Cirrus Logic (CRUS) Aperçu de l'action
Cirrus Logic, Inc. est une société de semi-conducteurs sans usine qui développe des solutions de traitement à signaux mixtes et des produits audio en Chine, aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 6/6 |
| Croissance future | 0/6 |
| Performances passées | 5/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
CRUS ont passé avec succès nos contrôles de risques.
CRUS Community Fair Values
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Analyst Price Targets
Cirrus Logic, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$146.57 |
| Plus haut sur 52 semaines | US$180.42 |
| Plus bas sur 52 semaines | US$92.02 |
| Bêta | 1.16 |
| Variation sur 1 mois | -10.85% |
| Variation sur 3 mois | -5.33% |
| Variation sur 1 an | 36.14% |
| Variation sur 3 ans | 80.75% |
| Variation sur 5 ans | 74.63% |
| Évolution depuis l'introduction en bourse | 2,268.81% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 02
CRUS: Higher Fair Value Will Hinge On Margin Execution And P E Resilience
Cirrus Logic's analyst fair value estimate has shifted from $120 to $140 as analysts factor in updated assumptions around revenue growth, profit margins and a modestly lower future P/E multiple, reflected in recent price target increases from multiple research firms. Analyst Commentary Recent Street research on Cirrus Logic points to a mix of optimism around the company’s positioning and a more careful stance on how much upside is reasonable, which is reflected in the adjusted fair value estimate.
Mise à jour du récit • Jun 18
CRUS: Future Returns Will Depend On Apple Content And New Product Diversification
The analyst price target for Cirrus Logic has shifted from $152.50 to $184.25, with analysts citing updated assumptions for revenue growth, profit margins, and future P/E, supported by recent Street research that highlights higher targets and potential new content wins linked to Apple. Analyst Commentary Recent Street research around Cirrus Logic centers on higher price targets and the possibility of new content wins linked to Apple products, which analysts see as important for both revenue potential and valuation support.
Mise à jour du récit • Jun 04
CRUS: Future iPhone Content And New Audio Portfolio Will Support Earnings Power
Narrative update on Cirrus Logic Analysts have lifted their price targets on Cirrus Logic by between $12 and $25, citing updated views on the company’s growth profile, profitability outlook, and future P/E assumptions. These changes align with modest tweaks to revenue growth, discount rate, and margin inputs in the valuation model.Recent updates
Mise à jour du récit • Jul 02
CRUS: Higher Fair Value Will Hinge On Margin Execution And P E Resilience
Cirrus Logic's analyst fair value estimate has shifted from $120 to $140 as analysts factor in updated assumptions around revenue growth, profit margins and a modestly lower future P/E multiple, reflected in recent price target increases from multiple research firms. Analyst Commentary Recent Street research on Cirrus Logic points to a mix of optimism around the company’s positioning and a more careful stance on how much upside is reasonable, which is reflected in the adjusted fair value estimate.Mise à jour du récit • Jun 18
CRUS: Future Returns Will Depend On Apple Content And New Product Diversification
The analyst price target for Cirrus Logic has shifted from $152.50 to $184.25, with analysts citing updated assumptions for revenue growth, profit margins, and future P/E, supported by recent Street research that highlights higher targets and potential new content wins linked to Apple. Analyst Commentary Recent Street research around Cirrus Logic centers on higher price targets and the possibility of new content wins linked to Apple products, which analysts see as important for both revenue potential and valuation support.Mise à jour du récit • Jun 04
CRUS: Future iPhone Content And New Audio Portfolio Will Support Earnings Power
Narrative update on Cirrus Logic Analysts have lifted their price targets on Cirrus Logic by between $12 and $25, citing updated views on the company’s growth profile, profitability outlook, and future P/E assumptions. These changes align with modest tweaks to revenue growth, discount rate, and margin inputs in the valuation model.Article d’analyse • May 28
Cirrus Logic's (NASDAQ:CRUS) Solid Earnings Are Supported By Other Strong Factors
Even though Cirrus Logic, Inc.'s ( NASDAQ:CRUS ) recent earnings release was robust, the market didn't seem to notice...Mise à jour du récit • May 20
CRUS: Future Handset Content Wins Are Expected To Drive Earnings Power
Cirrus Logic's analyst price target has moved from $163 to $200, as analysts factor in updated assumptions for revenue growth, profitability and future P/E, along with recent Street research pointing to higher expectations for the stock. Analyst Commentary Recent Street research around Cirrus Logic points to a cluster of higher price targets, with several bullish analysts updating their models after incorporating new assumptions for revenue, margins and P/E multiples.Seeking Alpha • May 12
Cirrus Logic Is Reinvesting In The Future Though Growth May Be Priced In
