Mach 1 Financial Group LLC Purchases New Shares in Cirrus Logic, Inc. $CRUS
Mach 1 Financial Group LLC has acquired a new stake in Cirrus Logic, Inc. (NASDAQ:CRUS), purchasing 6,210 shares valued at approximately $736,000 in the fourth quarter. This move underscores strong institutional interest, with hedge funds now holding 87.96% of the company’s stock. Analysts currently rate Cirrus Logic a "Moderate Buy" with an average price target of $161.71, following a recent earnings beat where the company reported $1.95 EPS on revenue of $448.5 million.
Cirrus Logic (CRUS) director Alexander Davern sells 1,000 company shares
Cirrus Logic director Alexander Davern sold 1,000 shares of the company's common stock at $159.00 per share in an open-market transaction, totaling $159,000. Following this sale, Davern directly holds 20,531 shares of Cirrus Logic. This transaction was reported on a Form 4 SEC filing, indicating a moderate impact and negative sentiment.
CIRRUS LOGIC, INC. FY 2026: Revenue $2B, EPS $7.85— 10-K Summary
CIRRUS LOGIC, INC. reported strong fiscal year 2026 results with net sales reaching $2 billion and diluted EPS at $7.85, a significant increase from the previous fiscal year. The company's revenue growth was driven by demand in smartphone and PC markets, alongside expansion into new sectors. This profitability was further boosted by a shift towards higher-margin products and strategic operational moves.
Cirrus Logic Inc stock (US1727551004): semiconductor specialist in focus after latest SEC filing and price move
Cirrus Logic Inc, a designer of mixed-signal chips for consumer electronics, is gaining attention after filing new documents with the SEC and experiencing recent stock movement on Nasdaq. The company focuses on audio codecs, smart amplifiers, and power management ICs for smartphones, tablets, and other devices, with its fabless business model emphasizing design and customer support. Its performance is closely tied to consumer electronics upgrade cycles and demand for high-end mobile devices, making it a key stock for investors interested in audio technology and semiconductors.
CRUS (NASDAQ: CRUS) Director reports proposed sale of 1,000 shares
A Director at Cirrus Logic, Inc. (NASDAQ: CRUS) has filed a Form 144, indicating a proposed sale of 1,000 shares of common stock. The filing notes that these are restricted shares that vested on July 28, 2024, and also reports a prior sale of 1,000 shares on February 20, 2026, for $140,000. This is considered a routine notice for the resale of vested restricted shares.
The Bull Case For Cirrus Logic (CRUS) Could Change Following New Credit Facility And Earnings Update - Learn Why
Cirrus Logic (CRUS) recently secured a US$350 million revolving credit facility and reported its Q4 earnings, including US$448.52 million in revenue and US$81.81 million in net income. While the new credit facility improves financial flexibility, the core investment narrative for CRUS still hinges on its ability to diversify beyond smartphone dependence and achieve its projected revenue and earnings growth. The article advises investors to consider these factors and other analysts' perspectives to form their own conclusions.
Cirrus Logic (CRUS) price target increased by 11.16% to 181.79
This article reports a significant increase in the price target for Cirrus Logic (CRUS) stock. The target has been raised by 11.16% to $181.79, indicating a positive outlook from analysts.
Cirrus Logic's Balance Sheet Strength Fuels Diversification Push
Cirrus Logic ended fiscal 2026 with $1.2 billion in cash and investments and no debt, providing strong financial flexibility for diversification. The company plans to increase R&D spending in fiscal 2027 to boost innovation and expand into new markets like industrial, imaging, automotive, and professional audio. This strategy aims to stabilize revenues, reduce dependence on single product categories, and leverage emerging AI opportunities for sustained growth.
Cirrus Logic (CRUS) price target increased by 11.16% to 181.79
This article reports that the price target for Cirrus Logic (CRUS) has been increased by 11.16%, bringing it to $181.79. This adjustment indicates a positive outlook from analysts regarding the company's future stock performance.
Cirrus Logic, Inc. (NASDAQ:CRUS) Given Average Recommendation of "Moderate Buy" by Brokerages
Cirrus Logic, Inc. (NASDAQ:CRUS) has received a "Moderate Buy" consensus rating from eight analysts, with an average 1-year price target of approximately $161.71. The company recently surpassed quarterly earnings and revenue estimates, reporting EPS of $1.95 and revenue of $448.52 million. Despite positive analyst outlooks and strong financial performance, there has been notable insider selling activity by executives.
