologies and security IP. Its strengths lie in its valuable IP portfolio and partnerships. However, the company is reliant on licensing revenues and faces competition. By focusing on growth markets such as data centers and embedded systems and defending against patent disputes it can expand its footprint.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data are estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Rambus Inc
Exchange NASDAQ | Headquaters San Jose, CA, United States | ||
IPO Launch date 1997-05-14 | CEO, President & Director Mr. Luc Seraphin | ||
Sector Technology | Industry Semiconductors | Full time employees 712 | Website https://www.rambus.com |
Full time employees 712 | Website https://www.rambus.com | ||
Rambus Inc. manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally. The company offers DDR memory interface chips comprising DDR5 memory interface chips which include registering clock driver, multiplexed registering clock driver, multiplexed data buffer, power management integrated circuits, serial presence detect hubs, temperature sensors, and client clock driver products; and DDR4 memory interface chips. It also provides silicon IP, such as interface and security IP solutions that move and protect data in advanced data center, government, and automotive applications; interface IP solutions for high-speed memory and chip-to-chip digital controller IP; security IP solutions, including crypto cores, hardware roots of trust, high-speed protocol engines, and chip provisioning technologies. In addition, the company offers portfolio of patents that covers memory architecture, high-speed serial links, and security products. It sells its products to memory module manufacturers, OEMs and hyperscalers, as well as to chip makers. The company markets its products and services through its direct sales force and distributors. Rambus Inc. was incorporated in 1990 and is headquartered in San Jose, California.
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