Corsair Gaming, Inc.

NasdaqGS:CRSR 株式レポート

時価総額:US$774.4m

Corsair Gaming マネジメント

マネジメント 基準チェック /24

Corsair Gamingの CEO はThi Laで、 Aug2013年に任命され、 の在任期間は 12.75年です。 の年間総報酬は$ 7.99Mで、 8.8%給与と91.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.3%を直接所有しており、その価値は$ 2.35M 。経営陣と取締役会の平均在任期間はそれぞれ5.3年と7.7年です。

主要情報

Thi La

最高経営責任者

US$8.0m

報酬総額

CEO給与比率8.76%
CEO在任期間12.8yrs
CEOの所有権0.3%
経営陣の平均在職期間5.3yrs
取締役会の平均在任期間7.7yrs

経営陣の近況

Recent updates

ナラティブ更新 Apr 28

CRSR: Ecosystem Partnerships And Buybacks Will Support Future Upside

Analysts have trimmed the average price target for Corsair Gaming by around $1 to reflect updated assumptions on discount rate, modestly higher revenue growth, slightly stronger profit margins, and a recalibrated future P/E, citing a mix of recent target cuts and one small increase across the Street. Analyst Commentary Street research on Corsair Gaming has been active, with several recent price target revisions clustering around a narrow range.
分析記事 Apr 21

At US$6.51, Is Corsair Gaming, Inc. (NASDAQ:CRSR) Worth Looking At Closely?

While Corsair Gaming, Inc. ( NASDAQ:CRSR ) might not have the largest market cap around , it led the NASDAQGS gainers...
Seeking Alpha Apr 17

Corsair Gaming: The Hardware Upgrade Cycle Is Unavoidable Despite Near-Term Pressure

Summary Corsair Gaming (CRSR) remains a Buy, supported by robust fundamentals, strong Q4 results, and strategic positioning for the hardware replacement cycle. CRSR delivered 12% net revenue growth and 84% Adj. EBITDA growth, with a $50M buyback authorization enhancing capital flexibility. Guidance for 2026 targets $1.33–$1.47B net revenue and $100–$115M Adj. EBITDA, with focus on higher-margin categories and DTC expansion. Risks include consumer cyclicality, macro pressures from the Iran conflict, and ongoing supply chain constraints, but current valuation offers a solid margin of safety. Read the full article on Seeking Alpha
ナラティブ更新 Apr 14

CRSR: Modest Repricing And Buybacks Will Shape Future Peripherals Opportunity

Corsair Gaming's analyst price target has edged lower in recent updates, with several firms trimming their views by $1 to $2 while one lifted its target by $1. Analysts are recalibrating expectations using slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E.
ナラティブ更新 Mar 31

CRSR: Share Buybacks And Peripherals Expansion Will Support Future Upside Potential

Corsair Gaming's analyst price targets have edged lower by a few dollars, as analysts factor in more moderate assumptions for fair value, growth, margins and future P/E multiples compared with earlier expectations. Analyst Commentary Recent Street research around Corsair Gaming has tilted more cautious, with several bearish analysts trimming their price targets by US$1 to US$2 and one firm making a small upward adjustment.
ナラティブ更新 Mar 16

CRSR: Broader Ecosystem Expansion And Buybacks Will Support Future Upside

Analysts have trimmed their average price targets on Corsair Gaming by a few dollars, reflecting slightly higher discount rate assumptions. They are still modeling modest revenue growth, steady profit margins, and a future P/E near 159x.
ナラティブ更新 Mar 02

CRSR: Expanding AI Peripherals Ecosystem And Buybacks Will Support Future Upside

Corsair Gaming’s analyst price target has been revised to $8.00 from $8.75, as analysts incorporate more conservative assumptions for revenue growth and profit margins, along with a higher projected future P/E multiple, despite mixed recent target changes across the Street. Analyst Commentary Street research on Corsair Gaming has been active, with several firms adjusting their price targets in both directions.
ナラティブ更新 Feb 16

CRSR: Broader Ecosystem And M&A Will Support Future Upside Potential

Analysts have trimmed Corsair Gaming's consensus price target by a few dollars to approximately $11.00, reflecting updated assumptions for slower revenue growth, slimmer profit margins, and a much higher future P/E multiple in their models. Analyst Commentary Recent Street research around Corsair Gaming has been active, with several firms revisiting their price targets and assumptions.
ナラティブ更新 Feb 02

