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RMRMBS

Rambus Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
$RMBS·$10B·Semiconductors·Technology
$88.67+1.1%YTD+1.0%1Y+36.6%
Mentions · last 7 days
2026-07-21: 8 posts2026-07-22: 8 posts2026-07-23: 16 posts2026-07-24: 33 posts2026-07-25: 21 posts2026-07-26: 28 posts2026-07-27: 99 posts213+11%
Price updated 6m ago·X counts updated 2d ago
RMRMBS
$RMBSRambus Inc.
$88.68+1.05%213 posts+11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $RMBS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Record Q2 beat (revenue +20%, EPS +24%) landed but the tape is 31% below the 50-day — an HBM story with the multiple compressed.

Rambus is the chip-architecture and IP company whose products (memory controllers, HBM interfaces, security IP) sit inside almost every high-performance AI chip. The Q2 print delivered a record, but the tape is still trading well below its 50-day — the fundamentals-vs-price gap is the whole setup.

Where the setup lives:

  • The Q2 print was a decisive beat: revenue of $207.4M beat $198M (+20% YoY) and adj EPS of $0.77 beat $0.72 (+24% YoY), with product revenue at $99.2M (+22% YoY, +13% QoQ) — the shape of print that says the AI-HBM cycle is genuinely in Rambus's numbers, not just its narrative.
  • The Q3 guide backs the trajectory: $211M+ guide signals sustained ramp, and AMD Venice CPU demand plus Helios shipments driving Q4 acceleration is the specific customer-adjacent commentary that lets analysts model further-out quarters with confidence.
  • The tape has meaningfully cooled ahead of the reset: 22% of 52-week range with the tape 31% below the 50-day and 20% below the 200-day says the stock has been through a real drawdown that the fresh print now has to reverse — a coiling setup where a fresh bull-reaction has room to run.

At 22% of the 52-week range with the tape 31% below the 50-day, this is coiling with a fresh positive catalyst just delivered. What releases the coil is analyst upgrades in the next two weeks or an AI-HBM-specific customer disclosure; what keeps the coil is a sector-wide semi-rotation move down that overshadows RMBS's specific print.

Agrees with X sentimentAgree with the decisively bullish framing: revenue $207.4M vs $198M, adj EPS $0.77 vs $0.72 and product revenue +22% YoY with a $211M+ Q3 guide is exactly the record-print shape that the chip-architecture king should print during the HBM wave. The 22%-of-52w-range setup means the multiple hasn't caught up yet.

What to watch: Watch for analyst upgrades in the next two weeks or an AI-HBM-specific customer disclosure — either releases the coil; a sector-wide semi rotation lower would overshadow RMBS's specific print and keep the coil in place.

On the calendar: 2026-10-26 — Q3 2026 earnings

record printcoiling post beathbm cycle

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment17 posts analyzed · as of 2026-07-28

Rambus delivered a record Q2 with revenue of $207.4M beating $198M (+20% YoY) and adj EPS of $0.77 beating $0.72 (+24% YoY), with product revenue at $99.2M (+22% YoY, +13% QoQ). Q3 guide of $211M+ signals sustained ramp. Framed as the chip-architecture king monopolizing the AI HBM (High-Bandwidth Memory) wave, with AMD Venice CPU demand and Helios shipments driving Q4 acceleration. Sentiment is decisively bullish.

Read the AI verdict + X sentiment for $RMBS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Licenses semiconductor memory interface patents and makes controller chips for AI server and high-bandwidth memory applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $RMBS.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $RMBS

Partial — Licenses semiconductor memory interface patents and makes controller chips for AI server and high-bandwidth memory applications; partial earnings exposure to semiconductors demand dynamics through its product portfolio.

Top industry ETF

$SMHVanEck Semiconductor ETF
+57.2%YTD
+81.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
68.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
14.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
35.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
21.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
77.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 27, 2026$0.77$0.72+7.4%
Q1 2026Apr 27, 2026$0.63$0.61+3.3%
Q4 2025Feb 2, 2026$0.68$0.680.0%
Q3 2025Oct 27, 2025$0.63$0.630.0%
Next earningsMon, Oct 26·consensus EPS $0.77

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$180.2M+8.1%79.7%34.3%$0.55$71.6M
Q4 FY25$190.2M+18.1%78.9%37.2%$0.59$93.3M
Q3 FY25$178.5M+22.7%74.4%35.4%$0.45$82.5M
Q2 FY25$172.2M+30.3%74.9%36.6%$0.54$87.9M

Forward consensus

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$820.5M$785.7M – $900.5M$2.98$2.82 – $3.366
FY27$985.5M$943.8M – $1.1B$3.73$3.53 – $4.216
FY28$1.2B$1.2B – $1.3B$4.73$4.20 – $5.305

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.22%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-30.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-19.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 3Necip SayinerDirector5.0K sh$851KSellJun 2Emiko HigashiDirector10.0K sh$1.6MSellJun 1Eric B StangDirector5.0K sh$730KSellMay 26Emiko HigashiDirector5.0K sh$788KSellMay 26Fan Xianzhi SeanCOO37.9K sh$5.8MSellMay 22John ShinnSVP, General Counsel1.0K sh$144KSellMay 8Necip SayinerDirector9.8K sh$1.3MSellMay 7Steven LaubDirector1.5K sh$188KSellApr 24Meera RaoDirector3.0K sh$447KSellApr 14Meera RaoDirector8.5K sh$1.0M
1–10 of 15
+ 26 other (17 awards · 9 inkinds) in window

See when $RMBS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsApr 303
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for RMBS on 2026-04-30, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeApr 298-K — Item 5.02: Officer or director change
AI summary

RMBS disclosed a personnel change (8-K Item 5.02, dated 2026-04-29). An executive departure and a new appointment are both reported. Sumeet Gagneja as the Senior Vice President and Chief Financial. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KShareholder voteApr 248-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

RMBS held its annual meeting of stockholders around 2026-04-24 (8-K Item 5.07). The meeting was adjourned, likely due to insufficient quorum. Routine governance event — monitor for unusually high withhold votes as an activist signal.

3New insider — initial holdingsFeb 203
8-KOfficer or director changeFeb 128-K — Item 5.02: Officer or director change
8-KOfficer or director changeFeb 108-K — Item 5.02: Officer or director change
+ 16 other (7 13Gs · 3 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Rambus Inc (RMBS) Stock Down 8.9% -- Now Undervalued? GF Score: 91/100gurufocus.com·23h agoRambus: Another AI Phoenix Ready to Rise From the Ashes of Correctionmarketbeat.com·1d agoRambus Q2 Earnings Surpass Estimates, Revenues Rise Y/Yzacks.com·1d agoRambus Q2 Results Highlight AI-Fueled Growth Strategyzacks.com·1d agoRambus Inc. (RMBS) Q2 2026 Earnings Call Transcriptseekingalpha.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAdvanced Packaging & AI InterconnectAI Memory Supercycle

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Voices on X · top 15 · last 7 days

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