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Technology Stocks : Semi Equipment Analysis
SOXX 306.55+0.4%Oct 31 5:00 PM EST
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To: Return to Sender who wrote (95301)10/29/2025 1:20:05 PM
From: Return to Sender1 Recommendation

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Rambus Q3 Adj. EPS $0.62 Misses $0.63 Estimate, Sales $179.500M Beat $175.429M Estimate

+6.08%

Rambus (NASDAQ:RMBS) reported quarterly earnings of $0.62 per share which missed the analyst consensus estimate of $0.63 by 1.43 percent. This is a 21.57 percent increase over earnings of $0.51 per share from the same period last year. The company reported quarterly sales of $179.500 million which beat the analyst consensus estimate of $175.429 million by 2.32 percent. This is a 22.30 percent increase over sales of $146.771 million the same period last year. © 2020 Benzinga.com - Benzinga does not provide investment advice. All rights reserved.

05:35 PM EDT, 10/27/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

Shares are down after hours, as RMBS posted Q3 revenue of $178.5M (+23% Y/Y), slightly above the $176M consensus, driven by robust product revenue growth of +40%. Licensing remained stable at $66.1M (+1% Y/Y) while contract revenue grew 34% to $20.1M. We believe this growth reflects greater momentum for DDR5 memory interface solutions and increasing contributions from new products as data center and AI applications demand higher bandwidth capabilities. Q4 revenue guidance to a midpoint of $188M exceeds the $182M consensus and our expectations, with product revenue expected at $94M-$100M. Operating cash flow surged 42% to $88.4M, while cash and marketable securities reached $673.3M (+$78.5M Q/Q). We note RMBS's absence of long-term debt leaves open potential M&A and greater cash return to investors. We believe RMBS's financial position and offerings position it well to capitalize on ongoing secular trends in AI and data center applications that require increasingly sophisticated memory subsystems.




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