US · Technology · Semiconductors
EPS came in at 0.70 against a street estimate of 0.65 — a beat of 7.7%.
Analysts rate Rambus Inc a strong buy (6 buy, 2 hold, 0 sell out of 8) with an average price target of $140.57.
CONFIDENT Rambus delivered record Q3 results and guided to a stronger Q4, driven by DDR5 products, AI infrastructure demand and expanding silicon IP engagement. Q3 FY26 Analysts focused on product mix, MRDM and LPDDR6 adoption, silicon IP growth, supply constraints, inventory and margins. Management emphasized strong demand, gradual adoption for newer architectures and continued cost discipline. 2026-10-26…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 13.04% |
| FMR Inc | 9.77% |
| Amvescap Plc. | 6.19% |
| Vanguard Portfolio Management, LLC | 5.67% |
| Vanguard Capital Management, LLC | 4.55% |
| State Street Corp | 3.66% |
| T. Rowe Price Associates, Inc. | 3.11% |
| Geode Capital Management, LLC | 2.15% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the three months ended September 30, 2026, revenue was $218.289 million, up from $178.513 million in the same period of 2025. | 2026-10-26 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was a record $218.3 million, up 22% year over year and above the $210 million–$216 million guidance range. • Prod | 2026-10-26 |
| Board / officer change · Q3 2026 RAMBUS INC. (RMBS) – 8-K FILING SUMMARY Date of Report: August 31, 2026 --- OTHER NOTABLE POINTS • Company Identity: Rambus Inc., Delaware corporat | 2026-09-04 |
| Material agreement · Q3 2026 RAMBUS INC. (NASDAQ: RMBS) — 8-K FILING SUMMARY HEADLINE NUMBERS • $100 million accelerated share repurchase (ASR) program announced on August 4, 20 | 2026-08-05 |
| Quarterly report · Q2 2026 RAMBUS INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (6M 2026): $387.6 million, up 14% from $338.9 million (6M 2025) • Net Income (6M | 2026-07-28 |
| Results announced · Q3 2026 RAMBUS INC. Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Total revenue: $207.4 million, up 20% year-over-year, exceeded guidance range of $1 | 2026-07-27 |
| Board / officer change · Q2 2026 RAMBUS INC. - 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Rambus Inc. (NASDAQ: RMBS) appointed Sumeet Gagneja as Senior Vice President and Chief Fin | 2026-04-29 |
| Quarterly report · Q1 2026 RAMBUS INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (Q1 2026): $180.2 million vs. $166.7 million (Q1 2025) – up 8.1% • Net Income (Q | 2026-04-28 |
Readable in the app.
| Announcement | Date |
|---|---|
| Accelerated Share Repurchase (ASR) Agreement entered into Rambus Inc. announced on August 5, 2026, that it has entered into an Accelerated Share Repurchase (ASR) agreement. An ASR is a financial transaction where a company purchases its own shares | 2026-08-05 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Rambus Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.