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Rambus Inc. logo

Rambus Inc.

RMBS

NASDAQTechnologySemiconductors

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$91.24

−$0.91 · -0.99%

Aug 21, 4:00 PM ET

RMBS company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

68

Undervalued

Momentum

38

Weakening

Sentiment

60

Mixed

Risk resilience

36

High Risk

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Company profile

Company website

Rambus Inc. is a global provider of semiconductor solutions, operating across key regions including the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, and China. Their product portfolio encompasses advanced DDR memory interface chips, such as DDR5, DDR4, and DDR3, which are supplied to module manufacturers and original equipment manufacturers (OEMs). Additionally, Rambus delivers silicon intellectual property (IP), offering interface and security solutions vital for moving and safeguarding data in sophisticated applications. They also provide physical interface and digital controller IP, enabling the creation of industry-leading, integrated memory and interconnect subsystems. The company further holds an extensive patent portfolio, encompassing innovations in memory architecture, high-speed serial link technologies, and security products. Rambus distributes its offerings via a direct sales team and a network of distributors. Established in 1990, Rambus Inc. maintains its corporate headquarters in San Jose, California.

Industry
Semiconductors
Sector
Technology
Headquarters
US
CEO
Luc Seraphin
Listed since
May 14, 1997
Employees
791

Market position

Day range

Current $91.24

52-week range

Current $91.24

Open
$92.32
Previous close
$92.15
Volume
1.04M
0.36× average
Average volume
2.87M
Average daily volume
Market cap
9.9B USD
Beta
1.89
Market reference 1
50-day average
$108.82
-16.15% below average
200-day average
$108.72
-16.08% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

P/E (TTM)
41.1×
P/B (TTM)
6.73×
P/S (TTM)
13.08×
Dividend yield
0.00%

Profitability & efficiency

Gross margin
78.27%
Operating margin
35.51%
Net margin
31.69%

Financial health

Debt / equity
0.01×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends84%52%21%-11%Gross margin, FY2021: 70.02%Gross margin, FY2022: 69.05%Gross margin, FY2023: 69.13%Gross margin, FY2024: 75.44%Gross margin, FY2025: 75.97%Operating margin, FY2021: 9.12%Operating margin, FY2022: 17.60%Operating margin, FY2023: 19.84%Operating margin, FY2024: 32.16%Operating margin, FY2025: 36.77%Net margin, FY2021: 5.58%Net margin, FY2022: -3.15%Net margin, FY2023: 72.41%Net margin, FY2024: 32.31%Net margin, FY2025: 32.57%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 70.02%. Gross margin FY2022 69.05%. Gross margin FY2023 69.13%. Gross margin FY2024 75.44%. Gross margin FY2025 75.97%. Operating margin FY2021 9.12%. Operating margin FY2022 17.60%. Operating margin FY2023 19.84%. Operating margin FY2024 32.16%. Operating margin FY2025 36.77%. Net margin FY2021 5.58%. Net margin FY2022 -3.15%. Net margin FY2023 72.41%. Net margin FY2024 32.31%. Net margin FY2025 32.57%.

Income trends

Revenue

707.63M USD+27.13%

Operating income

260.22M USD+45.34%

Net income

230.46M USD+28.16%
Income trends across reported periods779.82M USD491.05M USD202.27M USD−86.5M USDRevenue, FY2021: 328.3M USDRevenue, FY2022: 454.79M USDRevenue, FY2023: 461.12M USDRevenue, FY2024: 556.62M USDRevenue, FY2025: 707.63M USDOperating income, FY2021: 29.95M USDOperating income, FY2022: 80.05M USDOperating income, FY2023: 91.5M USDOperating income, FY2024: 179.04M USDOperating income, FY2025: 260.22M USDNet income, FY2021: 18.33M USDNet income, FY2022: −14.31M USDNet income, FY2023: 333.9M USDNet income, FY2024: 179.82M USDNet income, FY2025: 230.46M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 328.3M USD. Revenue FY2022 454.79M USD. Revenue FY2023 461.12M USD. Revenue FY2024 556.62M USD. Revenue FY2025 707.63M USD. Operating income FY2021 29.95M USD. Operating income FY2022 80.05M USD. Operating income FY2023 91.5M USD. Operating income FY2024 179.04M USD. Operating income FY2025 260.22M USD. Net income FY2021 18.33M USD. Net income FY2022 −14.31M USD. Net income FY2023 333.9M USD. Net income FY2024 179.82M USD. Net income FY2025 230.46M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue707.63M USD556.62M USD461.12M USD454.79M USD328.3M USD
Cost of goods sold170.07M USD136.71M USD142.34M USD140.77M USD98.43M USD
Gross profit537.56M USD419.91M USD318.78M USD314.02M USD229.87M USD
Research and development187.71M USD162.88M USD156.83M USD158.77M USD135.68M USD
Selling, general, and administrative89.64M USD77.99M USD70.45M USD75.2M USD64.25M USD
Operating expenses277.34M USD240.88M USD227.28M USD233.97M USD199.93M USD
Interest income20.17M USD18.45M USD11.33M USD7.77M USD9.71M USD
Interest expense1.37M USD1.42M USD1.49M USD1.87M USD10.71M USD
Depreciation and amortization30.81M USD37.81M USD52.44M USD47.13M USD44.28M USD
Operating income260.22M USD179.04M USD91.5M USD80.05M USD29.95M USD
Net income230.46M USD179.82M USD333.9M USD−14.31M USD18.33M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
45%
5 beats, 3 misses, 3 met estimates
Average EPS surprise
-0.01%
11 comparable reports
Latest EPS result
0.77
Estimate 0.72 · Beat by 7.39%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.820.720.610.51Q1 '25BeatQ2 '25BeatQ3 '25MissQ4 '25MetQ1 '26MetQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 3, 2025: actual 0.59, estimate 0.58, surprise +1.72%, Beat. Q2 2025, reported Apr 28, 2025: actual 0.59, estimate 0.55, surprise +7.27%, Beat. Q3 2025, reported Jul 28, 2025: actual 0.6, estimate 0.61, surprise -1.64%, Miss. Q4 2025, reported Oct 27, 2025: actual 0.63, estimate 0.63, surprise 0.00%, Met estimate. Q1 2026, reported Feb 2, 2026: actual 0.68, estimate 0.68, surprise 0.00%, Met estimate. Q2 2026, reported Apr 27, 2026: actual 0.63, estimate 0.61, surprise +3.28%, Beat. Q3 2026, reported Jul 27, 2026: actual 0.77, estimate 0.717, surprise +7.39%, Beat. Q4 2026, reported Oct 26, 2026: actual —, estimate 0.78, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates221.98M198.7M175.42M152.14MQ1 '25BeatQ2 '25BeatQ3 '25MissQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 3, 2025: actual 161.1M USD, estimate 160.68M USD, surprise +0.26%, Beat. Q2 2025, reported Apr 28, 2025: actual 166.66M USD, estimate 166.18M USD, surprise +0.29%, Beat. Q3 2025, reported Jul 28, 2025: actual 172.21M USD, estimate 175.67M USD, surprise -1.97%, Miss. Q4 2025, reported Oct 27, 2025: actual 178.51M USD, estimate 176M USD, surprise +1.43%, Beat. Q1 2026, reported Feb 2, 2026: actual 190.2M USD, estimate 188.21M USD, surprise +1.06%, Beat. Q2 2026, reported Apr 27, 2026: actual 180.19M USD, estimate 179.94M USD, surprise +0.14%, Beat. Q3 2026, reported Jul 27, 2026: actual 207.4M USD, estimate 199.3M USD, surprise +4.07%, Beat. Q4 2026, reported Oct 26, 2026: actual —, estimate 213.44M USD, surprise —, Comparison unavailable.

