RMBS Rambus Inc.

$RMBS at a good price to start accumulation, Less risk and more reward. Weak below 77 and 2.5 - 3 year target is 258.17 1 to 1.5 year target is 174, so can expect an ROI of 103% I will invest little today and accumulate on trending after 106, 122 and will hold for 174.

$RMBS Price Compared to Revenue Last Year Prices, with this Years Revenue Good name to have some shares in! NFA!

$RMBS a Pristine Balance Sheet with almost 900 mil in Cash and no debt--Read agian--900 mil in cash and NO DEBT--Maybe management has got their act together along with new products--I miss the drop top 85--but I still have my 250 shares at 85.5

$RMBS WOW 1/40th the earnings of $MU and for just 1/10th the price. paying $90 for $RMBS is like paying 3600 for $MU based these EPS.

$RMBS Record quarterly revenue of $218.3 million, up 22% year over year, exceeding guidance range GAAP diluted earnings per share of $0.69 and non-GAAP diluted earnings per share of $0.84, exceeding guidance range Record product revenue of $114.3 million, up 15% quarter over quarter and 22% year over year Expanded product and IP offerings for next-generation AI systems, including industry-leading PMIC for LPDDR6 SOCAMM2 and data center-class Root of Trust security IP

$RMBS In times like this, this is the type of company to invest in: Rambus Inc. (NASDAQ: RMBS) is highly financially stable, exhibiting robust liquidity, strong cash generation, and a structurally low-risk balance sheet.

$RMBS Analyst Consensus: Most covering analysts rate the stock as a Buy or Moderate Buy, with an average 12-month price target hovering between $140 and $146 (significantly above its current trading price around $85–$92). 👀

$RMBS Evercore ISI analyst Mark Lipacis lowered the firm's price target to $150 from $160 and keeps an Outperform rating on the shares.

$RMBS Susquehanna raised the firm's price target to $103 from $100 and keeps a Positive rating on the shares. The firm raised estimates following its Q3 results and noted its thesis is playing out. The maintain their view that upside to the share price at current levels is limited to less than 15% but that could change if expansion beyond the current $2.5B forecast, and higher content per system from share gains.

$RMBS Rambus guides Q4 revenue to $227–233M after a record $218.3M third quarter. 🏢 Rambus, a San Jose maker of memory-interface chips and silicon IP for data center and AI servers, reported Q3 results on October 26, 2026, after its August 5, 2026 8-K started a $100 million accelerated share buyback 📈 Chips drive that guide, with Q4 product revenue seen at $127–133M, a midpoint about 14% above Q3's record $114.3M, while royalties are guided down to $68–74M from $77.0M and the company says reaching its range requires signing customer agreements ⚠️ The bear case is inventory, which nearly doubled to $87.2M from $44.1M at the end of 2025 and would tie up cash if the chip ramp slips 📅 Next: Management discusses the quarter on a conference call at 2:00 p.m. PT on October 26, 2026; watch whether Q4 product revenue lands in the $127–133M range Source: SEC 8-K, Oct 26 + SEC 8-K, Aug 5

RAMBUS $RMBS Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $218.3M (Est. $213.2M) 🟢; +22% YoY 🔹 Adj. EPS: $0.84 (Est. $0.79) 🟢; vs $0.62 LY 🔹 Product Revenue: $114.3M; +22% YoY, +15% QoQ 🔹 Cash From Operations: $102.5M (Est. $96.7M) 🟢 Q4 Guide: 🔹 Revenue: $227M-$233M (Est. $227M) 🟡 🔹 Adj. EPS: $0.84-$0.92 (Est. $0.84) 🟡 🔹 Product Revenue: $127M-$133M 🔹 Royalties Revenue: $68M-$74M 🔹 Contract & Other: $26M-$32M 🔹 GAAP EPS: $0.68-$0.76 Revenue Mix (Q3): 🔹 Royalties: $77.0M 🔹 Contract & Other: $27.0M Announcements: 🔹 Expanded product and IP offerings for next-generation AI systems 🔹 Industry-leading PMIC for LPDDR6 SOCAMM2 Other Q3 Metrics: 🔹 Non-GAAP Oper Income: $102.2M (Est. $96.2M) 🟢 🔹 Non-GAAP Net Income: $91.7M (Est. $86.7M) 🟢 🔹 Non-GAAP Operating Margin: 47%; vs 44% LY 🔹 GAAP EPS: $0.69; vs $0.44 LY 🔹 Cash & Marketable Securities: $776.9M Key Updates: 🔹 Repurchases of common stock: $135.4M

