来源：格隆汇APP 格隆汇2月7日｜美股存储概念股普涨，其中，Pure Storage涨超7%，西部数据涨4%，Rambus、希捷科 技涨超3%，慧荣科技涨超2%，闪迪、美光科技涨超1%。 | 代码 | 名称 | | 涨跌幅 √ | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | PSTG | Pure Storage | (0) | 7.67% | 228.51亿 | 3.28% | | WDC | 西部数据 | | 4.07% | 918.01亿 | 57.18% | | RMBS | Rambus | | 3.78% | 109.6亿 | 10.80% | | STX | 希捷科技 | | 3.52% | 915.27亿 | 52.41% | | SIMO | 慧荣科技 | | 2.15% | 43.8亿 | 39.04% | | SNDK | 闪迪 | | 1.21% | 860.54亿 | 145.66% | | MU | 美光科技 | | 1.25% | 4363.24亿 | 35.83% | ...

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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.Rambus expects first quarter 2026 revenue of $171 million to $189 million versus the analyst consensus of $189.30 million.Rambus shares dipped 16.6% to trade a ...

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.Rambus expects first quarter 2026 revenue of $171 million to $189 million versus the analyst consensus of $189.30 million.Rambus shares dipped 16.6% to trade a ...

Rambus Stock Crumbles On Soft Q1 Guidance | Investor's Business DailyBREAKING: [Stocks Edge Higher As Teradyne, Palantir Surgel --- Rambus (RMBS) stock tumbled Tuesday after the semiconductor firm reported in-line earnings for the fourth quarter but fell short with its guidance for the current quarter. The San Jose, Calif - based company late Monday said it earned an adjusted earnings of 68 cents a share, up 24% year over year, on sales of $190.2 million, up 18%, in the December quarter.â€!## Related news## ...

U.S. stock futures were mostly higher this morning, with the Nasdaq 100 futures gaining around 100 points on Tuesday.Shares of Rambus Inc (NASDAQ:RMBS) fell sharply in pre-market trading after the company reported fourth-quarter financial results and issued first-quarter sales guidance with its midpoint below estimates.Rambus reported quarterly earnings of 68 cents per share which met the analyst consensus estimate. The company reported quarterly sales of $190.200 million which beat the analyst consensus es ...

At 6:44 a.m. ET on Tuesday, premarket trading is seeing notable activity in several stocks, with early price movements signaling potential opportunities before the opening bell.For active traders, premarket trading offers a head start in spotting potential breakouts, reversals, or sharp price swings. These early moves often indicate where momentum may carry into the regular session, making premarket analysis a key part of the trading day.In the Green - Premarket GainersThe following stocks are trading high ...

Earnings per Share (EPS) reported at $0.58, missing the expected $0.68.Revenue exceeded expectations, reaching approximately $190.2 million against an estimate of $188.2 million.Strong financial health indicated by a low debt-to-equity ratio of 0.02 and a current ratio of 11.61.Rambus Inc. (NASDAQ: RMBS) is a key player in the semiconductor industry, known for its advanced chips and intellectual property that boost data speed and security. On February 2, 2026, RMBS reported its earnings per share (EPS) at $ ...

