RMBS / Q3 2026 (FQ3 2026 - Sep 2026)

Rambus Inc.

Reported: Oct 26, 2026

Forecast published

Oct 26, 2026 at 3:10 AM PDT

Opus 5.5 High in Shortcut

Shortcut

0.80

Normalized diluted EPS

+1.8% vs Street

Off by $0.04 per share

Street

0.79

Normalized diluted EPS

October 25 consensus snapshot

Off by $0.05 per share

Real

0.84

Issuer non-GAAP diluted EPS

Shortcut win

Reported result · Oct 26 ↗ · Issuer non-GAAP diluted EPS for the quarter ended September 30 was $0.84, versus $0.69 GAAP.

USD per diluted common share. Comparisons use unrounded estimates.

Model download

Explore the assumptions and calculations behind the forecast.

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Shortcut’s reasoning.

Guidance (27-Jul-2026): revenue $210–216m, non-GAAP EPS $0.75–0.82 (mid $0.785); frozen consensus $0.79 / $213.0m sits on the midpoint with zero dispersion.

Rambus beat its revenue midpoint in each of the last four quarters (+$3.2m to +$12.4m) and its EPS midpoint 4/4 (+$0.005 to +$0.08); model assumes a smaller beat: product +$1.0m, royalties +$3.5m, contract & other −$1.0m vs midpoints → revenue $216.5m.

Peer and industry data for the quarter are supportive: Montage 3Q26 prelim revenue +10.9% Q/Q, +46% Y/Y on DDR5 interface shipments; TrendForce/Micron describe tight, rising server DRAM demand; supply tightness limits upside.

On the record.

Reporting period: Q3 2026 (FQ3 2026 - Sep 2026)
Reporting basis: Normalized (issuer adjusted) diluted EPS
Consensus snapshot: October 25, 2026
Model / effort: Opus 5.5 · High effort
Workbook: Reviewed workbook

Record history

Forecast generated: Oct 25, 2026 at 11:13 PM PDT
Reviewed revision completed: Oct 25, 2026 at 11:13 PM PDT
First published: Oct 26, 2026 at 3:10 AM PDT

Result basis

Issuer non-GAAP diluted EPS for the quarter ended September 30 was $0.84, versus $0.69 GAAP. The release reconciles stock compensation, acquired-intangible amortization, restructuring, facility closure and tax adjustments. Reported EPS precision is retained.