Rambus shares are expected to move approximately 14% when the semiconductor and memory-interface technology company reports earnings on October 26 after market close, according to Bloomberg options data. The stock’s actual post-earnings move exceeded options-implied expectations in four of its last eight reports, indicating elevated event-driven volatility. Recent results show significant price swings, predominantly to the downside. On July 27, shares fell 13.5% versus an implied 12.9% move, while on April 27 they dropped 12.3% against 13% expected. In February, shares declined 14.6% compared with an implied 9.9% move. By contrast, October 2025 saw a 7.7% gain versus an 8.7% implied move, while July 2025 produced a 7.2% gain against 6.8% expected. Historically, the stock has occasionally moved far beyond expectations: in October 2024, shares surged 23.8% versus an implied 13.1% move. $RMBS

$RMBS We should be getting close to a 24x P/E, based on projected 2027 earnings…..which is not out of line with the last several years valuation metrics.

$RMBS i see no reason, no reason at all! we in for ugly times well buyy the damn dip i says

$RMBS Price: $88.91 Volume: Above average Catalyst: Memory pricing strength and AI-driven demand for high-speed interface chips continue to fuel optimism ahead of earnings. Resistance: $92.50 Support: $85.00 Bull case: A clean break above $92.50 on strong volume could open the door to new highs as AI memory demand accelerates. Bear case: Rejection at resistance with fading volume could send shares back down to test the $85 support zone. What I'm watching: Watching for a volume surge through $92.50 as confirmation, or a breakdown below $85 signaling weakness. Note: I’m not a financial advisor or a market predictor, and I don’t offer any premium subscriptions or paid services. Feel free to check out the link in my bio:

$RMBS What could Rambus buy with its. $750 MM in cash? Could it fold in an entity with potential to generate $100 MM in cash annually (after eliminating the company’s overhead through synergies? Showing an uptick in cashflow of about $50-$100MM annually, or $0.50-$1.00/share would add significantly to share price……and increase Rambus growth rate from ~20% to about 25%.

$RMBS The discount being applied to Rambus shares is not justified by its consistent and predictable growth in earnings, revenue, or (especially) cash flow (20%+ annually….with major products tee’d up to ramp). A drop of 23% in share price over the last year for a high-margin, low-capital, high-cash flow company with 8% of market cap in cash on the balance sheet (during the greatest year for explosion in IT and tech valuations in history) will eventually adjust.

I pointed out $RMBS is dog shit over priced, massive risk, doesn't make anything, losing market share, can and will be replaced by better IP. It does nothing special. In 30 years of cummlative earnings it made 224M. $2 per share of earnings per year. I would not pay $20. Guess what you don't have boards and if your only come back is 5th grade insults and wanting people speaking the truth to go away maybe its time to pack up your stuff, write your note and go. The world does not want or need these people.

$RMBS i always wondered abou this stock. I did my DD and determined it is dog shit and the people who are bullish are liars, moron or moronic liars. Doesn't even have the most market share and can be replaced with an 5 year old with AI tools. Give it up 5 of your lat 10 years you lost money. Sell shares and come to $MU or $SKHY

$RMBS Rambus printed record revenue in Q3, 218.3 million dollars, up 22% from a year ago and above its own 210 to 216 million guide. Non-GAAP EPS was 0.84 dollars, above the 0.75 to 0.82 guide too. Product revenue was a record 114.3 million, up 15% from Q2. Royalties came in at 77.0 million, above the 69 to 75 million guide, even though they were down from 84.2 million in Q2. Cash from operations was a record 102.5 million, and management said it expects an even stronger Q4.