RMBS · Rambus Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 27, 2026TL;DR. Rambus delivered record Q2 FY2026 revenue of $207.4M (up 20% YoY), beating its $192–198M guidance, with record product revenue of $99.2M (up 22% YoY) and non-GAAP EPS of $0.77 (up 24% YoY). For Q3, the company guided revenue to $210–216M with non-GAAP EPS of $0.75–$0.82, implying continued sequential growth despite acknowledged supply-chain constraints.
- + Record product revenue of $99.2M, up 22% YoY, with Q3 guided to $110–116M (further ~14% sequential growth at midpoint).
- + Operating cash flow of $61.2M and cash/securities of $824.9M, up $38.8M sequentially.
- + New IP design win with a Tier 1 U.S. hyperscaler for next-generation HBM in future AI chips, plus expanded PCIe 7 Switch IP.
- − Inventory increased $16M QoQ to support future ramps, raising working-capital and supply-risk exposure.
- − Q3 royalties revenue guided to $69–75M, a sequential decline from Q2's $84.2M.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Semiconductors — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
RMBS
this stock
Rambus Inc
|
$11.37B | +16.8% | +27.1% | 50.1 | 5.8% |
|
NVDA
Nvidia Corp
|
$5.42T | +23.8% | +65.5% | 28.5 | 1.2% |
|
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
$2.34T | +51.1% | — | — | 0.5% |
|
AVGO
Broadcom Inc.
|
$1.70T | -0.7% | +18.2% | 45.5 | 1.1% |
|
SKHY
SK hynix Inc.
|
$1.36T | — | — | — | 0.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| RMBS | +2.6% | +26.6% | -2.9% | +0.5% | +16.8% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | +3.0% | +26.8% | -15.3% | +0.3% | +4.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.