CRSR: Expanding Hardware Ecosystem And AI Integration Will Support Future Upside

Analysts have trimmed their price target for Corsair Gaming from US$9.06 to US$8.75, reflecting updated assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Corsair is showcasing a broader hardware and software ecosystem at CES 2026, centered on Stream Deck as a control hub for gaming, streaming, content creation, productivity, and local AI workloads.
ナラティブ更新 Jan 19

CRSR: Broader Ecosystem And M&A Pipeline Will Support Long Term Upside

Analysts have kept their price target for Corsair Gaming steady at US$11.00, citing only modest tweaks to assumptions for revenue growth, profit margin and future P/E that did not materially alter their view of the stock’s valuation. What's in the News Corsair is showcasing a broader ecosystem at CES 2026, positioning Stream Deck as a central control layer across gaming, streaming, content creation, productivity, and local AI computing, including early support for Model Context Protocol to link hardware with AI agents and voice workflows (Key Developments).
ナラティブ更新 Jan 05

CRSR: Future Mergers And Acquisitions Will Support Long Term Upside Potential

Narrative Update: Corsair Gaming The analyst price target for Corsair Gaming has moved from US$13.00 to US$11.00, with analysts pointing to updated assumptions for slower revenue growth, a different discount rate, a revised future P/E of 16.32x, and a modestly higher long run profit margin of 5.23% to support the change. What's in the News Corsair reiterated that mergers and acquisitions remain part of its growth plan.
ナラティブ更新 Dec 21

CRSR: Neutral Outlook Will Reflect Console Cycle Headwinds And PC Hardware Opportunities

Analysts have modestly reduced their price target for Corsair Gaming from about $9.00 to $6.50 per share, citing slower expected revenue growth, softer profit margin assumptions, and limited multiple expansion potential as key reasons for the downgrade. Analyst Commentary Bearish analysts note that while Corsair Gaming retains a solid position as a provider of high performance products for gamers, content creators, and PC enthusiasts, the near term setup appears skewed toward limited upside.
ナラティブ更新 Dec 07

CRSR: Future Console Cycle Will Highlight Upside In High-Performance PC Hardware

Analysts have nudged their price target for Corsair Gaming slightly higher to $10 per share, citing the company's strong positioning in PC gaming and creator hardware. However, they are tempering upside expectations due to limited exposure to upcoming console driven catalysts and constrained room for valuation multiple expansion.
ナラティブ更新 Nov 23

CRSR: Future Console Catalysts Will Influence Demand for High-Performance Products

The analyst price target for Corsair Gaming has been reduced from $10.19 to $9.06. Analysts cite weaker expected revenue growth and profitability, as well as limited upside from current levels due to stronger gaming trends in consoles compared to Corsair's core PC market.
分析記事 Nov 18

Why Investors Shouldn't Be Surprised By Corsair Gaming, Inc.'s (NASDAQ:CRSR) 26% Share Price Plunge

Unfortunately for some shareholders, the Corsair Gaming, Inc. ( NASDAQ:CRSR ) share price has dived 26% in the last...
ナラティブ更新 Nov 06

CRSR: Future Console Market Trends Will Shape High-Performance Gaming Demand

The average analyst price target for Corsair Gaming has been revised downward from $11.17 to $10.19, as analysts cite lower anticipated revenue growth and limited multiple expansion. This is due to a shift in industry catalysts favoring gaming consoles over PC hardware.
分析記事 Jul 31

Does Corsair Gaming (NASDAQ:CRSR) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 May 20

The Market Lifts Corsair Gaming, Inc. (NASDAQ:CRSR) Shares 44% But It Can Do More

Corsair Gaming, Inc. ( NASDAQ:CRSR ) shareholders are no doubt pleased to see that the share price has bounced 44% in...
分析記事 May 09

Corsair Gaming, Inc. (NASDAQ:CRSR) Just Reported, And Analysts Assigned A US$11.17 Price Target

It's been a good week for Corsair Gaming, Inc. ( NASDAQ:CRSR ) shareholders, because the company has just released its...
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新しいナラティブ May 01

Fifty GPUs And GTA Six Will Ignite Gaming And Racing

New product launches and strategic acquisitions are projected to drive revenue growth and improve EBITDA, especially through expanding gaming and sim racing markets.
分析記事 Apr 04

Take Care Before Jumping Onto Corsair Gaming, Inc. (NASDAQ:CRSR) Even Though It's 33% Cheaper

Corsair Gaming, Inc. ( NASDAQ:CRSR ) shares have retraced a considerable 33% in the last month, reversing a fair amount...
Seeking Alpha Feb 14

