Cirrus Logic Inc (CRUS) Shares Down 5.2% on Feb 19
Cirrus Logic Inc (CRUS) shares dropped 5.20% on February 19, trading at $138.50. This places the stock 5.71% below its 52-week high but 82.64% above its 52-week low. Wall Street analysts maintain an "Outperform" rating, with an average price target of $144.46, while GuruFocus estimates a GF Value of $112.91, suggesting a potential downside.
Cirrus Logic Executive Sells Over $450K in Stock
Scott Thomas, Executive Vice President at Cirrus Logic (NASDAQ: CRUS), sold 3,239 shares of company stock on February 13th, 2026, for over $450,000. This sale represented a 9.63% reduction in his holdings, although he still retains a significant stake. The transaction occurred as Cirrus Logic's stock reached a 52-week high, suggesting a cautious approach by the executive despite the company's strong performance.
Should Cirrus Logic’s Upgraded Outlook and Buybacks Amid Insider Selling Require Action From Cirrus Logic (CRUS) Investors?
Cirrus Logic (CRUS) recently reported strong Q3 2025 results, with upgraded earnings estimates and new Q4 2026 revenue guidance, alongside a significant share repurchase program. Despite this positive financial performance and a projected fair value presenting a 3% downside to its current price, the article highlights insider selling as a potential concern for investors. The company aims to reduce reliance on flagship smartphones by penetrating PC and other non-smartphone markets, a key short-term catalyst for its investment narrative.
18,218 Shares in Cirrus Logic, Inc. $CRUS Acquired by Caprock Group LLC
Caprock Group LLC has acquired 18,218 shares of Cirrus Logic (NASDAQ:CRUS) in the third quarter, totaling approximately $2.08 million. This comes as Cirrus Logic reported strong Q3 earnings, beating analyst expectations, and analysts maintain a "Moderate Buy" rating with a target price of $145.43. Despite institutional buying, company insiders have recently sold a significant number of shares.
AlphaQuest LLC Sells 7,453 Shares of Cirrus Logic, Inc. $CRUS
AlphaQuest LLC significantly reduced its stake in Cirrus Logic (NASDAQ:CRUS) by selling 7,453 shares, representing an 89.1% cut, and now holds 914 shares valued at $115,000. This comes as company insiders, including CEO John Forsyth, sold a combined 28,045 shares worth approximately $3.84 million in the last quarter. Despite these sales, Cirrus Logic reported strong Q3 earnings, beating estimates with EPS of $2.97 and revenue of $580.6 million, leading to several analyst price target increases and a "Moderate Buy" consensus rating.
Insider Sell Alert: Justin Dougherty Sells 3,000 Shares of Cirru
Justin Dougherty, Executive Vice President, Global Operations at Cirrus Logic Inc (CRUS), sold 3,000 shares of the company on February 11, 2026. This transaction leaves him with 5,876 shares. The article highlights that Cirrus Logic Inc is significantly overvalued based on its GuruFocus Value, trading at $143.16 with a GF Value of $110.34.
Cirrus Logic (NASDAQ:CRUS) EVP Sells $458,739.57 in Stock
Scott Thomas, EVP of Cirrus Logic (NASDAQ:CRUS), sold 3,239 shares of the company's stock for $458,739.57 on February 13th, reducing his stake by 9.63%. This sale occurred while the stock is trading near its 52-week high after the company recently exceeded quarterly earnings and revenue expectations. Analysts generally rate CRUS as a "Moderate Buy" with an average target price of $145.43.
Assessing Cirrus Logic (CRUS) Valuation After Earnings Growth Guidance Update And Ongoing Buybacks
Cirrus Logic (CRUS) recently released earnings, updated revenue guidance, and provided details on its share repurchase program, leading to a 14.96% share price increase in 30 days and a 32.82% return over the past year. Despite this positive momentum, Simply Wall St's analysis suggests the stock is 2% overvalued at around $140 per share compared to its last close of $142.05. The company's future growth hinges on strategic R&D investments in high-performance ADC/DACs and automotive timing solutions, as well as continued demand from key smartphone, auto, and PC customers.
