Price
No data yet.
Social Signal Score
Analyst Ratings
14 analystsRevenue
$207.38M+130.80%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Luc Seraphin
- Sector
- Technology
- Industry
- Semiconductors
- Employees
- 791
- Beta
- 1.87
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 49.91
Financials
Revenue
$207.38M+130.8%Net Income
$67.61M+1398.7%EBITDA
$79.79M+211.9%Free Cash Flow
$52.18M+435.4%EPS (diluted)
$0.61+1425.0%Shares Outstanding (diluted)
109.85M-3.4%Operating Expenses
$89.36MCash & Debt
$824.95MReturn of Capital
$387.0KRevenue by Segment (annual)
$707.63MQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $707.63M | $230.46M | $2.14 |
| 2024 | $556.62M | $179.82M | $1.67 |
| 2023 | $461.12M | $333.90M | $3.09 |
| 2022 | $454.79M | $-14.31M | $-0.13 |
| 2021 | $328.30M | $18.33M | $0.17 |
| 2020 | $246.32M | $-40.47M | $-0.36 |
| 2019 | $224.03M | $-90.42M | $-0.81 |
| 2018 | $231.20M | $-157.96M | $-1.46 |
| 2017 | $393.10M | $-22.86M | $-0.17 |
| 2016 | $336.60M | $6.82M | $0.06 |
| 2015 | $296.28M | $211.39M | $1.84 |
| 2014 | $296.56M | $26.20M | $0.23 |
| 2013 | $271.50M | $-33.75M | $-0.30 |
| 2012 | $234.05M | $-134.34M | $-1.21 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $3.14
- Implied price
- $135.14
- Return from $111.97
- 3.8% a year
To earn 15.0% a year on these assumptions you'd need to buy at $67.19 — -40.0% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 31 | 37 | 43 | 49 | 55 |
|---|---|---|---|---|---|
| -2.0% | -11.7% | -8.6% | -5.8% | -3.3% | -1.0% |
| 3.0% | -7.2% | -3.9% | -1.0% | 1.6% | 4.0% |
| 8.0% | -2.7% | 0.8% | 3.8% | 6.6% | 9.1% |
| 13.0% | 1.8% | 5.4% | 8.6% | 11.5% | 14.1% |
| 18.0% | 6.3% | 10.1% | 13.4% | 16.5% | 19.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50+66.67%Social Signal Score
Mentions (18)
- 4chan /biz/biz·5d ago·Neutral
>>62743129 Rambus MC is probably the first milestone goal since they're quite alike in history and modus operandi. But nlst already has like 3x their revenue so the goal price should be substantially higher than them and that just based on licensing alone, not including memory production which is a whole other ball game these days
View source ↗ - News247wallst.com·6d ago·Neutral
Prediction: Rambus Could Be a Quiet Winner From Exploding AI Demand Rambus sits far below its 52-week high while AI server builders keep adding racks that depend on its chips.
View source ↗ - Newszacks.com·7d ago·Neutral
Do Options Traders Know Something About Rambus Stock We Don't? Investors need to pay close attention to RMBS stock based on the movements in the options market lately.
View source ↗ - Newsbusinesswire.com·13d ago·Positive
…RE)-- #creditratingagency--KBRA assigns preliminary ratings to 7 classes of mortgage-backed notes from GCAT 2026-CES1 Trust. GCAT 2026-CES1 Trust is a $346.6 million RMBS transaction issued by Blue River Mortgage V LLC (BRM) as the co-sponsor (TPG Mortgage Investment Trust, Inc. is the retaining sponsor), and consists entirely of closed-end second lien mortgages (CES; 100.0%). There are two originators comprising over 20% of the pool, Rocket Mortgage, LLC (Rocket Mortgage; 30.7%) and AmeriSave.
View source ↗ - News (Marketaux)manilatimes.net·19d ago·Positive
M31 Expands Rambus Collaboration, Strengthening Its One-Stop MIPI Subsystem Solution HSINCHU Sept. 17, 2026 /PRNewswire/ --[+272 characters]
View source ↗ - Newsbusinesswire.com·20d ago·Negative
…ncy--KBRA assigns preliminary ratings to 102 classes of mortgage pass-through certificates from Sequoia Mortgage Trust 2026-12 (SEMT 2026-12), a $535.3 million prime RMBS transaction. The pool is comprised of 428 first-lien, fully amortizing fixed rate mortgages with mostly 30-year maturity terms. The collateral is characterized by a weighted average (WA) original credit score of 774 and moderate borrower equity, with a WA original LTV and WA original CLTV of 71.7% and 71.
View source ↗ - Newsbusinesswire.com·21d ago·Neutral
Rambus Enhances Enterprise-Grade Security for Data Center and AI SoCs with CryptoManager™ Root of Trust Supporting the Caliptra™ Specification SAN JOSE, Calif.--(BUSINESS WIRE)-- #AIInfrastructure--Rambus announced CryptoManager Root of Trust supporting the Caliptra specification, delivering enterprise-grade security for data center and AI SoCs.
