Rambus reports record Q3 2026 revenue and earnings, issues modest Q4 guidance
Rambus Inc. posted third‑quarter 2026 revenue of $218.3 million, a 22% year‑over‑year increase, and GAAP earnings per share of $0.69, beating its own guidance. Non‑GAAP EPS came in at $0.84, also above estimates. The company said strong AI‑driven demand for memory‑interface products and data‑center IP drove the results and announced a $100 million accelerated share‑repurchase program. For the fourth quarter it forecast revenue of $227 million to $233 million and EPS of $0.84 to $0.92.
Why it matters
The earnings beat and record cash generation of $102.5 million give Rambus flexibility for continued R&D and share‑repurchases, while the modest Q4 outlook may temper short‑term price momentum. Investors should note the guidance range and the $100 million buyback as the primary drivers of near‑term valuation.
Key facts
- 1Q3 2026 revenue was $218.3 million, up 22% year‑over‑year. stocktitan.net
- 2GAAP diluted earnings per share for Q3 2026 were $0.69. stocktitan.net
- 3Non‑GAAP diluted earnings per share for Q3 2026 were $0.84. investing.com
- 4Cash from operations in Q3 2026 totaled $102.5 million. stocktitan.net
- 5The company completed a $100 million accelerated share‑repurchase program during the quarter. finance.yahoo.com
- 6Q4 2026 revenue guidance is $227 million to $233 million. investing.com
Summary written by AlphAI AI Desk from 13 of 13 sources. Not investment advice. Figures are as stated by the linked sources.