Rambus Inc. (RMBS) Stock: Price, Forecast & Analyst Target
Rambus Inc. (RMBS) — MoonshotScore 90/100 (Exceptional band), calculated Oct 4, 2026. Price $111.97 (+4.36%), as of the Oct 2, 2026 trading session; market cap $12.1B. Expected results Oct 26, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 14.67× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Oct 26, 2026
Rambus Inc. · RMBS · NASDAQ · Technology · Semiconductors
Research dated 2026-09-13: Rambus sells memory-interface chips and licenses silicon intellectual property used to move and protect data; it is not simply a conventional chip manufacturer. The case rests on whether rising interface-chip sales can extend growth without weakening the high-margin economics supported by royalties and intellectual property.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Rambus (RMBS)
ExceptionalWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
High quality, a fortress balance sheet and elite growth, but a full valuation. Business Quality: Elite; Financial Safety: Fortress; Valuation: Rich; Growth Durability: Compounding; Momentum: Rising.
Price relative to book value is the main valuation drag relative to sector peers.
- quarterly revenue $207M (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 4 of 8
- Altman Z 52.00 · Piotroski F 6
Holding back: a rich price
Helping: business quality, balance-sheet strength, durable growth
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 89 | Exceptional | |
| 89 | Exceptional | |
| 89 | Exceptional | |
| 89 | Exceptional | |
| 90 | Exceptional | |
| 90 | Exceptional |
The score was 90 in the stored Oct 3, 2026 snapshot and remains 90 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Momentum +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $111.97 | |
| Change on the day | +4.36% | |
| 52-week range | $77.89 – $174.10 | |
| Market capitalisation | $12.1B | |
| Price / earnings (trailing) | 50.44 | |
| Shares traded on the day | 1.28M | |
| Beta (volatility vs the S&P 500) | 1.87 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · in line with the recorded estimate
- · Earnings results · in line with the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
Starting with chips, product revenue reached a new record of $99 million, up 22% year-over-year, and we expect another quarter of double-digit growth in Q3.
Luc Seraphin · Statement from
We expect revenue in the third quarter to be between $210 million and $216 million. We expect product revenue to be between $110 million and $116 million, a sequential increase of 14% at the midpoint of guidance.
Sumeet Gagneja · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsCouncil Score · weighted blend of 2 available disciplines
Council score for Rambus (RMBS): Strongly Bullish
77/100 · ACouncil is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
6 lenses, 6 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 4, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 9, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the RMBS film — every key number, told as a short cinematic story
~2 min · open the film
What is Rambus (RMBS), and what does it report?
Short answer · as of
Rambus supplies advanced memory-interface chips to module makers and equipment manufacturers, while licensing interface and security technology and monetizing a patent portfolio.
Research dated 2026-09-13.
Rambus supplies advanced memory-interface chips to module makers and equipment manufacturers, while licensing interface and security technology and monetizing a patent portfolio. Demand therefore comes through chip purchases as well as the adoption and use of licensed designs.
Reported revenue combines product sales, royalties, and contract or other revenue. Product revenue is the largest stream, but the royalty contribution means consolidated revenue does not represent chip shipments alone.
What do the latest results show for Rambus (RMBS)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $207M.
Research dated 2026-09-13.
The latest period brought a strong rebound in revenue after the preceding pullback, with gross profit, operating income, net income, and diluted earnings also improving. Revenue exceeded the prevailing estimate, while research and selling expenses rose alongside the expansion.
