CRUS logo

Cirrus Logic, Inc. Stock Price

NasdaqGS:CRUS Community·US$5.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 27 Fair Values set on narratives written by author

CRUS Share Price Performance

US$118.07
5.25 (4.65%)
US$130.00
Fair Value
US$118.07
5.25 (4.65%)
9.2% undervalued intrinsic discount
US$130.00
Fair Value
Price US$118.07
AnalystLowTarget US$130.00
AnalystConsensusTarget US$184.25
AnalystHighTarget US$200.00

CRUS Community Narratives

·
Fair Value US$130 9.2% undervalued intrinsic discount

Smartphone Exposure And Escalating Tensions Will Compress Margins

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
·
Fair Value US$184.25 35.9% undervalued intrinsic discount

CRUS: Future Results Will Reflect AI Laptop Surge And Auto Sector Volatility

0users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
·
Fair Value US$200 41.0% undervalued intrinsic discount

IoT And AR/VR Expansion Will Fuel Premium Audio Despite Risks

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
US$130
9.2% undervalued intrinsic discount
Revenue
1.35% p.a.
Profit Margin
15.02%
Future PE
25.7x
Price in 2029
US$176.62
US$200
41.0% undervalued intrinsic discount
Revenue
5.66% p.a.
Profit Margin
17.96%
Future PE
31.06x
Price in 2029
US$271.46

Trending Discussion

No trending discussion available.

Updated Narratives

CRUS logo

CRUS: Fair Value To Depend On iPhone Timing And PC Notebook Execution

Fair Value: US$130 9.2% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CRUS logo

CRUS: Future Returns Will Depend On Apple Content And New Product Diversification

Fair Value: US$184.25 35.9% undervalued intrinsic discount
11 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CRUS logo

CRUS: Future iPhone Content And New Audio Portfolio Will Support Earnings Power

Fair Value: US$200 41.0% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

2 Risks
3 Rewards

Cirrus Logic, Inc. Key Details

US$2.0b

Revenue

US$967.8m

Cost of Revenue

US$1.1b

Gross Profit

US$651.4m

Other Expenses

US$430.6m

Earnings

Last Reported Earnings
Jun 27, 2026
Next Reporting Earnings
n/a
8.59
52.78%
21.00%
0%
View Full Analysis

About CRUS

Founded
1984
Employees
1660
CEO
John Forsyth
WebsiteView website
www.cirrus.com

Cirrus Logic, Inc., a fabless semiconductor company, develops mixed-signal processing solutions and audio products in China, the United States, and internationally. The company offers audio products, including amplifiers; codecs components that integrate analog-to-digital converters (ADCs) and digital-to-analog converters (DACs) into a single integrated circuit (IC); smart codecs, a codec with integrated digital signal processing; standalone digital signal processors; and SoundClear technology for use in smartphones, PCs, tablets, AR/VR headsets, wearables, home theatre systems, automotive entertainment systems, and professional audio systems. It also provides camera controllers, haptic and sensing solutions, and battery and power ICs for smartphones, as well as products for automotive, industrial, and imaging applications. The company markets and sells its products through direct sales force, external sales representatives, and distributors. Cirrus Logic, Inc. was incorporated in 1984 and is headquartered in Austin, Texas.

Recent CRUS News & 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
Narrative Update 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

No updates