RMBS is the ticker symbol for RAMBUS INC, a publicly traded Technology sector company listed on Nasdaq. 13F Pro tracks RMBS with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is RMBS a good stock to buy?

13F Pro's AI ranking engine scores RMBS at 71.6/100, ranked #176 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for RMBS is available at https://13fpro.ai/company/RMBS. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source RMBS data?

All RAMBUS INC fundamentals and ownership data come directly from SEC EDGAR. RAMBUS INC files with the SEC under CIK 917273. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

RAMBUS INC RMBS

NasdaqMid CapTechnology

13F Pro quality score

Rank #176 of 2,925TOP 10%

Why it scores 72 Technology peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$218.29M

Quarter to Sep 30

Net income

$74.56M

Quarter to Sep 30

Free cash flow

$95.88M

Quarter to Sep 30

Operating margin

38.3%

Quarter to Sep 30

Top Institutional Holders

as of Q2 2026

$13.28B total

BlackRock, Inc.

$1.85B-14.4%

FMR LLC

$1.39B+215.2%

Invesco Ltd.

$880.39M+2.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

$805.53M-8.7%

VANGUARD CAPITAL MANAGEMENT LLC

$647.03M+1.0%

STATE STREET CORP

$519.50M-10.5%

PRICE T ROWE ASSOCIATES INC /MD/

$442.62M-1.2%

GEODE CAPITAL MANAGEMENT, LLC

$305.06M-26.5%

JPMORGAN CHASE & CO

$260.99M+14.4%

DIMENSIONAL FUND ADVISORS LP

$228.19M-4.2%

Swedbank AB

$218.56M+5.3%

NORGES BANK

$203.44M--

MORGAN STANLEY

$191.71M+19.0%

Neuberger Berman Group LLC

$173.45M+0.7%

BANK OF AMERICA CORP /DE/

$161.77M-10.5%

AQR CAPITAL MANAGEMENT LLC

$152.48M-3.2%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$147.23M-16.4%

EdgePoint Investment Group Inc.

$144.18M-44.2%

Rafferty Asset Management, LLC

$130.67M+32.0%

GOLDMAN SACHS GROUP INC

$127.55M+4.2%

BESSEMER GROUP INC

$127.29M-7.8%

NORTHERN TRUST CORP

$125.99M-28.9%

Bank of New York Mellon Corp

$109.94M+6.2%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$105.82M+678.5%

CONGRESS ASSET MANAGEMENT CO /MA

$103.27M-39.0%

See all 624 institutional holders →

What's Driving RMBS's Business? Latest 10-Q Breakdown

26/26 datapoints verified

AI-extracted from the 10-Q filed 2026-10-26 — Q3 FY2026 (quarter ended September 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Rambus Q3 2026 revenue rose 22.3% YoY to $218.3M, with diluted EPS of $0.69 and product revenue up 22.5% on memory interface chip demand.

Biggest Revenue Drivers

Product revenue$114.3M+22.5% YoY

Higher sales of memory interface chips, as well as contributions from new products.

Royalties$77.0M+18.2% YoY

Primarily due to the timing and structure of license agreements and renewals.

Biggest Revenue Drivers

Total revenue: $218.3M+22% YoY

Product revenue$114.3M+22.5% YoY

Higher sales of memory interface chips, as well as contributions from new products.

Royalties$77.0M+18.2% YoY

Primarily due to the timing and structure of license agreements and renewals.

Contract and other revenue$27.0M+34.7% YoY

Due to higher revenue associated with our Silicon IP offerings.

Largest Expense Items

Research and development$49.4M-0.3% YoY

Decrease primarily due to a $1.9M reduction in prototyping costs, partially offset by stock-based compensation and payroll increases.

Sales, general and administrative$37.7M+29.3% YoY

Primarily due to increases in professional fees of $5.2M, stock-based compensation of $1.8M and payroll-related expenses of $1.1M.

Cost of product revenue$45.5M+32.4% YoY

Additional inventory and production costs to support higher sales volumes of memory interface chips.

Margins: Gross profit was 78.3% of revenue versus 79.5% a year earlier; operating margin rose to 38.3% from 35.5%, with the filing citing lower operating expenses as a share of revenue. Cost of product revenue is expected to fluctuate with sales volume and product mix.

Watch Items from the Filing

Customer B represented 24% of Q3 revenue and Customer A 18%; Customer 1 and Customer 2 hold 32% and 27% of accounts receivable.
Under a Q1 2026 federal grand jury subpoena, the DOJ Antitrust Division is conducting a criminal investigation; the company is responding and outcomes cannot be predicted.
Company withdrew $82.7M of South Korean withholding tax refund claims in Q3 2026, with no impact on financials given prior full reserve.
Repurchased ~1.4M shares for $135.9M in Q3 2026 and a new repurchase plan became effective October 1, 2026.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q3 2026

EDGAR

Net Income

Q3 2026

EDGAR

EPS (Diluted)

Q3 2026

EDGAR

Operating Margin

Q3 2026

EDGAR

ROIC

Q3 2026

EDGAR

Free Cash Flow

Q3 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/RMBS

Earnings Per Share

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RAMBUS INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating 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%

About RAMBUS INC (RMBS): stock profile, AI score and financials

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 71.6/100 on a composite quality score built from its SEC filings, placing it at rank #176 of 2,925 stocks — the top 10% of the AI-ranked universe. RMBS scores in the top quartile across balance sheet strength (95.1), free cash flow (90.9), profitability (90.8). Areas of concern include institutional flow (31.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 18.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q3 2026), RAMBUS INC reports quarterly revenue of $218.3M, net income of $74.6M, an operating margin of 38.3%. 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.

Financials through the period ended Sep 30, 2026SEC EDGAR: CIK 917273 →

RAMBUS INC RMBS

Top Institutional Holders

What's Driving RMBS's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

RMBS key financials by period

RMBS insiders

Congress trading in RMBS

About RAMBUS INC (RMBS): stock profile, AI score and financials

RAMBUS INC RMBS

Top Institutional Holders

What's Driving RMBS's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

RMBS key financials by period

Companies similar to RMBS

RMBS insiders

Congress trading in RMBS

About RAMBUS INC (RMBS): stock profile, AI score and financials