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    Rambus Inc (RMBS)

    Official site

    TECHNOLOGY • SEMICONDUCTORS • NASDAQ

    $92.87
    +0.76 (+0.83%)

    Market Cap: $10.65B

    Last updated: Oct 16, 2026 at 1:55 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    44%(17/39)
    Avg Surprise
    -47.47%
    Streak
    1 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$0.79
    Range$0.78 - $0.79
    6 analysts
    EPS Revisions
    4
    0
    7d
    3
    1
    30d
    EPS Estimate DriftChange to current
    90d ago$0.78+1.7%
    60d ago$0.78+1.1%
    30d ago$0.79-0.1%
    7d ago$0.79-0.0%
    Current$0.79
    Revenue Consensus
    $213M
    Range$213M - $215M
    7 analysts
    Period ending Dec 31, 2026
    EPS Consensus$0.90
    Range$0.86 - $0.94
    8 analysts
    Revenue Consensus
    $237M
    Range$230M - $252M
    8 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$0.90---
    Sep 26EST
    		-$0.79---
    Jun 26
    Reported Jul 27
    		$0.64$0.58+10.34%Beat+6.7%
    Mar 26
    Reported Apr 27
    		$0.63$0.64-1.56%Miss+6.8%
    Dec 25
    Reported Feb 2
    		$0.68$0.68+0.00%Beat+15.3%
    Sep 25
    Reported Oct 27
    		$0.58$0.63-7.94%Miss-12.1%
    Jun 25
    Reported Jul 28
    		$0.60$0.59+1.69%Beat+30.4%
    Mar 25
    Reported Apr 28
    		$0.59$0.57+3.51%Beat+51.3%
    Dec 24
    Reported Feb 3
    		$0.59$0.56+5.36%Beat+40.5%
    Sep 24
    Reported Oct 28
    		$0.66$0.51+29.41%Beat-29.0%
    Jun 24
    Reported Jul 29
    		$0.46$0.45+2.22%Beat-69.5%
    Mar 24
    Reported Apr 29
    		$0.39$0.44-11.36%Miss+1200.0%
    Dec 23
    Reported Feb 5
    		$0.42$0.45-6.67%Miss+180.0%
    Sep 23
    Reported Oct 30
    		$0.93$0.41+126.83%Beat+9200.0%
    Jun 23
    Reported Jul 31
    		$1.51$0.39+287.18%Beat+387.1%
    Mar 23
    Reported May 1
    		$0.03N/A-92.86%Miss+105.0%
    Dec 22
    Reported Feb 6
    		$0.15N/A-66.67%Miss+182.5%
    Sep 22
    Reported Oct 31
    		$0.01N/A-97.56%Miss-66.7%
    Jun 22
    Reported Aug 1
    		$0.31$0.40-22.50%Miss+210.0%
    Mar 22
    Reported May 2
    		$-0.60$0.37-262.16%Miss-2475.1%
    Dec 21
    Reported Feb 7
    		$0.05N/A-85.65%Miss+148.3%
    Sep 21
    Reported Nov 1
    		$0.03N/A-90.91%Miss+127.3%
    Jun 21
    Reported Aug 2
    		$0.10N/A-67.74%Miss+205.4%
    Mar 21
    Reported May 3
    		$-0.02N/A-108.32%Miss+67.0%
    Dec 20
    Reported Feb 1
    		$-0.11N/A-144.00%Miss-28.1%
    Sep 20
    Reported Nov 2
    		$-0.11N/A-140.74%Miss+31.3%
    Jun 20
    Reported Aug 3
    		$-0.09N/A-137.96%Miss+71.2%
    Mar 20
    Reported May 4
    		$-0.07N/A-130.74%Miss+70.5%
    Dec 19
    Reported Jan 27
    		$-0.09N/A-134.36%Miss-361.8%
    Sep 19
    Reported Nov 4
    		$-0.16$0.23-169.57%Miss-172.7%
    Jun 19
    Reported Jul 29
    		$-0.33$0.20-265.00%Miss-257.1%
    Mar 19
    Reported Apr 22
    		$-0.24$0.23-204.35%Miss-214.3%
    Dec 18
    Reported Jan 28
    		$-0.02N/A-107.15%Miss-109.8%
    Sep 18
    Reported Oct 29
    		$0.22$0.22+0.00%Beat+15.8%
    Jun 18
    Reported Jul 30
    		$0.21$0.20+5.00%Beat+50.0%
    Mar 18
    Reported May 7
    		$0.21$0.21+0.00%Beat+23.5%
    Dec 17
    Reported Jan 29
    		$0.19$0.19+0.00%Beat+18.8%
    Sep 17
    Reported Oct 23
    		$0.19$0.17+11.76%Beat-
    Jun 17
    Reported Jul 24
    		$0.14$0.13+7.69%Beat-
    Mar 17
    Reported Apr 24
    		$0.17$0.15+13.33%Beat-
    Dec 16
    Reported Jan 30
    		$0.16$0.16+0.00%Beat-

