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William Blair Notes Rambus Inc. (RMBS) Positioned as Top DRAM Memory Supplier

By Laiba Immad | February 02, 2026, 9:28 AM

We recently compiled a list of 10 High Growth Technology Stocks That Are Profitable. Rambus Inc. is among the best high growth stocks.

TheFly reported on January 22 that William Blair initiated coverage of RMBS with an Outperform rating and did not assign a price target. The firm emphasized RMBS’s more than 40% market position in clock driver interface circuits and regarded it as a top supplier of DRAM memory solutions. Blair expects the company to profit from higher pricing and growing demand connected to server DRAM and AI-focused data center expansions.

William Blair Notes Rambus Inc. (RMBS) Positioned as Top DRAM Memory Supplier
Source: pixabay

In addition, Rambus Inc. (NASDAQ:RMBS) announced GAAP revenue of $178.5 million at its Q3 2025 financial announcement for the quarter that concluded on September 30. This comprised $20.1 million from contract and other revenue, $66.1 million from license billings, and $93.3 million from product sales. During the quarter, the business also made $88.4 million in cash from its operations.

Moreover, RMBS stated it will report its Q4 2025 financial results on February 2.

Rambus Inc. (NASDAQ:RMBS) is a technology company that designs advanced memory and security solutions. It licenses its innovations to chipmakers, which helps improve data speed, efficiency, and protection across data centers, artificial intelligence, and consumer electronics.

While we acknowledge the potential of RMBS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 12 Best Multibagger Stocks to Buy Heading into 2026 and 7 Best Rising Tech Stocks to Buy Now.

Disclosure: None.

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