Cirrus Logic (CRUS) Valuation Check After Recent Pullback And Ongoing Share Price Strength
Cirrus Logic (CRUS) has seen a recent pullback but maintains strong year-to-date and one-year share price returns. The company is considered 5% overvalued by analysts with a fair value of $152.50, despite trading at a lower P/E ratio compared to the broader semiconductor industry. Cirrus Logic is diversifying away from its core smartphone audio business into areas like camera controllers and power management to capture new revenue streams.
Arbejdsmarkedets Tillaegspension Buys Shares of 185,552 Cirrus Logic, Inc. $CRUS
Arbejdsmarkedets Tillaegspension (ATP) recently acquired a new position in Cirrus Logic (NASDAQ:CRUS) during the fourth quarter, purchasing 185,552 shares valued at approximately $21.99 million. This investment represents about 0.36% of the semiconductor company. Cirrus Logic reported strong fiscal Q3 results, exceeding analyst expectations with $1.95 EPS and $448.5 million in revenue, while several insiders including the CEO and EVP made share sales under pre-arranged trading plans.
Cirrus Logic signals $430M-$490M Q1 FY 2027 revenue range while planning higher FY 2027 R&D
Cirrus Logic (CRUS) has projected a revenue range of $430 million to $490 million for Q1 FY 2027, with the midpoint of $460 million exceeding analyst expectations. The company also announced plans to increase its R&D spending in the upcoming fiscal year. This forecast suggests confidence in future performance and continued investment in innovation.
Cirrus Logic, Inc. (CRUS) hits fresh high: Is there still room to run?
Cirrus Logic (CRUS) recently hit a new 52-week high, indicating strong positive momentum. The company has seen upward revisions in its earnings estimates, suggesting potential for continued growth. Investors should monitor the stock's future performance to determine if it can maintain this upward trend.
Cirrus Logic (CRUS) price target increased by 11.16% to 181.79
This article reports that the price target for Cirrus Logic (CRUS) has been increased by 11.16% to $181.79. It does not provide further details or analysis regarding this target increase.
[Form 4] CIRRUS LOGIC, INC. Insider Trading Activity
Cirrus Logic CEO John Forsyth sold 5,000 shares of common stock for $852,050 at a weighted average price of $170.41 per share on May 8, 2026. This transaction was conducted under a pre-arranged Rule 10b5-1 trading plan adopted on August 29, 2025. After the sale, Forsyth directly owns 70,016 shares of the company.
Insider Sell: John Forsyth Sells 5,000 Shares of Cirrus Logic In
John Forsyth, CEO of a Cirrus Logic Inc (CRUS) subsidiary, sold 5,000 shares of the company on May 8, 2026, reducing his holdings to 70,016 shares. Over the past year, insiders at Cirrus Logic Inc have sold 20 times with no purchases. The stock, trading at $170.41, is significantly overvalued according to its GF Value of $115.61.
Cirrus Logic (CRUS) Valuation Check After Strong Recent Share Price Performance
Cirrus Logic (CRUS) has seen significant share price appreciation recently, with a 16% rise in the past month and 76% over the last year. Despite this growth, Simply Wall St's analysis suggests the stock is approximately 13% overvalued, with a fair value estimate of $152.50 compared to its current price of $171.68. The article notes that while the P/E ratio is below the industry average, investors should consider the company's diversification strategy and potential risks related to customer concentration.
[144] CIRRUS LOGIC, INC. SEC Filing
This SEC filing (Form 144) for Cirrus Logic, Inc. details a proposed sale of 5,000 common shares with an aggregate market value of $858,400.00. The shares were acquired through Restricted Stock Units on June 6, 2021, and are intended to be sold on NASDAQ via Morgan Stanley Smith Barney LLC on May 8, 2026. The filing indicates a "Neutral" sentiment regarding its impact on the company.
Cirrus Logic (CRUS) Margin Improvement To 20.7% Tests Bearish Earnings Decline Narrative
Cirrus Logic (CRUS) reported strong FY 2026 results with a 20.7% net profit margin and 25.1% earnings growth, challenging bearish views despite revenue growth trailing the broader market. The company's P/E ratio is lower than industry averages, but its share price exceeds its DCF fair value, creating tension for investors weighing potential earnings declines against current profitability and diversification efforts. The article highlights the conflicting narratives surrounding CRUS, focusing on margin strength, content per device, and future earnings forecasts.
Cirrus Logic (CRUS) Margin Improvement To 20.7% Tests Bearish Earnings Decline Narrative
Cirrus Logic (CRUS) reported strong Q4 FY 2026 results with a 20.7% net profit margin and 3.5% revenue growth, pushing trailing EPS to US$8.10. This performance challenges bearish predictions of earning declines, despite forecasts suggesting a 2.1% annual drop over the next three years. The stock trades at a lower P/E ratio than peers but above its DCF fair value, creating tension for investors weighing growth prospects against valuation and future earnings forecasts.
