杰克逊·克里克在Rambus股票中购买了2.49M美元,因为尽管收入增长强劲,但收入没有达到预期,因此股票下跌15%。 Jackson Creek bought $2.49M in Rambus shares as stock dropped 15% after earnings missed expectations despite strong revenue growth.

杰克逊溪投资顾问有限责任公司在Rambus公司(RMBS)投资了249万美元,收购了23 920股股份,成为该公司的第10大股。 Jackson Creek Investment Advisors LLC invested $2.49 million in Rambus, Inc. (RMBS), acquiring 23,920 shares, making it the firm’s 10th-largest holding. Rambus公布了强劲的第四季度业绩，营收1.902亿美元，同比增长18%，自由现金流达到9120万美元，主要受DDR5、人工智能和数据中心技术的需求推动。 Rambus reported strong fourth-quarter results with $190.2 million in revenue, an 18% year-over-year increase, and $91.2 million in free cash flow, driven by demand for DDR5, AI, and data center technologies. 尽管2025年全年业绩创纪录，产品收入增长41%，但每股收益仅为0.58至0.59美元，未达预期，导致盘后股价下跌15%。 Despite record full-year 2025 performance and a 41% rise in product revenue, earnings per share of $0.58–$0.59 missed expectations, triggering a 15% after-hours stock drop. 分析师仍然各自为政,有一些升级评级,而该公司预计,由于OSAT伙伴的一个问题,在Q1 2026期间,供应链将暂时中断,预计将在Q2得到解决。 Analysts remain split, with some upgrading ratings, while the company anticipates a temporary supply chain disruption in Q1 2026 due to an OSAT partner issue, expected to resolve by Q2.