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This Month's Featured Story Why Rambus' Market Reset Might Be the Best News Bulls GetAuthor: Thomas Hughes. Publication Date: 2/4/2026. 
Key Takeaways- Rambus is a critical connectivity “plumbing” play for AI data centers, enabling high-speed, low-latency data transfer.
- A strong Q4 was followed by soft Q1 2026 guidance tied to supply constraints, setting up a potential dip-buying window if Q2 re-accelerates.
- Analyst targets, institutional support near $90, and long-term growth math point to meaningful upside despite a premium near-term valuation.
When it comes to the nuts and bolts of AI, Rambus Inc. (NASDAQ: RMBS) is a key player. Its semiconductor products, IP and services are critical to the connections powering AI data centers. Americans who believe in real retirement protection are adding their names to a statement going out to Washington and Wall Street. It's a message that people are fed up with inflation and the erosion of their savings. President Trump took a stand on protecting American wealth. Now you can add your voice while also learning how to move part of your IRA or 401(k) into physical gold and silver, tax and penalty free. Add your name and claim your free Gold IRA Guide today. While GPUs, CPUs, ASICs and HBM4 provide the power, capacity and memory for AI, Rambus supplies the nervous system that enables high-speed data transfer. Its technologies are essential to the low-latency, high-bandwidth links that accelerate AI inference and are in demand from data centers and AI labs. Rambus' Strong Quarter Highlights AI PositionRambus reported a strong Q4, led by HBM4 and DDR5 solutions. Revenue rose 18.1% to $190.2 million—more than 100 basis points above expectations. Licensing revenue increased 23% and product revenue climbed 35%, offset in part by a decline in the smaller contract segment. Operating margins improved by about 100 basis points, pushing profitability to record levels. The disappointing element was Q1 2026 guidance, which fell short of expectations and triggered a market reset in the stock. Management says the shortfall was caused by supply-chain bottlenecks that have since been corrected and that Q2 should be much stronger. That suggests the market reaction was a knee-jerk move as investors adopt a wait-and-see posture. The risk is that supply issues persist despite management's reassurance; the opportunity is that stronger Q2 results will reaffirm the long-term outlook and restore investor appetite. For now, the Q1 guide does not threaten the company's financial health. While revenue is expected to decline sequentially, Rambus still forecasts year-over-year growth and healthy cash flow. That cash generation is important because this profitable company is reinvesting in new products and future growth. The balance sheet underscores that success: equity rose about 20% year over year as of Q4 2025, the company carries virtually no debt and remains net cash relative to its liabilities—a fortress-like financial position that should support continued value creation in 2026. Analysts Reaffirm Rambus Price Targets — A Dip-Buying SignalThe analysts' response to Rambus' Q4 results and guidance was mixed, with some expressing concern about near-term headwinds and others emphasizing the company's fundamental quality and long-term prospects. Within the first 12 hours of the release, only three revisions were tracked—all three reaffirmed their ratings and price targets—resulting in a Buy consensus and an above-consensus price forecast. The analyst consensus, which had risen roughly 45% over the trailing 12 months leading into the release, treats the stock as fairly valued in early February, while the high-end of the range implies the potential for fresh all-time highs. Rambus' post-release price drop is concerning because it could deepen before a rebound forms. However, institutional activity suggests a hard floor near $90: institutions were net buyers every quarter in 2025, including in Q3 and Q4 when the stock reached new highs and then consolidated in the $90–$110 range. Absent a change in fundamentals, a pullback below $90 appears unlikely unless higher-level support fails to hold. Valuation Indicates RMBS Could Double Over TimeValuation is a key consideration heading into 2026. The stock trades near 40x this year's earnings and remains richly valued versus the S&P 500—about 22x on 2030 forecasts—which could cap near-term upside. But if Rambus sustains a 15% compound annual growth rate for the five years after 2030, the forward multiple would fall to roughly 11x. In that scenario growth moderates from the low-20% range into the teens but remains robust, implying healthy cash flow and value creation for investors. Under those assumptions, the stock's price could at least double over time, though it will likely take several years for the market to fully price in that outcome. 
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