Corsair Gaming: Q4 Earnings, Sales Outlook Is Strong But Margins Remain A Concern

Summary Corsair Gaming's Q4 results exceeded Wall Street expectations as peripherals continued to grow well and component sales started to stabilize. With Nvidia's 50-series GPU launch, the Apple collaboration, and Fanatec, Corsair guides great revenue growth in 2025. Still, thin guided margins remain a concern over the longer term. I estimate Corsair stock to have a fair value of $8.97. Read the full article on Seeking Alpha
分析記事 Feb 11

Corsair Gaming, Inc. (NASDAQ:CRSR) Soars 29% But It's A Story Of Risk Vs Reward

Despite an already strong run, Corsair Gaming, Inc. ( NASDAQ:CRSR ) shares have been powering on, with a gain of 29% in...
分析記事 Feb 05

Would Corsair Gaming (NASDAQ:CRSR) Be Better Off With Less Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Jan 21

Corsair Gaming Q4 Preview: Upcoming Nvidia GPUs To Boost High-End PC Sales

Summary Corsair Gaming, Inc. is expected to report Q4 and full-year 2024 earnings on February 7th. Nvidia's new 5000 series GPUs could boost Corsair's high-end gaming market, aiding inventory clearance and improving margins, especially in the high-end PC market. The recent acquisition of Fanatec and partnerships, particularly with “Call of Duty,” may enhance revenue, though skepticism remains about the Apple partnership's impact. Maintaining a hold rating due to economic uncertainties and awaiting management's guidance on future demand and new developments. Read the full article on Seeking Alpha
分析記事 Dec 16

Corsair Gaming, Inc. (NASDAQ:CRSR) Could Be Riskier Than It Looks

You may think that with a price-to-sales (or "P/S") ratio of 0.6x Corsair Gaming, Inc. ( NASDAQ:CRSR ) is a stock worth...
Seeking Alpha Nov 14

Corsair Gaming: Fanatec To Refuel Growth After Weak Q3

Summary Corsair Gaming's Q3 results again showed incredibly weak component sales in anticipation of NVIDIA's 50-series GPUs, and a strong peripherals performance wasn't enough to offset the earnings loss from components. The acquisition of Fanatec seems strategically sound, coming in at a cheap price tag and high-growth potential. Fanatec's margin potential remains uncertain, though. The CRSR stock has some upside, but again falls within a margin of safety due to remaining short-term uncertainties. Read the full article on Seeking Alpha
Seeking Alpha Oct 18

Corsair Gaming: May Be Worth A Second Look, A 'Buy' From Me

Summary Corsair Gaming's valuation is currently depressed, presenting a potential buying opportunity as the company is expected to benefit from upcoming product release cycles in 2025. Despite its cyclical earnings and lack of dividends, Corsair's low debt, market position, and growth potential make it a speculative "Buy" at $8/share. The gaming peripheral market remains strong, with Corsair's innovative products and brand loyalty driving future demand, especially with new game releases. Analysts' targets average $10.43/share, supporting my conservative 15x P/E valuation and potential 20-30% annual upside for risk-tolerant investors. Read the full article on Seeking Alpha
分析記事 Sep 18

We Think Corsair Gaming (NASDAQ:CRSR) Has A Fair Chunk Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Aug 04

Corsair Gaming: A Deeper Component Sales Disaster In Q2

Summary Corsair Gaming reported sharp revenue and earnings decline in Q2, led by incredibly weak component sales due to macroeconomic reasons, retailer destocking, and anticipation of newer GPU releases in ~Q4. I still believe in a likely mid-term recovery in the segment, but the short-term outlook is still cloudy and incredibly risky with the lowered 2024 financial guidance. Corsair Gaming's stock has become undervalued considering a component sales recovery, but with the elevated risk profile, I remain with a Hold rating for the time being. Read the full article on Seeking Alpha
分析記事 Jul 24

Corsair Gaming, Inc. (NASDAQ:CRSR) Not Doing Enough For Some Investors As Its Shares Slump 27%

Corsair Gaming, Inc. ( NASDAQ:CRSR ) shareholders that were waiting for something to happen have been dealt a blow with...
Seeking Alpha Jul 05

Corsair Gaming: Weakening Moat And Expensive Valuation

Summary Corsair is a busted IPO because investors initially overestimated Corsair's revenue growth and margins. Corsair operates in the high-performance computer peripherals and components markets. These markets are growing, but competition is fierce. Corsair's moat, based on brand name and product quality, shows signs of deterioration and is likely not defensible long-term. I believe Corsair's intrinsic value is $5.29-$8.93/share. Read the full article on Seeking Alpha
分析記事 Jun 14

