Rambus

Rambus

Yahoo Finance • 9 days ago

Rambus expects Q4 revenue of $227M-$233M as it targets continued product ramps into 2027

Earnings Call Insights: Rambus (RMBS) Q3 2026 MANAGEMENT VIEW * "In Q3, we delivered a truly exceptional quarter. Revenue and non-GAAP earnings both reached new record highs and exceeded the top end of our guidance ranges," said (CEO,... Full story

Yahoo Finance • 20 days ago

Is Rambus (RMBS) Undervalued Following Its New AI Memory Chip Launch?

Rambus (RMBS) just rolled out a new power management chip tailored for LPDDR6 server memory modules, tying its technology more tightly to AI-focused data center hardware and raising fresh questions about valuation. The new AI focused PMIC... Full story

Yahoo Finance • 26 days ago

Rambus (RMBS): Capitalizing on Data Center Infrastructure Expansion

Jacob Funds, a mutual fund company, released its third-quarter 2026 investor letter. The letter can be downloaded here. In Q3, persistent macro headwinds—rising oil prices, multi-decade high interest rates, and exceptionally narrow market... Full story

Yahoo Finance • 30 days ago

Rambus to Announce Third Quarter Fiscal Year 2026 Results

SAN JOSE, Calif., October 05, 2026--(BUSINESS WIRE)--Rambus Inc. (Nasdaq: RMBS), a premier chip and silicon IP provider making data faster and safer, today announced that it will hold a conference call on Monday, October 26, 2026, at 2:00... Full story

Yahoo Finance • last month

3 Tech Hardware Stocks Built For Higher Rates And AI Infrastructure

Rising interest rates, sticky inflation and an AI spending surge are pulling markets in different directions, and that mix is forcing you to think harder about which growth stories can handle tighter money. Some businesses may feel the str... Full story

Yahoo Finance • 2 months ago

3 AI Infrastructure Stocks Riding The White House Push Into Data Centers

A new White House "AI tsar," an AI Force, and a clear pledge to avoid rules that could slow artificial intelligence have pushed this theme from niche talking point to front-page story for anyone watching US tech. Policy tailwinds can resha... Full story

Yahoo Finance • 2 months ago

M31 Expands Rambus Collaboration, Strengthening Its One-Stop MIPI Subsystem Solution

HSINCHU, Sept. 17, 2026 /PRNewswire/ -- M31 Technology (M31), a global silicon intellectual property (IP) provider, today unveiled a technology collaboration with Rambus Inc. for its MIPI CSI (Camera Serial Interface) Controller and MIPI D... Full story

Yahoo Finance • 2 months ago

Can Netlist's Financial Flexibility Support Its Growth Initiatives?

Netlist NLST had $40.7 million in cash, cash equivalents and restricted cash with minimal debt at the end of the second quarter of 2026. This is significant, as the company continues investing in growth. The company also received $10.5 mi... Full story

Yahoo Finance • 2 months ago

Netlist Soars 667% Year to Date: Can the Stock Sustain the Rally?

Netlist, Inc. NLST has been one of the standout performers of 2026, with shares soaring a staggering 667.2% year to date ("YTD"). That triple-digit gain raises a difficult question for investors: has the market already priced in too much o... Full story

Yahoo Finance • 2 months ago

Price Prediction: Rambus Stock Will Trade at $100 on This Date

Quick Read RMBS posted record product revenue of $99 million with 22% growth yet dropped 9% on earnings day and sits near its 52-week low at $89. Wall Street's consensus target of $148 implies 64% upside, while even the bear-case model la... Full story

Yahoo Finance • 3 months ago

Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’

Quick Read Three major hedge funds piled into TSM while dumping AVGO, with TSM gaining 41% YTD versus AVGO's 8% single-week drop. Druckenmiller exited Intel and Micron while opening new positions in LRCX, AMD, and Entegris, signaling sele... Full story

Yahoo Finance • 3 months ago

Rambus Stock Has Been on a Wild Ride. Here’s What Happens Next

Quick Read Rambus earns a BUY at $113 on record Q2 revenue of $207 million, 20% growth, and a Tier 1 hyperscaler HBM design win. Credo Technology offers faster AI-connectivity growth but commands a premium valuation, while Lattice Semicon... Full story

Yahoo Finance • 3 months ago

Rambus’s (RMBS) Margin Problem: When Record Revenue Isn’t the Whole Story

Memory bandwidth and GPU processing power have been a key hardware bottleneck for AI infrastructure advancement. As server designs move to high-density DDR5 standards and High Bandwidth Memory configurations to support AI workloads, specia... Full story

Yahoo Finance • 3 months ago

Prediction: Where Will Rambus End The Year?

Quick Read RMBS crashed 33% despite beating every Q2 estimate, and now trades at $83 with a BUY target of $116 and 90% confidence. RMBS trades at a forward P/E of 24, which is half of MRVL at 47 and well below CRDO at 35, despite deliveri... Full story

Yahoo Finance • 3 months ago

Stocks making the biggest moves premarket: Coca-Cola, Sherwin-Williams, Johnson & Johnson & more

Check out the companies making headlines before the bell: Coca-Cola — Shares popped 2% after the beverage company topped earnings expectations and hiked its full-year outlook. Coca-Cola posted adjusted earnings per share of 97 cents, more... Full story

Yahoo Finance • 3 months ago

Rambus expects Q3 revenue of $210M-$216M while projecting non-GAAP EPS of $0.75-$0.82

Earnings Call Insights: Rambus (RMBS) Q2 2026 MANAGEMENT VIEW * CEO Luc Seraphin said Rambus “deliver[ed] a new all-time high in revenue and non-GAAP earnings and beating the high end of our guidance ranges,” adding that Q2 marked “the... Full story

Yahoo Finance • 3 months ago

Stocks making the biggest moves after hours: Cadence Design Systems, Rambus, Welltower and more

Check out the companies making headlines after hours. Cadence Design Systems — Shares of the chip design company popped more than 4% after Cadence Design posted second quarter earnings of $2.11 per share, excluding items, topping the LSEG... Full story

Yahoo Finance • 3 months ago

Crypto Treasury Firms Pivot to AI in Bid to Win Back Investors

(Bloomberg) -- The implosion of the once-hot market for cryptocurrency treasury stocks is prompting a number of firms to pivot to artificial intelligence in an attempt to win back investors. So far, it isn't working. Most Read from Bloomb... Full story

Yahoo Finance • 3 months ago

Rambus Q2 2026 Earnings Preview

* Rambus (RMBS [https://seekingalpha.com/symbol/RMBS]) is scheduled to announce Q2 earnings results on Monday, July 27th, after market close. * The consensus EPS Estimate is $0.71 [https://seekingalpha.com/symbol/RMBS/earnings/estimate... Full story

Yahoo Finance • 3 months ago

Wall Street Keeps Warming to Rambus Stock. Here’s Our Price Target

Quick Read Rambus (RMBS) tumbled 28% from its June high, creating a BUY entry at $100.85 with a $109.40 price target and 90% confidence. Rambus trades at 24x forward earnings, cheaper than Marvell (MRVL) at 47x yet commanding a deserved p... Full story