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Rambus, Inc.

RMBS Technology Semiconductors
$85.73
▼ -7.2% Today
as of Oct 22, 16:51 ET
Last 30 days +6.64% Sep 14 → Oct 22
$77.69 $87.47 $97.24 $107.01 $116.79 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$87.93
High
$90.50
Low
$85.02
Volume
$2M
Avg Vol
$2M
Mkt Cap
$12.1B
P/E (TTM)
57.40
Beta
—
52w High
$174.10
52w Low
$77.89
Div Yield
—
Shares Out
$108M

Recent Press Releases & News last 60 days · 23 items

Oct 22 · 21:41 MT Newswires
Rambus Invests in ChipAgents, Adopts AI Design Platform Companywide
Oct 22 · 21:00 PR Business Wire
Rambus and ChipAgents Collaborate to Accelerate Chip Design with Agentic AI
Oct 22 · 12:00 24/7 Wall St.
Rambus Could Be an Overlooked Winner in the AI Memory Boom
▸ Show all 23 press releases & news Free account →

RMBS earnings at a glance

Rambus, Inc. (RMBS) is scheduled to report earnings on Monday, October 26, 2026 after the market closes — in 3 days. Analysts expect earnings per share of $0.65, compared with $0.44 in the same quarter last year (+48%). The options market is pricing a move of about ±7.0% after the report, a range of roughly $79.70 to $91.76 from today's $85.73. Over its last 6 reports the stock rose the next day 1 time and fell 5, moving ±12.0% on average; after the most recent report on Jul 27, 2026 it moved -9.0%. That means options currently expect less movement than RMBS has typically delivered. RMBS beat the consensus EPS estimate in 5 of its last 5 reported quarters. Implied volatility is currently 59%. The share price of $85.73 sits near its 52-week low.

More Technology stocks · All stocks · Earnings calendar

Overview

52-week range
$78
$174
8% of range
Avg surprise (last 5)
+8.2%
Avg reaction (last 6)
-7.4%
17% positive
Latest IV / EM
59%
EM ±7.0% · $110 · Oct 16

Earnings trends

EPS — actual vs estimate Actual Estimate
$0.03$0.40$0.77$1.14$1.51 Actual $0.03Actual $1.51Actual $0.93Actual $0.30Actual $0.33Actual $0.45Actual $0.51Est $0.44Actual $0.50Est $0.49Actual $0.44Actual $0.59Est $0.54Actual $0.57Est $0.55Actual $0.64Est $0.58 MarJunSepMarJunSepMar/2025Jun/2025Sep/20258K8KJun/2026
Revenue vs Net Income Revenue Net income
$0$47M$95M$142M$189M Jun 24Sep 24Mar 25Jun 25Sep 25Mar 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Mon Jul 27, 2026Jun/2026 $0.64 $0.58 +10.3% +16.0% -9.0% earnings
Mon Apr 27, 20268K 2026-04-27 $0.57 $0.55 +3.6% — -21.3% earnings
Mon Feb 2, 20268K 2026-02-02 $0.59 $0.54 +9.3% — -13.4% earnings
Mon Oct 27, 2025Sep/2025 $0.44 — — — -8.7% earnings
Mon Jul 28, 2025Jun/2025 $0.50 $0.49 +2.0% — +13.9% earnings
Mon Apr 28, 2025Mar/2025 $0.51 $0.44 +15.9% — -5.6% earnings
Mon Sep 30, 2024Sep 2024 $0.45 — — — — financials
Sun Jun 30, 2024Jun 2024 $0.33 — — — — financials
Sun Mar 31, 2024Mar 2024 $0.30 — — — — financials
Sat Sep 30, 2023Sep 2023 $0.93 — — — — financials
Fri Jun 30, 2023Jun 2023 $1.51 — — — — financials
Fri Mar 31, 2023Mar 2023 $0.03 — — — — financials
Fri Sep 30, 2022Sep 2022 $0.01 — — — — financials

Upcoming

DateFiscalTimeEPS EstLY EPSYoY %Δ
Mon Oct 26, 2026Sep/2026AMC $0.65$0.44 +47.7%

Financials

Income statement (quarterly)

MetricMar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024
Revenue$180M—$179M$172M$167M—$146M$132M
Cost of revenue$37M—$37M$35M$33M—$28M$27M
Gross profit$144M—$142M$137M$134M—$117M$105M
Operating income$62M—$63M$63M$63M—$55M$40M
Net income$60M—$48M$58M$60M—$49M$36M
EPS (diluted)$0.55—$0.44$0.53$0.56—$0.45$0.33

Balance sheet (quarterly)

MetricMar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024
Cash & equivalents$134M$183M$79M$88M$132M$100M$114M$125M
Inventory$58M$44M$45M$39M$45M$45M$49M$53M
Total current assets$1000M$989M$869M$784M$719M$690M$612M$610M
Total assets$1.53B$1.53B$1.41B$1.47B$1.38B$1.34B$1.25B$1.25B
Long-term debt————————
Total liabilities$140M$165M$118M$240M$220M$222M$213M$222M
Total equity$1.39B$1.36B$1.29B$1.23B$1.16B$1.12B$1.04B$1.03B