Cirrus Logic (CRUS) Margin Improvement To 20.7% Tests Bearish Earnings Decline Narrative
Cirrus Logic (CRUS) reported strong FY 2026 Q4 results with revenue of US$448.5 million and EPS of US$1.61, achieving a 20.7% net profit margin and 25.1% earnings growth over the past year. However, this bullish margin increase is challenged by a forecast of a 2.1% annual earnings decline over the next three years and a stock price exceeding its DCF fair value, leading to tension between past performance and future projections. The article highlights the debate between bulls who emphasize margin strength and bears who focus on the projected earnings decline and valuation gap.
Cirrus Logic (CRUS) Projects Q1 Revenue Between $430M and $490M
Cirrus Logic Inc (CRUS) announced its Q1 revenue projection to be between $430 million and $490 million, significantly exceeding analyst expectations of approximately $414.7 million. The company's GF Score™ is 88/100, indicating strong potential, driven by excellent financial strength and profitability. However, insider selling worth $3.1 million in the last three months and a high P/E ratio suggest the stock might be overvalued, warranting caution from investors.
UBS Group AG Boosts Stock Position in Cirrus Logic, Inc. $CRUS
UBS Group AG significantly increased its stake in Cirrus Logic, Inc. during the fourth quarter, now holding 396,170 shares valued at approximately $46.95 million. This move comes as Cirrus Logic exceeded Q3 earnings expectations, reporting an EPS of $2.97 against an estimated $2.37, and revenue of $580.6 million. Despite recent insider selling, analysts maintain a "Moderate Buy" rating for the semiconductor company.
Cirrus Logic (Nasdaq:CRUS) - Stock Analysis
This extensive analysis of Cirrus Logic (CRUS) covers its financial performance, future growth prospects, and recent developments. Despite being 12.6% overvalued according to analyst consensus, the company reported strong earnings for FY 2026, surpassing analyst expectations. Recent news highlights new product launches in industrial imaging and automotive haptics, alongside discussions of its significant relationship with Apple and various analyst price target revisions.
Cirrus Logic jumps as new iPhone Face ID likely to spur growth: KeyBanc (CRUS:NASDAQ)
Cirrus Logic (CRUS) shares increased by nearly 5% following better-than-expected earnings and guidance. KeyBanc attributes this growth to the company's content wins related to Apple's (AAPL) Face ID technology, suggesting future growth driven by new iPhone Face ID components.
Why Cirrus Logic (CRUS) Is Up 6.6% After Record FY26 Results And Higher R&D Plans
Cirrus Logic (CRUS) reported record fourth-quarter and full-year 2026 results, with revenue rising to US$448.52 million and US$2.00 billion respectively, and a net income of US$81.81 million. The company announced a strong cash balance of nearly US$1.20 billion with no debt, and returned US$280 million to shareholders through buybacks. Management also indicated plans for higher R&D investment to support growth in smartphone audio and mixed-signal markets.
Cirrus Logic Inc - Secures $350 Million Revolving Credit Facility Maturing May 4, 2031 - SEC Filing
Cirrus Logic Inc. has secured a $350 million revolving credit facility, set to mature on May 4, 2031. This information was disclosed in an SEC filing. The detail was provided by Refinitiv.
Cirrus Logic: Fiscal Q4 Earnings Snapshot
Cirrus Logic Inc. (CRUS) reported fiscal fourth-quarter net income of $81.8 million, or $1.56 per share, with adjusted earnings of $1.95 per share, surpassing analyst expectations. The chipmaker also beat Street forecasts with revenues of $448.5 million. For the full year, the company posted a profit of $414.4 million on $2 billion in revenue and projects full-year revenue between $430 million and $490 million.
Why Cirrus Logic (CRUS) Is Up 6.6% After Record FY26 Results And Higher R&D Plans
Cirrus Logic (CRUS) experienced a 6.6% increase following its strong Q4 2026 results, achieving record full-year revenue of approximately US$2.00 billion and a cash balance near US$1.20 billion with no debt. The company also returned US$280 million to shareholders via buybacks and plans higher R&D investments for smartphone audio and mixed-signal growth. Despite strong performance, the article highlights the risk of its heavy dependence on a few large handset customers.
