$RMBS

StoneX maintained a Buy rating and $165 price target on Rambus (NASDAQ:RMBS) after its Q3 2026 results and Q4 guidance beat expectations. The company reported $0.84 EPS and $218.3M revenue, driven by strong product and silicon IP demand. Other analysts raised targets but kept Neutral ratings. Rambus shares are down 50% from their 52-week high, trading at 29x StoneX's earnings estimates.

Susquehanna raised its price target on Rambus (RMBS) to $103 from $100, maintaining a Neutral rating. The firm cited Rambus's Q3 2026 earnings report, noting EPS trends toward $4. Rambus reported record Q3 revenue of $218.3M and EPS of $0.84, beating estimates. Baird also maintained a Neutral rating with a $120 target, citing strong product revenue growth.

Rambus, Inc.'s average stock price target was reduced from $141.57 to $140.14 by 7 analysts, with a range of $100 to $165. This implies a 55% upside from the Oct. 26 closing price. The consensus rating remains 'Buy' among 11 analysts.

Whirlpool shares dropped 9% after cutting full-year revenue guidance to $14.5B and missing Q3 estimates. JetBlue rose 7% despite a Q3 loss, citing expected margin expansion. Amkor Technology gained 5% with Q3 revenue of $1.99B. Celestica jumped 10% after raising full-year earnings guidance. Rambus fell 2% despite strong Q3 growth. Public Storage was unchanged despite better-than-expected Q3 results. Cadence Design Systems advanced 2% with strong Q3 results and raised full-year revenue outlook.

RAMBUS INC (RMBS) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 News Release RAMBUS REPORTS THIRD QUARTER 2026 FINANCIAL RESULTS • Record quarterly revenue of $218.3 million, up 22% year over year, exceeding guidance range • GAAP diluted earnings per share of $0.69 and non-GAAP diluted earnings per share of $0.84, exceeding guida

Rambus Inc. reports Q3 earnings, with investors focusing on AI products' potential to reverse a pattern of post-earnings selloffs. The company expects $213.2M in revenue and $0.79 EPS, with analysts maintaining a 'strong buy' rating and $141.57 average price target. Shares are down 51% from their 52-week high. Key themes include breaking the post-earnings selloff cycle, AI product traction, and guidance amid a memory industry supercycle.

Rambus Inc. (RMBS) will adopt ChipAgents' AI for chip and IP design, and has invested in the company. The move aims to enhance Rambus' design process amid rising AI infrastructure demand.

Rambus (RMBS) trades at $93.74 with a 24/7 Wall St. price target of $120.50, implying 28.5% upside. The company supplies DDR5 and licenses HBM4E, PCIe 7 IP for AI chips. Q2 revenue grew 20.4% YoY to $207.38M, beating estimates. Management expects growth from new products and HBM design wins. Six analysts rate it a buy, with a consensus target of $141.57. Risks include supply tightness and inventory management.

Rambus (RMBS) launched a new AI-focused memory chip, raising questions about its valuation. The stock has seen recent volatility, with a 17.38% drop over 7 days but a 14.58% gain over 30 days. Analysts debate whether the stock is undervalued, with a fair value estimate of $147.86 compared to its current price of $92.11. The company faces risks, including an antitrust investigation and DRAM supply constraints.

Rambus has developed a new PMIC to support upcoming LPDDR6 SOCAMM2 memory modules, aiming to enhance power efficiency for AI workloads. The chip is in sampling with lead customers. Rambus and Micron are collaborating on this technology, which is designed to optimize tokens per watt for AI systems. The PMIC is part of Rambus's strategy to advance server-memory power management for AI infrastructure.