Management attributed the momentum to record chip product revenue and expects that business to advance again in the coming period. That outlook is management guidance rather than a reported result, so confirmation requires product revenue to land within the stated range while total revenue sustains its recent progression.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $207.38M Jun 30, 2026
- Latest quarter · R&D
- $51.10M Jun 30, 2026
- Latest quarter · SG&A
- $38.26M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $72.73M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $207.38M | $51.10M | $38.26M | $72.73M |
| Mar 31, 2026 | $180.19M | $50.23M | $31.67M | $61.76M |
| Dec 31, 2025 | $190.24M | $49.25M | $29.96M | $70.83M |
| Sep 30, 2025 | $178.51M | $49.51M | $20.11M | $63.26M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $207.40M Jul 27, 2026
- Latest report · revenue estimate
- $199.30M Jul 27, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 27, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 27, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 27, 2026 | $207.40M | $199.30M | $0.7700 | $0.7170 |
| Apr 27, 2026 | $180.19M | $179.94M | $0.6300 | $0.6100 |
| Feb 2, 2026 | $190.20M | $188.21M | $0.6800 | $0.6800 |
| Oct 27, 2025 | $178.51M | $176.00M | $0.6300 | $0.6300 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $207M | $68M | $0.61 (diluted) |
| Q1 FY2026 | $180M | $60M | $0.55 (diluted) |
| Q4 FY2025 | $190M | $64M | $0.58 (diluted) |
| Q3 FY2025 | $179M | $48M | $0.44 (diluted) |
What are the financial strengths and risks for Rambus (RMBS)?
Short answer
Cash and short-term investments were $824.95M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $61.25M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Rambus carries substantial cash and short-term investments against modest debt, and its liquid resources exceed total liabilities by a wide margin. The cash balance has climbed steadily, supported by positive operating cash flow and comparatively limited capital spending; profitability and liquidity screens reinforce that financial strength.
The principal operating exposure is the product stream: a reversal in memory-interface chip sales would pressure the largest revenue category, even though royalties and contract revenue provide diversification. Valuation adds sensitivity because the shares trade at elevated earnings and sales multiples, leaving less tolerance for a break in growth or margins.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $61.25M Jun 30, 2026
- Previous quarter · operating cash flow
- $83.21M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $61.25M | −$9.07M |
| Mar 31, 2026 | $83.21M | −$11.63M |
| Dec 31, 2025 | $99.82M | −$6.52M |
| Sep 30, 2025 | $88.43M | −$5.95M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Rambus (RMBS)?
Short answer · as of
The next earnings report is expected on Oct 26, 2026.
Research dated 2026-09-13.
Product revenue is the most direct checkpoint. The coming earnings release should be compared with management's guided product and total revenue ranges, while gross profit and operating income will show whether higher sales are translating into operating leverage as research and selling costs rise.
Cash conversion also deserves attention because operating cash flow has eased from its recent peak and management expects capital spending to increase. Longer-range analyst estimates assume continued revenue and earnings expansion, making sustained execution more important than an isolated estimate beat.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
Starting with chips, product revenue reached a new record of $99 million, up 22% year-over-year, and we expect another quarter of double-digit growth in Q3.
Luc Seraphin ·
We expect revenue in the third quarter to be between $210 million and $216 million. We expect product revenue to be between $110 million and $116 million, a sequential increase of 14% at the midpoint of guidance.
Sumeet Gagneja ·
We expect Q3 capital expenditures to be approximately $13 million.
Sumeet Gagneja ·
Assuming non-GAAP tax rate of 16% and Q3 share count of 110 million diluted shares outstanding, we expect Q3 non-GAAP earnings per share range between $0.75 and $0.82.
Sumeet Gagneja ·
How does Rambus compare with its peers?
Short answer
Rambus's score ranks 2nd of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Rambus differs from a fabrication-centered semiconductor company because it combines physical memory-interface chips with licensable interface and security designs, patents, and royalties. That mix produces high gross margins and modest capital requirements, yet product revenue remains the largest stream, so Rambus is not a pure intellectual-property licensor either.
