Rambus Inc
$ 89.58
8.18%
30 Jul - close price
- Market Cap 8,954,822,000 USD
- Current Price $ 89.58
- High / Low $ 90.76 / 85.98
- Stock P/E 37.99
- Book Value 12.88
- EPS 2.18
- Next Earning Report -
- Dividend Per Share N/A
- Dividend Yield 0 %
- Next Dividend Date -
- ROA 0.11 %
- ROE 0.18 %
- 52 Week High 174.10
- 52 Week Low 67.15
About
Rambus Inc. offers semiconductor products in the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, Asia, and internationally. The company is headquartered in San Jose, California.
Analyst Target Price
$147.50
Quarterly Earnings
| Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 | Dec 2023 | Sep 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Reported Date | 2026-07-27 | 2026-04-27 | 2026-02-02 | 2025-10-27 | 2025-07-28 | 2025-04-28 | 2025-02-03 | 2024-10-28 | 2024-07-29 | 2024-04-29 | 2024-02-05 | 2023-10-30 |
| Reported EPS | 0.64 | 0.63 | 0.68 | 0.58 | 0.6 | 0.59 | 0.59 | 0.66 | 0.46 | 0.39 | 0.42 | 0.93 |
| Estimated EPS | 0.58 | 0.64 | 0.68 | 0.63 | 0.59 | 0.57 | 0.56 | 0.51 | 0.45 | 0.44 | 0.45 | 0.41 |
| Surprise | 0.06 | -0.01 | 0 | -0.05 | 0.01 | 0.02 | 0.03 | 0.15 | 0.01 | -0.05 | -0.03 | 0.52 |
| Surprise Percentage | 10.3448% | -1.5625% | 0% | -7.9365% | 1.6949% | 3.5088% | 5.3571% | 29.4118% | 2.2222% | -11.3636% | -6.6667% | 126.8293% |
Next Quarterly Earnings
| Reported Date |
| Fiscal Date Ending |
| Estimated EPS |
| Currency |
Next Dividend Records
| Dividend per share (year): | - |
| Dividend Yield | - |
| Next Dividend Date | - |
| Ex-Dividend Date | - |
Recent News: RMBS
2026-07-30 17:39:16
Rambus (RMBS) shares recently crashed 33% despite beating Q2 estimates, leading to a "buy" recommendation with a target price of $116.28 for year-end 2026, implying a 40.42% upside. The company's forward P/E of 24 is significantly lower than competitors like Marvell and Credo, despite a 20% revenue growth, and it is well-positioned to capitalize on AI-driven trends in the server unit market. However, increased inventory and potential multiple compression pose risks to the outlook.
2026-07-30 12:39:16
Rambus (RMBS) reported record second-quarter 2026 results with $207.39 million in revenue and $67.61 million in net income, alongside completing a multi-year share repurchase program. The company also provided optimistic third-quarter guidance, expecting further revenue gains driven by DDR5 and AI data center demand. This performance reinforces Rambus's investment case around AI-driven memory, though risks related to market competition and silicon supply chain remain.
2026-07-30 12:14:04
Rambus (RMBS) reported strong Q2 2026 results with US$207.39 million in revenue and US$67.61 million net income, alongside completing a US$466.93 million share repurchase program. The company also issued confident Q3 guidance, driven by demand for DDR5 memory solutions and AI data center infrastructure. These results reinforce the investment case around AI-driven memory demand, though the company remains tied to fast-moving memory standards.
2026-07-29 19:05:57
BlackRock, Inc. has reported a beneficial ownership of 13,203,935 shares of Rambus Inc. common stock, which represents a 12.2% stake in the company. The filing also indicates that BlackRock holds sole voting power over 12,911,062 shares and sole dispositive power over all 13,203,935 shares, with no single underlying person holding more than five percent of Rambus's outstanding common stock. This SCHEDULE 13G/A filing emphasizes BlackRock's significant institutional position in Rambus.
2026-07-29 03:39:16
Rambus, Inc. (RMBS) employs approximately 810 people worldwide as of March 2026, representing a 2.8% growth since 2023. The company is actively hiring, with 95 job postings in 2026, though this is a 28.1% decline from the previous year, indicating a cooling in hiring velocity. Headquartered in San Jose, California, Rambus's workforce is concentrated in the United States, India, and the Netherlands, with an average salary of $108,225.
2026-07-29 00:10:38
Rambus Inc (RMBS) stock recently dropped 8.9%, bringing its price to $87.78, which is 7.4% below its GF Value™ estimate, suggesting it is undervalued. Despite strong fundamentals indicated by a GF Score™ of 91/100, notably high in growth, insider activity shows $11.3 million in share sales without any buying. This mixed sentiment from insiders and gurus, alongside a P/E ratio above its historical median, suggests investors should conduct thorough research despite the undervaluation.
