business
Rambus Is Poised for a Pullback Despite Rising 42% YTD
Key takeaways
- Rambus s Q1 2026 results show operating margins compressing from 46% to 42%, EPS missing consensus, and royalty revenue declining year over year.
- The bull case targets $175 on HBM4E design wins inside the AI capex wave, while the bear case lands at $98 on royalty erosion.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rambus didn t make the cut.
Rambus Is Poised for a Pullback Despite Rising 42% YTD Vandita Jadeja Mon, June 22, 2026 at 11:37 PM GMT+7 4 min read RMBS NVDA Quick Read After surging 133% in a year, RMBS earns a SELL rating with a $117.57 price target implying 17% downside from current levels.
Rambus s Q1 2026 results show operating margins compressing from 46% to 42%, EPS missing consensus, and royalty revenue declining year over year.
The bull case targets $175 on HBM4E design wins inside the AI capex wave, while the bear case lands at $98 on royalty erosion.
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