Rambus Inc.

NasdaqGS:RMBS Stock Report

Market Cap: US$11.6b

Rambus Past Earnings Performance

Past criteria checks 3/6

Rambus has been growing earnings at an average annual rate of 55.9%, while the Semiconductor industry saw earnings growing at 6.2% annually. Revenues have been growing at an average rate of 18.6% per year. Rambus's return on equity is 17.8%, and it has net margins of 33.7%.

Key information

55.94%

Earnings growth rate

56.02%

EPS growth rate

Semiconductor Industry Growth27.66%
Revenue growth rate18.62%
Return on equity17.76%
Net Margin33.72%
Last Earnings Update30 Sep 2025

Recent past performance updates

Recent updates

Rambus Q3: AI Growth Story Still There, But It's Priced In (Rating Downgrade)

Oct 29

Earnings Tell The Story For Rambus Inc. (NASDAQ:RMBS) As Its Stock Soars 28%

Sep 16
Earnings Tell The Story For Rambus Inc. (NASDAQ:RMBS) As Its Stock Soars 28%

There's Been No Shortage Of Growth Recently For Rambus' (NASDAQ:RMBS) Returns On Capital

Aug 25
There's Been No Shortage Of Growth Recently For Rambus' (NASDAQ:RMBS) Returns On Capital

Shareholders Should Be Pleased With Rambus Inc.'s (NASDAQ:RMBS) Price

Jun 19
Shareholders Should Be Pleased With Rambus Inc.'s (NASDAQ:RMBS) Price

Is It Time To Consider Buying Rambus Inc. (NASDAQ:RMBS)?

May 14
Is It Time To Consider Buying Rambus Inc. (NASDAQ:RMBS)?

Rambus (NASDAQ:RMBS) Shareholders Will Want The ROCE Trajectory To Continue

Apr 29
Rambus (NASDAQ:RMBS) Shareholders Will Want The ROCE Trajectory To Continue

Is Rambus Inc. (NASDAQ:RMBS) Trading At A 25% Discount?

Mar 13
Is Rambus Inc. (NASDAQ:RMBS) Trading At A 25% Discount?

Rambus Inc.'s (NASDAQ:RMBS) Price In Tune With Earnings

Feb 19
Rambus Inc.'s (NASDAQ:RMBS) Price In Tune With Earnings

Is Now The Time To Look At Buying Rambus Inc. (NASDAQ:RMBS)?

Feb 04
Is Now The Time To Look At Buying Rambus Inc. (NASDAQ:RMBS)?

Rambus (NASDAQ:RMBS) Is Experiencing Growth In Returns On Capital

Jan 20
Rambus (NASDAQ:RMBS) Is Experiencing Growth In Returns On Capital

Rambus: Positioned For A Memory Revolution

Nov 28

Calculating The Fair Value Of Rambus Inc. (NASDAQ:RMBS)

Nov 22
Calculating The Fair Value Of Rambus Inc. (NASDAQ:RMBS)

Rambus: DDR5 Momentum Showing Positive Signs (Maintain Buy Rating)

Nov 06

Rambus: DDR5 Leader Positioned To Thrive As AI Shifts To Inference

Oct 30
User avatar

Leadership In DDR5 Tech Fuels Market Share Growth And Diversifies Revenue Streams

Rambus's leadership in DDR5 technology and strategic expansion into new markets like AI, high-performance computing, and client PCs are poised to boost revenue.

Rambus Q2 Earnings: Hits A Memory Block, High Valuation, Low Returns (Rating Downgrade)

Jul 30

Rambus: Facing Competition And Lower Demand

Apr 15

Rambus: Q4 Results Show More Improvements, But Share Price Still Too High

Feb 07

Revenue & Expenses Breakdown

How Rambus makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NasdaqGS:RMBS Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 25678229113182
30 Jun 25645229110174
31 Mar 25605207106168
31 Dec 24557180104163
30 Sep 24518176102155
30 Jun 24478231101151
31 Mar 24465364103152
31 Dec 23461334108157
30 Sep 23461291109161
30 Jun 23468189109163
31 Mar 2347055110161
31 Dec 22455-14107159
30 Sep 22424-24100155
30 Jun 22393-2196151
31 Mar 22357-4592143
31 Dec 213281889136
30 Sep 21298089134
30 Jun 21274-1687132
31 Mar 21251-3787136
31 Dec 20246-4086140
30 Sep 20248-3389140
30 Jun 20248-3895148
31 Mar 20245-6697151
31 Dec 19228-8697157
30 Sep 19233-83102157
30 Jun 19235-170100159
31 Mar 19233-149100159
31 Dec 18231-15898158
30 Sep 18265-192108160
30 Jun 18304-80110153
31 Mar 18342-62113153
31 Dec 17393-23111149
30 Sep 1738910104148
30 Jun 173797105146
31 Mar 17361899137
31 Dec 16337795130
30 Sep 163162387117
30 Jun 1630020177111
31 Mar 1629620473111
31 Dec 1529621171111
30 Sep 1529220672114
30 Jun 152873072113
31 Mar 152912874112
31 Dec 142972675110

Quality Earnings: RMBS has high quality earnings.

Growing Profit Margin: RMBS's current net profit margins (33.7%) are lower than last year (34%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: RMBS has become profitable over the past 5 years, growing earnings by 55.9% per year.

Accelerating Growth: RMBS's earnings growth over the past year (29.9%) is below its 5-year average (55.9% per year).

Earnings vs Industry: RMBS earnings growth over the past year (29.9%) exceeded the Semiconductor industry 3.3%.

Return on Equity

High ROE: RMBS's Return on Equity (17.8%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/09 16:28
End of Day Share Price 2025/11/07 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Rambus Inc. is covered by 17 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Nam Hyung KimArete Research Services LLP
Brett SimpsonArete Research Services LLP
Tristan GerraBaird