Rambus After the Stock Crash: Why the Panic of Investors Represents a Buying Opportunity
Despite record revenue in 2025 and a doubling of cash flow, a short-term dip in the forecast for the first quarter of 2026 has triggered an exaggerated stock drop, providing long-term investors with an attractive entry point.
Reading Time: 2 minutes
At the stock market, perception and reality often diverge significantly, a phenomenon we can currently observe with Rambus. Following the release of the fourth quarter numbers on February 2, 2026, investors sent the stock plummeting, despite the company having had a record year. The reason for the sell-off was a disappointing forecast for the first quarter of 2026. Management pointed to logistical hurdles and short-term shifts in the supply chain for the critical RCD chips. However, here lies the crucial point: this is purely a temporary problem...
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