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Upturn AI SWOT - About
RMBS 
Rambus Inc (RMBS)
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Upturn Advisory Summary
07/15/2025: 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 $72.92
1 Year Target Price $72.92
| 7 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -42.71% | Avg. Invested days 27 | 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 07/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.93B USD | Price to earnings Ratio 33.79 | 1Y Target Price 72.92 |
Price to earnings Ratio 33.79 | 1Y Target Price 72.92 | ||
Volume (30-day avg) 8 | Beta 1.2 | 52 Weeks Range 37.42 - 69.15 | Updated Date 07/15/2025 |
52 Weeks Range 37.42 - 69.15 | Updated Date 07/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.91 |
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 34.23% | Operating Margin (TTM) 37.89% |
Management Effectiveness
Return on Assets (TTM) 10.21% | Return on Equity (TTM) 19.26% |
Valuation
Trailing PE 33.79 | Forward PE 20.45 | Enterprise Value 6311831044 | Price to Sales(TTM) 11.45 |
Enterprise Value 6311831044 | Price to Sales(TTM) 11.45 | ||
Enterprise Value to Revenue 10.43 | Enterprise Value to EBITDA 22.84 | Shares Outstanding 107412000 | Shares Floating 106639624 |
Shares Outstanding 107412000 | Shares Floating 106639624 | ||
Percent Insiders 0.76 | Percent Institutions 93.6 |
Upturn AI SWOT
Rambus Inc
Company Overview
History and Background
Rambus Inc. was founded in 1990. Initially focused on high-speed memory interface technologies, it has evolved to become a provider of semiconductor intellectual property (IP) and products for data center and AI applications. Notable milestones include pioneering RDRAM technology and expanding into licensing and security solutions.
Core Business Areas
- Silicon IP: Develops and licenses memory interface IP, security IP, and other semiconductor technologies. These are integrated into various chips and systems.
- Products: Sells memory interface chips and security IP cores, focusing on high-performance applications.
- Licensing and Royalties: Generates revenue through licensing its patents and technologies to semiconductor and system manufacturers.
Leadership and Structure
Luc Seraphin is the CEO. The company operates with a functional organizational structure, with key departments focused on engineering, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- DDR5/4 Memory Interface IP: Provides high-speed memory interface solutions crucial for modern computing systems. The DDR5 market is highly competitive. Competitors include Cadence Design Systems (CDNS) and Synopsys (SNPS). Rambus is a leader in high-performance DDR memory interfaces, but exact market share is difficult to pinpoint due to the private nature of licensing deals.
- Security IP Cores: Offers cryptographic cores and security solutions for protecting data in transit and at rest. Competitors include Microchip (MCHP) and Intel (INTC) in the security space. Market share data is often fragmented and specific to application.
- CXL Memory Interconnect Solutions: Provides interconnect technologies for data centers. Competitors include Marvell Technology (MRVL) and Astera Labs (ALAB). The market share is emerging and evolving.
Market Dynamics
Industry Overview
The semiconductor IP and memory interface market is driven by increasing demand for higher bandwidth, lower latency, and enhanced security in computing devices and data centers. The industry is highly competitive and technologically advanced.
Positioning
Rambus is positioned as a leading innovator in memory interface and security technologies, targeting high-performance applications. Its competitive advantage lies in its patented technologies and expertise in high-speed signaling.
Total Addressable Market (TAM)
The TAM for memory interface IP and security IP is estimated to be in the billions of dollars annually. Rambus is well-positioned to capture a significant share of this market by focusing on leading-edge technologies.
Upturn SWOT Analysis
Strengths
- Strong IP portfolio with numerous patents
- Expertise in high-speed memory interface technologies
- Established relationships with leading semiconductor and system manufacturers
- Growing presence in the data center market
Weaknesses
- Reliance on licensing revenue, which can be volatile
- Exposure to patent litigation risks
- Smaller scale compared to larger semiconductor companies
- Dependence on a few key customers
Opportunities
- Increasing demand for high-bandwidth memory in AI and data centers
- Expansion into new markets, such as automotive and IoT
- Partnerships with cloud service providers
- Adoption of emerging technologies like CXL
Threats
- Intense competition from larger semiconductor companies
- Rapid technological changes in the industry
- Economic downturns affecting semiconductor demand
- Patent infringement and legal challenges
Competitors and Market Share
Key Competitors
- CDNS
- SNPS
- MRVL
- INTC
Competitive Landscape
Rambus competes with larger semiconductor and IP companies. Its strengths include its specialized expertise and patent portfolio. Its weaknesses include its smaller scale and dependence on licensing revenue.
Major Acquisitions
PLDA
- Year: 2023
- Acquisition Price (USD millions): 94
- Strategic Rationale: Expanded CXL and PCIe controller capabilities to address the evolving needs of data center infrastructure.
Growth Trajectory and Initiatives
Historical Growth: Rambus' growth has been driven by the adoption of its memory interface and security technologies in various markets.
Future Projections: Analyst projections suggest continued growth for Rambus, driven by increasing demand for high-performance memory and security solutions.
Recent Initiatives: Recent initiatives include developing CXL interconnect solutions and expanding its presence in the data center market.
Summary
Rambus is a key player in the high-speed memory interface and security IP markets, driven by innovation and patent protection. The company faces competitive pressures from larger industry players. Its growth is tied to its CXL and DDR5 adoptions. Patent litigation, a significant threat, can impact revenue streams. Strong in its core technology areas, RMBS focuses on market expansion and strategic acquisitions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Rambus Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Industry Reports
- Third-Party Financial Analysis Websites
- Company Press Releases
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is based on available information and estimates. Actual results 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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