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76

RMBS

💻 Technology

Rambus, Inc.

Conservative #32Aggressive #157Low RiskLow 35ML↑ 32pt
$101.09+2.56%
Day High$101.86
Day Low$99.10
Volume1.0M
Mkt Cap$10.9B
52W Low $4052W High $136
Market Cap
$11.0B
P/E Ratio
48.3
Sector avg: 87.8
Rev Growth
20.7%
Sector avg: 14.8%
Earnings Growth
-46.1%
Profit Margin
32.3%
Sector avg: -110.0%
Debt/Equity
0.03

Why This Score

RMBS scores 75.5 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Strong profitability: ROE of 16.0% exceeds the 15% quality threshold.
  • High net margin of 32.3%, indicating pricing power and operational efficiency.
  • Minimal leverage (D/E 0.03) provides financial flexibility and downside protection.
Risk Factors
  • Elevated valuation at 48.3x earnings — requires sustained growth to justify the premium.
  • Above-average volatility (15.3%) may not suit conservative risk tolerance.

Minor adjustments (0.0 points) applied. RMBS's rank of #32 primarily reflects its factor profile relative to the conservative weight vector.

Score Breakdown

Overall Score75.5
Fundamental Score70.6
ML Score75.0

Score by Horizon

3 Month
79.4
6 Month
88.7
Primary
1 Year
93.4

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
71
Positive
Analyst (6.4%)
70
Favorable
Tradability (post-hoc)
97
Grade A
Base
74.9
SHAP
+2.5
Factors
+1.5
Divergence
-3.4
Final
75.5
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

66AVG
Value55
Quality95
Growth35
Stability90
Investment55

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)54.0
Technical (Momentum, Weinstein, Volatility)87.0
External (Sentiment, Analyst, Macro)85.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
+11.9% to +18.1%
Medium-term
+17.4% to +26.6%
Long-term
+28.4% to +41.6%

ML Model Core Features100 trained inputs → ML Score: 75

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score69.6/100
Target Upside+15.6%
Coverage14 analysts
Market Sentiment
Sentiment Score71.2/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+0.8%
6M Momentum+0.4%
Volatility+0.2%
Momentum & Technical
Momentum Acceleration+44.2%
Momentum ConsistencyModerate (0.46)
Relative Strength vs Sector+78.8%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality+0.727
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
2%
Low risk
Sector RevGr Rank
P74
Revenue growth vs Technology peers
Sector PE Rank
P24
Valuation vs Technology peers
Sector FCF Rank
P35
Free cash flow vs Technology peers
Growth Deviation
+0.2σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 66 relative to sector peers66/100
Machine learning model ranks this stock at the 99th percentileP99
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +3.1pt (features align with model priorities)—
Blend: 91% fund (66.3) + 9% ML (98.6) + SHAP(+3.1) = 72.3—
Factor quality: +1.9pt (multi-factor composite)—
Risk assessment: low. Annualized volatility 15.3%. Max drawdown 12% (-1.5 pts)Low
Momentum mean-reversion: -0.1pt (82% 12m momentum)—
Market cap adjustment: +2.0 points ($11.0B market cap)+2.0 pts
Conviction penalty: -1.4pt (conviction=35)—
Divergence penalty: -3.4pt (ML 32pt higher)—
Risk Factors

No risk factors identified.

Sector Peer Comparison(Technology — Rank #8 of 289 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
RMBS75.548.320.7%32.3%$11.0B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
TER72.290.95.4%19.2%$50.1B
Sector Average47.487.814.8%-110.0%—

Market Sentimentvia FMP

Analyst Consensus
Buy14 analysts
Buy: 11Hold: 3
Price Target
$111consensus
Low $90Median $117High $120
+9.8% to consensus target

Company Overviewvia FMP

Rambus Inc. provides semiconductor products in the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, China, and internationally. The company offers DDR memory interface chips, including DDR5, DDR4 and DDR3 memory interface chips to module manufacturers and OEMs; silicon IP comprising, interface and security IP solutions that move and protect data in advanced applications; and physical interface and digital controller IP to offer industry-leading, integrated memory and interconnect subsystems. It also provides a portfolio of patents that covers memory architecture, high-speed serial links, and security products. 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.

CEO
Luc Seraphin
Employees
712
Beta
1.52
Industry
Semiconductors
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
50.2
Neutral
Trend
Bearish
10-day vs 50-day MA
From 52W High
-25.5%
High: $135.75
From 52W Low
+152%
Low: $40.12
Moving Averages
10-Day
$100.50
Above
20-Day
$105.10
Below
50-Day
$102.00
Below
200-Day
$85.60
Above
60-Day Support
$88.5
60-Day Resistance
$135.75
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 82/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+18.1%
200 SMA Slope (60d)
+20.55%
Rising
Volume Ratio
0.75x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$190M$179M$172M$167M
Gross Profit$150M$133M$129M$126M
Operating Income$71M$63M$63M$63M
Net Income$64M$48M$58M$60M
EPS (Diluted)$0.58$0.44$0.53$0.56
Gross Margin78.9%74.4%74.9%75.4%
Operating Margin37.2%35.4%36.6%37.9%
Net Margin33.6%27.1%33.6%36.2%

Why This Stock

TechnologyRevenue growth 20.7%Profit margin 32.3%Earnings quality grade A

Tradability FilterGrade A — 97/100Score impact: +1.7pt

Volume
100
2.2M avg/day
Dollar Vol
100
$207M/day
Float
100
107M shares
Mkt Cap
80
$11.0B
Range
100
238% spread
Composite Liquidity Score97/100
FDCBA

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2021$17.95$29.8949.9%Wide
2022$20.00$39.3465.2%Wide
2023$34.77$71.9069.6%Wide
2024$37.42$76.3868.5%Wide
2025$40.12$114.5596.2%Wide
3-Year Range
106.9%
Narrow Years
0 / 5
Sideways Penalty
None
Free Float
99.3%
Outstanding Shares
108M
Bid-Ask Spread
238.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.