Rambus(US:RMBS) Investorsยท2025-09-17 14:11Core Viewpoint - Rambus (RMBS) stock has recently surged due to its memory chip technology being utilized in AI data centers, leading to increased price targets from multiple Wall Street firms [1][4]. Company Performance - Rambus stock rose more than 1% to 98.43, reaching a 25-year high of 100.73 in intraday trades [2]. - The all-time high for Rambus stock is 135, achieved in June 2000 [2]. - Analysts have raised their price targets significantly, with Rosenblatt increasing it to 130 from 90, Evercore to 114 from 81, and Baird to 120 from 90 [1][4][5]. Market Demand - Analysts note that recent data center deployment announcements indicate sustained demand for Rambus products through 2026 and into 2027 [3]. - The company specializes in memory interface chips that enhance data flow between memory and processing units, particularly for AI applications [3]. Industry Position - Rambus has benefited from strengthening DRAM pricing driven by AI demand [4]. - The company is expected to be added to the Philadelphia semiconductor index (SOX), which includes the 30 largest semiconductor stocks traded in the U.S. [5]. - Rambus is recognized on two IBD lists: IBD 50 and Tech Leaders, indicating its strong market position [5].