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/company/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,, FMR, Invesco Ltd.. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/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 2026-07-28, the biggest revenue drivers are: Product revenue ($99.2M, +21.9% YoY); Royalties ($84.2M, +22.8% YoY); Contract and other revenue ($24.0M, +7.6% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/RMBS.

What are RMBS's largest expenses?

RAMBUS INC's latest 10-Q reports these as the largest expense items: Research and development ($51.1M, +10.3% YoY); Cost of product revenue ($39.6M, +22.1% YoY); Sales, general and administrative ($38.3M, +36.1% YoY). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 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

70.2/100

Rank #228 of 2,960 stocksTOP 10%

View Technology peers →

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

Revenue Growth

84.0/100

Profitability

88.0/100

Balance Sheet

93.7/100

Earnings Quality

60.7/100

Free Cash Flow

93.7/100

Institutional Flow

46.1/100

Revenue Scale

43.6/100

Dilution Risk

19.5/100

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Why RMBS Scores 70/100

exact factor attribution · 2026-09-12

RMBS's composite is driven by revenue growth and free cash flow, held back by earnings growth and shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+6.8 pts

84th pct

Free cash flow

+6.6 pts

94th pct

Profitability

+5.7 pts

88th pct

Capital efficiency

+4.4 pts

94th pct

Earnings quality

+1.1 pts

61th pct

Institutional flow

-0.2 pts

46th pct

Scale

-1.0 pts

44th pct

Shareholder dilution

-1.5 pts

20th pct

Earnings growth

-1.6 pts

17th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

RMBS Stock Analysis & AI Quality Score

Data updated 2026-09-12

AI stock analysis and institutional research for RAMBUS INC (RMBS), 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 #228 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 (88.0). 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. RAMBUS INC's 13F Pro composite quality score has ranged between 33 and 73 since 2021, currently 70.2 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

✦

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

✓ 33/33 datapoints verified

AI-extracted from RAMBUS INC's 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.

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%

ROIC

Q1 2026

17.7%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+27.1% YoY

$707.6MFY 2025

FY22 $454.8MFY23 $461.1MFY24 $556.6MFY25 $707.6M

Net Income

+28.2% YoY

$230.5MFY 2025

FY22 $-14.3MFY23 $333.9MFY24 $179.8MFY25 $230.5M

Operating Income

+42.2% YoY

$260.2MFY 2025

FY22 $76.9MFY23 $153.6MFY24 $183.0MFY25 $260.2M

EPS (Diluted)

+27.9% YoY

$2.11FY 2025

FY22 $-0.13FY23 $3.01FY24 $1.65FY25 $2.11

Total Assets

+13.9% YoY

$1.53BFY 2025

FY22 $1.01BFY23 $1.26BFY24 $1.34BFY25 $1.53B

Op. Cash Flow

+56.1% YoY

$360.0MFY 2025

FY22 $230.4MFY23 $195.8MFY24 $230.6MFY25 $360.0M

Free Cash Flow

+66.7% YoY

$333.2MFY 2025

FY22 $212.9MFY23 $172.5MFY24 $199.9MFY25 $333.2M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$707.6M +27.1%	$556.6M +20.7%	$461.1M +1.4%	$454.8M +38.5%	$328.3M +33.3%	$246.3M
Net Income	$230.5M +28.2%	$179.8M -46.1%	$333.9M +2433.4%	$-14.3M -178.1%	$18.3M +145.3%	$-40.5M
Operating Income	$260.2M +42.2%	$183.0M +19.1%	$153.6M +99.7%	$76.9M +216.9%	$24.3M +155.1%	$-44.1M
EPS (Diluted)	$2.11 +27.9%	$1.65 -45.2%	$3.01 +2415.4%	$-0.13 -181.3%	$0.16 +144.4%	$-0.36
Total Assets	$1.53B +13.9%	$1.34B +6.7%	$1.26B +24.3%	$1.01B -17.9%	$1.23B -1.5%	$1.25B
Operating Cash Flow	$360.0M +56.1%	$230.6M +17.8%	$195.8M -15.0%	$230.4M +10.1%	$209.2M +12.8%	$185.5M
Free Cash Flow	$333.2M +66.7%	$199.9M +15.9%	$172.5M -19.0%	$212.9M +8.9%	$195.4M +25.5%	$155.7M

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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.
$1.9B13,964,477 sh
FMR LLC
$1.4B10,460,026 sh
Invesco Ltd.
$880.4M6,632,458 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$805.5M6,068,516 sh
VANGUARD CAPITAL MANAGEMENT LLC
$647.0M4,874,385 sh
STATE STREET CORP
$519.5M3,915,113 sh
PRICE T ROWE ASSOCIATES INC /MD/
$442.6M3,334,512 sh
GEODE CAPITAL MANAGEMENT, LLC
$305.1M2,297,660 sh
JPMORGAN CHASE & CO
$261.0M2,101,418 sh
DIMENSIONAL FUND ADVISORS LP
$228.2M1,719,400 sh

Fund	Value	Shares
BlackRock, Inc.	$1.9B	13,964,477
FMR LLC	$1.4B	10,460,026
Invesco Ltd.	$880.4M	6,632,458
VANGUARD PORTFOLIO MANAGEMENT LLC	$805.5M	6,068,516
VANGUARD CAPITAL MANAGEMENT LLC	$647.0M	4,874,385
STATE STREET CORP	$519.5M	3,915,113
PRICE T ROWE ASSOCIATES INC /MD/	$442.6M	3,334,512
GEODE CAPITAL MANAGEMENT, LLC	$305.1M	2,297,660
JPMORGAN CHASE & CO	$261.0M	2,101,418
DIMENSIONAL FUND ADVISORS LP	$228.2M	1,719,400

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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. RMBS is classified as a mid company.

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.