Company Dossier · Information Technology
Rambus
- Russell 1000
- MidCap 400
What Rambus is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $0.72 billion, up 18% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to March 31, 2026: $0.34 billion, up 48% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to March 31, 2026: $0.03 billion, down 25% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.01 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 27, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed February 18, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $1.0 million on the open market.SEC Form 4
- 618 institutional managers reported a position at June 30, 2026 (+61 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 17 (3 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for Rambus yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Rambus: earnings call confidence
Palanor Discourse score per call, 0 to 1
Hiring and ownership
In the news
Headlines that name Rambus, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralRambus: AI Memory Demand Is Growing, But Current Valuation Needs Continued Execution
seekingalpha.com · via Marketaux · Oct 7, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026Patent
- Oct 20, 2026PatentPatent granted: STACKED DEVICE COMMUNICATIONUS 12769486
- Oct 20, 2026PatentPatent granted: ACTIVE INTERPOSER SYSTEMUS 12770673
- Oct 20, 2026PatentPatent granted: DRAM METADATA ACCESSUS 12769643
- Oct 20, 2026Patent
- Sep 4, 20268-KDirector or officer changeItem 5.02
- Aug 5, 20268-KMaterial agreement signedItem 1.01
- Apr 29, 20268-KDirector or officer changeItem 5.02
- Apr 24, 20268-KShareholder vote resultsItem 5.07
- Feb 18, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 12, 20268-KDirector or officer changeItem 5.02
- Feb 10, 20268-KDirector or officer changeItem 5.02
- Apr 30, 20258-KShareholder vote resultsItem 5.07
- Feb 24, 202510-KAnnual report (10-K)1 risk factors added, 1 removed
- Dec 10, 20248-KMaterial agreement signedItem 1.01
- Feb 23, 202410-KAnnual report (10-K)3 risk factors added, 1 removed
Peers
Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| IREN Ltd IREN | $0.7B | −$0.9B | Jun 30, 2026 |
| Qualys QLYS | $0.7B | $0.3B | Jun 30, 2026 |
| InterDigital IDCC | $0.8B | $0.6B | Jun 30, 2026 |
| Lattice Semiconductor LSCC | $0.7B | $0.2B | Jul 4, 2026 |
| Universal Display Corporation OLED | $0.6B | $0.2B | Jun 30, 2026 |
| Silicon Labs SLAB | $0.9B | −$0.0B | Jul 4, 2026 |
| Applied Optoelectronics AAOI | $0.6B | −$0.4B | Jun 30, 2026 |
| FormFactor, Inc. FORM | $0.9B | $0.1B | Jun 27, 2026 |