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Rambus

RMBS

Rambus is a global semiconductor company that designs and licenses high-performance memory subsystems and security technologies for data-intensive computing.

Market cap
$11.16B+38.1%
Revenue$756.3M+17.2%
Net income$239.7M+4.6%
EPS (diluted)$2.18+3.3%
Trailing twelve months · change vs. prior year

Earnings

Next report

Date not yet announced

Financials

Q2 2026

Income statement

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Revenue$207.4M+20.4%
Gross profit$165.4M+20.4%
Operating income$72.7M+15.5%
Net income$67.6M+16.7%
EPS (diluted)$0.61+15.1%

Balance sheet

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Cash & equivalents$87.7M0.0%
Total debt$21.8M-22.0%
Total equity$1.5B+19.4%
Total assets$1.6B+9.8%

Valuation & ratios

Valuation

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Market cap$11.16B+38.1%
Enterprise value$11.09B+62.2%
P/E46.6×+16.5×
P/S14.8×+4.1×

Profitability

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Gross margin79.5%-0.8pp
Operating margin35.5%-1.5pp
Net margin31.7%-3.8pp

Returns & leverage

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Return on equity17.8%-2.5pp
Debt / equity0.0×
Current ratio9.8×-1.1×

Segments

By product

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Product Revenue$99.2M+21.9%

Competitors

Profile

Rambus is a global semiconductor company that designs and licenses high-performance memory subsystems and security technologies for data-intensive computing. The company provides a combination of physical chips and silicon intellectual property (IP) to address performance bottlenecks in data centers, artificial intelligence infrastructure, and client devices. Its core value proposition lies in optimizing signal and power integrity to enable high-speed data transfer and robust security for next-generation computing architectures.

Competitive position

A leading provider of high-performance memory interface technology and security IP, positioned as a critical enabler for AI-driven computing infrastructure.

GeographiesUnited States, China, South Korea, Taiwan, Europe, India
Customer segmentsHyperscale data centers, Semiconductor manufacturers, Enterprise hardware OEMs
Business modelFabless manufacturing, IP Licensing, Royalty-based
SuppliersThird-party semiconductor foundries, Outsourced assembly and test (OSAT) contractors, Electronic Design Automation (EDA) tool providers
CustomersMemory module manufacturers, Cloud service providers, Consumer electronics OEMs, Automotive system integrators
Listed1997
Employees623.0
CEOLuc Seraphin
Websiterambus.com
FilingsSEC EDGAR

Questions, answered.

What is Rambus's market cap?
Rambus (RMBS) has a market capitalization of $11.2B and trades on NASDAQ.
What is Rambus's revenue and profitability?
Rambus generated $756.3M in trailing twelve-month revenue with net income of $239.7M, representing a net margin of 31.7%. Gross margin stands at 79.5%. These figures are based on the Q2 2026 filing.
Who are Rambus's competitors?
Rambus's key competitors include Monolithic Power Systems, Synopsys, Cadence Design Systems, and others. These companies compete in similar markets and product categories.
Where is Rambus headquartered?
Rambus is headquartered in United States of America and employs approximately 623 people. It has been publicly traded since 1997.