The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Thursday, August 13, 2026

Subject of the day

RMBS

Concerning the House

Rambus Inc. manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally. It offers memory interface chips comprising DDR5 memory interface chips which include registering clock driver, multiplexed registering clock driver, multiplexed data buffer, power management integrated circuits, serial presence detect hubs, temperature sensors, and client clock driver products; and DDR4 memory interface chips. The company also provides silicon IP, such as interface and security IP solutions that move and protect data in advanced artificial intelligence, data center, government, and automotive applications; interface IP solutions for high-speed memory and chip-to-chip digital controller IP; security IP solutions, including crypto cores, hardware roots of trust, high-speed protocol engines, and chip provisioning technologies. In addition, it offers portfolio of patents that covers memory architecture, high-speed serial links, and security products. The company sells its products to memory module manufacturers, OEMs and hyperscalers, as well as to chip makers. It markets its products and services through its direct sales force and distributors. Rambus Inc. was incorporated in 1990 and is headquartered in San Jose, California.

United States · www.rambus.com

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$94.72M-2.5%
Gross profit$357.69M+52.2%
Operating income$260.22M+1.4%
Net income$230.46M+7.3%
Cash from ops$230.60M+13.0%
Quotation

$101.01

+4.59 (+4.8%)

52w hi$170.66
52w lo$69.68
Vol2.93M
As ofAug 12
The Verdict

Hold

Our score -0.24

Short-0.59
Medium-0.11
Long+0.20

computed 2026-08-12

By the Numbers

Rambus Inc.

Technology · Semiconductors

Market cap$10.92B
Enterprise value$9.65B
Trailing P/E46.33x
Forward P/E27.32x
EV / EBITDA30.50x
P / S (ttm)14.49x
Profit margin31.7%
Return on equity17.8%
Revenue growth+20.4%
Earnings growth+15.1%
Debt / equity1.49
Risk Metrics
Beta vs SPX2.65
Corr SPX0.62
Annual vol70.4%
Annual ret+70.6%
Sharpe1.00
Max DD-51.5%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.23
Sector+0.14
Technical-0.35
Earnings+0.00
Sentiment+0.07

macro × 1.00 · 2026-08-12

Recent Sessions
DateOpenHighLowCloseVol
Aug 12$101.25$102.57$98.90$101.012.93M
Aug 11$98.93$98.93$94.94$96.421.59M
Aug 10$101.95$101.98$95.80$95.891.88M
Aug 7$100.92$103.50$100.21$101.521.98M
Aug 6$94.54$101.65$93.78$97.681.76M