Rambus Inc (RMBS) Stock News & Articles

Rambus Inc. (RMBS) reported Q2 2026 revenue of $207.39 million and net income of $67.61 million, and completed a multi-year buyback of 14,484,994 shares for $466.93 million, according to the company. It guided Q3 2026 revenue of $210–216 million and GAAP diluted EPS of $0.59–0.67.

Rambus (RMBS) announced a $100M accelerated share repurchase, pre-paying Mizuho Markets Americas, with an initial delivery of about 796,000 shares for cancellation and final settlement based on VWAP. The buyback follows a record Q2 revenue quarter of $207.4M and Q3 guidance of $210M to $216M.

Rambus (NASDAQ:RMBS) reported record Q2 2026 revenue of $207.4M, up 20% YoY and 15% sequentially, above the $198.3M forecast, and guided Q3 revenue to $210M-$216M with GAAP diluted EPS of $0.59-$0.67. Shares fell after gross margin and net margin declined, with TTM net margin down to 31.7%.

Rambus (NASDAQ:RMBS) reported Q2 2026 revenue of $207.4 million, up 20% year over year and above guidance of $192 million to $198 million. GAAP diluted EPS was $0.61 and non-GAAP diluted EPS was $0.77. Product revenue was $99.2 million. For Q3, it expects revenue of $210 million to $216 million and non-GAAP EPS of $0.75 to $0.82.

Rambus reported record Q2 2026 revenue of $207.4 million, with product revenue up 22% year over year, driven by DDR5 RCD leadership and AI inference and agentic workloads. Q3 guidance calls for continued double-digit product revenue growth and a 14% sequential increase at the midpoint. The company also discussed Silicon IP growth, inventory build, and a hyperscaler design win for next-gen HBM.

Rambus (NASDAQ:RMBS) reported Q2 cash and cash equivalents of $825M, up $39M from Q1, with operating cash flow of $61M and free cash flow of $49M. Management discussed memory-module efforts (MRDIMM, LPDDR SOCAMM) and silicon IP licensing, including a hyperscaler HBM design win. Q3 guidance: revenue $210M-$216M and non-GAAP EPS $0.75-$0.82.