This hybrid structure links growth to chip demand while preserving royalty economics from technology adoption. Comparable businesses centered solely on chip shipments or solely on licensing therefore expose investors to a different blend of volume, capital intensity, and recurring monetization.
| Company | Price | Market value | Score |
|---|---|---|---|
| $121.17 Oct 2, 2026 | $6.11B | 93 5-pillar Oct 4, 2026 | |
| Rambus (RMBS) — this page | $111.97 | $12.1B | 90 |
| $114.17 Oct 2, 2026 | $10.1B | 79 5-pillar Oct 4, 2026 | |
| $149.15 Oct 2, 2026 | $11.6B | 78 5-pillar Oct 4, 2026 | |
| $321.60 Oct 2, 2026 | $24.5B | 76 5-pillar Oct 4, 2026 | |
| $194.88 Oct 2, 2026 | $18.2B | 74 5-pillar Oct 4, 2026 | |
| $240.86 Oct 2, 2026 | $27.2B | 71 5-pillar Oct 4, 2026 | |
| $134.00 Oct 2, 2026 | $18.4B | 68 5-pillar Oct 4, 2026 | |
| $85.03 Oct 2, 2026 | $12.8B | 68 5-pillar Oct 4, 2026 | |
| $327.77 Oct 2, 2026 | $16.3B | 67 5-pillar Oct 4, 2026 | |
| $166.47 Oct 2, 2026 | $25.4B | 64 5-pillar Oct 4, 2026 | |
| $39.53 Oct 2, 2026 | $7.36B | 64 5-pillar Oct 4, 2026 | |
| $709.44 Oct 2, 2026 | $18.7B | 63 5-pillar Oct 4, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $145.00 – $172.00
- Consensus target
- $161.75
- Median target
- $165.00
Consensus record · Captured .
Measured against a quoted price of $111.97 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 22, 2026
- Transactions
- 16
- Identified insiders
- 9
- Purchases
- 0
- Sales
- 14
- Other transactions
- 2
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 94.1% Period end Jun 30, 2026
- Previous quarter · ownership
- 95.2% Prior to period end Jun 30, 2026
- Reporting holders
- 650 Period end Jun 30, 2026
- Previous quarter · holders
- 572 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 13,964,477 |
| Fmr LLC | 10,460,026 |
| Invesco Ltd. | 6,632,458 |
| Vanguard Portfolio Management LLC | 6,068,516 |
| Vanguard Capital Management LLC | 4,874,385 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Rambus (RMBS)?
Common Questions About RMBS (Technology)
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
What does Rambus sell besides memory-interface chips?
Rambus licenses interface and security intellectual property used to move and safeguard data, including physical-interface and digital-controller designs. It also monetizes patents covering memory architecture, high-speed links, and security technology.
How do Rambus royalties differ from its product revenue?
Product revenue reflects sales of memory-interface chips, while royalties arise from licensed technology and patent economics. Consolidated growth can therefore come from chip demand, licensed-design adoption, or a changing mix of those streams.
Why has Rambus accumulated so much cash while funding research?
Operating cash flow has stayed positive across the reported series, while capital spending has remained modest relative to that cash generation. This has allowed cash and short-term investments to rise even as research expense increased.
What would weaken Rambus's current memory-interface chip momentum?
Product revenue falling short of management's guided range would weaken the current momentum, especially if total revenue or operating profit also retreated. Rising expenses or capital spending without corresponding cash generation would make the slowdown more consequential.
What is the RMBS stock price today?
The last price recorded on this page for Rambus Inc. (RMBS) is $111.97, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the RMBS price target?
