Rambus (RMBS) Financials: Revenue & Earnings
$9.65B
Market Cap
35.89
P/E
28.53
Forward P/E
71
Score
RMBS price $88.98 +0.07 +0.08%
Stocklytics score rationale: value 48, quality 90, growth 74.
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 336597000 | 393096000 | 231201000 | 224027000 | 246322000 | 328304000 | 454793000 | 461117000 | 556624000 | 707630000 |
Rambus Inc. is a global provider of semiconductor solutions, operating across key regions including the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, and China. Their product portfolio encompasses advanced DDR memory interface chips, such as DDR5, DDR4, and DDR3, which are supplied to module manufacturers and original equipment manufacturers (OEMs). Additionally, Rambus delivers silicon…
RMBS fair value $121.42. Price $88.98. Price is 27% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 77% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 312.93M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 1.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 108.46M. Net debt -139.17M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2027-02-01 | — | 0.88 | — | 230.19M |
| 2026-10-26 | 0.84 | 0.79 | 218.29M | 213.21M |
| 2026-07-27 | 0.77 | 0.72 | 207.40M | 199.30M |
| 2026-04-27 | 0.63 | 0.61 | 180.19M | 179.94M |
| 2026-02-02 | 0.68 | 0.68 | 190.20M | 188.21M |
| 2025-10-27 | 0.63 | 0.63 | 178.51M | 176.00M |
| 2025-07-28 | 0.60 | 0.61 | 172.21M | 175.67M |
| 2025-04-28 | 0.59 | 0.55 | 166.66M | 166.18M |
| 2025-02-03 | 0.59 | 0.58 | 161.10M | 160.68M |
| 2024-10-28 | 0.51 | 0.51 | 145.51M | 160.08M |
| 2024-07-29 | 0.42 | 0.45 | 132.14M | 138.90M |
| 2024-04-29 | 0.37 | 0.44 | 117.87M | 132.00M |
| 2024-02-05 | 0.47 | 0.45 | 122.22M | 134.00M |
| 2023-10-30 | 0.43 | 0.41 | 105.30M | 124.60M |
| 2023-07-31 | 0.44 | 0.39 | 119.83M | 133.20M |
| 2023-05-01 | 0.44 | 0.42 | 113.76M | 122.37M |
| 2023-02-06 | 0.47 | 0.45 | 122.37M | 151.93M |
| 2022-10-31 | 0.46 | 0.41 | 112.24M | 140.90M |
| 2022-08-01 | 0.35 | 0.40 | 121.13M | 137.20M |
| 2022-05-02 | 0.21 | 0.37 | 132.70M | 127.90M |
| 2022-02-07 | 0.39 | 0.37 | 91.78M | 123.01M |
| 2021-11-01 | 0.34 | 0.33 | 81.28M | 113.00M |
| 2021-08-02 | 0.34 | 0.31 | 84.86M | 106.90M |
| 2021-05-03 | 0.30 | 0.28 | 70.38M | 102.87M |
| 2021-02-01 | 0.28 | 0.25 | 61.91M | 96.87M |
| 2020-11-02 | -0.05 | 0.27 | 56.91M | 51.22M |
| 2020-08-03 | -0.04 | 0.25 | 59.93M | 51.66M |
| 2020-05-04 | -0.02 | 0.23 | 63.99M | 45.99M |
| 2020-01-27 | 0.01 | 0.25 | 59.95M | 53.52M |
| 2019-11-04 | -0.03 | 0.23 | 57.40M | 57.40M |
| 2019-07-29 | 0.22 | 0.20 | 58.30M | 53.00M |
| 2019-04-22 | -0.08 | 0.23 | 48.38M | 48.38M |
| 2019-01-28 | 0.28 | 0.26 | 68.56M | 63.67M |
| 2018-10-29 | 0.22 | 0.22 | 59.75M | 59.80M |
| 2018-07-30 | 0.21 | 0.20 | 56.46M | 53.81M |
| 2018-05-07 | 0.21 | 0.21 | 46.43M | 46.40M |
