RMBS

In the past six months, Rambus Inc. (RMBS) reported record second-quarter 2026 revenue of $207.4 million, a 20% increase year-over-year, surpassing guidance, with operating cash flow of $61.2 million. The company is scheduled to announce its third-quarter fiscal year 2026 results on October 26, 2026, with analysts anticipating earnings of $0.79 per share on revenue of $213.21 million. In June 2026, Rambus leaders presented at several investor events. Rambus shares experienced a significant decline of approximately 33% over 30 days in late June and early July 2026, attributed to profit-taking and broader semiconductor sector headwinds, though the stock remained up roughly 26% over the quarter. Rambus has generally participated in AI-led semiconductor rallies, benefiting from strong demand, but some analysts note that the stock's valuation already reflects ambitious growth expectations, and there have been instances of insider selling, such as a director selling $555,000 in shares on October 2, 2026.