RMBS

Rambus Inc. (RMBS) | Rumor.io

Rambus

RMBS

Attention (50-day avg)0%

Attention rank (50-day avg)#810

Bullish sentiment (50-day avg)87%

Price to earnings ratio46.9

Market capitalization11.1B

Earnings per share2.18

Dividend yield (TTM)—

Revenue (annual)707.6M

Net income (annual)230.5M

Social

What share of all stock conversation is about RMBS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.03	0.01% +0.01	0% +0	0.01% +0

Sep 22

$RMBS has seen a strong price movement, increasing from $80 to $97.78 in five days, with some analysts wondering if this is a market noise or a real shift in the semiconductor sector.
Rambus Inc.'s ($RMBS) strong performance has led some to consider it an "underbelly gem" and a potential long-term investment opportunity.
The company's ability to dominate its niche sector and maintain a wide moat has been cited as a reason for its success, with some analysts expressing confidence in its future prospects.

Generated by AI

Sentiment

Of the messages about RMBS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	75% -25	95.29% +34.47	88.68% +3.8	78.62% -16.5
Bearish	25% new	4.71% -34.47	11.32% -3.8	21.38% +16.5

Bullish· Jul 27

Rambus Inc. (RMBS) reported a record-breaking quarter, with total revenue hitting $207.4M (+20% YoY) and product sales surging to $99.2M (+22% YoY).
The company's AI-driven product and IP expansion is a key driver of its growth, with royalties reaching $84.2M and non-GAAP EPS coming in at $0.77.
Rambus is well-positioned to capitalize on the strong secular trends driven by the rapid expansion of AI inference and agentic workloads, supporting its continued product momentum and long-term profitable growth.

Bearish· Apr 29

Rambus Inc. (RMBS) reported a revenue miss, with its chip business growing 15% YoY but its royalty engine declining 6%, leading to a flat operating income.
The company's revenue miss has led to a significant price drop, with RMBS gapping down 17.6% pre-market.
The decline in RMBS's royalty business is raising concerns over AI hardware demand, which could have a negative impact on the company's future performance.

Generated by AI

Topics

Of the messages about RMBS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	38.46%	47.71%	35.4%	9.71%
Technical Analysis	30.77%	38.57%	21.74%	6.21%
Macro	30.77%	13.14%	18.63%	41.64%
Analysts	0%	0.57%	13.98%	38.12%
Earnings	0%	0%	10.25%	4.13%
Controversies	0%	0%	0%	0.19%

Earnings· Apr 27

Rambus Inc. (RMBS) reported Q1 2026 earnings with revenue of $180.2M, a 8.12% YoY increase, and adjusted EPS of $0.63, a penny miss from estimates.
The company attributed the growth to the demand for AI inference and agentic workloads in the data center, driving demand for higher memory bandwidth, efficient data movement, and scalable connectivity.
For Q2 2026, Rambus expects licensing billings between $76M and $82M, product revenue between $95M and $101M, and royalty revenue between $72M and $78M.

Analysts· Apr 28

Evercore ISI raises Rambus' price target to $172, citing AI-driven memory and CPU tailwinds accelerating revenue growth.
Multiple analysts, including Jefferies and Rosenblatt, raise their price targets for Rambus, citing solid Q1 results and healthy demand, with Jefferies maintaining a Buy rating.
Baird downgrades Rambus to Neutral from Outperform, citing a near-term limiter in supply tightness, but maintains a $120 price target, representing potential downside.

Announcements· Oct 28

Rambus Inc. ($RMBS) reported Q3 2025 GAAP revenue of $178.5 million, exceeding expectations, with a diluted net income per share of $0.44.
The company delivered $93.3 M product revenue, up sharply year-over-year, leveraging DDR5 chip leadership and growth into data-centre/AI workloads.
Rambus projects over 40% full-year product revenue growth driven by DDR5 and new products momentum, supported by strong demand in data-centre and AI-infrastructure markets.

Generated by AI

Community

Of the messages about RMBS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	37.21%	68.48%	62.05%	39.02%
Newcomers	62.79%	31.52%	37.95%	60.98%

Regulars· Jul 27

Rambus reported a record-breaking Q2 2026 with revenue of $207.4M, a 20% YoY growth, and product revenue of $99.2M, a new all-time high.
The company's Q3 guidance includes revenue of $210M-$216M and adjusted EPS of $0.75-$0.82, with product revenue expected to be $110M-$116M.
Rambus's Q2 2026 earnings beat market expectations, with GAAP EPS of $0.61 and non-GAAP EPS of $0.77, and the company's president and CEO noted that the quarter was fueled by record product revenue and high-performance chip and IP solutions.