| 2018-01-29 | 0.19 | 0.19 | 101.89M | 101.90M |
| 2017-10-23 | 0.19 | 0.17 | 99.13M | 88.67M |
| 2017-07-24 | 0.14 | 0.13 | 94.72M | 87.94M |
| 2017-04-24 | 0.17 | 0.15 | 97.35M | 85.94M |
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-02 | KISSNER CHARLES | Sell | 5.00K | $111.00 | 555.00K |
| 2026-09-22 | KISSNER CHARLES | Sell | 5.00K | $105.00 | 525.00K |
| 2026-09-08 | Taulbee William Clarence II | Other | 0 | — | — |
| 2026-08-07 | KISSNER CHARLES | Sell | 5.00K | $100.92 | 504.60K |
| 2026-06-03 | Sayiner Necip | Sell | 5.00K | $170.15 | 850.75K |
| 2026-06-02 | Higashi Emiko | Sell | 5.00K | $163.00 | 815.00K |
| 2026-06-02 | Higashi Emiko | Sell | 5.00K | $158.00 | 790.00K |
| 2026-06-01 | STANG ERIC B | Sell | 5.00K | $146.00 | 730.00K |
| 2026-05-26 | Higashi Emiko | Sell | 5.00K | $157.57 | 787.85K |
| 2026-05-26 | FAN XIANZHI SEAN | Sell | 37.81K | $151.69 | 5.74M |
| 2026-05-26 | FAN XIANZHI SEAN | Sell | 100 | $152.35 | 15.23K |
| 2026-05-22 | Shinn John | Sell | 1.00K | $143.63 | 143.63K |
| 2026-05-08 | Sayiner Necip | Sell | 9.82K | $130.18 | 1.28M |
| 2026-05-07 | LAUB STEVEN | Sell | 1.50K | $125.52 | 188.28K |
| 2026-05-01 | Gagneja Sumeet | Buy | 26.80K | — | — |
| 2026-05-01 | Gagneja Sumeet | Buy | 14.52K | — | — |
| 2026-04-29 | Gagneja Sumeet | Other | 0 | — | — |
| 2026-04-24 | Rao Meera | Sell | 2.97K | $150.30 | 446.69K |
| 2026-04-14 | Rao Meera | Sell | 8.54K | $118.08 | 1.01M |
| 2026-04-03 | Allen John K | Sell | 1.13K | $92.22 | 104.30K |
| 2026-04-02 | Seraphin Luc | Sell | 2.51K | $86.04 | 216.05K |
| 2026-04-02 | Seraphin Luc | Sell | 2.75K | $87.11 | 239.56K |
| 2026-04-02 | Seraphin Luc | Sell | 165 | $88.35 | 14.58K |
| 2026-04-01 | Higashi Emiko | Buy | 2.22K | — | — |
| 2026-04-01 | LAUB STEVEN | Buy | 2.22K | — | — |
| 2026-04-01 | Rao Meera | Buy | 2.22K | — | — |
| 2026-04-01 | Sayiner Necip | Buy | 2.22K | — | — |
| 2026-04-01 | STANG ERIC B | Buy | 2.22K | — | — |
| 2026-04-01 | PENG VICTOR | Buy | 2.22K | — | — |
| 2026-04-01 | KISSNER CHARLES | Buy | 2.22K | — | — |
| 2026-04-01 | Shinn John | Buy | 5.56K | — | — |
| 2026-04-01 | Shinn John | Sell | 1.91K | $89.95 | 172.07K |
| 2026-04-01 | Seraphin Luc | Buy | 32.68K | — | — |
| 2026-04-01 | Seraphin Luc | Sell | 12.56K | $89.95 | 1.13M |
| 2026-04-01 | FAN XIANZHI SEAN | Buy | 22.23K | — | — |
| 2026-04-01 | FAN XIANZHI SEAN | Sell | 9.92K | $89.95 | 891.94K |
| 2026-04-01 | Allen John K | Buy | 2.78K | — | — |
| 2026-04-01 | Allen John K | Sell | 495 | $89.95 | 44.53K |
| 2026-04-01 | Allen John K | Sell | 658 | $89.95 | 59.19K |
| 2026-03-10 | Shinn John | Sell | 4.36K | $88.64 | 386.10K |
| 2026-03-10 | Shinn John | Sell | 200 | $89.55 | 17.91K |
| 2026-03-03 | Shinn John | Sell | 2.25K | $92.77 | 209.10K |
| 2026-03-03 | Shinn John | Sell | 1.60K | $94.07 | 150.79K |
