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Rambus Inc. (RMBS)

84.65 -6.34 (-6.97%)
At close: October 30 at 4:00:00 PM EDT
86.54 +1.89 (+2.23%)
Overnight: 8:35:35 PM EST
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What's happening with RMBS?

34m ago
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Rambus delivered a strong third quarter, with record revenue, product sales, adjusted earnings, and operating cash flow. Management raised fourth-quarter guidance, but semiconductor supply constraints, rising costs, inventory investment, and slower MRDIMM adoption remain central investor concerns.

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  • Previous Close 90.99
  • Open 84.75
  • Bid 76.48 x 200
  • Ask 89.46 x 200
  • Day's Range 82.13 - 88.07
  • 52 Week Range 77.89 - 174.10
  • Volume 2,530,517
  • Avg. Volume 2,167,093
  • Market Cap (intraday) 9.066B
  • Beta (5Y Monthly) 1.85
  • PE Ratio (TTM) 34.98
  • EPS (TTM) 2.42
  • Earnings Date Oct 26, 2026
  • Forward Dividend & Yield -- (0.00%)
  • 1y Target Est 140.57
  • Motley Fool Rating Bullish

Rambus Inc. manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally. It offers memory interface chips comprising DDR5 memory interface chips which include registering clock driver, multiplexed registering clock driver, multiplexed data buffer, power management integrated circuits, serial presence detect hubs, temperature sensors, and client clock driver products; and DDR4 memory interface chips. The company also provides silicon IP, such as interface and security IP solutions that move and protect data in advanced artificial intelligence, data center, government, and automotive applications; interface IP solutions for high-speed memory and chip-to-chip digital controller IP; security IP solutions, including crypto cores, hardware roots of trust, high-speed protocol engines, and chip provisioning technologies. In addition, it offers portfolio of patents that covers memory architecture, high-speed serial links, and security products. The company sells its products to memory module manufacturers, OEMs and hyperscalers, as well as to chip makers. It markets its products and services through its direct sales force and distributors. Rambus Inc. was incorporated in 1990 and is headquartered in San Jose, California.

www.rambus.com

791

Full Time Employees

December 31

Fiscal Year Ends

Technology

Sector

Semiconductors

Industry

Recent News

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Performance Overview

Trailing total returns as of 10/30/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

RMBS
7.88%
S&P 500 (^GSPC)
10.73%

1-Year Return

RMBS
21.44%
S&P 500 (^GSPC)
11.11%

3-Year Return

RMBS
70.60%
S&P 500 (^GSPC)
81.91%

5-Year Return

RMBS
263.77%
S&P 500 (^GSPC)
64.59%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q3 FY26
Revenue 218.29M
Earnings 74.56M
Profit Margin 34.16%

Q4

FY25

Q1

FY26

Q2

FY26

Q3

FY26

0
50M
100M
150M
200M
33.0%
33.5%
34.0%

Analyst Insights

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Analyst Price Targets

103.00
140.57 Average
84.65 Current
165.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 10/27/2026
Analyst Rosenblatt
Rating Action Maintains
Rating Buy
Price Action Maintains
Price Target 165 -> 165

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (current)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    33.40%

  • Return on Assets (ttm)

    12.33%

  • Return on Equity (ttm)

    19.65%

  • Revenue (ttm)

    796.11M

  • Net Income Avi to Common (ttm)

    265.87M

  • Diluted EPS (ttm)

    2.42

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    776.91M

  • Total Debt/Equity (mrq)

    1.43%

  • Levered Free Cash Flow (ttm)

    210.77M

Company Insights

Research Reports

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