Jul. 27 at 10:28 PM
Rambus reported stronger-than-expected Q2 2026 results, beating Wall Street estimates on both earnings and revenue. Adjusted EPS came in at
$0.77, topping the
$0.72 consensus, while revenue rose 20% year over year to
$207.4 million, above expectations of
$199.3 million.
A key highlight was record product revenue of
$99.2 million, up 22% from a year earlier and at the high end of the company’s guidance, reinforcing optimism around growing AI memory-interface chip demand. For Q3, Rambus guided revenue to
$210–
$216 million and EPS to
$0.75–
$0.82, largely in line with analyst forecasts. Management said increasing AI inference and agentic workloads continue to drive demand for higher memory bandwidth in data centers.
The after-hours gain reflected investor relief after Rambus rebounded from its weak Q1, delivered record product revenue, and issued solid guidance supported by ongoing AI infrastructure spending.
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