| 2026-03-03 | Shinn John | Sell | 700 | $94.89 | 66.42K |
| 2026-03-02 | Seraphin Luc | Sell | 1.68K | $95.83 | 160.90K |
| 2026-03-02 | Seraphin Luc | Sell | 7.22K | $97.38 | 703.57K |
| 2026-03-02 | Seraphin Luc | Sell | 13.65K | $98.22 | 1.34M |
| 2026-03-02 | Seraphin Luc | Sell | 9.47K | $99.17 | 939.00K |
| 2026-03-02 | Seraphin Luc | Sell | 6.59K | $100.20 | 660.00K |
| 2026-03-02 | Seraphin Luc | Sell | 1.30K | $101.65 | 132.15K |
| 2026-03-02 | PENG VICTOR | Buy | 168 | — | — |
| 2026-02-23 | Lynch Desmond | Sell | 4.27K | $101.53 | 433.84K |
| 2026-02-12 | PENG VICTOR | Other | 0 | — | — |
| 2026-02-01 | Shinn John | Buy | 17.28K | — | — |
| 2026-02-01 | Shinn John | Sell | 9.88K | $113.71 | 1.12M |
| 2026-02-01 | Lynch Desmond | Buy | 34.55K | — | — |
| 2026-02-01 | Lynch Desmond | Sell | 22.11K | $113.71 | 2.51M |
| 2026-02-01 | Seraphin Luc | Buy | 143.74K | — | — |
| 2026-02-01 | Seraphin Luc | Sell | 92.52K | $113.71 | 10.52M |
| 2026-02-01 | FAN XIANZHI SEAN | Buy | 148.80K | — | — |
| 2026-02-01 | FAN XIANZHI SEAN | Sell | 92.40K | $113.71 | 10.51M |
| 2025-11-21 | FAN XIANZHI SEAN | Sell | 300 | — | — |
| 2025-11-19 | FAN XIANZHI SEAN | Sell | 300 | — | — |
| 2025-11-10 | STANG ERIC B | Sell | 4.00K | $111.78 | 447.14K |
| 2025-11-07 | STANG ERIC B | Sell | 5.00K | $102.35 | 511.76K |
| 2025-10-06 | Lynch Desmond | Sell | 5.47K | $101.17 | 553.09K |
| 2025-10-06 | Lynch Desmond | Sell | 3.61K | $101.99 | 367.89K |
| 2025-10-01 | Rao Meera | Sell | 653 | $101.99 | 66.60K |
| 2025-09-15 | Lynch Desmond | Sell | 9.07K | $91.70 | 832.10K |
| 2025-09-11 | Sayiner Necip | Sell | 7.50K | $85.63 | 642.23K |
| 2025-09-02 | Rao Meera | Sell | 3.00K | $71.72 | 215.16K |
| 2025-09-01 | Lynch Desmond | Sell | 2.73K | $73.48 | 200.25K |
| 2025-08-29 | LAUB STEVEN | Sell | 2.26K | $78.72 | 177.99K |
| 2025-08-13 | Higashi Emiko | Sell | 1.07K | $77.75 | 83.58K |
| 2025-08-08 | Sayiner Necip | Sell | 7.50K | $73.53 | 551.45K |
| 2025-08-04 | Higashi Emiko | Sell | 1.11K | $75.00 | 83.33K |
| 2025-08-04 | Shinn John | Sell | 790 | $74.61 | 58.94K |
| 2025-05-27 | LAUB STEVEN | Sell | 1.85K | $55.12 | 101.82K |
| 2025-05-19 | LAUB STEVEN | Sell | 3.65K | $55.56 | 202.96K |
| 2025-05-09 | STANG ERIC B | Sell | 3.65K | $51.13 | 186.78K |
| 2025-05-05 | Lynch Desmond | Sell | 3.12K | $50.31 | 156.87K |
| 2025-04-23 | Seraphin Luc | Sell | 6.35K | $46.97 | 298.17K |
| 2025-04-22 | Seraphin Luc | Sell | 1.25K | $45.00 | 56.48K |
| 2025-04-15 | Seraphin Luc | Sell | 10.00K | $47.79 | 477.87K |
| 2025-04-08 | Seraphin Luc | Sell | 10.00K | $46.81 | 468.10K |
| 2025-04-03 | Allen John K | Sell | 1.13K | $46.15 | 52.10K |
| 2025-04-01 | Allen John K | Buy | 5.17K | — | — |
| 2025-04-01 | Allen John K | Sell | 490 | $52.29 | 25.62K |
| 2025-04-01 | LAUB STEVEN | Buy | 3.82K | — | — |