Newcomers· Jul 28

Rambus Inc. reports record Q2 revenue of $207.4 million, beating high end of guidance due to strong AI infrastructure demand.
The company's revenue jumped 20% YoY, with EPS up 24.19% and operating margin slipping to 35% from 37%.
Rambus's product revenue tracks DDR5 server-DIMM shipments, and the company's next Q revenue guide is $210M-$216M, indicating continued growth.

Generated by AI

Rambus (NASDAQ:RMBS) has outperformed the market over the past 10 years by 9.89% on an annualized basis producing an average annual return of 23.45%. Currently, Rambus has a market capitalization of $11.12 billion.

1d agoBenzinga

Do Options Traders Know Something About Rambus Stock We Don't?

Investors need to pay close attention to RMBS stock based on the movements in the options market lately.

1d agoYahoo Finance

Rambus director Charles Kissner sells $525,000 in company stock

5d agoInvesting.com

Rambus Is Chart of the Week as AI Memory Stocks Catch a Bid

5d agoBarron's

The Bull Case For Rambus (RMBS) Could Change Following Caliptra-Ready Root of Trust Launch - Learn Why

Earlier in September 2026, Rambus announced its CryptoManager Root of Trust supporting the open-source Caliptra specification, aiming to provide production-ready, hardware-level security for mission-critical data center and AI SoCs. This move positions Rambus more deeply in security and infrastructure IP, extending its role beyond memory interfaces into foundational protection for next-generation AI and data center chips. Next, we’ll examine how Rambus’s Caliptra-ready CryptoManager Root of...

11d agoYahoo Finance

Rambus (RMBS) Stock Looks Rich Based On Current Earnings

Rambus has seen a sharp reset in sentiment over the past year, even after a very strong multi year run. This puts fresh focus on whether the current share price lines up with what its earnings can justify. With the stock closing at US$85.87, the key issue is how that market price stacks up against the profits the business is generating today. Over the past 5 years Rambus has delivered a total return of 273.7%, which makes the question of what investors are now paying for each dollar of...

12d agoYahoo Finance

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1	Amkor Technology IncAMKR	0.01%0
2	InterDigital Inc.IDCC	0%new
3	Lattice Semiconductor CorporationLSCC	0%0
4	Axcelis Technologies Inc.ACLS	0%0
5	Silicon Laboratories Inc.SLAB	0%new
6	Acacia Research CorporationACTG	0%new
7	Sanmina CorporationSANM	0%0
8	Cadence Design Systems IncCDNS	0.01%+0.01
9	Semtech CorporationSMTC	0.01%-0.14
10	OPOF - Old Point Financial Corporation	——

Rambus Inc.

Technology
Semiconductors

Rambus Inc. is a semiconductor company that provides memory interface chips, silicon IP, and security IP for data-intensive computing systems. Rambus focuses on enabling faster data movement and stronger protection across modern digital infrastructure, including data centers, artificial intelligence platforms, cloud environments, and enterprise hardware. Its product portfolio includes DDR5 memory interface solutions, interface IP for high-speed chip-to-chip connectivity, and security technologies such as hardware roots of trust and cryptographic building blocks. The company also licenses patent portfolios tied to memory architecture, interconnect technology, and security design. Rambus serves memory module makers, chip designers, OEMs, hyperscalers, and other technology customers that need high-performance connectivity and security in advanced systems. Headquartered in San Jose, California, Rambus plays a specialized role in the semiconductor market by combining chip products with intellectual property solutions for performance-critical applications.

Website

Location

4453 North First Street

San Jose, CA, 95134

United States

Social

What share of all stock conversation is about RMBS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.03	0.01% +0.01	0% +0	0.01% +0

Sep 22

$RMBS has seen a strong price movement, increasing from $80 to $97.78 in five days, with some analysts wondering if this is a market noise or a real shift in the semiconductor sector.
Rambus Inc.'s ($RMBS) strong performance has led some to consider it an "underbelly gem" and a potential long-term investment opportunity.
The company's ability to dominate its niche sector and maintain a wide moat has been cited as a reason for its success, with some analysts expressing confidence in its future prospects.

Generated by AI

Sentiment

Of the messages about RMBS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	75% -25	95.29% +34.47	88.68% +3.8	78.62% -16.5
Bearish	25% new	4.71% -34.47	11.32% -3.8	21.38% +16.5

Bullish· Jul 27

Rambus Inc. (RMBS) reported a record-breaking quarter, with total revenue hitting $207.4M (+20% YoY) and product sales surging to $99.2M (+22% YoY).
The company's AI-driven product and IP expansion is a key driver of its growth, with royalties reaching $84.2M and non-GAAP EPS coming in at $0.77.
Rambus is well-positioned to capitalize on the strong secular trends driven by the rapid expansion of AI inference and agentic workloads, supporting its continued product momentum and long-term profitable growth.