RMBS news

defenseworld.net

26,848 Shares in Rambus, Inc. $RMBS Purchased by Emerald Investment Advisers LLC

Emerald Investment Advisers LLC bought a new position in Rambus, Inc. (NASDAQ: RMBS) in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 26,848 shares of the…

Read source
defenseworld.net

BlackRock Inc. Purchases New Holdings in Rambus, Inc. $RMBS

BlackRock Inc. bought a new position in shares of Rambus, Inc. (NASDAQ: RMBS) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought…

Read source
247wallst.com

Rambus Stock Has Been on a Wild Ride. Here's What Happens Next

Our Rambus (NASDAQ:RMBS | RMBS Price Prediction) call is straightforward: the memory interface specialist has whipsawed hard in 2026, but the setup looks constructive.

Read source
defenseworld.net

Assenagon Asset Management S.A. Sells 15,635 Shares of Rambus, Inc. $RMBS

Assenagon Asset Management S.A. reduced its position in shares of Rambus, Inc. (NASDAQ: RMBS) by 32.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 31,896…

Read source
globenewswire.com

Orchid Island Capital Announces August 2026 Monthly Dividend and July 31, 2026 RMBS Portfolio Characteristics

VERO BEACH, Fla., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Orchid Island Capital, Inc. (the “Company”) (NYSE: ORC) announced today that the Board of Directors of the Company declared a monthly cash dividend for the month of…

Read source
benzinga.com

Terrible Jobs Report Sparks Rally In AI and Tech: 10 Stocks Leading Friday's Surge

Bad news was once again good news for Wall Street.

Read source

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ETFs holding RMBS

Funds reporting this stock among their holdings, ordered by reported position size.

iShares Core S&P Mid-Cap ETF logoiShares Core S&P Mid-Cap ETFIJH
Market value
376.32M
Weight
0.29%
AUM
125.92B USD
Expense ratio
0.05%
Price / 1D
$76.77+0.52%
Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
313.38M
Weight
0.01%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
iShares Semiconductor ETF logoiShares Semiconductor ETFSOXX
Market value
227.47M
Weight
0.54%
AUM
41.76B USD
Expense ratio
0.33%
Price / 1D
$520.05-0.44%
Vanguard Morningstar Small-Cap ETF logoVanguard Morningstar Small-Cap ETFVB
Market value
226.19M
Weight
0.12%
AUM
183.4B USD
Expense ratio
0.03%
Price / 1D
$304.76+0.64%
Vanguard Morningstar Small-Cap Growth ETF logoVanguard Morningstar Small-Cap Growth ETFVBK
Market value
131M
Weight
0.29%
AUM
43.8B USD
Expense ratio
0.05%
Price / 1D
$358.65+0.70%
Vanguard Information Technology ETF logoVanguard Information Technology ETFVGT
Market value
122.59M
Weight
0.08%
AUM
160.2B USD
Expense ratio
0.09%
Price / 1D
$118.42+0.05%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
113.4M
Weight
0.12%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%
Direxion Daily Semiconductor Bull 3X ETF logoDirexion Daily Semiconductor Bull 3X ETFSOXL
Market value
76.54M
Weight
0.38%
AUM
20.27B USD
Expense ratio
0.91%
Price / 1D
$120.6-1.32%

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