event-trade登录编辑
🇺🇸 SECRambus Inc.Codex · 实盘不做把握 6/10
北京时间·🕒 发布 19:50:45时区推断·⟳ 抓取 20:23:11·⚡ 决策 08-05 21:44:11 +1h21m·82.8 天前

Rambus披露1亿美元加速回购协议

Rambus本次ASR规模为1亿美元,按约10803万股流通股和101.42美元现价估算约占市值0.9%,初始交付79.6万股约占股本0.74%。

📄 原文Rambus Inc.↗ 原文
RAMBUS INC false 0000917273 0000917273 2026-08-04 2026-08-04 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washingto…
不做 Rambus(RMBS.US)
不做:1亿美元ASR约占当前市值0.9%、初始交付约占股本0.74%,且属于既有回购计划下执行;这条新事实不足以形成可交易的短线正期望。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-08-05 · 扩散 low · price-in 风险 medium ↗ ↗ ↗

消息传播链

  1. 2026-08-05 07:50 ET官方确认/否认SEC EDGAR一手源原文 ↗
    Rambus提交8-K,披露8月4日与Mizuho签署1亿美元ASR协议,并称8月5日发布新闻稿。
    市场反应:截至2026-08-05 09:41 ET附近,RMBS.US报101.42美元,较前收涨0.92%。
  2. 2026-08-05 09:41 ET市场反应stock_quote非一手
    行情显示RMBS盘中小幅上涨,未出现足以说明ASR被强烈重定价的放量跳涨。
    市场反应:现价101.42美元,前收100.50美元,涨幅0.92%。

关键理由

  • Rambus本次ASR规模为1亿美元,按约10803万股流通股和101.42美元现价估算约占市值0.9%,初始交付79.6万股约占股本0.74%。
  • 公告明确该ASR属于董事会此前已授权的更广泛回购计划,属于资本回报执行而非新增业务、订单或利润指引上修。
  • 事件发生后美股已开盘,RMBS盘中仅上涨约0.9%,未显示市场对该回购形成强烈重定价。

主要风险

  • 若后续公司同步扩大回购授权或上修业绩指引,资本回报信号可能被重新定价;但本次8-K未披露这类增量。
  • RMBS近5个交易日已累计上涨约22.9%,当前追多更像顺势买入而非交易这条ASR新增事实。
工具调用 · 历史记录,结果未知(1 种)
  • stock_quote · 结果未知

原文全文

展开原文 · 5,553 字
RAMBUS INC
false
0000917273
0000917273
2026-08-04
2026-08-04
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported)
August 4, 2026
Rambus Inc.
(Exact name of registrant as specified in its charter)
Delaware
000-22339
94-3112828
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(I. R. S. Employer
Identification No.)
4453 North First Street
,
Suite 100
San Jose
,
California
95134
(Address of principal executive offices)
(408)
462-8000
(Registrant’s telephone number, including area code)
Not Applicable
(Former name or former address, if changed since last report)
Check the appropriate box below if the Form
8-K
filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule
14a-12
under the Exchange Act (17 CFR
240.14a-12)
☐
Pre-commencement
communications pursuant to Rule
14d-2(b)
under the Exchange Act (17 CFR
240.14d-2(b))
☐
Pre-commencement
communications pursuant to Rule
13e-4(c)
under the Exchange Act (17 CFR
240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of Each Class
Trading
Symbol
Name of Each Exchange
on Which Registered
Common Stock, $.001 Par Value
RMBS
The NASDAQ Stock Market LLC
(The NASDAQ Global Select Market)
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule
12b-2
of the Securities Exchange Act of 1934 (17 CFR
§240.12b-2).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 1.01.
Entry into a Material Definitive Agreement.
On August 4, 2026, Rambus Inc. (NASDAQ: RMBS) (the “Company”) entered into a Supplemental Confirmation under the Master Confirmation (the “Master Agreement,” and together with the Supplemental Confirmation, the “ASR Agreement”) with Mizuho Markets Americas LLC, through its agent Mizuho Securities USA LLC (“Dealer”), pursuant to an accelerated share repurchase program (the “ASR Program”) under which the Company will repurchase shares of the Company’s common stock for an aggregate purchase price of approximately $100 million (the “Shares”). The ASR Program is part of a broader share repurchase program previously authorized by the board of directors of the Company.
Under the ASR Agreement, the Company will
pre-pay
$100 million to Dealer and will receive an initial delivery of approximately 796,000 of the Shares. The final number of Shares to be repurchased by the Company under the ASR Program will be determined based on the volume-weighted average price of the Company’s common stock during the term of the transaction, less a discount. The ASR Program is expected to be completed by the end of the third quarter of 2026.
The description of the ASR Agreement contained herein is qualified in its entirety by reference to the form of the ASR Agreement that is filed as Exhibit 10.1 to this Current Report on Form
8-K
and incorporated herein by reference. The ASR Agreement contains other terms governing the ASR Program, including, but not limited to, the mechanism used to determine the final settlement of the repurchase of the Shares, the method of such settlement, the circumstances under which Dealer is permitted to make adjustments to the terms of the ASR Agreement, the circumstances under which the ASR Agreement may be terminated early, and various acknowledgements, representations and warranties made by the Company and Dealer.
On August 5, 2026, the Company issued a press release announcing its entry into the ASR Agreement. A copy of this press release is attached as Exhibit 99.1 to this Current Report on Form
8-K
and incorporated herein by reference.
The information in the press release that is an exhibit to this Current Report on Form
8-K
shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall the press release be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing.
Item 2.03.
Creation of Direct Financial Obligation or an Obligation under an
Off-Balance
Sheet Arrangement of a Registrant.
The information called for by this item is contained in Item 1.01 of this Current Report on Form
8-K,
which is incorporated herein by reference.
Item 9.01.
Financial Statements and Exhibits.
(d) Exhibits.
Exhibit
No.
Description
10.1
Form of ASR Agreement.
99.1
Press Release of Rambus Inc. Announcing its Entry into the ASR Agreement, issued on August 5, 2026.
104
Cover Page Interactive Data File (formatted as inline XBRL and contained in Exhibit 101)
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: August 5, 2026
Rambus Inc.
/s/ Sumeet Gagneja
Sumeet Gagneja, Senior Vice President and Chief Financial Officer

决策记录链 · 只追加

每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。

这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。