RMBS

Rambus Inc.

Technology · $11.1B market cap

Share price

$111.97

close of Oct 3, 2026

Fair value

$108.28

Sticker Price

Payback Price

$43.31

buy price

Fairly Valued

RMBS is Fairly Valued: at $111.97 it's within 3% of its fair value of $108.28. Its buy price (Payback Price) is $43.31, 61% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow Growth. Free cash flow is growing faster than reported earnings, so we project free cash flow 10 years ahead instead.

Business quality

2 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth5.8% a year✗

Equity per share growth9.3% a year✗

Sales growth6.2% a year✗

Free cash flow growth14.3% a year✓

Return on invested capital11.8%✓

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Superinvestors

1 of the investors we track holds RMBS. In Q2 2026, 1 trimmed. Who we track

Lee Ainslie

Maverick Capital · as of Q2 2026

$572K

4,309 shares

Moves in Q2 2026

Trimmed: Lee Ainslie

Insider activity

Since Aug 7, 2026: no open-market purchases and 1 sale worth $505K. Why purchases matter

Sales

KISSNER CHARLES

director · 2026-08-07

Sold

$505K

About Rambus Inc.

Rambus Inc. is a global provider of semiconductor solutions, operating across key regions including the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, and China. Their product portfolio encompasses advanced DDR memory interface chips, such as DDR5, DDR4, and DDR3, which are supplied to module manufacturers and original equipment manufacturers (OEMs). Additionally, Rambus delivers silicon…

Semiconductors