ING Groep NV Raises Holdings in Cirrus Logic, Inc. $CRUS
ING Groep NV has increased its stake in Cirrus Logic, Inc. (NASDAQ:CRUS) by 33.2% during the third quarter, now owning 34,100 shares valued at $4.27 million. This comes as Cirrus Logic reported strong Q3 earnings, beating analyst estimates, and has received a "Moderate Buy" rating from analysts with an average price target of $145.43. The article also notes recent insider selling by CEO John Forsyth and details other institutional ownership changes.
Price-Driven Insight from (CRUS) for Rule-Based Strategy
This article provides a price-driven insight for Cirrus Logic Inc. (CRUS) for a rule-based strategy, highlighting strong sentiment across all horizons. It outlines three distinct trading strategies: a Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy, along with multi-timeframe signal analysis. The report suggests an overweight bias due to strong sentiment but notes elevated downside risk.
Cirrus Logic (NASDAQ:CRUS) Reaches New 52-Week High - Should You Buy?
Cirrus Logic (NASDAQ:CRUS) recently reached a new 52-week high of $146.88 after reporting strong quarterly earnings that beat analyst expectations. The semiconductor company has a "Moderate Buy" rating from analysts with an average price target of $145.43, though insiders have been selling shares. Institutional investors hold a significant stake in the company.
Insider Sell: Carl Alberty Sells 3,648 Shares of Cirrus Logic In
Carl Alberty, Executive Vice President of Mixed-Signal Products at Cirrus Logic Inc (CRUS), sold 3,648 shares of the company on February 9, 2026. This transaction is part of a larger trend of 17 insider sells and no insider buys at Cirrus Logic over the past year. The stock is currently priced at $142.09, giving it a GuruFocus Value of $110.05, indicating it is modestly overvalued with a price-to-GF-Value ratio of 1.29.
Cirrus Logic, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Cirrus Logic, Inc. exceeded its third-quarter earnings forecasts, reporting revenue of US$581m and EPS of US$2.66, both significantly above estimates. This led analysts to increase their revenue and earnings per share forecasts for 2027, although the consensus price target remains unchanged at US$145. Despite the upgraded forecasts, the company's projected revenue growth rate is expected to slow and lag behind its industry peers.
Thrivent Financial for Lutherans Grows Position in Cirrus Logic, Inc. $CRUS
Thrivent Financial for Lutherans significantly increased its stake in Cirrus Logic (NASDAQ:CRUS) by 102.5% in the third quarter, now owning 25,341 shares valued at $3.18 million. This comes as Cirrus Logic reported a strong Q3 earnings beat with revenue up 4.5% year-over-year, leading to a "Moderate Buy" consensus rating from analysts, despite some insider selling by the CEO. Institutional investors maintain a substantial 87.96% ownership of the company.
Cirrus Logic (NASDAQ:CRUS) CEO Sells $2,947,080.90 in Stock
Cirrus Logic CEO John Forsyth sold 21,806 shares of the company's stock for over $2.9 million, reducing his ownership by 30.07%. This sale follows strong quarterly results where the company exceeded revenue and EPS expectations. Analysts maintain a "Moderate Buy" rating for CRUS, with an average price target of $145.43.
Cirrus Logic, Inc. (NASDAQ:CRUS) Receives Average Rating of "Moderate Buy" from Analysts
Cirrus Logic, Inc. (NASDAQ:CRUS) has received a "Moderate Buy" consensus rating from analysts, with an average 1-year price target of $145.43. The company recently exceeded earnings expectations, reporting $2.97 EPS against an estimated $2.37 and revenues of $580.6 million. Despite some recent insider stock sales, institutional investors hold a significant portion of its shares.
Cirrus Logic, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Cirrus Logic (NASDAQ:CRUS) recently exceeded its third-quarter earnings and revenue forecasts, reporting US$581m in revenue and US$2.66 EPS. This strong performance has led analysts to significantly increase their earnings per share forecasts for 2027, although their revenue growth expectations are lower than the industry average. Despite the upgraded forecasts, the consensus price target for Cirrus Logic stock remains steady at US$145.
