Corsair Gaming, Inc. (CRSR)

In January 2026, Corsair showcased new innovations at CES 2026. In December 2025, the company presented at technology conferences. In November 2025, Corsair reported its Third Quarter 2025 financial results with revenue increasing 14% year-over-year, updated its full-year guidance, announced a CFO transition, expanded its partnership with Call of Duty, saw director share transactions, and faced headwinds from DDR5 memory supply constraints. In September 2025, Corsair presented at a technology conference and introduced new products. August 2025 saw the release of strong Second Quarter 2025 financial results with revenue increasing 23% year-over-year, driven by new GPU releases, and Corsair completed a funding round in July 2025.

Demand for Corsair's products is subject to cyclical trends within the hardware market, influenced by new product release schedules and broader economic factors. The launch of new GPUs significantly boosted demand in Q2 2025. Corsair anticipates that peripheral upgrades will follow new PC builds, which is expected to sustain momentum into 2026. Events like the COVID-19 pandemic led to a substantial increase in demand. The company's focus on the gaming and content creation industries means demand is often tied to evolving gaming trends, new game releases, and the growth of content creation.

Corsair Gaming, Inc. designs, markets, and distributes computer peripherals, hardware, and systems, operating primarily within the computer peripherals, hardware, storage, and memory industries. Its product portfolio includes gaming peripherals like keyboards, mice, and headsets; gaming components and systems such as DRAM modules, power supplies, and pre-built gaming PCs; streaming gear under the Elgato brand; and other products like gaming chairs and sim racing products. Corsair markets its products under several brand names, including Corsair, Elgato, Origin PC, SCUF Gaming, Drop, and Fanatec.

Corsair Gaming, Inc. is headquartered in Milpitas, California, and operates globally, selling products in over 75 countries. It has R&D facilities in the USA, Taiwan, and Germany, with manufacturing liaison and supply chain management primarily in Asia. Distribution centers are located in North America, Europe, and Asia, with sales and marketing offices in major markets worldwide. The company generates revenue from the Americas, Europe and the Middle East, and the Asia Pacific regions.

Corsair has maintained a strong brand reputation over the past year, characterized by innovation and quality. The company showcased "award-winning innovation" at CES 2026, with its GALLEON 100 SD keyboard receiving a CES 2026 Innovation Award. Corsair is recognized for its brand authenticity and reputation as a provider of innovative and finely engineered products. Analysts have maintained an "Overweight" rating on Corsair stock, reflecting confidence in its fundamental business strength despite market challenges. The company also saw positive customer response to its latest product releases, gaining market share in keyboards and headsets in Q2 2025.

EagleTree Capital, LP is the largest shareholder, holding 52.83% of the total shares. Other major institutional owners include The Vanguard Group, Inc., BlackRock Institutional Trust Company, N.A., and Dimensional Fund Advisors, L.P. Individual owners include Anup Bagaria and George L. Majoros Jr., each holding 52.83% of the company, indicating their association with EagleTree Capital. Andrew Paul, a member of the Board of Directors, also held a notable stake in 2021.