We Think Corsair Gaming (NASDAQ:CRSR) Has A Fair Chunk Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

CEO報酬分析

Corsair Gaming の収益と比較して、Thi La の報酬はどのように変化したか?
日付総報酬給与会社業績
Dec 31 2025US$8mUS$700k

-US$12m

Sep 30 2025n/an/a

-US$35m

Jun 30 2025n/an/a

-US$84m

Mar 31 2025n/an/a

-US$97m

Dec 31 2024US$5mUS$563k

-US$99m

Sep 30 2024n/an/a

-US$94m

Jun 30 2024n/an/a

-US$39m

Mar 31 2024n/an/a

-US$8m

Dec 31 2023US$3mUS$563k

US$3m

Sep 30 2023n/an/a

US$9m

Jun 30 2023n/an/a

US$4m

Mar 31 2023n/an/a

-US$57m

Dec 31 2022US$4mUS$563k

-US$61m

Sep 30 2022n/an/a

-US$49m

Jun 30 2022n/an/a

-US$38m

Mar 31 2022n/an/a

US$49m

Dec 31 2021US$4mUS$609k

US$101m

Sep 30 2021n/an/a

US$119m

Jun 30 2021n/an/a

US$154m

Mar 31 2021n/an/a

US$149m

Dec 31 2020US$2mUS$536k

US$103m

Sep 30 2020n/an/a

US$66m

Jun 30 2020n/an/a

US$31m

Mar 31 2020n/an/a

US$1m

Dec 31 2019US$915kUS$511k

-US$8m

報酬と市場: Thiの 総報酬 ($USD 7.99M ) は、 US市場 ($USD 3.70M ) の同規模の企業の平均を上回っています。

報酬と収益: Thiの報酬は増加しましたが、会社は利益を上げていません。


CEO

Thi La (60 yo)

12.8yrs
在職期間
US$7,986,923
報酬

Ms. Thi L. La had been the Chief Operating Officer of Corsair Gaming, Inc. and Corsair Components, Inc. since August 2013 until July 2025 and serves as its Chief Executive Officer and Director since July 2...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Thi La
CEO, President12.8yrsUS$7.99m0.30%
$ 2.4m
Gordon Mattingly
Chief Financial Officerless than a yearUS$528.91kデータなし
Roland Oberdorfer
Chief Technology Officerless than a yearデータなしデータなし
Shamyo Chatterjee
Chief Information Officerless than a yearデータなしデータなし
Ronald Van Veen
Vice President of Finance & Investor Relationsno dataデータなしデータなし
Carina Tan
Senior VP & General Counsel9.9yrsデータなしデータなし
Michael Buchanan
Senior Vice President of Worldwide Sales5.3yrsデータなしデータなし
Peter Hilliard
Chief People & Consumer Experience Officerno dataデータなしデータなし
Bertrand Chevalier
Executive Vice President of Gaming Products5.3yrsUS$1.54mデータなし
Matthew Hsu
Senior Vice President of System Products5.3yrsデータなしデータなし
Julian Fest
Senior Vice President of Streaming Products5.3yrsデータなしデータなし
Geoff Lyons
Senior Vice President of PC Gaming Components5.3yrsデータなしデータなし
5.3yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: CRSRの経営陣は経験豊富で経験豊富です(平均在職期間は5.3年)。


取締役

名称ポジション在職期間報酬所有権
Thi La
CEO, President4.4yrsUS$7.99m0.30%
$ 2.4m
Randall Weisenburger
Independent Director7.8yrsUS$349.15k0.087%
$ 673.5k
George Majoros
Chairman of the Board8.8yrsデータなしデータなし
Anup Bagaria
Director8.8yrsデータなしデータなし
Stuart Martin
Director8.8yrsデータなしデータなし
Samuel Szteinbaum
Independent Director7.7yrsUS$351.65k0.38%
$ 3.0m
Sarah Kim
Independent Director4.4yrsUS$329.15k0.0083%
$ 64.5k
Diana Bell
Independent Director5.7yrsUS$334.15k0.023%
$ 176.6k
Jason Cahilly
Independent Director7.7yrsUS$354.15k0.032%
$ 246.4k
7.7yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: CRSRの 取締役会経験豊富 であると考えられます ( 7.7年の平均在任期間)。


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2026/05/07 15:38
終値2026/05/07 00:00
収益2025/12/31
年間収益2025/12/31

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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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

Corsair Gaming, Inc. 7 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。11

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