Analysts Offer Insights on Technology Companies: Cirrus Logic (CRUS) and NXP Semiconductors (NXPI)
This article summarizes recent analyst ratings for Cirrus Logic (CRUS) and NXP Semiconductors (NXPI). Oppenheimer maintained a Hold rating on Cirrus Logic, while TD Cowen maintained a Buy rating on NXP Semiconductors with a price target of $250. Both companies operate in the Technology sector and have received significant analyst coverage.
Cirrus Logic (CRUS) Margin Strength In Q3 2026 Reinforces Bullish Profitability Narratives
Cirrus Logic (CRUS) reported strong Q3 2026 results with increased revenue and EPS, alongside a notable improvement in net income margin to 20.5%. While earnings grew significantly at 32.3%, revenue growth was a more modest 3%, raising questions about the sustainability of profit growth. The stock's P/E ratio is currently below industry averages, but its share price is above its DCF fair value, and future earnings are projected to decline.
Cirrus Logic, Inc. $CRUS Stake Trimmed by Mirae Asset Global Investments Co. Ltd.
Mirae Asset Global Investments Co. Ltd. significantly reduced its stake in Cirrus Logic (NASDAQ:CRUS) by 85.8% in the third quarter, selling 66,956 shares and holding 11,107 shares valued at $1.392 million. Despite this trimming, institutional ownership remains high at 87.96%, and insider ownership stands at 1.16%. The company reported strong Q3 earnings, beating consensus estimates and raising Q4 revenue guidance, leading to positive analyst sentiment and price-target hikes.
Cirrus Logic (CRUS) Margin Strength In Q3 2026 Reinforces Bullish Profitability Narratives
Cirrus Logic reported strong Q3 2026 results with GAAP revenue of US$580.6 million and basic EPS of US$2.75, backed by US$140.3 million in net income. Over the last 12 months, the company achieved a 20.5% net margin on US$1.97 billion in revenue, with earnings growing 32.3% and revenue by 3%. While a lower P/E of 17x compared to the sector average might attract investors, concerns remain regarding forecast earnings decline and the stock trading above its DCF fair value.
These Analysts Increase Their Forecasts On Cirrus Logic Following Strong Q3 Earnings
Following strong Q3 earnings, Cirrus Logic (NASDAQ: CRUS) has seen its forecast increased by analysts. The company reported better-than-expected quarterly earnings and sales, exceeding analyst consensus estimates, and provided strong fourth-quarter sales guidance. As a result, analysts from Benchmark and Stifel have raised their price targets for Cirrus Logic stock.
Allianz Asset Management GmbH Has $100.76 Million Stock Holdings in Cirrus Logic, Inc. $CRUS
Allianz Asset Management GmbH significantly reduced its stake in Cirrus Logic (NASDAQ:CRUS) by 1.8% in Q3, selling 14,911 shares and retaining 804,232 shares valued at approximately $100.76 million. This adjustment comes as Cirrus Logic reported strong Q3 earnings, beating EPS and revenue expectations, and provided Q4 revenue guidance above street consensus. Despite positive earnings, market reaction was mixed, with some analysts raising price targets and Loop Capital downgrading the stock from Buy to Hold, indicating potential near-term selling pressure.
These Analysts Increase Their Forecasts On Cirrus Logic Following Strong Q3 Earnings
Following stronger-than-expected Q3 earnings and optimistic Q4 sales guidance, analysts from Benchmark and Stifel have raised their price targets for Cirrus Logic (NASDAQ: CRUS). The company's Q3 EPS and sales surpassed analyst estimates, driven by strong demand for smartphone components. Cirrus Logic's CEO highlighted the favorable mix of end devices contributing to the company's performance.
Cirrus Logic Q3 Earnings & Revenues Surpass Estimates, Rise Y/Y
Cirrus Logic (CRUS) reported strong third-quarter fiscal 2026 results, surpassing revenue and earnings estimates. The company achieved adjusted EPS of $2.97 and revenues of $580.6 million, driven by demand for smartphone components and diversification into new markets like AI-enabled PCs, prosumer, and automotive. Cirrus Logic provided a positive outlook for Q4 fiscal 2026, expecting revenues between $410 million and $470 million.