Implied volatility — last 90 days

54%226%399%571%743% Jun 07 — IV 88% · EM ±12.1%Jun 08 — IV 96% · EM ±12.7%Jun 09 — IV 95% · EM ±11.9%Jun 10 — IV 102% · EM ±12.0%Jun 11 — IV 98% · EM ±10.9%Jun 12 — IV 94% · EM ±9.6%Jun 15 — IV 103% · EM ±7.4%Jun 16 — IV 126% · EM ±7.4%Jun 17 — IV 133% · EM ±5.5%Jun 19 — IV 95% · EM ±21.1%Jun 22 — IV 98% · EM ±20.4%Jun 23 — IV 96% · EM ±19.6%Jun 24 — IV 97% · EM ±19.3%Jun 25 — IV 91% · EM ±17.9%Jun 26 — IV 89% · EM ±17.0%Jun 29 — IV 103% · EM ±18.2%Jun 30 — IV 97% · EM ±16.7%Jul 01 — IV 97% · EM ±16.2%Jul 02 — IV 96% · EM ±15.6%Jul 03 — IV 101% · EM ±15.7%Jul 06 — IV 108% · EM ±14.9%Jul 07 — IV 146% · EM ±19.2%Jul 08 — IV 107% · EM ±13.4%Jul 09 — IV 104% · EM ±12.3%Jul 10 — IV 91% · EM ±10.1%Jul 13 — IV 110% · EM ±9.2%Jul 14 — IV 125% · EM ±9.0%Jul 15 — IV 131% · EM ±7.7%Jul 16 — IV 743% · EM ±31.0%Jul 20 — IV 111% · EM ±26.2%Jul 21 — IV 111% · EM ±25.9%Jul 22 — IV 113% · EM ±25.7%Jul 23 — IV 110% · EM ±24.8%Jul 24 — IV 111% · EM ±24.5%Jul 27 — IV 113% · EM ±23.6%Jul 28 — IV 94% · EM ±19.2%Jul 29 — IV 95% · EM ±19.0%Jul 30 — IV 97% · EM ±18.9%Jul 31 — IV 93% · EM ±17.8%Aug 03 — IV 98% · EM ±17.3%Aug 04 — IV 96% · EM ±16.5%Aug 05 — IV 90% · EM ±15.0%Aug 06 — IV 85% · EM ±13.8%Aug 07 — IV 75% · EM ±11.7%Aug 10 — IV 84% · EM ±11.7%Aug 11 — IV 69% · EM ±9.1%Aug 12 — IV 72% · EM ±9.0%Aug 13 — IV 70% · EM ±8.2%Aug 14 — IV 62% · EM ±6.8%Aug 17 — IV 78% · EM ±6.5%Aug 18 — IV 75% · EM ±5.4%Aug 19 — IV 76% · EM ±4.5%Aug 20 — IV 82% · EM ±3.4%Aug 24 — IV 67% · EM ±14.0%Aug 25 — IV 65% · EM ±13.3%Aug 26 — IV 65% · EM ±12.9%Aug 27 — IV 68% · EM ±13.3%Aug 28 — IV 61% · EM ±11.8%Aug 31 — IV 61% · EM ±10.9%Sep 01 — IV 62% · EM ±10.6%Sep 02 — IV 55% · EM ±9.2%Sep 03 — IV 57% · EM ±9.2%Sep 04 — IV 65% · EM ±10.1%Sep 07 — IV 73% · EM ±10.1%Sep 08 — IV 66% · EM ±8.8%Sep 09 — IV 64% · EM ±8.0%Sep 10 — IV 63% · EM ±7.5%Sep 11 — IV 58% · EM ±6.4%Sep 14 — IV 67% · EM ±5.6%Sep 15 — IV 73% · EM ±5.3%Sep 16 — IV 78% · EM ±4.6%Sep 17 — IV 79% · EM ±3.3%Sep 21 — IV 69% · EM ±14.4%Sep 22 — IV 70% · EM ±14.3%Sep 23 — IV 67% · EM ±13.3%Sep 24 — IV 69% · EM ±13.6%Sep 25 — IV 66% · EM ±12.7%Sep 28 — IV 69% · EM ±12.3%Sep 29 — IV 69% · EM ±11.8%Sep 30 — IV 69% · EM ±11.5%Oct 01 — IV 63% · EM ±10.3%Oct 02 — IV 64% · EM ±10.0%Oct 06 — IV 59% · EM ±7.7%Oct 07 — IV 60% · EM ±7.6%Oct 08 — IV 59% · EM ±7.0%

Sector peers

SWKS
Skyworks Solutions, Inc.
$12.4B $82.39+1.3%
SMTC
Semtech Corporation
$12.6B $125.12-8.1%
VIAV
Viavi Solutions Inc.
$11.5B $30.30-12.8%
AMKR
Amkor Technology, Inc.
$13.0B $39.05-6.3%
FORM
FormFactor, Inc.
$11.0B $95.03-11.8%
AAOI
Applied Optoelectronics, Inc.
$10.4B $68.07-11.3%

RMBS earnings FAQ

When is RMBS's next earnings date?

Rambus, Inc. is expected to report on October 26, 2026, after the market closes.

What is RMBS's expected move for earnings?

Options currently price a move of about ±7.0%, or $6.03 per share either way from $85.73.

How does RMBS stock usually react to earnings?

Across the last 6 reports the average next-day move was ±12.0%, up 1 times and down 5 times.

What EPS are analysts expecting from Rambus, Inc.?

The consensus estimate is $0.65 per share, versus $0.44 a year ago.

What is RMBS's implied volatility?

RMBS's at-the-money implied volatility is about 59% based on the latest options snapshot.

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