Rambus is capitalizing on the accelerating adoption of DDR5 memory interfaces, with revenue growing 20.4% year-over-year to $207.4M in 2026Q2, the fastest pace in the series. The company's asset-light model and mix shift toward high-margin IP and royalties hav...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue surged 20.4% year-over-year to $207.4M in 2026Q2, with gross margin expanding to 79.8% from 73.2% in 2024Q1, reflecting a favorable mix shift toward high-margin IP and royalties.
Rambus reported record annual product revenue of $347.8M for 2025, up 41% YoY, alongside record annual cash from operations of $360.0M.
The business is showing real operating momentum with Q4 2025 revenue of $190.2M and product revenue of $96.8M.
Fundamental analysis suggests advanced compute systems need more than raw processing power, positioning Rambus favorably.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 27, 2026 | $0.77+7.4% vs $0.72 | $207M+4.1% vs $199M |
Q2 2026 Apr 27, 2026 | $0.63+3.3% vs $0.61 | $180M+0.1% vs $180M |
Q1 2026 Feb 2, 2026 | $0.68+0.0% vs $0.68 | $190M+1.1% vs $188M |
Q4 2025 Oct 27, 2025 | $0.63+0.0% vs $0.63 | $179M+1.4% vs $176M |
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.
The Nasdaq 100 carved out a fresh intraday record by midday Tuesday as the artificial intelligence trade powered ahead.
On September 21, 2026, Rambus Inc (RMBS) shares rose 10.6%, bringing the current price to $96.96. The stock is trading within a 52-week range of $77.89 to $174.
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.
Benchmark RMBS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Rambus Inc. (RMBS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $103.47 | $11.22B | 49.04 | 27.13% | 32.57% | 18.55% | — | |
| $79.72 | $18.71B | 25.31 | 6.63% | 13.16% | 12.55% | — | |
| $77.18 | $3.28B | 105.73 | 2.73% | 2.58% | 1.3% | — | |
| $33.62 | $936.63M | -76.41 | 2.49% | -9.48% | -3.42% | — | |
| $221.25 | $7.3B | -111.74 | 34.29% | -4.57% | -3.59% | — | |
| $608.91 | $16.07B | -354.02 | 61.16% | 3.01% | 1.27% | — |
Rambus Inc. (RMBS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Rambus Inc. (RMBS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 27, 2026·SEC
Apr 29, 2026·SEC
Apr 27, 2026·SEC
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Rambus Inc. (RMBS) stock FAQ — growth, dividends, profitability & financials explained
Rambus Inc. (RMBS) reported $756.3M in revenue for fiscal year 2025. This represents a 6593% increase from $11.3M in 1996.
Rambus Inc. (RMBS) grew revenue by 27.1% over the past year. This is strong growth.
Yes, Rambus Inc. (RMBS) is profitable, generating $239.7M in net income for fiscal year 2025 (32.6% net margin).
Rambus Inc. (RMBS) has a return on equity (ROE) of 18.5%. This is reasonable for most industries.
Rambus Inc. (RMBS) generated $299.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
