RAMBUS INC — Form 8-K
Filed October 26, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Rambus reported Q3 2026 revenue of $218.3M (up 22% YoY), exceeding guidance of $210–$216M, with product revenue at $114.3M (up 22% YoY) and record operating cash flow of $102.5M. GAAP diluted EPS of $0.69 and non-GAAP EPS of $0.84 both exceeded guidance. The company repurchased $135.4M of stock (of $776.9M cash and securities on hand) and raised Q4 2026 guidance to $227–$233M revenue with EPS of $0.68–$0.76 GAAP and $0.84–$0.92 non-GAAP.
Why this rating
Strong beat across revenue and earnings with AI/data-center tailwinds and record cash generation; guidance raise material for a $5.2B company. Not transformational but clearly significant near-term execution.
Price action (we called it positive)
before filing · preread $89.60 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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