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) | $756.33M |
| Gross Profit (TTM) | $607.76M |
| EBITDA | $316.50M |
| Operating Margin | 36.70% |
| Return on Equity | 17.80% |
| Return on Assets | 11.00% |
| Revenue/Share (TTM) | $7.01 |
| Book Value | $13.52 |
| Price-to-Book | 7.65 |
| Price-to-Sales (TTM) | 12.51 |
| EV/Revenue | 10.62 |
| EV/EBITDA | 23.59 |
| Quarterly Earnings Growth (YoY) | 15.10% |
| Quarterly Revenue Growth (YoY) | 20.40% |
| Shares Outstanding | $108.46M |
| Float | $107.62M |
| % Insiders | 0.77% |
| % Institutions | 94.45% |
Volatility is currently contracting
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.
Rambus is rated Buy, contingent on sustaining high teens revenue growth and roughly 20% earnings growth to support its ~30x forward P/E. AI infrastructure growth is driving demand for memory interface products, with RMBS maintaining its core supplier position amid real competition. Product revenue grew 22% YoY in Q2 2026, with Q3 guidance implying further sequential growth; consensus expects 17–20% revenue growth through 2027.
SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (Nasdaq: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced that it will hold a conference call on Monday, October 26, 2026, at 2:00 p.m. Pacific Time to discuss its third quarter fiscal year 2026 results. This call will be webcast and can be accessed via Rambus' website at investor.rambus.com. A replay will be available following the call on the Rambus Investor Relations website or for one week at the follo.
Rambus sits far below its 52-week high while AI server builders keep adding racks that depend on its chips.
Investors need to pay close attention to RMBS stock based on the movements in the options market lately.
Rambus sits inside nearly every next-generation server memory module yet trades at a fraction of its flashier chip rivals, and its roadmap through 2027 could force the market to finally pay attention.
SAN JOSE, Calif.--(BUSINESS WIRE)-- #AIInfrastructure--Rambus announced CryptoManager Root of Trust supporting the Caliptra specification, delivering enterprise-grade security for data center and AI SoCs.
During the quarter, we initiated a position in Advanced Drainage Systems, the leading U.S. manufacturer of stormwater and onsite wastewater management products. We view Axon Enterprise as a market leading "atoms plus electrons" software provider with huge competitive moats. We sold the HeartFlow position in the quarter as we grew incrementally more concerned with the presence of competitors on the market.
Rambus just posted record product revenue and a CEO calling the setup outstanding, yet the stock sits near its 52-week low. Something has to give, and a specific date may tell you exactly when.
The mean of analysts' price targets for Rambus (RMBS) points to a 51.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
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