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Feb 3, 2026 12:01 PM

Rambus Analysts Cut Their Forecasts Following Q4 Results

Rambus Inc. (NASDAQ:RMBS) posted in-line earnings for the fourth quarter on Monday.

Rambus reported record revenue of $190.2 million for the fourth quarter of 2025, surpassing expectations, with product revenue of $96.8 million, up 41% year over year. Rambus reported an adjusted EPS of 68 cents for the fourth quarter of 2025, in line with expectations.

Luc Seraphin, the CEO of Rambus, said, “2025 was a record-breaking year for Rambus, delivering strong growth in revenue and earnings, and new quarterly and annual highs for product revenue and cash from operations. Our sustained leadership in DDR5 RCDs and growing contributions from new products drove substantial year-over-year product growth. With a robust roadmap ...