What is the 13F Pro Quality Score for RMBS?

13F Pro ranks RAMBUS INC (RMBS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View RMBS's current score at https://13fpro.ai/research/RMBS (free sign-up required for the full ranking).

Which hedge funds own the most RMBS stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of RMBS include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, Invesco Ltd.. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/RMBS as soon as new 13F filings post.

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.

What sector is RMBS in?

RAMBUS INC (RMBS) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives RMBS's revenue?

Per RAMBUS INC's latest 10-Q filed with the SEC on 2026-04-28, the biggest revenue drivers are: Product revenue ($88.0M, +15.3% YoY); Royalties ($69.6M, -5.9% YoY); Contract and other revenue ($22.5M, +37.6% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/RMBS.

What are RMBS's largest expenses?

RAMBUS INC's latest 10-Q reports these as the largest expense items: Research and development ($50.2M, +17.9% YoY); Sales, general and administrative ($31.7M, +12.9% YoY); Cost of product revenue ($33.7M, +10.3% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 2026).

How often is RMBS research updated on 13F Pro?

RMBS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

RAMBUS INC(RMBS)Stock Analysis

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13F Pro Quality Score

75.2/100

Rank #135 of 2,879 stocksTOP 5%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

83.7/100

Profitability

88.8/100

Balance Sheet

93.0/100

Earnings Quality

23.3/100

Free Cash Flow

91.4/100

Institutional Flow

90.5/100

Revenue Scale

42.5/100

Dilution Risk

20.1/100

RMBS Stock Analysis & AI Quality Score

AI stock analysis and institutional research for RAMBUS INC (RMBS), a Technology sector company. 13F Pro's AI-powered ranking engine scores RMBS at 75.2/100 on a 32-signal composite quality model, placing it at rank #135 of 2,879 stocks — the top 5% of the AI-ranked universe. RMBS scores in the top quartile across balance sheet strength (93.0), free cash flow (91.4), institutional flow (90.5). Areas of concern include earnings quality (23.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 20.1/100, 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,, VANGUARD PORTFOLIO MANAGEMENT, 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. RAMBUS INC's 13F Pro composite quality score has ranged between 8 and 85 since 2021, currently 75.2 — an improving long-term trajectory across 44 quarterly and live scoring snapshots.

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Fun facts about RAMBUS INC

Quirks, history, and lore behind RMBS — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. semiconductor IP company · small-cap · listed on Nasdaq · headquartered in California's Silicon Valley.
2
The Numbers
Annual revenue in the range of $300–400 million — modest for tech — but its licensing-heavy model means margins that would make a software CEO blush.
3
The History
Founded in 1990, it pioneered high-speed memory interface technology and spent much of its early life locked in ferocious patent battles with the world's biggest chipmakers.
4
The Secret
It barely makes chips itself — its real product is intellectual property, collecting royalties every time someone else's memory runs faster because of its innovations.
5
The Lore
Its long legal war with Micron and Hynix became a landmark case in chip-industry patent law, and the word "patent troll" got thrown around liberally — fairly or not.
6
The Giveaway
Its name is literally baked into RDRAM — the controversial Rambus DRAM standard that Intel once bet the industry's future on.

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

✓ 25/25 datapoints verified

AI-extracted from RAMBUS INC's 10-Q filed 2026-04-28 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Rambus achieved total revenue of $180.2M (+8.1% YoY), with product revenue surging 15.3% to $88.0M driven by memory interface chip demand.

Biggest Revenue Drivers

Total revenue: $180.2M+8.1% YoY

Product revenue$88.0M+15.3% YoY

Higher sales of memory interface chips and contributions from new products

Royalties$69.6M-5.9% YoY

Decrease primarily due to timing and structure of license agreements and renewals

Contract and other revenue$22.5M+37.6% YoY

Higher revenue associated with Silicon IP offerings

Largest Expense Items

Research and development$50.2M+17.9% YoY

Continued investment driven by higher headcount, prototyping costs, depreciation, and stock-based compensation

Sales, general and administrative$31.7M+12.9% YoY

Increases in payroll-related expenses and legal expenses, offset by lower stock-based compensation

Cost of product revenue$33.7M+10.3% YoY

Higher costs primarily due to increased sales volumes of memory interface chips

Margins: Gross profit margin decreased to 79.8% from 80.3% YoY, primarily driven by higher product sales mix and associated cost of goods sold. Operating margin compressed to 34.3% from 37.9% due to investments in R&D and SG&A expenses growing faster than revenue.

Watch Items from the Filing

Customer concentration: top five customers represented 70% of Q1 2026 revenue; top two customers represent 49% and 24% of accounts receivable.
International revenue concentration: 88% of Q1 2026 revenue from international customers (primarily South Korea 48%, Singapore 16%), exposing company to geopolitical and currency risks.
Tax exposure: $108.4M unrecognized tax benefits pending; recent South Korean Supreme Court ruling in September 2025 determined withholding taxes paid are likely unrecoverable, impacting future tax positions.
DOJ antitrust investigation: Company is responding to U.S. federal grand jury subpoena from DOJ Antitrust Division for criminal investigation commenced in Q1 2026.