Bearish· Apr 29

Rambus Inc. (RMBS) reported a revenue miss, with its chip business growing 15% YoY but its royalty engine declining 6%, leading to a flat operating income.
The company's revenue miss has led to a significant price drop, with RMBS gapping down 17.6% pre-market.
The decline in RMBS's royalty business is raising concerns over AI hardware demand, which could have a negative impact on the company's future performance.

Generated by AI

Topics

Of the messages about RMBS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	38.46%	47.71%	35.4%	9.71%
Technical Analysis	30.77%	38.57%	21.74%	6.21%
Macro	30.77%	13.14%	18.63%	41.64%
Analysts	0%	0.57%	13.98%	38.12%
Earnings	0%	0%	10.25%	4.13%
Controversies	0%	0%	0%	0.19%

Earnings· Apr 27

Rambus Inc. (RMBS) reported Q1 2026 earnings with revenue of $180.2M, a 8.12% YoY increase, and adjusted EPS of $0.63, a penny miss from estimates.
The company attributed the growth to the demand for AI inference and agentic workloads in the data center, driving demand for higher memory bandwidth, efficient data movement, and scalable connectivity.
For Q2 2026, Rambus expects licensing billings between $76M and $82M, product revenue between $95M and $101M, and royalty revenue between $72M and $78M.

Analysts· Apr 28

Evercore ISI raises Rambus' price target to $172, citing AI-driven memory and CPU tailwinds accelerating revenue growth.
Multiple analysts, including Jefferies and Rosenblatt, raise their price targets for Rambus, citing solid Q1 results and healthy demand, with Jefferies maintaining a Buy rating.
Baird downgrades Rambus to Neutral from Outperform, citing a near-term limiter in supply tightness, but maintains a $120 price target, representing potential downside.

Announcements· Oct 28

Rambus Inc. ($RMBS) reported Q3 2025 GAAP revenue of $178.5 million, exceeding expectations, with a diluted net income per share of $0.44.
The company delivered $93.3 M product revenue, up sharply year-over-year, leveraging DDR5 chip leadership and growth into data-centre/AI workloads.
Rambus projects over 40% full-year product revenue growth driven by DDR5 and new products momentum, supported by strong demand in data-centre and AI-infrastructure markets.

Generated by AI

Community

Of the messages about RMBS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	37.21%	68.48%	62.05%	39.02%
Newcomers	62.79%	31.52%	37.95%	60.98%

Regulars· Jul 27

Rambus reported a record-breaking Q2 2026 with revenue of $207.4M, a 20% YoY growth, and product revenue of $99.2M, a new all-time high.
The company's Q3 guidance includes revenue of $210M-$216M and adjusted EPS of $0.75-$0.82, with product revenue expected to be $110M-$116M.
Rambus's Q2 2026 earnings beat market expectations, with GAAP EPS of $0.61 and non-GAAP EPS of $0.77, and the company's president and CEO noted that the quarter was fueled by record product revenue and high-performance chip and IP solutions.

Newcomers· Jul 28

Rambus Inc. reports record Q2 revenue of $207.4 million, beating high end of guidance due to strong AI infrastructure demand.
The company's revenue jumped 20% YoY, with EPS up 24.19% and operating margin slipping to 35% from 37%.
Rambus's product revenue tracks DDR5 server-DIMM shipments, and the company's next Q revenue guide is $210M-$216M, indicating continued growth.

Generated by AI

Rambus

Social

Sep 22

Bullish· Jul 27

Bearish· Apr 29

Earnings· Apr 27

Analysts· Apr 28

Announcements· Oct 28

Regulars· Jul 27

Newcomers· Jul 28

Here's How Much $100 Invested In Rambus 10 Years Ago Would Be Worth Today - Rambus (NASDAQ:RMBS)

Do Options Traders Know Something About Rambus Stock We Don't?

Rambus director Charles Kissner sells $525,000 in company stock

Rambus Is Chart of the Week as AI Memory Stocks Catch a Bid

The Bull Case For Rambus (RMBS) Could Change Following Caliptra-Ready Root of Trust Launch - Learn Why

Rambus (RMBS) Stock Looks Rich Based On Current Earnings

Also Discussed

Rambus Inc.

Company Information

Location

Here's How Much $100 Invested In Rambus 10 Years Ago Would Be Worth Today - Rambus (NASDAQ:RMBS)

Do Options Traders Know Something About Rambus Stock We Don't?

Rambus director Charles Kissner sells $525,000 in company stock

Rambus Is Chart of the Week as AI Memory Stocks Catch a Bid

The Bull Case For Rambus (RMBS) Could Change Following Caliptra-Ready Root of Trust Launch - Learn Why

Rambus (RMBS) Stock Looks Rich Based On Current Earnings

Also Discussed

Social

Sep 22

Bullish· Jul 27

Bearish· Apr 29

Earnings· Apr 27

Analysts· Apr 28

Announcements· Oct 28

Regulars· Jul 27

Newcomers· Jul 28