Corsair Gaming, Inc. (CRSR)

Corsair Gaming's stock has shown strong momentum, increasing by over 13% and more than 35%. In May 2025, Corsair's AIR 5400 PC case prototype received awards. In June 2025, Corsair presented at Baird's Conference. In Q2 2025, revenue increased by 23% to $320 million, and gross profit rose by 36% to $85.9 million, but EPS missed forecasts; Barclays raised its price target for CRSR to $12.00, while B.Riley initiated coverage with a $10.00 price target. In August 2025, Corsair launched its XENEON EDGE touchscreen. In September 2025, the FRAME 4500X PC case was released. In October 2025, SCUF Gaming launched its Valor Pro Wireless Controller, and Fanatec announced major product launches. Corsair officially launched the AIR 5400 PC case in October 2025. The next earnings report is scheduled for November 4, 2025.

Demand for Corsair Gaming's products is influenced by the PC gaming market cycle and new product releases. The company experienced a pandemic-related surge followed by a dip due to macroeconomic factors, but the market improved in early 2023. New GPU launches are expected to drive demand in 2025. Corsair anticipates solid growth in its gamer and creator peripherals business and is expanding into markets like sim racing. The gaming industry is projected for significant growth, reaching nearly US$400 billion by 2033.

Corsair Gaming, Inc. designs and sells high-performance gear and technology for gamers, content creators, and PC enthusiasts. The company operates in the Computer Hardware and Technology Services sectors, offering a diverse product portfolio including DRAM modules, PSUs, USB drives, cooling solutions, and gaming peripherals. Corsair also provides streaming products, computer cases, SSDs, prebuilt gaming PCs, gaming monitors, PC gaming software, and coaching services. Its subsidiary brands include Elgato, SCUF Gaming, ORIGIN PC, Gamer Sensei, Drop, and Fanatec.

Corsair Gaming, Inc. is headquartered in Milpitas, California, and has a global presence. The company distributes its products across the Americas, Europe, the Middle East, and the Asia Pacific regions. It has a production facility in Taoyuan City, Taiwan, and distribution centers in North America, Europe, and Asia, along with sales and marketing offices worldwide.

Corsair Gaming has a strong brand reputation for high-performance gaming products and innovation, building a loyal customer base and strategic partnerships. However, reports from May 2024 indicate potential decline in consumer sentiment due to software issues, perceived quality issues in some products, and subpar customer service, leading to a 2-star rating on Trustpilot.

Institutional investors hold approximately 87.53% of Corsair Gaming's shares, with major holders including BlackRock, Inc., Vanguard Group Inc, and State Street Corp. Corsair Group Cayman LP and George L. Majoros Jr. each own 53.20% of the shares. EagleTree Capital holds a substantial stake. Andrew Paul, the CEO, holds 2.54% of the shares. Insider ownership is around 3.84%, while the general public owns about 7.44% of the company's shares.