RAMBUS INC(RMBS)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
RAMBUS INC (RMBS) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores RMBS at 70.2/100 on a 32-signal composite quality model, placing it at rank #229 of 2,960 stocks — the top 10% of the AI-ranked universe. RMBS scores in the top quartile across balance sheet strength (93.7), free cash flow (93.7), profitability (88.1). Shareholder dilution risk is elevated at 19.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), RAMBUS INC reports quarterly revenue of $180.2M, net income of $59.9M, an operating margin of 34.3%. Top institutional holders of RMBS by reported 13-F value include BlackRock, FMR, Invesco Ltd., based on the most recent SEC filings. RMBS trades on the Nasdaq exchange and files with the SEC under CIK 917273. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RMBS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for RAMBUS INC directly from SEC EDGAR.
AI Quality Score
70.2/100
AI Rank
#229
Revenue
$180.2M
Net Income
$59.9M
Free Cash Flow
$71.6M
Operating Margin
34.3%
RMBS key financials by period
RAMBUS INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$707.6M
$230.5M
36.8%
FY 2024
10-K
$556.6M
$179.8M
32.9%
FY 2023
10-K
$461.1M
$333.9M
33.3%
FY 2022
10-K
$454.8M
$-14.3M
16.9%
FY 2021
10-K
$328.3M
$18.3M
7.4%
FY 2020
10-K/A
$246.3M
$-40.5M
-17.9%
Institutions holding RMBS
Institutional investors reporting a position in RAMBUS INC on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-28 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 2026 revenue rose 20.4% YoY to $207.4 million, led by 21.9% growth in memory interface chip product revenue to $99.2 million and a 22.8% rise in royalties to $84.2 million.
Biggest Revenue Drivers
Product revenue$99.2M+21.9% YoY
Higher sales of memory interface chips, as well as contributions from new products
Royalties$84.2M+22.8% YoY
Primarily due to the timing and structure of license agreements and renewals
Biggest Revenue Drivers
Total revenue: $207.4M+20.4% YoY
Product revenue$99.2M+21.9% YoY
Higher sales of memory interface chips, as well as contributions from new products
Royalties$84.2M+22.8% YoY
Primarily due to the timing and structure of license agreements and renewals
Contract and other revenue$24.0M+7.6% YoY
Higher revenue associated with Silicon IP offerings
Largest Expense Items
Research and development$51.1M+10.3% YoY
Continued investment in R&D; headcount-related expenses up $2.2M and stock-based compensation up $0.7M
Cost of product revenue$39.6M+22.1% YoY
Primarily due to higher sales volumes of memory interface chips
Sales, general and administrative$38.3M+36.1% YoY
Professional fees up $7.0M, payroll-related expenses up $1.5M, stock-based compensation up $1.0M
Restructuring charges$3.3M
Workforce reduction program initiated to reduce operating expenses; substantially completed in Q2 2026
Margins: Gross profit was $165.4 million, or 79.7% of revenue, essentially flat versus 79.8% a year ago. Operating margin fell to 35.0% from 36.6% as SG&A and restructuring outpaced revenue growth.
Watch Items from the Filing
Customer A was 22% and Customer B 16% of Q2 revenue; top five customers were approximately 60% of revenue for the quarter.
Responding to a U.S. federal grand jury subpoena in a DOJ Antitrust Division criminal investigation that began in the first quarter of 2026.
SG&A rose 36.1% YoY on a $7.0 million jump in professional fees, and a $3.3 million restructuring charge was recorded for workforce reduction.
Accounts receivable concentration increased: Customer 1 is 42% (from 35%) and Customer 2 is 23% (from 22%) of total receivables.
Inventories grew to $74.8 million from $44.1 million at year-end, with reserves of $10.0 million versus $8.1 million.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
