Rambus Inc. offers semiconductor products in the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, Asia, and internationally. The company is headquartered in San Jose, California.
| Revenue (TTM) | $796.11M |
| Gross Profit (TTM) | $636.20M |
| EBITDA | $337.46M |
| Operating Margin | 38.40% |
| Return on Equity | 19.70% |
| Return on Assets | 12.30% |
| Revenue/Share (TTM) | $7.37 |
| Book Value | $13.24 |
| Price-to-Book | 5.26 |
| Price-to-Sales (TTM) | 10.03 |
| EV/Revenue | 8.42 |
| EV/EBITDA | 18.53 |
| Quarterly Earnings Growth (YoY) | 56.80% |
| Quarterly Revenue Growth (YoY) | 22.30% |
| Shares Outstanding | $107.10M |
| Float | $106.25M |
| % Insiders | 0.78% |
| % Institutions | 95.06% |
Volatility is currently expanding
While most investors chase the flashiest AI names, one under-the-radar semiconductor company quietly controls a bottleneck that every AI server depends on, and its stock just hit a price that caught our model's attention.
RMBS' Q3 earnings highlight accelerating AI-driven memory chip demand and strong Q4 growth prospects, even as supply constraints and costs pressure margins.
Rambus posts record Q3 2026 revenues as AI-driven memory demand fuels product growth, stronger profitability and record operating cash flow.
Product revenue reached a record $114 million, up 22% year over year. Rambus repurchased $135 million of stock during the third quarter.
Rambus Inc. delivered Q3 revenue of $218.3M (+22.3% y/y) and beat both revenue and EPS estimates. RMBS maintains strong profitability and a robust balance sheet, with no long-term debt and significant cash reserves. Guidance for Q4 revenue and EPS modestly exceeded consensus, but margin pressure and AI-related fears weigh on sentiment.
Rambus Inc. (RMBS) Q3 2026 Earnings Call Transcript
Rambus NASDAQ: RMBS reported record third-quarter revenue, non-GAAP earnings and operating cash flow, as demand for its memory-interface products and intellectual property continued to benefit from AI infrastructure investment.
SAN JOSE & SANTA CLARA, Calif.--(BUSINESS WIRE)-- #AgenticAI--Rambus and ChipAgents collaborate to accelerate chip design with Agentic AI. Rambus has also become a strategic investor in ChipAgents.
Rambus sits 46% below its 52-week high despite posting record product revenue, and a major AI hyperscaler just handed it a design win that most investors have not noticed yet.
SAN JOSE, Calif.--(BUSINESS WIRE)-- #AIComputing--Rambus announced a PMIC designed for LPDDR6 SOCAMM2, enabling power-efficient memory architectures to scale tokens per watt for AI infrastructure.
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