Financial Data and Key Metrics Changes - Rambus achieved record revenue and earnings for fiscal year 2025, with product revenue reaching $348 million, a 41% increase year-over-year [12][8] - Cash from operations for 2025 was $360 million, up 56% from 2024, indicating strong financial health [12][5] - Fourth quarter revenue was $190.2 million, exceeding expectations, with product revenue of $96.8 million, reflecting 32% year-over-year growth [13][12] Business Line Data and Key Metrics Changes - Product revenue for the full year was $348 million, driven by gains in DDR5 market share and new product contributions [12][8] - Silicon IP is focused on delivering solutions for AI hardware, with increasing design wins for high-speed memory and interconnect technologies [9][10] - The company reported strong traction in new products, with expectations for double-digit contributions to total product revenue in 2026 [40][41] Market Data and Key Metrics Changes - The AI and traditional server markets remained strong, driving demand for higher compute and memory performance [6][10] - Rambus increased its market share in DDR5 RCDs to the mid-40% range, reflecting growth in the DDR5 segment [30][66] - The company anticipates that the ongoing expansion of AI will reshape memory and interconnect requirements, positioning Rambus to grow faster than the market in 2026 [10][11] Company Strategy and Development Direction - Rambus aims to capitalize on trends in AI and memory technology, focusing on high-performance memory and interconnect solutions [6][10] - The company is committed to investing in its product roadmap and expanding market opportunities to drive long-term growth [5][12] - Rambus plans to maintain a diversified portfolio, with a focus on patent licensing and Silicon IP to address the accelerating demand for AI solutions [18][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in returning to strong growth in Q2 after resolving a supply chain issue that impacted Q1 revenue [11][24] - The company expects to grow faster than the market in 2026, despite challenges in the supply chain [11][30] - Management highlighted the importance of quality management and collaboration with suppliers and customers in addressing operational challenges [57][58] Other Important Information - The company experienced a one-time supply chain issue affecting product revenue for Q1, but corrective actions have been implemented [11][22] - Rambus anticipates Q1 revenue between $172 million and $178 million, with expectations for recovery in subsequent quarters [15][16] - The company maintains a gross margin target of 60%-65%, with expectations to remain in the low 60% range moving forward [95][96] Q&A Session Summary Question: Will there be catch-up in Q2 for the revenue loss in Q1 due to the supply chain issue? - Management confirmed that the supply chain issue has been resolved and expects strong growth in Q2, with the lower Q1 revenue not changing the business trajectory [21][24] Question: What was the estimated revenue impact from the supply chain issue? - The estimated impact was around low double-digit million dollars, with expectations to recover inventory by the end of Q1 [25][59] Question: How did the RCD market share finish for 2025? - Management indicated that the company ended the year with a mid-40% share in DDR5 RCDs, with expectations to continue growing faster than the market in 2026 [30][66] Question: What is the expected contribution of PMIC to total product revenue? - PMIC is expected to grow from upper single digits in Q4 to about double-digit contributions in 2026, driven by strong customer demand [40][41] Question: How is the company positioned in the client market? - The client market contribution remains minimal, with a long-term goal of achieving 20% share, but the focus remains on the data center space [75][76] Question: Are there signs of a slowdown in new chip design starts impacting the IP business? - Management expressed optimism about the IP business, expecting continued growth in line with demand for AI solutions [81][82]

Financial Data and Key Metrics Changes - Rambus achieved record revenue and earnings for fiscal year 2025, with product revenue reaching $348 million, a 41% increase year-over-year [12][8] - Cash from operations for 2025 was a record $360 million, up 56% from 2024 [12] - Fourth quarter revenue was $190.2 million, exceeding expectations, with product revenue of $96.8 million, representing 32% year-over-year growth [13][12] Business Line Data and Key Metrics Changes - Product revenue for the full year was $348 million, driven by DDR5 market share gains and new product contributions [12] - Silicon IP is focused on delivering solutions for AI hardware, with strong traction in high-speed memory and security IP [9][12] - The company reported a free cash flow margin of 45% for the full year, totaling $320.9 million [15] Market Data and Key Metrics Changes - The DDR5 market share for Rambus is estimated to be in the mid-40% range, reflecting growth from the early 40s in 2024 [30][66] - The company expects to grow faster than the market in 2026, despite a supply chain issue impacting Q1 [11][30] - The demand for AI and traditional server markets remains strong, driving the need for higher compute and memory performance [6][10] Company Strategy and Development Direction - Rambus aims to capitalize on trends in AI and memory architecture, positioning itself for long-term growth [10][11] - The company is focused on expanding its product roadmap and market opportunities, particularly in high-performance and AI PCs [7][10] - The strategy includes maintaining a diversified portfolio and enhancing interoperability among products [8][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in returning to strong growth in Q2 following a supply chain issue in Q1 [11][24] - The company anticipates that the demand for servers will remain solid, but supply constraints may impact fulfillment [91][92] - Management expects gross margins to remain in the low 60% range, consistent with historical performance [97][98] Other Important Information - The company is actively monitoring the rollout of new platforms from Intel and AMD, which will influence product launches [31][70] - Rambus is preparing for the introduction of next-generation products, including MRDIMM, with initial contributions expected towards the end of the year [60][70] Q&A Session Summary Question: Will there be catch-up in the second quarter due to the supply chain issue? - Management confirmed that the supply chain issue has been resolved and expects a return to strong growth in Q2, with the lower Q1 revenue not changing the business trajectory [22][24] Question: What was the estimated revenue impact from the supply chain issue? - The estimated impact was around low double-digit millions, with expectations to recover in Q2 [25] Question: How did the RCD market share finish for 2025? - The RCD market share is believed to be in the mid-40% range, with expectations to continue growing faster than the market in 2026 [30][66] Question: What is the expected contribution from PMIC in 2026? - PMIC is expected to grow to a double-digit contribution of total product revenue, with strong traction anticipated [40] Question: How is the company addressing the DIMMs per CPU dynamic? - The company noted that the number of DIMMs per CPU is complex and varies based on application needs, with expectations for growth in average DIMMs per channel [48] Question: Is there any reputational harm from the supply chain issue? - Management stated there is no reputational harm, as the issue was identified and resolved quickly, maintaining strong collaboration with customers [56] Question: What is the outlook for the IP business in 2026? - The IP business is expected to continue growing in line with demand for AI solutions, with a strong portfolio positioned for market needs [81]