Cirrus Logic, Inc. 2026 Q4 - Results - Earnings Call Presentation (NASDAQ:CRUS) 2026-05-06
Cirrus Logic, Inc. reported its Q4 2026 earnings, with an EPS of $1.95, beating estimates by $0.19. The company also announced revenue of $448.52 million, a 5.67% increase year-over-year, surpassing expectations by $6.27 million. This article provides access to the slide deck published in conjunction with their earnings call.
Cirrus Logic Inc - secures $350 million revolving credit facility maturing May 4, 2031 - SEC filing
Cirrus Logic Inc. has secured a new $350 million revolving credit facility, which is set to mature on May 4, 2031. This information was disclosed in a recent SEC filing. The company also reported Q4 adjusted earnings and revenue rise and issued its outlook.
Smartphone, PC demand push Cirrus Logic to record $2.0B year
Cirrus Logic (NASDAQ: CRUS) announced record revenue of $2.0 billion for its full fiscal year 2026, driven by strong demand for components in smartphones and increased PC sales. The company reported Q4 FY26 revenue of $448.5 million and diluted earnings per share of $1.56 (GAAP) and $1.95 (non-GAAP). John Forsyth, CEO, highlighted diversification efforts beyond smartphones and expressed confidence in long-term growth.
(CRUS) Cirrus Logic, Inc. Expects Q1 Revenue Range $430.0M - $490.0M
Cirrus Logic, Inc. (CRUS) announced its revenue expectations for the first quarter, projecting a range of $430.0 million to $490.0 million. This announcement follows the company's strong fourth-quarter performance where adjusted earnings and revenue rose, surpassing FactSet estimates with $448.5M in revenue and $1.95 adjusted EPS. The company also recently secured a $350 million revolving credit facility and continues to innovate with new industrial imaging integrated circuits.
Cirrus Logic (NASDAQ: CRUS) delivers record FY26 results and adds $350M credit line
Cirrus Logic (NASDAQ: CRUS) reported record-breaking financial results for fiscal year 2026, with revenue reaching $2.0 billion and non-GAAP EPS of $9.26. The company also enhanced its financial flexibility by securing a new $350 million senior secured revolving credit facility. Despite a high customer concentration, Cirrus Logic demonstrated strong cash generation, a solid balance sheet with no debt, and significant shareholder returns, while providing optimistic guidance for Q1 FY27.
Cirrus Logic earnings on deck: Can new Apple wins offset iPhone shifts?
Cirrus Logic is set to report its fiscal fourth-quarter earnings, with analysts anticipating increased earnings and revenue year-over-year. Investors will be closely watching how new design wins with Apple, particularly for next-generation Face ID chips, will counteract potential headwinds from Apple's staggered iPhone 18 launch schedule. The company is also working on diversifying beyond smartphone audio, with opportunities in PC notebooks and industrial imaging.
Cirrus Logic earnings on deck: Can new Apple wins offset iPhone shifts?
Cirrus Logic is set to report its fiscal fourth-quarter earnings, with analysts anticipating increased EPS and revenue. Investors are focused on how new design wins with Apple, particularly for Face ID chips and an expanded partnership, will counterbalance potential headwinds from Apple's staggered iPhone 18 launch schedule. The company is also working to diversify its revenue beyond smartphone audio, with opportunities in PC notebooks and industrial imaging.
Cirrus Logic: Fiscal Q4 Earnings Snapshot
Cirrus Logic Inc. (CRUS) reported fiscal fourth-quarter net income of $81.8 million, or $1.56 per share, with adjusted earnings of $1.95 per share, surpassing analyst expectations. The chipmaker also beat revenue forecasts, posting $448.5 million for the quarter, and reported full-year profit of $414.4 million on $2 billion in revenue. The company expects full-year revenue to be between $430 million and $490 million.
Cirrus Logic: Fiscal Q4 Earnings Snapshot
Cirrus Logic Inc. reported strong fiscal fourth-quarter results, with net income of $81.8 million and adjusted earnings of $1.95 per share, surpassing Wall Street estimates. The chipmaker also beat revenue forecasts, posting $448.5 million for the quarter, and projected full-year revenue between $430 million and $490 million. For the entire fiscal year, Cirrus Logic recorded a profit of $414.4 million on $2 billion in revenue.
Cirrus Logic: Fiscal Q4 Earnings Snapshot
Cirrus Logic Inc. reported strong fiscal fourth-quarter results, exceeding Wall Street expectations. The company announced a net income of $81.8 million, or $1.56 per share, with adjusted earnings of $1.95 per share. Revenue for the quarter reached $448.5 million and full-year revenue was $2 billion.