Summary Cirrus Logic, Inc. is rated Hold with a $154 price target, reflecting limited upside as shares trade near the upper end of historical EV/aEBITDA multiples. CRUS benefits from operational momentum, strong Apple partnership through 2030, and strategic R&D investments targeting industrial automation and AI-enabled devices. Financial flexibility is robust, with $888M in cash, no debt, and active share repurchases, supporting potential R&D expansion or acquisitions. CRUS risks include heavy consumer market exposure and inflationary pressures, but diversification into industrials and domestic manufacturing offers long-term growth catalysts. Read the full article on Seeking AlphaMise à jour du récit • May 06
CRUS: Elevated Handset P E Reliance Will Pressure Overvalued Shares
Narrative Update on Cirrus Logic Analysts have raised their average price targets on Cirrus Logic by up to $25, supported by updated handset estimates, higher target revisions from several firms, and expectations reflected in a slightly higher future P/E assumption of 24.48x in the latest model update. Analyst Commentary Recent Street research around Cirrus Logic has centered on how potential handset trends, including Apple related content opportunities, might influence the stock's risk and reward profile.Mise à jour du récit • Apr 21
CRUS: Future Returns Will Hinge On Apple Content Proving Overly Optimistic
Analysts have raised the fair value estimate for Cirrus Logic by about $6 to $152.50, citing recent price target increases from several firms and updated assumptions regarding long-term profit margins and P/E multiples, supported by new content expectations tied to Apple devices. Analyst Commentary Recent Street research on Cirrus Logic highlights a mix of optimism around potential new content wins and caution regarding execution and end market exposure.Mise à jour du récit • Apr 06
CRUS: Handset Content Gains And Buybacks Will Shape Balanced Future Earnings
The analyst fair value estimate for Cirrus Logic has been raised from $155.00 to $163.00, with analysts pointing to updated handset content expectations tied to recent Apple related commentary and a series of upward price target revisions from firms covering the stock. Analyst Commentary Recent Street research on Cirrus Logic has centered on higher handset content expectations and a series of price target adjustments that align with the updated fair value estimate.Mise à jour du récit • Mar 23
CRUS: Handset Concentration And Rich Future P E Will Pressure Shares
Cirrus Logic's analyst price target has shifted from $110 to $120, reflecting updated assumptions on discount rate, revenue growth, profit margin, and future P/E as analysts reassess the handset related semiconductor outlook. Analyst Commentary Recent Street research on Cirrus Logic shows a mixed setup, with some firms lifting price targets after updating handset related assumptions while others turn more cautious on the shares.Mise à jour du récit • Mar 09
CRUS: Future Upside Will Depend On iPhone Demand And Auto Haptics Execution
Analysts have raised their blended price target on Cirrus Logic by about $2 per share, citing updated handset-related assumptions and revised semiconductor sector estimates, even as one firm has turned more cautious on the stock. Analyst Commentary Recent research on Cirrus Logic reflects a split view, with several firms lifting their price targets on updated handset and semiconductor assumptions while at least one turns more cautious on the shares.Mise à jour du récit • Feb 23
CRUS: Future Returns Will Depend On iPhone Demand And Auto Haptics Execution
Analysts have lifted their fair value estimate for Cirrus Logic from $140 to about $145, citing updated assumptions around revenue growth, profit margins, and future P/E expectations reflected in recent Street research, including target increases from Stifel and Barclays alongside a more cautious stance from Loop Capital. Analyst Commentary Recent Street research around Cirrus Logic reflects a mix of optimism and caution, which helps explain the modest lift in fair value estimates rather than a more aggressive reset.Mise à jour du récit • Feb 09
CRUS: Execution Risks Around Revenue And Margins Will Pressure Rich Multiple
The analyst price target for Cirrus Logic has increased from US$98.77 to US$110.00, with analysts citing updated assumptions on revenue growth, profit margins and a slightly higher future P/E multiple, although some remain cautious in their ratings. Analyst Commentary Recent research highlights a split view on Cirrus Logic.Article d’analyse • Feb 06
Cirrus Logic, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Cirrus Logic, Inc. ( NASDAQ:CRUS ) just released its third-quarter report and things are looking bullish. The company...Mise à jour du récit • Jan 25
CRUS: Stronger iPhone Volumes And New Automotive Haptics Will Support Earnings
Narrative Update on Cirrus Logic Analysts have lifted their price targets on Cirrus Logic by about $5 in recent research, citing stronger than expected Q2 results, Q3 guidance that topped expectations, and upside tied to Apple iPhone unit shipments rather than content changes. Analyst Commentary Recent Street research around Cirrus Logic has leaned positive, with bullish analysts pointing to the latest quarterly results and guidance as key reasons for adjusting their views.Mise à jour du récit • Jan 11
CRUS: Future Upside Will Come From Stronger iPhone Demand And Auto Haptics
Analysts have raised their Cirrus Logic fair value range closer to the broader market consensus, with recent price targets moving from about $135 to as high as $155 per share. They cite stronger than expected Q2 results, Q3 guidance, and Apple-driven upside in iPhone-related demand.Article d’analyse • Jan 04
Is Cirrus Logic, Inc. (NASDAQ:CRUS) Worth US$120 Based On Its Intrinsic Value?