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

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$180.2M

Net Income

Q1 2026

$59.9M

Free Cash Flow

Q1 2026

$71.6M

Operating Margin

Q1 2026

34.3%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+53.5% YoY

$707.6MFY 2025

FY21 $328.3MFY22 $454.8MFY23 $461.1MFY25 $707.6M

Net Income

-31.0% YoY

$230.5MFY 2025

FY21 $18.3MFY22 $-14.3MFY23 $333.9MFY25 $230.5M

Operating Income

+69.4% YoY

$260.2MFY 2025

FY21 $24.3MFY22 $76.9MFY23 $153.6MFY25 $260.2M

EPS (Diluted)

-29.9% YoY

$2.11FY 2025

FY21 $0.16FY22 $-0.13FY23 $3.01FY25 $2.11

Total Assets

+21.6% YoY

$1.53BFY 2025

FY21 $1.23BFY22 $1.01BFY23 $1.26BFY25 $1.53B

Op. Cash Flow

+83.9% YoY

$360.0MFY 2025

FY21 $209.2MFY22 $230.4MFY23 $195.8MFY25 $360.0M

Metric	FY 2025	FY 2023	FY 2022	FY 2021	FY 2017	FY 2015
Revenue	$707.6M +53.5%	$461.1M +1.4%	$454.8M +38.5%	$328.3M -16.5%	$393.1M +32.7%	$296.3M
Net Income	$230.5M -31.0%	$333.9M +2433.4%	$-14.3M -178.1%	$18.3M +180.2%	$-22.9M -110.8%	$211.4M
Operating Income	$260.2M +69.4%	$153.6M +99.7%	$76.9M +216.9%	$24.3M -55.4%	$54.4M -23.8%	$71.4M
EPS (Diluted)	$2.11 -29.9%	$3.01 +2415.4%	$-0.13 -181.3%	$0.16 +176.2%	$-0.21 -111.7%	$1.80
Total Assets	$1.53B +21.6%	$1.26B +24.3%	$1.01B -17.9%	$1.23B +38.3%	$891.1M +24.1%	$718.0M
Operating Cash Flow	$360.0M +83.9%	$195.8M -15.0%	$230.4M +10.1%	$209.2M +78.2%	$117.4M +52.0%	$77.2M

AI Insight: RMBS Financial Trends

Revenue growth decelerated sharply to -5% quarter-over-quarter in Q1 2026, ending seven consecutive quarters of expansion.

• Revenue grew from $132M in Q2 2024 to $190M in Q4 2025 before declining to $180M in Q1 2026.

• Operating cash flow strengthened from $70M in Q2 2024 to $100M in Q4 2025.

• Equity expanded consistently from $1,029M in Q2 2024 to $1,393M in Q1 2026.

• Operating income improved from $40M in Q2 2024 to $71M in Q4 2025.

⚠ Revenue declined 5% quarter-over-quarter in Q1 2026, breaking multi-quarter growth streak.

⚠ Net income volatility persisted with fluctuations between $48M and $64M over recent quarters.

⚠ Operating income dropped from $71M in Q4 2025 to $62M in Q1 2026.

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Available Research

13F Pro tracks comprehensive data for RAMBUS INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of RMBS

BlackRock, Inc.
$1.4B16,305,306 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$571.6M6,644,320 sh
Invesco Ltd.
$559.1M6,499,048 sh
VANGUARD CAPITAL MANAGEMENT LLC
$415.3M4,827,854 sh
STATE STREET CORP
$376.3M4,373,617 sh
FMR LLC
$285.5M3,318,449 sh
GEODE CAPITAL MANAGEMENT, LLC
$268.8M3,124,495 sh
EdgePoint Investment Group Inc.
$167.6M1,947,742 sh
DIMENSIONAL FUND ADVISORS LP
$154.4M1,795,295 sh
Swedbank AB
$134.5M1,563,000 sh

Fund	Value	Shares
BlackRock, Inc.	$1.4B	16,305,306
VANGUARD PORTFOLIO MANAGEMENT LLC	$571.6M	6,644,320
Invesco Ltd.	$559.1M	6,499,048
VANGUARD CAPITAL MANAGEMENT LLC	$415.3M	4,827,854
STATE STREET CORP	$376.3M	4,373,617
FMR LLC	$285.5M	3,318,449
GEODE CAPITAL MANAGEMENT, LLC	$268.8M	3,124,495
EdgePoint Investment Group Inc.	$167.6M	1,947,742
DIMENSIONAL FUND ADVISORS LP	$154.4M	1,795,295
Swedbank AB	$134.5M	1,563,000

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Is RMBS a good stock to buy?

13F Pro's AI-powered analysis of RAMBUS INC (RMBS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RMBS are available on the RMBS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own RMBS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RMBS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of RAMBUS INC's investment landscape.