Cirrus Logic, Inc. (NASDAQ:CRUS) Q3 2026 Earnings Call Transcript
Cirrus Logic, Inc. (NASDAQ:CRUS) reported outstanding Q3 2026 results, exceeding revenue guidance with $580.6 million and posting record GAAP and non-GAAP earnings per share of $2.97. The strong performance was driven by demand for smartphone components and a favorable mix, alongside significant progress in expanding into the PC market and other general market applications through strategic product development and partnerships. The company projects Q4 2026 revenue between $410 million and $470 million, while managing ongoing pricing adjustments and focusing on long-term growth and shareholder value.
Cirrus Logic stock hits 52-week high at 137.11 USD
Cirrus Logic (CRUS) stock reached a new 52-week high of $137.11, later climbing to $143.10, demonstrating strong growth aided by a 22.87% increase over the past year. The company reported impressive Q3 2026 financial results, exceeding earnings and revenue expectations with an EPS of $2.97 and revenue of $580.6 million. Analysts, including Stifel, have raised price targets for the stock, suggesting it is currently undervalued.
Cirrus Logic: Fiscal Q3 Earnings Snapshot
Cirrus Logic Inc. (CRUS) reported strong fiscal third-quarter earnings, with adjusted earnings of $2.97 per share, surpassing Wall Street's expectation of $2.42 per share. The company also exceeded revenue forecasts, posting $580.6 million against an expected $536.3 million. For the upcoming quarter ending in March, Cirrus Logic anticipates revenue to be between $410 million and $470 million.
Cirrus Logic Inc (NASDAQ:CRUS) Beats Q3 Estimates on Strong Smartphone Demand
Cirrus Logic Inc (NASDAQ:CRUS) reported strong fiscal third-quarter results, exceeding revenue and earnings estimates due to high demand for smartphone components. The company's revenue reached $580.6 million, with non-GAAP EPS of $2.97, leading to a positive market reaction and a 4.35% increase in after-hours trading. Cirrus Logic also provided optimistic Q4 guidance and highlighted its long-term diversification strategy, including new products for AI-enabled PCs, prosumer, and automotive markets.
Stifel raises Cirrus Logic stock price target to $163 on strong earnings
Stifel has increased its price target for Cirrus Logic (NASDAQ:CRUS) to $163.00 from $150.00, reiterating a Buy rating after the company's strong fiscal third-quarter results. The semiconductor company exceeded revenue estimates and provided an optimistic outlook for the upcoming quarter, driven by strong unit volumes and favorable product mix. This new target, the highest among analysts, suggests the stock is undervalued, especially considering its robust financial health and share buyback program.
Penserra Capital Management LLC Boosts Stake in Cirrus Logic, Inc. $CRUS
Penserra Capital Management LLC significantly increased its stake in Cirrus Logic (NASDAQ:CRUS) by 43.4% during the third quarter of 2025, now holding 270,056 shares valued at approximately $33.8 million. This increase follows a strong Q3 performance by Cirrus Logic, which beat consensus estimates for both EPS and revenue and provided optimistic Q4 revenue guidance. Analysts currently rate the stock as a "Moderate Buy" with a consensus price target of $140.71, despite some recent insider selling and a cautious outlook from some analysts.
Cirrus Logic (CRUS) Valuation Check After Recent Pullback And Conflicting Fair Value Signals
Cirrus Logic (CRUS) has recently experienced a modest pullback in its share price, prompting a valuation check. While one common narrative suggests the stock is 11% undervalued with a fair value of $140.00 due to strategic diversification beyond smartphones, Simply Wall St's DCF model indicates it might be overvalued at its current price of $124.58 against a fair value of $91.74. Investors are encouraged to consider both perspectives and conduct their own due diligence.
Earnings Flash (CRUS) Cirrus Logic, Inc. Reports Q3 Revenue $580.6M, vs. FactSet Est of $534.5M
Cirrus Logic, Inc. (CRUS) reported its Q3 revenue at $580.6 million, significantly surpassing FactSet's estimated revenue of $534.5 million. The company also announced Q3 adjusted EPS of $2.97 per share, exceeding FactSet's estimate of $2.44, and provided Q4 revenue guidance in the range of $410.0M to $470.0M. These positive financial results come amid recent analyst downgrades, such as Loop Capital lowering its rating to "Hold."
Cirrus Logic's Q3 Earnings Loom: Is a Beat in the Offing for CRUS?