    Key Metrics

    Valuation
    P/E Ratio36.71EV/EBITDA29.32x
    Price/FCF33.62xFCF Yield2.97%
    Profitability
    Profit Margin31.70%Operating Margin36.70%
    ROE17.80%ROICN/A
    Financial Health
    Debt/Equity0.00xInterest Coverage247.54x
    Current Ratio9.75xQuick Ratio9.08x
    Trading Statistics
    Beta1.85Avg Volume2.43M
    52-Week High$174.1052-Week Low$77.89

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$104.80
    SMA 20$103.51
    SMA 50$95.57
    SMA 200$108.34
    EMA 10$100.78
    EMA 20$100.73
    EMA 50$99.86
    EMA 200$102.74

    MACD

    Line: 1.09Signal: 3.13Hist: -2.04

    ADX

    ADX: 25.7+DI: 18.8-DI: 34.3

    Aroon & PSAR

    Aroon Up72.0
    Aroon Down8.0
    PSAR$112.61

    Bollinger Bands

    Upper Band$117.59
    Lower Band$89.44
    %B Position2719%(Upper)
    Band Width0.12

    RSI (14-Day)

    Neutral
    41.0

    Momentum Oscillators

    Stoch %K11.6
    Stoch %D15.9
    Williams %R-78.4
    ROC (10d)-13.4%
    Momentum-14.42
    CCI (20d)-148.5
    MFI (14d)36.2

    Volatility Measures

    ATR (14d)$5.48(5.9%)
    StdDev (20d)7.04
    Hist Vol67.3%(High)

    Volume Flow

    VWAP$91.01
    OBV7.4M
    AD Line10.0M
    CMF (20d)0.334

    Volume Metrics

    Avg Vol (20d)2.5M
    Vol Ratio0.7x
    VWMA (20d)$99.94

    Pivot Points

    R3$100.15
    R2$98.46
    R1$95.28
    Pivot Point$93.59
    S1$90.41
    S2$88.72
    S3$85.55

    Advanced Oscillators

    TSI6.01
    Ultimate Osc44.9
    KST167.43

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$207.38M$180.19M$190.24M$178.51M$172.21M$166.66M$161.10M$145.51M$132.14M$117.87M$122.22M$105.30M
    Cost of Revenue$41.97M$36.53M$40.21M$36.59M$34.77M$32.84M$31.52M$28.10M$26.83M$23.66M$24.12M$24.03M
    Gross Profit$165.41M$143.66M$150.03M$141.92M$137.44M$133.82M$129.59M$117.41M$105.31M$94.21M$98.11M$81.27M
    Operating Expenses$92.68M$81.90M$79.21M$78.67M$74.45M$70.68M$71.73M$62.72M$64.98M$64.08M$62.98M$-23,605,000
    R&D$51.10M$50.23M$49.25M$49.51M$46.33M$42.62M$43.70M$41.30M$40.52M$37.36M$35.98M$37.37M
    SG&A$38.26M$31.67M$29.96M$29.16M$28.11M$28.06M$28.00M$25.87M$24.40M$25.83M$25.66M$25.33M
    Operating Income$72.73M$61.76M$70.83M$63.26M$62.99M$63.14M$57.86M$54.70M$40.32M$30.13M$35.13M$104.87M
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$302,000$279,000$320,000$294,000$382,000$377,000$352,000$327,000$371,000$366,000$377,000$356,000
    Income Before Tax$79.49M$68.63M$77.21M$69.29M$67.84M$67.62M$62.30M$59.03M$44.35M$34.35M$62.89M$107.23M
    Income Tax Expense$11.88M$8.77M$13.37M$20.91M$9.90M$7.32M$103,000$10.37M$8.29M$1.45M$4.35M$4.03M
    Net Income$67.61M$59.86M$63.84M$48.38M$57.94M$60.30M$62.20M$48.66M$36.06M$32.90M$58.55M$103.20M
    EBITDA$91.18M$80.19M$88.70M$80.36M$78.42M$77.83M$72.97M$70.01M$55.48M$45.69M$49.67M$119.12M
    EBIT$79.79M$68.91M$77.53M$69.58M$68.22M$68.00M$62.66M$59.36M$44.72M$34.72M$39.35M$107.59M
    * Some calculated fields are derived from available data when not provided by source

