RAMBUS INC
Rambus (RMBS) reported Q2 2026 results after the bell. EPS was $0.77 versus $0.71 expected, and revenue was $207M versus $198M expected. The company cited record product revenue up 22% year over year, driven by AI data center demand, and said Q3 guidance indicates continued momentum.
24/7 Wall St. discusses Rambus (NASDAQ:RMBS) after volatile 2026 trading. Shares closed at $99.33 on Aug. 13, 2026. The firm sets a 12-month price target of $113.17 and a buy rating. It cites Q2 2026 revenue of $207.4M, non-GAAP EPS $0.77, Q3 guidance $210-$216M revenue and $0.75-$0.82 EPS, plus a Tier 1 hyperscaler HBM design win.
KISSNER CHARLES sold 5,000 indirectly-held shares of RAMBUS INC (RMBS) at $100.92 ($0.50M total) on 2026-08-07 under a Rule 10b5-1 trading plan.
Over the past 7 days, alphai's AI scored 2 news stories mentioning RMBS (RAMBUS INC). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent RMBS coverage spans earnings, corporate actions and financial news.
In the last 30 days, RMBS insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($505K). The most active reporter was KISSNER CHARLES with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Q2 beat plus Q3 momentum guidance tied to AI memory demand is likely to support near-term sentiment and estimates.
Near-term trading hinges on whether Q3 revenue/EPS lands within guidance and whether the inventory build resolves into demand rather than a cash-flow drag.
This is a routine insider sale under a pre-arranged 10b5-1 plan, with limited direct signal for near-term fundamentals.
The combination of a Q2 beat, explicit Q3 revenue and GAAP EPS guidance, and a completed $466.93M buyback is a near-term positive catalyst for RMBS.
Rambus faces heightened risk perception from Intel’s public dissatisfaction, even though the text suggests Rambus stock previously held up on earnings.
alphai scores every news story that mentions RMBS with an AI model for sentiment and relevance, and aggregates insider trades from RAMBUS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Rambus (RMBS) reported Q2 2026 results after the bell. EPS was $0.77 versus $0.71 expected, and revenue was $207M versus $198M expected. The company cited record product revenue up 22% year over year, driven by AI data center demand, and said Q3 guidance indicates continued momentum.
2 min read24/7 Wall St. discusses Rambus (NASDAQ:RMBS) after volatile 2026 trading. Shares closed at $99.33 on Aug. 13, 2026. The firm sets a 12-month price target of $113.17 and a buy rating. It cites Q2 2026 revenue of $207.4M, non-GAAP EPS $0.77, Q3 guidance $210-$216M revenue and $0.75-$0.82 EPS, plus a Tier 1 hyperscaler HBM design win.
6 min readKISSNER CHARLES sold 5,000 indirectly-held shares of RAMBUS INC (RMBS) at $100.92 ($0.50M total) on 2026-08-07 under a Rule 10b5-1 trading plan.
2 min readRambus 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.
4 min readElectronics Weekly reports that Intel CEO Craig Barrett said Intel’s bet on Rambus “did not work out” and criticized Rambus’ royalty push for SDRAM and DDR. Analysts said Intel backing could hurt Rambus. Rambus shares held up after a record fourth-quarter, with revenue of $26.9 million, up 52% quarter over quarter.
4 min readRambus Inc. (NASDAQ: RMBS) said it started a $100 million accelerated share repurchase with Mizuho Markets Americas LLC via Mizuho Securities USA LLC. Rambus will prepay $100 million and receive an initial ~796,000 shares. The final share count depends on RMBS’s volume-weighted average price during the program, less a discount, expected to finish by end of Q3 2026.
3 min readRambus announced a DDR5 9600 Server RDIMM chipset for AI data centers, including the sixth-generation RCD06 registering clock driver running at 9,600 MT/s, plus PMIC5030 power management and an SPD hub with temperature sensing. Rambus says the RCD06 offers 20% higher frequency than its prior driver to improve bandwidth for memory-heavy workloads.
2 min readRambus (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.
6 min readRAMBUS INC (RMBS) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 d122300dex101.htm EX-10.1 EX-10.1 Exhibit 10.1 [_______________] [_______________] Facsimile: [_______________] Telephone: [_______________] c/o [_______________] as Agent for [_______________] [_______________] [_______________] Telephone: [_______________] August [4],
3 min readRambus (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%.
4 min read