Cirrus Logic (CRUS) is poised to release its third-quarter fiscal 2026 earnings, with analysts anticipating a revenue decline but an earnings beat, driven by strong performance in the laptop market and smartphone integrations. The company's strategic focus on diversification beyond smartphones into automotive and new audio technologies is expected to contribute to future growth. With a positive Earnings ESP and a Zacks Rank of 1, the Zacks model predicts an earnings beat for CRUS.
pSemi Resolves Litigation and Enters Patent License Agreement
pSemi Corporation, a Murata company, announced an agreement with Cirrus Logic, resolving litigation over pSemi's power conversion technology patents. Cirrus Logic has entered into a license agreement for pSemi's intellectual property. This resolution allows pSemi to continue advancing its capacitive-based power conversion technology and deliver power management solutions.
Cirrus Logic slips as Loop Capital downgrades on risk-reward (CRUS:NASDAQ)
Cirrus Logic shares slipped 1% in early trading after Loop Capital downgraded the specialty semiconductor company from Buy to Hold. The downgrade is based on Loop Capital's view that CRUS shares now lack a favorable risk-reward balance.
Cirrus Logic (NASDAQ:CRUS) Rating Lowered to "Hold" at Loop Capital
Loop Capital has downgraded Cirrus Logic (NASDAQ:CRUS) from a "buy" to a "hold" rating, setting a $130 price target, which implies a slight downside. Despite this downgrade, the semiconductor company maintains a "Moderate Buy" consensus rating among analysts with an average price target of $140.71. The downgrade follows Cirrus Logic's recent Q3 earnings beat, where it surpassed EPS and revenue estimates, though an executive vice president recently sold a significant portion of shares.
(CRUS) Price Dynamics and Execution-Aware Positioning
This article analyzes Cirrus Logic Inc. (CRUS) with an "Overweight Bias" due to strong sentiment across all horizons. It identifies a mid-channel oscillation pattern and an exceptional 28.4:1 risk-reward setup targeting an 8.1% gain with minimal risk. The report provides specific institutional trading strategies including position trading, momentum breakout, and risk hedging strategies, alongside multi-timeframe signal analysis.
Is Cirrus Logic (CRUS) Pricing Make Sense After Strong Multi‑Year Share Price Gains
This article analyzes Cirrus Logic (CRUS) shares using two valuation methods: Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio. Both analyses suggest that Cirrus Logic, currently trading at US$130.34, may be overvalued. The DCF model indicates the stock is overvalued by approximately 42.4%, while its P/E ratio of 17.52x is slightly above its calculated "Fair Ratio" of 16.32x.
Cirrus Logic, Inc. $CRUS Position Trimmed by Mitsubishi UFJ Trust & Banking Corp
Mitsubishi UFJ Trust & Banking Corp significantly reduced its stake in Cirrus Logic (NASDAQ:CRUS) by 22.5% in Q3, selling 7,700 shares. Despite this trim, analysts maintain a "Moderate Buy" rating with an average $142.50 price target, following a strong Q3 earnings beat. Additionally, a Cirrus Logic EVP also substantially reduced their personal holdings, though insiders collectively still own 1.16% of the stock.
Cirrus Logic (CRUS) Is Up 3.34% in One Week: What You Should Know
Cirrus Logic (CRUS) has shown strong momentum, rising 3.34% in the past week and 10.26% over the past month. The company currently holds a Zacks Rank #1 (Strong Buy) and a Momentum Style Score of B, driven by positive price action and upward earnings estimate revisions. This performance suggests CRUS is a promising pick for momentum investors.
Cirrus Logic (CRUS) Expected to Beat Earnings Estimates: Should You Buy?
Cirrus Logic (CRUS) is projected to report a year-over-year decline in earnings and revenues for the quarter ended December 2025. However, the company currently has a Zacks Rank #1 (Strong Buy) and a positive Earnings ESP of +5.90%, suggesting a high probability of beating consensus EPS estimates for its upcoming earnings report on February 3. Investors are advised to consider these factors, along with Zacks Investment Research's recommendations, before making investment decisions.
