Rambus Shares Rise Following Upgrade to Buy by Arete Research

Rambus shares have risen after an upgrade from Arete. The company is a provider of chips, silicon intellectual property, and innovations that address the challenges of accelerating data and enabling critical performance improvements for data center and other growing markets. Rambus offers a balanced and diverse portfolio of solutions across chips, silicon IP, and patent licensing, including DDR memory interface chips for server memory modules and Rambus Silicon IP solutions for advanced data center, government, and automotive applications.

Rambus Inc., a leading provider of chips, silicon intellectual property (IP), and innovations for data acceleration, has seen its shares rise following an upgrade from Arete. The upgrade has adjusted the price target to $91 from $77 [1].

Rambus offers a diverse portfolio of solutions, including DDR memory interface chips for server memory modules and Rambus Silicon IP solutions for advanced data center, government, and automotive applications. Its DDR5 chipset solution includes the Registering Clock Driver (RCD), Serial Presence Detect Hubs (SPD Hub), and Temperature Sensors (TS). The company's multi-channel engine MACsec-IP-364 (+363) is designed for next-generation Ethernet, supporting full line-rate MACsec and optional IPsec for 1.6T and 3.2T Ethernet ports [2].

The upgrade from Arete signals a positive outlook for Rambus, as the company continues to innovate in the rapidly evolving data center landscape. The explosive growth of hyperscale cloud computing, artificial intelligence (AI), and high-performance computing (HPC) is driving demand for robust, low-latency, and power-efficient security solutions.

References:
[1] https://www.marketscreener.com/news/arete-upgrades-rambus-to-buy-from-neutral-adjusts-price-target-to-91-from-77-ce7c50dfde89f42c
[2] https://insidehpc.com/2025/08/terabit-ethernet-rambus-launches-multi-channel-engine-macsec-ip-364-363/