The analyst consensus price target for Rambus Inc. (RMBS) is $161.75 (range $145.00 to $172.00, median $165.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (84 figures)
The 84 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Luc Seraphin (Jul 27, 2026): Starting with chips, product revenue reached a new record of $99 million, up 22% year-over-year, and we expect another quarter of double-digit growth in Q3. Sumeet Gagneja (Jul 27, 2026): We expect revenue in the third quarter to be between $210 million and $216 million. We expect product revenue to be between $110 million and $116 million, a sequential increase of 14% at the midpoint of guidance. Sumeet Gagneja (Jul 27, 2026): We expect Q3 capital expenditures to be approximately $13 million. Sumeet Gagneja (Jul 27, 2026): Assuming non-GAAP tax rate of 16% and Q3 share count of 110 million diluted shares outstanding, we expect Q3 non-GAAP earnings per share range between $0.75 and $0.82. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 4453 North First Street, Suite 100, SAN Jose, CA, 95134 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "4453 North First Street, San Jose, CA, 95134, US". |
FMP — 73 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 26, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $111.97 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T20:54:56.236Z. | |
px.change | Change on the day | +4.36% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $12.1B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:00.000Z. Captured from FMP at 2026-10-04T20:54:54.993Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$4.68 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $207M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 50.44 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 1.28M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.87 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Luc Seraphin | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 791 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $328.30M, net result $18.33M; FY2022 revenue $454.79M, net result −$14.31M; FY2023 revenue $461.12M, net result $333.90M; FY2024 revenue $556.62M, net result $179.82M; FY2025 revenue $707.63M, net result $230.46M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Royalty $279.38M · Product Revenue $347.75M · Contract and other Revenue $80.50M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 78.3% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $207.38M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.rd_k | R&D — period end 2026-06-30 | $51.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $38.26M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $72.73M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $180.19M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.rd_k | R&D — period end 2026-03-31 | $50.23M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $31.67M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $61.76M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $190.24M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.rd_k | R&D — period end 2025-12-31 | $49.25M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $29.96M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $70.83M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $178.51M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.rd_k | R&D — period end 2025-09-30 | $49.51M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $20.11M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $63.26M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-27.revenue_actual | Revenue · reported — report date 2026-07-27 | $207.40M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-27.revenue_estimated | Revenue · estimate — report date 2026-07-27 | $199.30M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-27.eps_actual | EPS · reported — report date 2026-07-27 | $0.7700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-27.eps_estimated | EPS · estimate — report date 2026-07-27 | $0.7170 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-27.revenue_actual | Revenue · reported — report date 2026-04-27 | $180.19M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-27.revenue_estimated | Revenue · estimate — report date 2026-04-27 | $179.94M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-27.eps_actual | EPS · reported — report date 2026-04-27 | $0.6300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-27.eps_estimated | EPS · estimate — report date 2026-04-27 | $0.6100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-02.revenue_actual | Revenue · reported — report date 2026-02-02 | $190.20M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-02.revenue_estimated | Revenue · estimate — report date 2026-02-02 | $188.21M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-02.eps_actual | EPS · reported — report date 2026-02-02 | $0.6800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-02.eps_estimated | EPS · estimate — report date 2026-02-02 | $0.6800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-27.revenue_actual | Revenue · reported — report date 2025-10-27 | $178.51M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-27.revenue_estimated | Revenue · estimate — report date 2025-10-27 | $176.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-27.eps_actual | EPS · reported — report date 2025-10-27 | $0.6300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-27.eps_estimated | EPS · estimate — report date 2025-10-27 | $0.6300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $824.95M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $61.25M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $21.80M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 8.26× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $61.25M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $83.21M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$9.07M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$11.63M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $99.82M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$6.52M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $88.43M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$5.95M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $145.00 – $172.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $161.75 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $165.