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Rambus Inc. (RMBS) Q4 2025 Earnings Call Transcript
Rambus Inc. (RMBS) Q4 2025 Earnings Call Transcript
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businesswire.com
Rambus Reports Fourth Quarter and Fiscal Year 2025 Financial Results
SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (NASDAQ:RMBS), a provider of industry-leading chips and IP making data faster and safer, today reported financial results for the fourth quarter ended December 31, 2025. GAAP revenue for the fourth quarter was $190.2 million, licensing billings were $71.5 million, product revenue was $96.8 million, and contract and other revenue was $21.8 million. The Company also generated $99.8 million in cash from operating activities in the fourth quarter. “202.
247wallst.com
Live: Will Rambus Continue Its Rally After Q4 Earrings?
Live Updates If You have $500,000 Saved, Retirement Could Be Closer Than You Think Retirement can be daunting, but it doesn't need to be. Imagine having an expert in your corner to help you with your financial goals. Someone to help you determine if you're ahead, behind, or right on track. With SmartAsset, that's... Live: Will Rambus Continue Its Rally After Q4 Earrings?.
defenseworld.net
Rambus (NASDAQ:RMBS) Shares Gap Up – Should You Buy?
Rambus, Inc. (NASDAQ: RMBS - Get Free Report) gapped up prior to trading on Friday. The stock had previously closed at $121.60, but opened at $125.87. Rambus shares last traded at $122.4460, with a volume of 247,628 shares trading hands. Wall Street Analyst Weigh In A number of research analysts have commented on the stock.
fool.com
What Rambus Has to Do to Keep Its Stock Soaring
Rambus stock has ridden the AI wave to new all-time highs. The company must keep innovating to take maximum advantage of AI for as long as it can.
fool.com
The Rambus Recovery Could Be for Real
After years of little or no growth, Rambus has seen its revenue and earnings surge in recent years. Heavy investment in data center hardware has boosted demand for the semiconductor products that use Rambus technology.
fool.com
This Tech Stock Is a Blast From the Past -- and Just Hit All-Time Highs
This company was a hit during the 1990s tech boom but fell from grace in the ensuing bust in the early 2000s. Its technology remained relevant, but the stock languished for decades.
seekingalpha.com
Rambus Q4 Preview: Further Tailwinds To Come, Keep Holding It
Rambus Inc. has surged over 36% in early 2026, driven by AI-fueled memory demand and sector-wide capacity bottlenecks. Management guides for $184–$190M sales and $0.64–$0.71 adjusted EPS, with DDR5 product growth expected to drive 40% annual growth. RMBS's fabless, royalty-driven model may shield it from typical memory sector cyclicality, supporting margin expansion and sustained upside.
defenseworld.net
Rambus, Inc. $RMBS Holdings Lessened by Emerald Advisers LLC
Emerald Advisers LLC reduced its holdings in shares of Rambus, Inc. (NASDAQ: RMBS) by 10.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 637,754 shares of the semiconductor company's stock after selling 72,369 shares during the period. Rambus comprises
youtube.com
Overlooked Stock: RMBS Record High
Rambus (RMBS) hit an all-time high on Wednesday, a feat it hasn't seen in over 25 years. George Tsilis sees its cyclical ties to the memory storage space as the main driver behind its record rally.
seekingalpha.com
Rambus: The Plumbing And Security AI Play Most Pass Off
Rambus (RMBS) is rated a Buy, driven by its pivotal role in alleviating AI memory bottlenecks and robust product sales growth. RMBS's transition from royalties to physical chip sales has yielded over 40% YoY growth, with strong demand from major players like Samsung. Operating leverage, prudent capital allocation into corporate bonds, and minimal liabilities have significantly strengthened RMBS's balance sheet.
globenewswire.com
Orchid Island Capital Announces Estimated Fourth Quarter 2025 Results and December 31, 2025 RMBS Portfolio Characteristics
VERO BEACH, Fla., Jan. 14, 2026 (GLOBE NEWSWIRE) -- Orchid Island Capital, Inc. (the “Company”) (NYSE: ORC) announced today its estimated fourth quarter 2025 results and portfolio characteristics as of December 31, 2025.
businesswire.com
Rambus to Announce Fourth Quarter and Fiscal Year 2025 Results
SAN JOSE, Calif.--(BUSINESS WIRE)--Rambus Inc. (Nasdaq: RMBS), a provider of industry-leading chips and IP making data faster and safer, today announced that it will hold a conference call on Monday, February 2, 2026, at 2:00 p.m. Pacific Time to discuss its fourth quarter and fiscal year 2025 results. This call will be webcast and can be accessed via Rambus' website at investor.rambus.com. A replay will be available following the call on the Rambus Investor Relations website or for one week at.
defenseworld.net
SG Americas Securities LLC Raises Position in Rambus, Inc. $RMBS
SG Americas Securities LLC lifted its holdings in shares of Rambus, Inc. (NASDAQ: RMBS) by 410.9% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 43,880 shares of the semiconductor company's stock after purchasing an additional 35,292 shares during the quarter. SG Americas
seekingalpha.com
Semiconductors Winners And Losers At The Start Of 2026
Semiconductor stocks start out 2026 with powerful tailwinds in their corner after vastly outperforming in 2025, but these tailwinds have the potential to turn into headwinds. The semiconductor sector continues to do better than most, although lately gains are driven by fewer stocks with many more lagging behind. Artificial intelligence or AI continues to underpin the semiconductor sector, but there are increasingly undesirable developments to be found.
defenseworld.net
Rambus (NASDAQ:RMBS) Trading Up 7.8% – Here’s What Happened
Shares of Rambus, Inc. (NASDAQ: RMBS - Get Free Report) were up 7.8% on Friday. The stock traded as high as $97.96 and last traded at $99.0960. Approximately 95,804 shares were traded during mid-day trading, a decline of 92% from the average daily volume of 1,192,451 shares. The stock had previously closed at $91.89. Wall
defenseworld.net
Global X Japan Co. Ltd. Invests $561,000 in Rambus, Inc. $RMBS
Global X Japan Co. Ltd. bought a new stake in shares of Rambus, Inc. (NASDAQ: RMBS) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,385 shares of the semiconductor company's stock, valued at approximately $561,000. Other institutional
fool.com
Is Rambus Stock a Buy After Investment Firm Informed Momentum Initiated a Big Position?
Informed Momentum purchased 89,201 shares in Rambus; net position change estimated at ~$9.14 million. The Rambus position represents 1.05% of reported 13F assets under management.
defenseworld.net
QUALCOMM (NASDAQ:QCOM) vs. Rambus (NASDAQ:RMBS) Head to Head Review
Rambus (NASDAQ: RMBS - Get Free Report) and QUALCOMM (NASDAQ: QCOM - Get Free Report) are both large-cap computer and technology companies, but which is the better investment? We will contrast the two companies based on the strength of their profitability, institutional ownership, analyst recommendations, risk, valuation, earnings and dividends. Analyst Ratings This is a breakdown of
defenseworld.net
Baird Financial Group Inc. Acquires New Shares in Rambus, Inc. $RMBS
Baird Financial Group Inc. bought a new stake in shares of Rambus, Inc. (NASDAQ: RMBS) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 54,805 shares of the semiconductor company's stock, valued at approximately $3,509,000. Baird Financial Group Inc. owned about 0.05% of