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RMBSRambus Inc
Information Technology · Semiconductors · Mid
$85.65−0.09%
As of 23 Oct 2026Mkt cap $9.2B
Stage 13
WAIT
Fundamentals
53.6/75
Technical
5.7/15
Independent
59.3/90
GCAE viewelevated earnings event risk blocks an independent BUY decision
Price
- 1M
- −18.1%
- 3M
- −11.2%
- 6M
- −45.9%
- 1Y
- −9.3%
Financials & valuation
Cached filing evidence · as of 2026-10-02
Valuation
- P/E
- 39.3xHist median 35.6x
- Forward P/E
- —No validated forward-estimate source
- Price / FCF
- 31.2x
- FCF yield
- 3.2%
Quality
- ROIC
- 18.8%
- Operating margin
- 33.3%
- FCF margin
- 47.1%
- Current ratio
- 8.2x
Growth
- Revenue growth
- +27.1%Latest FY YoY
- Revenue CAGR
- +21.2%
- EPS CAGR
- +90.6%
- FCF CAGR
- +14.3%
Capital
- Share-count trend
- −0.7%3Y annualised
- Net cash
- $158M-0.4x OCF
Annual trend
- CAGR 2021–2025
- +21.2%
- Latest · 2025
- $1B
- YoY
- +27.1%
GCAE Research
- Quality Research
- NOT FLAGGED
- Acceleration Radar
- FUNDAMENTAL GATE FAIL
- THE ONE
- NOT FLAGGED
- Final / Opportunity
- RECHECK BEFORE ACTION
Key takeaway
Q2 revenue reached a record $207.4m, product revenue rose 22% year over year and next-generation DDR5/PCIe products support the AI-memory demand thesis; cyclicality remains the main watch item.
Unresolved question
No reliable unresolved question is available from the current committed evidence.
Watch next
- Next earnings · 2026-10-26
- Refresh the triggered Final Research evidence; only then reassess current opportunity state.
- Price moved +16.3% since the last four-lens research baseline.
More details & evidence
Production decision
- Stage 13
- WAIT
- Technical state
- approaching-support
- Rotation
- headwind
- Evidence
- fresh
Presentation freshness
- Stage 11 market
- 2026-10-23 · Massive
- Financial cache
- 2026-10-02
- Quality Research
- NOT FLAGGED
- THE ONE
- NOT FLAGGED
Authority
- Company page
- Presentation only
- Scores
- Frozen GCAE production outputs
- Research
- Research-only lanes; no score override
- Private portfolio
- Not loaded