Cirrus Logic Unveils AFE ICs for Industrial Imaging
Cirrus Logic has introduced a new family of analog front-end (AFE) ICs aimed at the industrial and commercial imaging market, leveraging intellectual property acquired from Wolfson Microelectronics in 2014. These highly integrated ICs, designed for CCD and CIS sensors, offer improved performance, efficiency, and scalability for applications ranging from multi-function printers to advanced industrial imaging platforms. Key enhancements include a transition to a successive-approximation register (SAR) ADC architecture, which provides lower power consumption, smaller footprints, and faster throughput, effectively addressing a long-standing gap in the industrial imaging market for high-performance scanning solutions.
Cirrus Logic to Release Q4 Earnings: Here's What to Expect
Cirrus Logic (CRUS) is scheduled to release its fiscal fourth-quarter 2026 earnings on May 6. The company is expected to report revenues of $439.8 million and earnings of $1.76 per share, driven by strong growth in mobile, computing, and high-performance mixed-signal segments. Despite positive revenue drivers and strong stock performance, the company faces potential headwinds from foreign exchange fluctuations, macroeconomic uncertainties, and customer concentration risks.
Vanguard reports 2.69M-share stake in Cirrus Logic (CRUS)
Vanguard Capital Management has reported a beneficial ownership of 2,687,922 shares in Cirrus Logic Inc Common Stock, representing 5.26% of the class as of March 31, 2026. This Schedule 13G filing indicates sole voting power over 390,218 shares and sole dispositive power over all 2,687,922 shares. The filing signed on April 29, 2026, attributes these holdings to Vanguard Capital Management and its specified affiliates.
Vanguard Portfolio Mgmt (NASDAQ: CRUS) holds 7.43% — 3.79M shares reported
Vanguard Portfolio Management has reported a 7.43% beneficial ownership stake in Cirrus Logic Inc. (NASDAQ: CRUS), amounting to 3,789,993 shares as of March 31, 2026. This disclosure was made via a Schedule 13G filing, indicating a passive investment without intent to control the company. Vanguard holds sole dispositive power over these shares, with voting power largely delegated across affiliated investment vehicles.
Cirrus Logic, Inc. (CRUS) hit a 52 week high, can the run continue?
This article analyzes whether Cirrus Logic, Inc. (CRUS) can maintain its recent upward momentum after reaching a 52-week high. It will likely discuss factors contributing to its performance and potential future outlook, but the content itself is missing.
Cirrus Logic (NASDAQ:CRUS) Lowered to Hold Rating by Zacks Research
Zacks Research downgraded Cirrus Logic (NASDAQ:CRUS) from a "strong-buy" to a "hold" rating following the company's strong quarterly earnings beat. Despite insider selling, institutional investors hold a significant portion of the company's stock, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $152.14. The move comes amidst mixed analyst sentiment but impressive financial performance.
Cirrus Logic (CRUS) to Release Earnings on Wednesday
Cirrus Logic (CRUS) is scheduled to release its Q4 2026 earnings after market close on Wednesday, May 6th, with analysts projecting $1.75 EPS and $440.44 million in revenue. The company previously exceeded estimates in Q3 2026, reporting $2.97 EPS and $580.62 million in revenue. Despite a "Moderate Buy" consensus from Wall Street, insiders have recently sold over $5.43 million worth of shares.
Cirrus Logic Inc (CRUS) Stock Down 4.8% but Still Overvalued -- GF Score: 89/100
Cirrus Logic Inc (CRUS) experienced a 4.8% stock decline, bringing its current price to $162.51, yet it remains significantly overvalued according to its GF Value™ of $112.39. Despite a strong GF Score™ of 89/100, driven by excellent financial strength, profitability, and growth, its valuation rank is low due to being 44.6% above its intrinsic value. Recent insider sales totaling $6.1 million also suggest a cautious outlook from those within the company.
Is Cirrus Logic (CRUS) stock outpacing its computer and technology peers this year?
This article analyzes if Cirrus Logic (CRUS) stock is outperforming its peers in the computer and technology sector. It specifically examines the stock's year-to-date performance compared to direct industry competitors and the broader sector to determine its relative strength. The piece aims to provide insights into CRUS's current market position within its industry.
Universal Beteiligungs und Servicegesellschaft mbH Boosts Stock Position in Cirrus Logic, Inc. $CRUS
Universal Beteiligungs und Servicegesellschaft mbH increased its stake in Cirrus Logic, Inc. by 9.8% in Q4, holding 129,880 shares valued at $15.39 million. Cirrus Logic recently beat earnings estimates, with EPS of $2.97 and revenue of $580.62 million, and is trading near its 52-week high with a market cap of $8.88 billion. Analysts maintain a "Moderate Buy" rating with an average target price of $152.14, despite recent insider stock sales.
