Corsair Gaming, Inc. (CRSR)

Corsair Gaming's stock price has been impacted by several events in the past six months. Corsair reported an EPS of $0.06 in Q3 2025, missing analysts' estimates, and revenue also fell below expectations. CEO Thi L. La bought 50,000 shares of the company's stock. Gordon Mattingly was appointed as the new CFO. Several analysts adjusted their price targets for CRSR. The stock fell below $5 for the first time in early February 2026. The company is expected to report its Q4 and full-year 2025 financial results on February 12, 2026.

Corsair Gaming's business exhibits clear seasonality. The fourth quarter is typically the strongest due to the holiday shopping season, leading to increased demand for its products. Conversely, the third quarter tends to be weaker, as the company builds inventory in anticipation of the Q4 holiday demand.

Corsair Gaming, Inc. is a global provider of high-performance gear and technology for gamers, content creators, and PC enthusiasts, operating within the PC gaming and content creation markets. The company designs and manufactures a comprehensive ecosystem of gaming and streaming products, categorized into Gamer and Creator Peripherals, and Gaming Components and Systems. Major products include gaming keyboards, mice, headsets, streaming products, studio accessories, sim racing products, gaming furniture, power supply units, cooling solutions, computer cases, solid-state drives, DRAM modules, pre-built and custom-built gaming PCs, laptops, and gaming monitors. The company also develops personal computer gaming software, including the iCUE platform and the Elgato streaming suite.

Corsair Gaming has a significant global market presence. In Q1 2025, the US market accounted for approximately 45% of its total sales, while European markets contributed 37.2% of revenue. The APAC region demonstrated significant growth, contributing 11.3% of Q1 2025 revenue. The company is actively prioritizing channel expansion in underserved markets such as Asia and Latin America.

Corsair has cultivated a reputation for premium branding and a commitment to customer satisfaction, known for providing innovative and finely engineered products. However, software issues with Corsair's iCUE software, customer service concerns, and hardware quality concerns have affected its reputation. Corsair faced criticism for a logo change years ago.

Corsair Gaming, Inc. has a diverse ownership structure, including both institutional and individual investors. Major institutional owners include Wasserstein & Co., L.P., EagleTree Partners IV, BlackRock, Inc., Vanguard Group Inc, Massachusetts Financial Services Co /ma/, Dimensional Fund Advisors Lp, Palisade Capital Management Llc/nj, and State Street Corp. Individual ownership includes CEO Thi L. La, who directly owned 480,726 shares after a purchase in November 2025.