| 2025-04-01 | Sayiner Necip | Buy | 3.82K | — | — |
| 2025-04-01 | Rao Meera | Buy | 3.82K | — | — |
| 2025-04-01 | Higashi Emiko | Buy | 3.82K | — | — |
| 2025-04-01 | KISSNER CHARLES | Buy | 3.82K | — | — |
| 2025-04-01 | STANG ERIC B | Buy | 3.82K | — | — |
| 2025-04-01 | Lynch Desmond | Buy | 18.17K | — | — |
| 2025-04-01 | Lynch Desmond | Sell | 1.83K | $52.29 | 95.64K |
| 2025-04-01 | Shinn John | Buy | 8.61K | — | — |
| 2025-04-01 | Shinn John | Sell | 817 | $52.29 | 42.72K |
| 2025-04-01 | FAN XIANZHI SEAN | Buy | 47.81K | — | — |
| 2025-04-01 | FAN XIANZHI SEAN | Sell | 3.50K | $52.29 | 182.81K |
Latest filed quarter: Q2 2026.
Institutions holding: 650, holders +78 vs prior quarter. Ownership 94.09%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 13.96M | -2.34M | -14.36% | 1.85B |
| FMR LLC | 10.46M | 7.14M | +215.21% | 1.39B |
| INVESCO LTD. | 6.63M | 133.41K | +2.05% | 880.39M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.07M | -575.80K | -8.67% | 805.53M |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.87M | 46.53K | +0.96% | 647.03M |
| STATE STREET CORP | 3.92M | -458.50K | -10.48% | 519.50M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3.33M | -42.18K | -1.25% | 442.62M |
| GEODE CAPITAL MANAGEMENT, LLC | 2.30M | -826.84K | -26.46% | 305.06M |
| JPMORGAN CHASE & CO | 2.10M | 264.92K | +14.43% | 260.99M |
| DIMENSIONAL FUND ADVISORS LP | 1.72M | -75.89K | -4.23% | 228.19M |
| SWEDBANK AB | 1.65M | 83.50K | +5.34% | 218.56M |
| NORGES BANK | 1.53M | 1.53M | New | 203.44M |
| MORGAN STANLEY | 1.44M | 231.08K | +19.05% | 191.71M |
| NEUBERGER BERMAN GROUP LLC | 1.31M | 9.61K | +0.74% | 173.45M |
| BANK OF AMERICA CORP /DE/ | 1.22M | -142.84K | -10.49% | 161.77M |
| AQR CAPITAL MANAGEMENT LLC | 1.21M | -39.45K | -3.15% | 152.48M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.11M | -217.27K | -16.38% | 147.23M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 1.11M | 1.11M | New | 147.23M |
| EDGEPOINT INVESTMENT GROUP INC. | 1.09M | -861.53K | -44.23% | 144.18M |
| RAFFERTY ASSET MANAGEMENT, LLC | 984.39K | 238.87K | +32.04% | 130.67M |
| GOLDMAN SACHS GROUP INC | 960.88K | 38.77K | +4.20% | 127.55M |
| BESSEMER GROUP INC | 958.93K | -80.98K | -7.79% | 127.29M |
| NORTHERN TRUST CORP | 949.11K | -384.98K | -28.86% | 125.99M |
| BANK OF NEW YORK MELLON CORP | 828.23K | 48.35K | +6.20% | 109.94M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 797.20K | 797.20K | New | 105.82M |
Rambus Inc. (RMBS) trades at $88.98, with a market cap of $9.65B and a trailing P/E of 35.89. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 336597000 | 393096000 | 231201000 | 224027000 | 246322000 | 328304000 | 454793000 | 461117000 | 556624000 | 707630000 |
Insights · Dividends · Forecast · Financials · Learn
$9.65B
Market Cap
35.89
P/E
28.53
Forward P/E
71
Score