Rambus, Inc.
RMBS
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Rambus, Inc. is well-positioned in the semiconductor industry, leveraging its strong profit margins and revenue growth to compete effectively against rivals.
- In Q2 2026, Rambus reported a revenue increase of 15% compared to the previous quarter, reaching $207 million.
- The company's gross margin improved to 79.8%, up from 79.7% in the prior quarter.
- Rambus faces challenges with a high trailing P/E ratio of 52.33, indicating potential overvaluation compared to industry peers.
- The company's debt-to-equity ratio stands at 1.487, suggesting a reliance on debt financing that could pose risks in a rising interest rate environment.
- Rambus's operating margin decreased to 36.7% in Q2 2026 from 37.2% in Q4 2025, indicating potential pressure on profitability.
Fundamentals
| Market cap | $11.76B | Enterprise value | $10.96B | Trailing P/E | 49.76 | Forward P/E | 28.75 |
| PEG | 3.80 | Price / book | 8.02 | Beta | 1.85 | Dividend yield | 0.00% |
| Revenue growth | 20.4% | Earnings growth | 15.1% | Gross margin | 80.4% | Operating margin | 36.7% |
| Profit margin | 31.7% | ROE | 17.8% | ROA | 11.0% | Debt / equity | 0.01 |
| Current ratio | 9.75 | Free cash flow | $202.30M | Analyst recommendation | strong_buy | Mean target | $141.57 |
| 52w high | $174.10 | 52w low | $77.89 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $207M | $180M | $190M | $179M | $172M | — |
| Op margin | 36.7% | 34.3% | 37.2% | 35.4% | 36.6% | — |
| Net income | $67.6M | $59.9M | $63.8M | $48.4M | $57.9M | — |
| Gross margin | 79.8% | 79.7% | 78.9% | 79.5% | 79.8% | — |
| Gross profit | $165M | $144M | $150M | $142M | $137M | — |
| Operating income | $76.0M | $61.7M | $70.8M | $63.3M | $63.0M | — |
- Revenue +15% vs prior quarter ($207M vs $180M).
- Gross margin 79.8% (was 79.7% prior quarter).
- Operating margin expanded to 36.7%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $708M | $557M | $461M | $455M | — |
| Op margin | 36.8% | 32.2% | 19.8% | 17.6% | — |
| Net income | $230M | $180M | $334M | -$14.3M | — |
| Gross margin | 79.6% | 80.2% | 77.6% | 76.3% | — |
| Gross profit | $563M | $447M | $358M | $347M | — |
| Operating income | $260M | $179M | $91.5M | $80.1M | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-05 · Rambus to Announce Third Quarter Fiscal Year 2026 Results
2026-10-05 · Rambus Insider Sold Shares Worth $555,000, According to a Recent SEC Filing
2026-10-05 · Is Rambus (RMBS) a Good AI Stock to Buy Now?
2026-10-03 · 3 Tech Hardware Stocks Built For Higher Rates And AI Infrastructure
2026-10-01 · AI Agents Could Drive a 14x Jump in CPU Spending. Rambus May Be the Biggest Hidden Winner.
2026-09-30 · Prediction: Rambus Could Be a Quiet Winner From Exploding AI Demand
2026-09-28 · Do Options Traders Know Something About Rambus Stock We Don't?
2026-09-22 · This Under-the-Radar Chip Company Could Have a Much Bigger Future
2026-09-21 · Chip Stocks Rise As Four New Names Join SOX Index. AMD Breaks Out.
2026-09-20 · 3 AI Infrastructure Stocks Riding The White House Push Into Data Centers
2026-09-18 · The Bull Case For Rambus (RMBS) Could Change Following Caliptra-Ready Root of Trust Launch - Learn Why
2026-09-18 · Rambus (RMBS) Stock Looks Rich Based On Current Earnings
Price (daily)
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