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RMBS Unclassified Latest YouTube: Q2 2026 Published 2026-07-29

RMBS

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

Rambus (RMBS): Record Quarter, Stock Down 51% — Bargain or Still Priced for Perfection?

Published 2026-07-29

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q2 2026
2026-07-29
Podcast available
Yes
Current price
$90.01
+7.54 (+9.14%)
Trailing / Forward P/E
41.29x
Forward: 24.35x
Market cap / Volume
Volume:
Revenue / Earnings Growth
20.4%
Earnings: 15.1%
Margins
36.7% op
Gross: 80.4% · Net: 31.7%
Balance sheet
9.75x current
Debt / Equity: 1.5
52-week range / Beta
$67.15 - $174.10
Beta: 1.84
Analyst target
$147.50
Upside: 63.9%
Cash / shareholder return
Dividend yield: —

Company context

Industry: Semiconductors
Country: United States
Employees:
Price to book: 6.99x
Return on equity: 17.8%
Rambus Inc. manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally. It offers memory interface chips comprising DDR5 memory interface chips which include registering clock driver, multiplexed registering clock driver, multiplexed data buffer, power management integrated circuits, serial presence detect hubs, temperature sensors, and client clock driver products; and DDR4 memory interface chips. The company also provides silicon IP, such as interface and security IP solutions that move and protect data in advanced artificial intelligence, data center, government, and automotive applications; interface IP solutions for high-speed memory and chip-to-chip digital controller IP; security IP solutions, including crypto cores, hardware roots of trust, high-speed protocol engines, and chip provisioning technologies. In addition, it offers portfolio of patents that covers memory architecture, high-speed serial links, and security products. The company sells its products to memory module manufacturers, OEMs and hyperscalers, as well as to chip makers. It markets its products and services through its direct sales force and distributors. Rambus Inc. was incorporated in 1990 and is headquartered in San Jose, California.

Price chart

Market context for RMBS

Competitive view

RMBS vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

RMBS latest YouTube video thumbnail YouTube
RMBS
RMBS
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
SS&C Technologies Holdings Inc. latest YouTube video thumbnail YouTube
SS&C Technologies Holdings Inc.
SSNC
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Danaher Corporation latest YouTube video thumbnail YouTube
Danaher Corporation
DHR
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
RMBS
$9.76B
RMBS
SSNC
$18.43B
SS&C Technologies Holdings Inc.
DHR
$137.88B
Danaher Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
RMBS
41.3x
RMBS
SSNC
22.0x
SS&C Technologies Holdings Inc.
DHR
34.9x
Danaher Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
RMBS
24.4x
RMBS
SSNC
9.9x
SS&C Technologies Holdings Inc.
DHR
21.1x
Danaher Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
RMBS
20.4%
RMBS
SSNC
10.3%
SS&C Technologies Holdings Inc.
DHR
5.5%
Danaher Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
RMBS
15.1%
RMBS
SSNC
34.7%
SS&C Technologies Holdings Inc.
DHR
59.7%
Danaher Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
RMBS
36.7%
RMBS
SSNC
24.6%
SS&C Technologies Holdings Inc.
DHR
19.8%
Danaher Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
RMBS
80.4%
RMBS
SSNC
48.1%
SS&C Technologies Holdings Inc.
DHR
58.8%
Danaher Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
RMBS
31.7%
RMBS
SSNC
13.2%
SS&C Technologies Holdings Inc.
DHR
15.9%
Danaher Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
RMBS
17.8%
RMBS
SSNC
12.6%
SS&C Technologies Holdings Inc.
DHR
7.6%
Danaher Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
RMBS
RMBS
SSNC
7.1%
SS&C Technologies Holdings Inc.
DHR
3.1%
Danaher Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
RMBS
1.49x
RMBS
SSNC
115.90x
SS&C Technologies Holdings Inc.
DHR
52.97x
Danaher Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
RMBS
9.75x
RMBS
SSNC
1.06x
SS&C Technologies Holdings Inc.
DHR
1.65x
Danaher Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
RMBS
1.84
RMBS
SSNC
1.11
SS&C Technologies Holdings Inc.
DHR
0.82
Danaher Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
RMBS
RMBS
SSNC
0.7%
SS&C Technologies Holdings Inc.
DHR
0.7%
Danaher Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
RMBS
63.9%
RMBS
SSNC
20.7%
SS&C Technologies Holdings Inc.
DHR
16.1%
Danaher Corporation

Episode timeline

Episode archive for RMBS

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-07-29
Published youtube podcast complete
Rambus (RMBS): Record Quarter, Stock Down 51% — Bargain or Still Priced for Perfection?
Quarterly earnings-analysis entry for RMBS. Use the links on the right to open the video or podcast episode.