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 16 transactions · 0 purchases, 14 sales, 2 other transactions · 9 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 22, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 94.1% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 95.2% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 650 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 572 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 13,964,477 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Fmr LLC — shares in provider snapshot | 10,460,026 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Invesco Ltd. — shares in provider snapshot | 6,632,458 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 6,068,516 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Vanguard Capital Management LLC — shares in provider snapshot | 4,874,385 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 3 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 4 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-04 | |
fin.scores | Distress and quality screens | Altman Z 52.00 · Piotroski F 6 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 | |
px.range52 | 52-week range | $77.89 – $174.10 | UNRECORDED | Stored company-profile observation — Captured 2026-10-04 |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 14.67× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $824.95M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-07-27.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($207.40M) with the recorded estimate ($199.30M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-27.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.7700) with the recorded estimate ($0.7170) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 3 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 90 of 100 · Exceptional · pillars 85 / 98 / 31 / 90 / 65 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.valuation_driver | Recorded valuation score driver | Price relative to book value is the main valuation drag relative to sector peers. | OURS | Stock Expert AI MoonshotScore v2 engine · stored factor contributions | |
ours.moonshot_change | MoonshotScore movement | 90 (stored snapshot Oct 3, 2026) → 90 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.rd_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.rd_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.rd_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.rd_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-07-27. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-27.revenue_actual,earn.history.depth.2026-07-27.revenue_estimated,earn.history.depth.2026-07-27.revenue_actual.comparison,earn.history.depth.2026-07-27.eps_actual.comparison,earn.history.depth.2026-07-27.eps_actual,earn.history.depth.2026-07-27.eps_estimated,earn.history.depth.2026-04-27.revenue_actual,earn.history.depth.2026-04-27.revenue_estimated,earn.history.depth.2026-04-27.eps_actual,earn.history.depth.2026-04-27.eps_estimated,earn.history.depth.2026-02-02.revenue_actual,earn.history.depth.2026-02-02.revenue_estimated,earn.history.depth.2026-02-02.eps_actual,earn.history.depth.2026-02-02.eps_estimated,earn.history.depth.2025-10-27.revenue_actual,earn.history.depth.2025-10-27.revenue_estimated,earn.history.depth.2025-10-27.eps_actual,earn.history.depth.2025-10-27.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Rambus Inc. is a global provider of semiconductor solutions, operating across key regions including the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, and China. Their product portfolio encompasses advanced DDR memory interface chips, such as DDR5, DDR4, and DDR3, which are supplied to module manufacturers and original equipment manufacturers (OEMs). Additionally, Rambus delivers silicon intellectual property (IP), offering interface and security solutions vital for moving and safeguarding data in sophisticated applications. They also provide physical interface and digital controller IP, enabling the creation of industry-leading, integrated memory and interconnect subsystems. The company further holds an extensive patent portfolio, encompassing innovations in memory architecture, high-speed serial link technologies, and security products. Rambus distributes its offerings via a direct sales team and a network of distributors. Established in 1990, Rambus Inc. maintains its corporate headquarters in San Jose, California. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Technology / Semiconductors The company's SEC filings classify it under SIC 3674 — Semiconductors & Related Devices. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Royalty: $279.38M; Product Revenue: $347.75M; Contract and other Revenue: $80.50M | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Trailing twelve-month ratio set | Quick ratio: 9.08; Current ratio: 9.75; Debt to equity: 0.01; Net margin: 31.7%; Gross margin: 78.3%; Operating margin: 35.5%; Return on assets: 14.9%; Return on equity: 17.4% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-27 | FMP | Financial Modeling Prep (FMP) earnings |
| Management outlook — dated call excerpts | Captured record · 4 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-27 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Cash, investments and debt | Total debt: $21.80M; Liquidity basis: cash and short-term investments; Total liabilities: $145.67M; Cash and short-term investments: $824.95M; Cash and investments: $824.90M; Long-term investments: $0; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $824.90M; Cash and short-term investments: $824.90M; Long-term investments: $0; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Distress and quality screens | Altman Z-score: 41; Piotroski F-score: 6 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) financial scores |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: $803.10M; Total debt: $21.80M; Cash and investments: $824.90M Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Next earnings report | Date: 2026-10-26; EPS estimate: $0.78 per share; Revenue estimate: $213.21M The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
Data provided for informational purposes only.
ETFs that hold RMBS
Funds in our ETF coverage that list RMBS among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| Deepwater Beachfront Small Cap ETF (DBSC) | 2.07% | |
| SPDR S&P 600 Small Cap ETF (SLY) | 0.79% |