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    News

    Is Rambus (RMBS) Quietly Redefining Its AI Infrastructure Role With This New LPDDR6 PMIC?

    Rambus Inc. has launched an LPDDR6 Power Management IC (PMIC) for high-performance server memory modules, signaling an expansion of its role in AI infrastructure. This new PMIC extends Rambus's LPDDR-based server memory...

    Yahoo Finance•10/15/26•Somewhat-Bullish

    Rambus (RMBS) Puts AI Memory Narrative In Focus Following LPDDR6 PMIC Launch

    Rambus (RMBS) has launched a new LPDDR6 PMIC for server memory aimed at AI infrastructure, putting its power management work in focus. Despite recent stock volatility...

    Simply Wall Street•10/15/26•Neutral

    (RMBS) Movement as an Input in Quant Signal Sets

    This article provides an in-depth analysis of Rambus Inc. (NASDAQ: RMBS) based on AI-generated quant signals. It highlights a weak near-term sentiment but an exceptional risk-reward setup targeting a significant gain....

    Stock Traders Daily•10/15/26•Neutral

    Prediction: Rambus Could Benefit Every Time AI Gets Faster

    Rambus (RMBS) is predicted to benefit significantly from the increasing demand for faster memory and tighter chip interconnects in AI systems...

    24/7 Wall St.•10/14/26•Bullish

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

    Rambus Inc. has unveiled a new Power Management IC (PMIC) specifically designed for LPDDR6 Small Outline Compression Attached Memory Modules (SOCAMM2)...

    TechPowerUp•10/14/26•Neutral

    RMBS Valuation and Fair Value

    P/E
    36.7x
    Forward P/E
    24.1x
    EV/EBITDA
    29.3x
    P/FCF
    33.6x
    PEG
    3.8x
    P/B
    6.9x
    See GNG's fair value

    RMBS Profitability: Margins, ROIC and FCF

    Gross margin
    79.5%
    Operating margin
    36.7%
    Net margin
    31.7%
    ROE
    17.8%
    FCF margin
    39.6%
    FCF yield
    3.0%

    RMBS Competitors

    CompanyTicker
    Aurora Innovation IncAUR
    Bentley Systems IncBSY
    Paycom Software, Inc.PAYC
    Nova LtdNVMI
    TTM Technologies IncTTMI
    Sanmina CorporationSANM
    Jack Henry & Associates IncJKHY
    Littelfuse IncLFUS

    Sector: Technology

    RMBS Analyst Ratings

    Consensus
    Buy
    Analysts
    8
    Strong Buy
    0
    Buy
    6
    Hold
    2
    Sell
    0
    Strong Sell
    0

    RMBS Bull Case vs Bear Case

    Bull case

    • RMBS converts 39.6% of revenue into free cash flow.
    • RMBS has a 31.7% net profit margin.
    • RMBS grew quarterly revenue 20.4% year over year.

    RMBS Earnings: Beat Rate and Next Report

    Beat rate
    5 of 8 quarters (62.5%)
    Average surprise
    5.1%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $0.79
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    3 up, 1 down

    Frequently Asked Questions About RMBS

    Does RMBS pay dividends?

    Rambus Inc (RMBS) does not currently pay a regular dividend.

    What is RMBS's P/E ratio?

    Rambus Inc has a price-to-earnings (P/E) ratio of 36.71.

    What is RMBS's market cap?

    Rambus Inc (RMBS) has a market capitalization of $10.65B with a current stock price of $92.87.

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