RM
Rambus Inc.
RMBS · Rambus Inc. · IT
Up next day
4/12
33%
Fell despite growth
5/12
Good earnings ignored
Avg earnings move
±9.7%
typical swing on earnings
Price when beating
+0.2%
avg over 8 beats
Biggest single move
-21.3%
'26.3 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Tends to run up in the week before earnings
Rose beforehand 9 of last 12 · avg +3.7% · expectations build early
Even strong results barely move the stock
Up the next day 3 of 8 beats (38%)
Moves in line with results — fairly predictable
Avg +0.2% on a beat, -8.7% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 58% of last 12
vs IT sector avg (177 peers)
This
-2.8%
Sector
+0.8%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 6 of last 12 times (50%)
5xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 26After close
'26.7 expectedEst. EPS $0.79
Quarter ended 3/2026
Reported 2026-04-27
Next-day move
-21.3%
After 5 days -21.1%
vs Consensus$0.64→$0.63-1.0% miss
EPS
$0.63
YoY +7%
Revenue
$0.2B
YoY +8%
Next-Q guidance
—
N/A
Price around earnings
vs market -20.8%p4.1x normal — unusual drop+24% run-up before
Earnings trend · last 12 quarters
EPS$0.63YoY +7%
'23.6'26.3
Revenue$0.2BYoY +8%
'23.6'26.3
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
1x8%
Met expectations
good · up ↑
3x25%
Disappointment
weak · down ↓
3x25%
Good earnings ignored
good · down ↓
5x42%
← ← Weak earningsStrong earnings → →
Even on good earnings, the price often fell — earnings poorly reflected · 5 of 12q (42%)
Community · RMBS
What do you think of this stock's earnings pattern?
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