Cirrus Logic (CRUS) Valuation Check As Strengthening Fundamentals Lift Investor Confidence
Cirrus Logic (CRUS) is experiencing increased investor confidence due to strengthening fundamentals, upcoming quarterly results, and higher earnings expectations across various tech sectors. While a common narrative values the stock at $140.00, suggesting it's 8.4% undervalued, Simply Wall St's DCF model indicates it might be expensive at $128.26, with an estimated value of $91.32. Investors are encouraged to consider both perspectives, along with risks like customer concentration, and can utilize Simply Wall St's tools to conduct their own analysis.
Cirrus Logic (CRUS) Expected to Beat Earnings Estimates: Should You Buy?
Cirrus Logic (CRUS) is projected to report its December 2025 quarter earnings with a year-over-year decline in both earnings and revenue, but analysts expect the company to beat consensus EPS estimates. The stock currently holds a Zacks Rank #1 and a positive Earnings ESP of +5.90%, suggesting a high probability of an earnings beat based on the Zacks surprise prediction model. This positive outlook is supported by a history of beating EPS estimates over the last four quarters.
Cirrus Logic (CRUS) Expected to Announce Quarterly Earnings on Tuesday
Cirrus Logic (CRUS) is projected to release its Q3 2026 earnings on Tuesday, February 3rd, with analysts anticipating $2.37 EPS and $531.4 million in revenue. The company previously surpassed estimates in the last quarter, reporting $2.83 EPS against $2.32 expected. Analysts maintain a "Moderate Buy" rating with a consensus target price of $142.50, and recent insider and institutional trading activity has been noted.
Cirrus Logic (CRUS) Valuation Check As Strengthening Fundamentals Lift Investor Confidence
Cirrus Logic (CRUS) is experiencing renewed investor confidence due to strengthening company fundamentals and higher earnings expectations across various tech sectors. While a narrative valuation suggests the stock is 8.4% undervalued at $128.26 against a fair value of $140.00, a discounted cash flow (DCF) model indicates it may be overvalued at $91.32. The company is diversifying beyond smartphone audio into areas like camera controllers and power management to reduce customer concentration risk and capture new revenue streams.
Is It Time To Reassess Cirrus Logic (CRUS) After Recent Semiconductor Sector Optimism
This article reassesses Cirrus Logic (CRUS) amidst semiconductor sector optimism, examining its valuation using Discounted Cash Flow (DCF) and Price/Earnings (P/E) ratio. The DCF analysis suggests CRUS is 38.9% overvalued, with an estimated intrinsic value of US$91.68 compared to its US$127.33 share price. However, its P/E ratio of 17.12x is below industry and peer averages and close to Simply Wall St's "Fair Ratio" of 16.38x, indicating it is "about right" based on earnings.
Is It Time To Reassess Cirrus Logic (CRUS) After Recent Semiconductor Sector Optimism
This article assesses the current valuation of Cirrus Logic (CRUS) amidst recent optimism in the semiconductor sector. It uses two main approaches: a Discounted Cash Flow (DCF) analysis, which suggests the stock is 38.9% overvalued at US$127.33, and a Price/Earnings (P/E) ratio analysis, indicating it's "about right" compared to its Fair Ratio. The article encourages investors to explore different "Narratives" on Simply Wall St to form their own valuation conclusions.
Is Cirrus Logic’s (CRUS) Mixed-Signal Expansion and Buybacks Quietly Rewriting Its Investment Story?
Cirrus Logic (CRUS) is expanding its mixed-signal component market beyond smartphones into PCs, automotive, and industrial sectors, alongside ongoing share buybacks. The company's recent update highlighted strong demand, supporting its diversification strategy and potentially lifting its stock price. Investors are urged to consider multiple viewpoints before the Q3 FY2026 earnings release, which will act as a key short-term catalyst.
Is Cirrus Logic’s (CRUS) Mixed-Signal Expansion and Buybacks Quietly Rewriting Its Investment Story?
Cirrus Logic (CRUS) is exhibiting improving business fundamentals, driven by strong demand for its mixed-signal components in smartphones and increasing adoption in other sectors like PCs and automotive. The company aims to expand its mixed-signal addressable market and enhance shareholder value through share repurchases. While its stock price has risen, valuation models suggest it might be overextended, emphasizing the importance of comprehensive investor research.
