Rambus, Inc.

Rambus, Inc.

74.53
USD
+4.85
(+6.96%)
2.43EPS
43.35P/E
11.43BMarket Cap
Feb 08Next Earn
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
2.42
2.59
2.58
3.06
3.57
2.13
2.05
2.17
2.97
4.15
4.26
5.18
6.58
7.37
Basic EPS, GAAP
-0.3
0.23
1.84
0.06
-0.21
-1.46
-0.77
-0.36
0.17
-0.13
3.09
1.67
2.14
2.46
Free Cash Flow per Basic Share
0.37
0.61
0.62
0.79
0.98
0.69
1.1
1.38
1.77
1.92
1.59
1.86
3.1
2.9
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Book Value per Share
3
3.4
4.82
4.98
5.21
9.28
8.7
8.17
7.89
7.24
9.63
10.49
12.66
13.24
Tangible Book Value per Share
0.94
1.61
3.16
1.94
2.46
6.83
6.57
6.2
4.81
4.06
6.7
7.65
9.9
10.51
Basic Weighted Avg Shares
112
114
115
110
110
108
111
113
111
109
108
107
108
108
Sales/Revenue/Turnover
272
297
296
337
393
231
228
246
328
455
461
557
708
796
Operating Margin (%)
16.15
23.54
23.38
13.23
13.71
-36.63
-36.85
-16.96
9.12
17.6
19.84
32.16
36.77
36.73
Depreciation Expense
44
40
37
50
55
40
41
48
44
47
48
43
42
45
Net Income, GAAP
-34
26
211
7
-23
-158
-86
-40
18
-14
334
180
230
266
Effective Tax Rate (%)
- -
47.86
- -
69.87
155.78
- -
- -
- -
21.27
- -
- -
10.11
18.27
15.83
Profit Margin (%)
-12.43
8.84
71.35
2.03
-5.82
-68.32
-37.77
-16.43
5.58
-3.15
72.41
32.31
32.57
33.4
Working Capital
186
280
287
165
239
458
578
614
417
401
542
608
868
939
LT Debt
149
154
158
164
173
178
189
190
29
29
26
25
19
15
Total Equity
340
392
527
553
572
1,012
975
913
862
779
1,038
1,121
1,364
1,418
Return on Invested Capital (%)
- -
6.55
- -
1.45
-3.94
- -
- -
- -
1.73
- -
- -
14.78
16.74
17.67
Return on Capital (%)
- -
6.53
- -
1.52
-3.96
- -
- -
- -
2.47
- -
- -
16.32
18.23
19.39
Return on Common Equity (%)
-10.2
7.16
46.05
1.26
-4.07
-19.95
-8.65
-4.29
2.07
-1.74
36.75
16.66
18.55
19.65

Capital Structure

USD

•

in mil. unless spec.
Mar'26
Jun'26
Sep'26
ST Debt
6
6
6
LT Borrowings
- -
- -
- -
LT Finance Leases
17
16
15
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
108
108
107
Market Capitalization
9,303
14,397
11,434

Working Capital

USD

•

in mil. unless spec.
Mar'26
Jun'26
Sep'26
Total Current Assets
1,000
1,087
1,051
Cash, Cash Equivalents & STI
786
825
777
Accounts Receivable, Net
109
144
142
Inventories
58
75
87
Total Current Liabilities
102
111
112
Payables & Accruals
52
59
44
ST Debt
6
6
6
Deferred Revenue
24
21
32

Growth Rates

USD

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
12.32%
9.55%
21.75%
Free Cash Flow
20.37%
19.52%
66.67%
Net Income, GAAP
-281.43%
-554.94%
28.16%
Sales/Revenue/Turnover
11.69%
24.21%
27.13%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

USD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
118
132
146
161
557
2025
167
172
179
190
708
2026
180
207
218
- -
- -

Quarterly Earnings Per Share

USD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.3
0.33
0.45
0.58
1.67
2025
0.56
0.54
0.45
0.59
2.14
2026
0.55
0.62
0.69
- -
- -

Quarterly Dividends Per Share

USD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -

Company Description

CEO
Luc Seraphin
Full Time Employees
791
Sector
Electronic technology
Industry
Semiconductors
Address
4453 North First Street San Jose CA United States 95134
IPO Date
May 14, 1997
Website
rambus.com
Business
Rambus Inc. (Nasdaq: RMBS) designs, develops, and licenses chip and silicon IP solutions that enhance security, performance, and efficiency for data-intensive systems worldwide. The company offers a broad portfolio of products and services, including high-speed interface IP such as DDR memory controllers, HBM controllers, PCIe controllers, and SerDes PHYs; security IP encompassing root of trust, cryptographic cores, and interface security protocols; architecture consulting services for custom silicon design; and hardware products like the Rambus Sentinel smart card reader and DP WorldLink secure data processing platform. Rambus serves semiconductor companies, hyperscalers, and data center operators across multiple industries including AI, cloud computing, and edge computing, with primary operations in North America, Europe, and Asia. Founded in 1990 and headquartered in San Jose, California, the company maintains subsidiaries such as Rambus International and focuses on markets demanding advanced memory and security technologies. In recent developments, Rambus has expanded its offerings through strategic partnerships with leading foundries for 2nm process technologies and launched new AI-optimized security solutions amid growing demand for data protection in high-performance computing.

Company News

  • This Little-Known Semiconductor Stock Has a Big AI Connection

  • Rambus Q3 Earnings Call Highlights AI Demand and Supply Pressures

  • RMBS Q3 Earnings Beat on Record Product Revenues, AI Demand

  • Rambus: 3 Key Takeaways for Long-Term Investors

  • Rambus Q3 Review: No Rush To Get In On The Action

  • Rambus Inc. (RMBS) Q3 2026 Earnings Call Transcript

  • Rambus Q3 Earnings Call Highlights

  • Rambus (RMBS) Beats Q3 Earnings and Revenue Estimates

  • Rambus Reports Third Quarter 2026 Financial Results

  • Top Wall Street Forecasters Revamp Rambus Expectations Ahead Of Q3 Earnings

  • Rambus and ChipAgents Collaborate to Accelerate Chip Design with Agentic AI

  • Rambus Could Be an Overlooked Winner in the AI Memory Boom

  • Rambus, Inc. $RMBS Holdings Trimmed by CWA Asset Management Group LLC

  • Rambus Inc (RMBS) Stock Down 6.0% -- Now Undervalued? GF Score: 90/100

  • Orchid Island Capital Announces October 2026 Monthly Dividend, Estimated Third Quarter Results and September 30, 2026 RMBS Portfolio Characteristics

  • Prediction: Rambus Could Benefit Every Time AI Gets Faster

  • 36,053 Shares of Rambus, Inc. $RMBS Bought by NorthCrest Asset Manangement LLC

  • Rambus Advances Power-Efficient AI Infrastructure with Industry-Leading PMIC Designed for LPDDR6 SOCAMM2

  • Analyzing ACM Research (NASDAQ:ACMR) & Rambus (NASDAQ:RMBS)

  • Jim Cramer Doesn't Like This Health Care Stock, Sees No Reason To Buy Rambus