BUZZ-威廉-布莱尔将 Rambus 评为 "跑赢大盘 "后,该公司股价大涨

路透中文
Jan 22
BUZZ-威廉-布莱尔将 <a href="https://laohu8.com/S/RMBS">Rambus</a> 评为 "跑赢大盘 "后,该公司股价大涨

1月22日 - ** 半导体授权商 Rambus Inc RMBS.O 股价盘前上涨 6.7% 至 134.33 美元

** 威廉-布莱尔(William Blair)给予RMBS "跑赢大盘 "评级,称其可能受益于服务器和人工智能数据中心所用内存芯片价格上涨和需求增加 (link)。

** 券商认为,RMBS 的营收在未来两年内将保持百分之十几的高增长。

** "虽然产品收入份额的增加将对毛利率造成压力,但我们预计经营杠杆将足以抵消这些影响"--券商称。

** 10位研究RMBS的分析师的平均评级为 "买入",中位PT值为120美元--LSEG汇编的数据

** 2025年,RMBS股价上涨了74%,而费城SE半导体指数.SOX上涨了42%。

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