Rambus Inc. (NASDAQ: RMBS) Poised for Growth in AI Memory Market Ahead of Earnings Report

Font: Financial Modeling Prep  • Jul 27, 2026

• Rambus Inc. (NASDAQ: RMBS) is a key player in the artificial intelligence (AI) sector, providing high-performance memory interface chips.
• The company is set to release its quarterly earnings report, with analysts forecasting strong EPS and revenue growth.
• Analysts maintain "Buy" ratings and significant price targets, reflecting confidence in Rambus's AI-driven growth.

Rambus Inc. (NASDAQ: RMBS) is a technology company that designs and licenses intellectual property for memory interface chips. These chips are essential for improving data transfer speeds between processors and memory. This is a key area in the growing artificial intelligence (AI) sector, where the company focuses on high-performance solutions.

On Monday, July 27, 2026, Rambus Inc. is scheduled to release its quarterly earnings report after the market closes. Wall Street analysts are anticipating an earnings per share (EPS) of $0.72. EPS is a measure of a company's profit allocated to each outstanding share of common stock.

Analysts also forecast revenues of approximately $199.30 million for the upcoming quarter. This follows the company's first-quarter performance, where it reported revenue of $180.19 million. This figure represented an 8.12% increase year-over-year, driven by a 15% rise in product revenue from AI memory interface chips.

The company's performance is closely tied to the high demand for AI memory bandwidth. This demand is supported by new products like its DDR5 9600 server RDIMM chipset, which increases bandwidth by 20%. Such innovations are key to driving revenue growth in the competitive AI hardware market.

Reflecting this outlook, several analysts have initiated coverage with "Buy" ratings. As highlighted by Benzinga, Benchmark set a price target of $165.00. Rosenblatt Securities also has a $165.00 target, while 24/7 Wall St. recommends a "Buy" with a target of $109.40, suggesting an 8.48% upside from the current price.