Rambus, Inc. - Common Stock (RMBS)

Power management and custom silicon licensing are emerging as durable high-margin growth engines beyond server memory chips.

Record revenue and earnings driven by AI infrastructure demand and DDR5 memory chip adoption.

Rambus (NASDAQ:RMBS) reported record third-quarter revenue, non-GAAP earnings and operating cash flow, as demand for its memory-interface products and intellectual property continued to benefit from AI infrastructure investment. Third-quarter revenue rose 22% year over year and 5% sequentially to $

Rambus Inc. (NASDAQ:RMBS), a provider of industry-leading chips and IP making data faster and safer, today reported financial results for the third quarter ended September 30, 2026. Total revenue for the third quarter was $218.3 million, product revenue was $114.3 million, royalties revenue was $77.0 million and contract and other revenue was $27.0 million. GAAP diluted earnings per share was $0.69 and non-GAAP diluted earnings per share was $0.84. The Company also generated a record $102.5 million of cash from operating activities in the third quarter.

Rambus Inc. (NASDAQ: RMBS), a provider of industry-leading chips and silicon IP making data faster and safer, and ChipAgents, a leader in agentic AI platforms for chip design, today announced a multi-faceted strategic agreement to accelerate chip design with agentic AI. As part of the agreement, Rambus is adopting the ChipAgents platform companywide, including deployment across its chip and silicon IP design and verification workflows to accelerate the pace of development. The companies will also collaborate to leverage Rambus’ deep semiconductor expertise and ChipAgents’ agentic AI platform and agentic workflows to enable greater speed and Quality of Results (QoR) in our customers’ chip design process across their preferred design environments. In addition, Rambus has become a strategic investor in ChipAgents, reflecting its confidence in the growing role of AI-native engineering in the future of chip design.

Rambus Inc. (NASDAQ: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced an industry-leading Power Management IC (PMIC) designed to enable low-power, high-performance LPDDR6 Small Outline Compression Attached Memory Modules (SOCAMM2). Developed in technical cooperation with customers and ecosystem partners to support future-generation accelerated AI infrastructure, the PMIC expands the Rambus family of LPDDR-based server module chips and extends Rambus leadership in advanced server memory products.

Rambus Inc. (Nasdaq: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced that it will hold a conference call on Monday, October 26, 2026, at 2:00 p.m. Pacific Time to discuss its third quarter fiscal year 2026 results.

Rambus Inc. (NASDAQ: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced its CryptoManager™ Root of Trust supporting the Caliptra™ specification, a production-ready Root of Trust and security orchestration solution designed to deliver enterprise-grade security for mission-critical data center and AI SoCs. Interoperable with the open Caliptra framework, the Rambus solution helps semiconductor designers accelerate deployments with added protection, flexibility and support. CryptoManager Root of Trust delivers platform-wide security awareness with proven side-channel and fault-injection protections and best-in-class cryptographic agility for a low-risk path to volume implementations of highly secure data center and AI infrastructure devices.

Rambus (NASDAQ:RMBS) has outperformed the market over the past 15 years by 1.09% on an annualized basis producing an average annual return of 14.57%. Currently, Rambus has a market capitalization of $9.16 billion.

Rambus (NASDAQ:RMBS) has outperformed the market over the past 5 years by 19.73% on an annualized basis producing an average annual return of 31.06%. Currently, Rambus has a market capitalization of $9.95 billion.

Rambus (NASDAQ:RMBS) has outperformed the market over the past 10 years by 8.72% on an annualized basis producing an average annual return of 22.22%. Currently, Rambus has a market capitalization of $10.93 billion.

Rambus Inc. (NASDAQ: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced that it initiated an accelerated share repurchase program with Mizuho Markets Americas LLC, through its agent Mizuho Securities USA LLC (“Dealer”) to repurchase an aggregate of approximately $100 million of its common stock.

Rambus stock pulled back after a beat-and-raise Q2, with revenue up 20.4% to $207.39 million, as analysts stay bullish on rising AI memory demand and price targets.

Rambus (NASDAQ:RMBS) reported record second-quarter fiscal 2026 revenue and non-GAAP earnings, supported by growth in its memory-interface chip business and contributions from royalties and silicon IP. The company’s revenue surpassed $200 million for the first time, while management said demand tren

Rambus Inc. (NASDAQ:RMBS), a provider of industry-leading chips and IP making data faster and safer, today reported financial results for the second quarter ended June 30, 2026. Total revenue for the second quarter was $207.4 million, product revenue was $99.2 million, royalties revenue was $84.2 million and contract and other revenue was $24.0 million. GAAP diluted earnings per share was $0.61 and non-GAAP diluted earnings per share was $0.77. The Company also generated $61.2 million in cash from operating activities in the second quarter.

Rambus Inc. (NASDAQ: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced its DDR5 9600 Server RDIMM chipset designed to deliver industry-leading memory performance for next-generation data center platforms. Built around the new Rambus 6th Generation Registering Clock Driver (RCD06) with a 20% increase in bandwidth over the prior generation, this complete chipset enables RDIMMs operating at up to 9600 MT/s, unlocking a new level of bandwidth and capacity required by agentic AI, high-performance computing (HPC) and other data-intensive workloads.

Rambus Inc. (Nasdaq: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced that it will hold a conference call on Monday, July 27, 2026, at 2:00 p.m. Pacific Time to discuss its second quarter fiscal year 2026 results.

Rambus operates in a key part of the memory boom that most investors aren't noticing.