Rambus Reports Revenue Miss and Faces DRAM Supply Concerns
Rambus Inc (NASDAQ:RMBS) shares fell nearly 23% after reporting first-quarter 2026 revenue below expectations and facing a downgrade from Baird due to concerns over tightening DRAM supply. The company's Q1 revenue of $180.2 million missed the forecast of $189.71 million, with adjusted EPS also slightly below estimates.
Tickers: $RMBS
Topics: Analyst Downgrade DRAM Supply Constraints Revenue Miss Semiconductor Industry Stock Price Drop