Cirrus Logic（CRUS）株式概要
シーラス・ロジック社はファブレス半導体企業であり、中国、米国、および国際的にミックスド・シグナル・プロセッシング・ソリューションとオーディオ製品を開発しています。 詳細
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Analyst Price Targets
Cirrus Logic, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$118.07 |
| 52週高値 | US$180.42 |
| 52週安値 | US$109.88 |
| ベータ | 1.18 |
| 1ヶ月の変化 | -13.69% |
| 3ヶ月変化 | -29.14% |
| 1年変化 | 4.65% |
| 3年間の変化 | 47.72% |
| 5年間の変化 | 44.48% |
| IPOからの変化 | 1,808.20% |
最新ニュース
Seeking Alpha • Aug 17
Cirrus Logic: The Market Seems To Overlook A Strong Growth Outlook
Summary Cirrus Logic (CRUS) is upgraded to strong buy after a standout earnings call revealing robust product pipeline and deepening Apple collaboration. CRUS expects significant revenue growth from new high-performance mixed-signal products, including camera, 3D, and power/battery chips, potentially adding $1.2B in annual sales. Despite near-term headwinds from increased OpEx and lower Apple ASPs, aggressive share buybacks and long-term product launches support a bullish outlook. I anticipate measured buying, as CRUS could see multi-bagger returns with $2B incremental revenue potential and a possible long-term move toward $400. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 06
CRUS: Fair Value To Depend On iPhone Timing And PC Notebook Execution
Analysts have trimmed their fair value estimate for Cirrus Logic to $130 from $140, reflecting reduced revenue growth and profit margin assumptions, a slightly higher discount rate, and recent price target cuts tied to softer guidance around iPhone timing and longer dated PC notebook demand. Analyst Commentary on Cirrus Logic Recent commentary on Cirrus Logic has centered on reduced expectations for the next few years as analysts react to updated guidance and shifting demand patterns.Recent updates
Seeking Alpha • Aug 17
Cirrus Logic: The Market Seems To Overlook A Strong Growth Outlook
Summary Cirrus Logic (CRUS) is upgraded to strong buy after a standout earnings call revealing robust product pipeline and deepening Apple collaboration. CRUS expects significant revenue growth from new high-performance mixed-signal products, including camera, 3D, and power/battery chips, potentially adding $1.2B in annual sales. Despite near-term headwinds from increased OpEx and lower Apple ASPs, aggressive share buybacks and long-term product launches support a bullish outlook. I anticipate measured buying, as CRUS could see multi-bagger returns with $2B incremental revenue potential and a possible long-term move toward $400. Read the full article on Seeking Alphaナラティブ更新 • Aug 06
CRUS: Fair Value To Depend On iPhone Timing And PC Notebook Execution
Analysts have trimmed their fair value estimate for Cirrus Logic to $130 from $140, reflecting reduced revenue growth and profit margin assumptions, a slightly higher discount rate, and recent price target cuts tied to softer guidance around iPhone timing and longer dated PC notebook demand. Analyst Commentary on Cirrus Logic Recent commentary on Cirrus Logic has centered on reduced expectations for the next few years as analysts react to updated guidance and shifting demand patterns.ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...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 Alpha株主還元
| CRUS | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | -3.1% | -5.1% | -0.8% |
| 1Y | 4.7% | 58.9% | 20.5% |
業界別リターン: CRUS過去 1 年間で58.9 % の収益を上げたUS Semiconductor業界を下回りました。
リターン対市場: CRUSは、過去 1 年間で20.5 % のリターンを上げたUS市場を下回りました。
価格変動
| CRUS volatility | |
|---|---|
| CRUS Average Weekly Movement | 5.5% |
| Semiconductor Industry Average Movement | 13.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: CRUS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CRUSの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1984 | 1,660 | John Forsyth | www.cirrus.com |
シーラス・ロジック社はファブレス半導体企業であり、中国、米国、および海外でミックスド・シグナル・プロセッシング・ソリューションとオーディオ製品を開発している。同社は、アンプ、アナログ・デジタル・コンバータ（ADC）とデジタル・アナログ・コンバータ（DAC）を単一の集積回路（IC）に統合したコーデック・コンポーネント、デジタル信号処理を統合したコーデックであるスマート・コーデック、スタンドアローン・デジタル・シグナル・プロセッサ、スマートフォン、PC、タブレット、AR/VRヘッドセット、ウェアラブル、ホームシアター・システム、車載エンターテインメント・システム、業務用オーディオ・システムで使用されるSoundClearテクノロジーなどのオーディオ製品を提供している。また、スマートフォン向けのカメラ・コントローラー、触覚・センシング・ソリューション、バッテリー・電源IC、車載、産業、イメージング・アプリケーション向け製品も提供している。同社は、直販部隊、外部販売代理店、ディストリビュータを通じて製品のマーケティングと販売を行っている。シーラス・ロジックは1984年に設立され、テキサス州オースティンに本社を置いています。
Cirrus Logic, Inc. 基礎のまとめ
| CRUS 基礎統計学 | |
|---|---|
| 時価総額 | US$5.86b |
| 収益（TTM） | US$430.56m |
| 売上高(TTM) | US$2.05b |
13.7x
PER（株価収益率2.9x
P/SレシオCRUS は割高か？
公正価値と評価分析を参照収益と収入
| CRUS 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.05b |
| 売上原価 | US$967.83m |
| 売上総利益 | US$1.08b |
| その他の費用 | US$651.44m |
| 収益 | US$430.56m |
直近の収益報告
Jun 27, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 8.59 |
| グロス・マージン | 52.78% |
| 純利益率 | 21.00% |
| 有利子負債／自己資本比率 | 0% |
CRUS の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/19 17:08 |
| 終値 | 2026/08/19 00:00 |
| 収益 | 2026/06/27 |
| 年間収益 | 2026/03/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Cirrus Logic, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15
| アナリスト | 機関 |
|---|---|
| Blayne Curtis | Barclays |
| Thomas O'Malley | Barclays |
| Vivek Arya | BofA Global Research |