RAMBUS INC
No SEC Form 4 filings for $RMBS in the last 30 days.
Electronics 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.
Rambus 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.
Rambus 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.
Over the past 7 days, alphai's AI scored 6 news stories mentioning RMBS (RAMBUS INC). Coverage has skewed bullish: 3 bullish, 1 neutral, and 2 bearish.
Recent RMBS coverage spans earnings, corporate actions and financial news.
Rambus faces heightened risk perception from Intel’s public dissatisfaction, even though the text suggests Rambus stock previously held up on earnings.
The buyback is a near-term capital allocation catalyst that can support EPS and sentiment, with execution details (VWAP-based final share count) driving trading around completion.
The article is a product-launch disclosure that could support Rambus design wins with memory-module makers, but it lacks adoption or revenue impact details.
The ASR is a near-term EPS-support catalyst and can tighten float, but execution and margin/R&D pressure remain key risks.
The filing signals a new equity repurchase structure (uncollared ASR) that can affect near-term share supply/demand and volatility around execution.
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.
Electronics 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 readRambus (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.
6 min readRambus 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.
6 min readRambus (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.
6 min readRambus Inc. (Nasdaq: RMBS) filed its Q2 2026 Form 10-Q for the period ended June 30, 2026. The company reported cash and cash equivalents of $737.2 million, up from $579.0 million at Dec. 31, 2025, and current assets of $1.09 billion. It also reported 108,461,603 shares outstanding and outlined forward-looking risks including royalties, R&D costs, regulation, and export restrictions.
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