RMBSRambus Inc.

$90.03

Price

$90.03+25%1Y
1M-13%1Y+25%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Average
5/10
Value14
Quality87
Momentum62
Growth40
Strongest Quality, weakest Value · ranked vs Technology peers. The five questions below judge the company on its own terms.
What they do

Rambus is a global semiconductor company providing industry-leading chips and silicon IP for data-intensive computing systems, focusing on data center and artificial intelligence (“AI”) infrastructure. As a pioneer with over three decades of advanced semiconductor design experience, Rambus is at the forefront of enabling the next era of AI-driven computing, addressing the critical challenges of signal and power integrity at increasingly extreme data rates in the data center, edge and client markets.

In the company’s own words · 10-K filed Feb 18, 2026 · SEC EDGAR

P/E (TTM)42.9
Market Cap$15.27B
1Y Return+25%
5Y Return+283%

Business segments

Q1 2026 · $180.2M

The company’s own SEC segment disclosure.

  • KR$86.5M48%
  • Other Countries$43.2M24%
  • SG$28.3M16%
  • US$22.1M12%

Rambus Inc. (RMBS) reported revenue of $180M in Q1 2026 (quarter ended March 31, 2026), up 8.1% from the same quarter a year earlier. That came with a gross margin of 80% and net income of $60M (33% of revenue). For the full year FY2025, revenue was $708M (+27% year on year) and net income $230M. Its largest region in 2026-Q1 was KR at $87M, 48% of the disclosed total, just ahead of Other Countries at 24%.

Raw charts

10 series · TTM

As reported to the SEC, without any scoring.