View source ↗ - Newsglobenewswire.com·21d ago·Negative
Orchid Island Capital Announces September 2026 Monthly Dividend and August 31, 2026 RMBS Portfolio Characteristics VERO BEACH, Fla., Sept. 14, 2026 (GLOBE NEWSWIRE) -- Orchid Island Capital, Inc. (the “Company”) (NYSE: ORC) announced today that the Board of Directors of the Company declared a monthly cash dividend for the month of September 2026. The dividend of $0.10 per share will be paid October 29, 2026 to holders of record of the Company's common stock on September 30, 2026, with an ex-divi…
View source ↗ - Newsbusinesswire.com·24d ago·Positive
…ditratingagency--KBRA assigns preliminary ratings to 14 classes of mortgage pass-through certificates from Sequoia Mortgage Trust 2026-HYB3 (SEMT 2026-HYB3), a prime RMBS transaction comprising 537 hybrid adjustable-rate mortgages (ARMs) with an aggregate principal balance of $534.6 million. The top originators of this transaction are Rocket Mortgage, LLC (31.3%) and Cornerstone Home Lending, Inc. (15.0%). KBRA's rating approach incorporated loan-level analysis of the mortgage pool th.
View source ↗ - Newsbusinesswire.com·26d ago·Negative
…-(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to 13 classes of mortgage-backed notes from OBX 2026-NQM14 Trust, a $934.5 million non-prime RMBS transaction. The underlying collateral, comprising 1,654 residential mortgages, with fixed-rate mortgages (FRMs) and hybrid adjustable-rate mortgages (ARMs) making up 91.9% and 8.1% of the pool, respectively. A majority of the loans are either classified as non-qualified mortgages (Non-QM; 38.9%) or exempt (45.6%) from the Abil…
View source ↗ - News247wallst.com·39d ago·Negative
Price Prediction: Rambus Stock Will Trade at $100 on This Date Rambus just posted record product revenue and a CEO calling the setup outstanding, yet the stock sits near its 52-week low. Something has to give, and a specific date may tell you exactly when.
View source ↗ - Newszacks.com·40d ago·Positive
Wall Street Analysts Believe Rambus (RMBS) Could Rally 51.77%: Here's is How to Trade The mean of analysts' price targets for Rambus (RMBS) points to a 51.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
View source ↗ - News (Marketaux)gurufocus.com·41d ago·Positive
Rambus Inc (RMBS) Stock Up 3.2% and Still Undervalued -- GF Score: 91/100 On August 25, 2026, Rambus [+322 characters]
View source ↗ - Newsbusinesswire.com·48d ago·Negative
…--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to 8 classes of mortgage-backed notes from OBX 2026-NQM12 Trust, a $337.5 million non-prime RMBS transaction. The underlying collateral, comprising 566 residential mortgages, with fixed-rate mortgages (FRMs) and hybrid adjustable-rate mortgages (ARMs) making up 94.9% and 5.1% of the pool, respectively. A majority of the loans are either classified as non-qualified mortgages (Non-QM; 49.1%) or exempt (41.8%) from the Abilit…
View source ↗ - News (RSS)yahoo·51d ago·Neutral
Rambus Stock Has Been on a Wild Ride. Here’s What Happens Next
View source ↗ - News247wallst.com·52d ago·Negative
Rambus Stock Has Been on a Wild Ride. Here's What Happens Next Our Rambus (NASDAQ:RMBS | RMBS Price Prediction) call is straightforward: the memory interface specialist has whipsawed hard in 2026, but the setup looks constructive.
View source ↗ - Newsglobenewswire.com·54d ago·Negative
Orchid Island Capital Announces August 2026 Monthly Dividend and July 31, 2026 RMBS Portfolio Characteristics VERO BEACH, Fla., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Orchid Island Capital, Inc. (the “Company”) (NYSE: ORC) announced today that the Board of Directors of the Company declared a monthly cash dividend for the month of August 2026. The dividend of $0.10 per share will be paid September 29, 2026 to holders of record of the Company's common stock on August 31, 2026, with an ex-dividend date
View source ↗ - Newsbusinesswire.com·55d ago·Negative
KBRA Assigns Preliminary Ratings to Aspire Mortgage Trust 2026-5 (SPIRE 2026-5) NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to ten classes of mortgage-backed certificates from Aspire Mortgage Trust 2026-5 (SPIRE 2026-5), a $413.8 million non-prime RMBS transaction. The underlying collateral, comprising 742 residential mortgages, is characterized by fixed-rate mortgages (FRMs) and hybrid adjustable-rate mortgages (ARMs), which make up 99.6% and 0.4% of the po
View source ↗
Earnings
Mon, Oct 26(in 3 weeks)
Consensus estimate $0.79 per share
Typical surprise +1.7% (median, so one quarter with a near-zero estimate can't distort it)
- Mon, Jul 27$0.77 vs $0.72beat
- Mon, Apr 27$0.63 vs $0.61beat
- Mon, Feb 2$0.68 vs $0.68beat
- Mon, Oct 27$0.63 vs $0.63beat
- Mon, Jul 28$0.60 vs $0.61miss
- Mon, Apr 28$0.59 vs $0.55beat
Estimates and results for RMBS via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by RMBS officers and directors.
- Bought
- —
- Sold
- $26.0m
0 trades
50 trades
- Kissner Charlessold
- Kissner Charlessold
- Sayiner Necipsold
- Higashi Emikosold
- Higashi Emikosold
- Stang Eric Bsold
- Higashi Emikosold
- Fan Xianzhi Seansold
50 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Thomas Richard Carpersenate · DE · disclosed Sep 5, 2023 (26d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.