Key Insights The projected fair value for Cirrus Logic is US$91.79 based on 2 Stage Free Cash Flow to Equity Cirrus...Mise à jour du récit • Dec 27
CRUS: Strong iPhone Demand Will Support Higher Earnings Power Ahead
Analysts have raised their fair value estimate for Cirrus Logic shares to $155 from $140. This reflects stronger than expected recent results and guidance, as well as expectations for generally better than seasonal performance despite some macro headwinds.Mise à jour du récit • Dec 13
CRUS: Apple iPhone Momentum Will Likely Fade And Pressure Rich Semiconductor Multiple
Analysts have modestly raised their price target on Cirrus Logic to approximately $99 from about $91, citing stronger than expected recent and upcoming results supported by robust Apple iPhone unit shipments and an outlook for generally better than seasonal performance across the semiconductor group. Analyst Commentary Recent Street commentary on Cirrus Logic reflects a generally constructive fundamental backdrop, but with an undercurrent of caution around the durability of growth and the sustainability of current valuation multiples.Mise à jour du récit • Nov 28
CRUS: Future Revenue Will Rise With Stronger Smartphone Demand And AI-Driven Laptop Trends
Cirrus Logic's analyst price target has been raised from $135.83 to $140.00. Analysts cite stronger-than-expected quarterly results and upbeat guidance, supported by robust demand from flagship customers and optimism around emerging technology trends.Article d’analyse • Nov 28
Is It Too Late To Consider Buying Cirrus Logic, Inc. (NASDAQ:CRUS)?
Cirrus Logic, Inc. ( NASDAQ:CRUS ), might not be a large cap stock, but it received a lot of attention from a...Mise à jour du récit • Nov 14
CRUS: Future Revenue Will Benefit From Stronger Apple Shipments And Laptop Demand
The average analyst price target for Cirrus Logic has increased by $5 to $135.83. This reflects optimism around the company's stronger-than-expected quarterly results and a positive outlook highlighted in recent research updates.Article d’analyse • Nov 07
Cirrus Logic, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Cirrus Logic, Inc. ( NASDAQ:CRUS ) investors will be delighted, with the company turning in some strong numbers with...Mise à jour du récit • Oct 31
CRUS: Future Results Will Reflect AI Laptop Surge And Auto Sector Volatility
Analysts have increased their price target for Cirrus Logic, raising it from approximately $126.67 to $130.83. They cite expectations of better-than-seasonal results and the company's advantageous position in emerging AI-driven laptop trends.Mise à jour du récit • Oct 16
Mixed Signal Expansion Will Capture New Markets Amidst Margin Pressure
Analysts have increased their price target for Cirrus Logic from $120 to $130 per share, citing the company's strong position in the expanding market for AI-enabled voice interfaces in laptops. Analyst Commentary Bullish Takeaways Bullish analysts highlight Cirrus Logic's established relationships with the top five laptop PC OEMs. They emphasize a broad and defensible customer base that contributes to consistent revenue streams.Article d’analyse • Oct 09
The Trend Of High Returns At Cirrus Logic (NASDAQ:CRUS) Has Us Very Interested
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Article d’analyse • Sep 22
Should You Be Adding Cirrus Logic (NASDAQ:CRUS) To Your Watchlist Today?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Article d’analyse • Jul 26
Little Excitement Around Cirrus Logic, Inc.'s (NASDAQ:CRUS) Earnings
Cirrus Logic, Inc.'s ( NASDAQ:CRUS ) price-to-earnings (or "P/E") ratio of 15.7x might make it look like a buy right...Article d’analyse • Jul 11
Should You Investigate Cirrus Logic, Inc. (NASDAQ:CRUS) At US$106?
While Cirrus Logic, Inc. ( NASDAQ:CRUS ) might not have the largest market cap around , it led the NASDAQGS gainers...Seeking Alpha • Apr 22
Just How Cheap Is Cirrus Logic?
Summary Recent U.S. market crash impacted Cirrus Logic, but the stock remains undervalued; our valuation approach includes calculations with and without cash. Cirrus Logic's strong financial results and future earnings potential suggest a run rate of $8 per share at 55 million shares. Trade tariffs on China could affect Apple, Cirrus Logic's major client, but Apple may mitigate costs through various strategies, including shifting manufacturing locations. With $1.75 billion in cash expected in 12 months, Cirrus Logic's stock is trading cheaply at an ex-cash PE of 7.5. Read the full article on Seeking AlphaSeeking Alpha • Feb 19
Cirrus Logic's Financial Future: Always A Roll Of The Dice, But...
Summary Cirrus Logic's future potential, especially as a proprietary supplier for Apple, involves significant guesswork and isn't for the faint of heart. CEO John Forsyth provided unique insights during the December conference call, which we argue are crucial for understanding Cirrus' direction. Reviewing our December estimates, we discuss the impact of increased revenue and market vision, acknowledging past errors and missteps. We explore future opportunities in TAM and Auto Pro-Audio while highlighting inherent risks, emphasizing that investing in Cirrus is always a roll of the dice. Future growth is small. Read the full article on Seeking AlphaSeeking Alpha • Nov 22
Cirrus Logic's Record Quarter Followed With Strange Guidance
Summary Cirrus Logic reported record revenue for September, but December guidance fell short, causing a negative market reaction despite upbeat management. Key reasons for the guidance shortfall include a shifted revenue pattern, a shorter December quarter, and an earlier Android ramp. Future growth expected from new PC and Android products, with potential earnings boost from lower corporate tax rates. Rating Cirrus Logic a buy at $100, with expected earnings of $8-$9 justifying a higher price, but recommend waiting until tax-loss selling subsides. Read the full article on Seeking AlphaSeeking Alpha • Oct 15
Investing In The Recent News-Driven Price Drop With Cirrus Logic
Summary Cirrus Logic's stock dropped due to mixed news, but savvy investors should discern between real and misleading reports, presenting a buying opportunity. Despite Barclays' downgrade, Cirrus has strong future prospects with potential earnings growth from new iPhone components and smart power conversion. Cirrus' earnings could grow towards $11 per share, making the stock extremely cheap with a P/E under 10 and a price target of $120. Risks include China’s political behavior and Apple’s unit volume issues, but Cirrus' strategic moves and potential M&A could drive significant growth. Read the full article on Seeking AlphaRendement pour les actionnaires
| CRUS | US Semiconductor | US Marché | |
|---|---|---|---|
| 7D | -1.3% | -9.2% | -0.7% |
| 1Y | 36.1% | 68.2% | 20.3% |
Rendement vs Industrie: CRUS a sous-performé le secteur US Semiconductor qui a rapporté 68.2 % au cours de l'année écoulée.
Rendement vs marché: CRUS a dépassé le marché US qui a rapporté 20.3 % au cours de l'année écoulée.
Volatilité des prix
| CRUS volatility | |
|---|---|
| CRUS Average Weekly Movement | 5.8% |
| Semiconductor Industry Average Movement | 13.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: CRUS n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de CRUS ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1984 | 1,660 | John Forsyth | www.cirrus.com |
Cirrus Logic, Inc. est une société de semi-conducteurs sans usine qui développe des solutions de traitement à signaux mixtes et des produits audio en Chine, aux États-Unis et dans le monde entier. La société propose des produits audio, notamment des amplificateurs ; des composants codecs qui intègrent des convertisseurs analogiques-numériques (ADC) et des convertisseurs numériques-analogiques (DAC) dans un seul circuit intégré (CI) ; des codecs intelligents, un codec avec traitement du signal numérique intégré ; des processeurs de signal numérique autonomes ; et la technologie SoundClear pour une utilisation dans les smartphones, les PC, les tablettes, les casques AR/VR, les wearables, les systèmes de cinéma à domicile, les systèmes de divertissement automobile et les systèmes audio professionnels. Elle fournit également des contrôleurs de caméra, des solutions haptiques et sensorielles, des batteries et des circuits intégrés d'alimentation pour les smartphones, ainsi que des produits pour les applications automobiles, industrielles et d'imagerie.
Cirrus Logic, Inc. Résumé des fondamentaux
| CRUS statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$7.53b |
| Bénéfices(TTM) | US$414.41m |
| Recettes(TTM) | US$2.00b |
17.9x
Ratio P/E3.7x
Ratio P/SLe site CRUS est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| CRUS compte de résultat (TTM) | |
|---|---|
| Recettes | US$2.00b |
| Coût des recettes | US$943.21m |
| Marge brute | US$1.05b |
| Autres dépenses | US$639.76m |
| Les revenus | US$414.41m |
Derniers bénéfices déclarés
Mar 28, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 8.19 |
| Marge brute | 52.78% |
| Marge bénéficiaire nette | 20.75% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de CRUS?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/07 15:02 |
| Cours de l'action en fin de journée | 2026/07/07 00:00 |
| Les revenus | 2026/03/28 |
| Revenus annuels | 2026/03/28 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Cirrus Logic, Inc. est couverte par 16 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Blayne Curtis | Barclays |
| Thomas O'Malley | Barclays |
| Vivek Arya | BofA Global Research |