Corsair Gaming, Inc. (CRSR)

Over the past six months, Corsair Gaming's stock price has underperformed the S&P 500 Index. Key events include a strong Q1 2026 earnings report with profit growth and record gross margin, although shares declined slightly after the announcement. Fanatec partnered with Formula 1 to enhance brand visibility in sim racing. Corsair launched new products like the VANGUARD AIR 99 WIRELESS Gaming Keyboard and Elgato's Wave Next audio platform. Diana Bell is scheduled to leave the board after the 2026 meeting. Vanguard disaggregated its holdings, showing 0 shares for CRSR after realignment.

Corsair Gaming's products experience demand seasonality. The fourth quarter is generally the strongest due to the holiday season, while the third quarter tends to be weaker as the company builds inventory. Q1 revenue also reflects normal seasonal patterns.

Corsair Gaming, Inc. (CRSR) develops and manufactures high-performance gear for gamers, content creators, PC enthusiasts, and sim racing drivers. The company operates in the Technology sector, specifically in the Computer Hardware industry. Corsair's business is divided into Gaming Components and Systems, which includes PC builds, memory products, PC cases, power supplies, cooling solutions, custom gaming and workstation PCs (ORIGIN PC), pre-built gaming PCs (Corsair ONE), and AI workstations. The Gamer and Creator Peripherals segment offers keyboards, mice, headsets, controllers, streaming gear and studio equipment (Elgato), smart ambient lighting, sim racing products (Fanatec), gaming furniture, and mousepads. Corsair also provides software platforms like iCUE and the Elgato streaming suite.

Corsair Gaming, Inc. has a global geographic footprint, deriving revenue from the Americas, Europe and the Middle East, and the Asia Pacific region. The company serves its worldwide customer base through direct-to-consumer e-commerce channels and partnerships with major retail and distribution networks.

Corsair Gaming has maintained a strong brand reputation. The company was named one of Newsweek's Most Trustworthy Companies in America 2026 and has an "Excellent" Net Promoter Score of 64.5. The Fanatec brand's partnership with Formula 1 aims to enhance brand visibility in the sim racing market.

Corsair Gaming, Inc. has a diverse ownership structure, including both institutional and individual investors. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and State Street Corp. Anup Bagaria is the largest individual shareholder, owning 52.78% of the company and is associated with EagleTree Capital. Andy Paul, a co-founder, held 2.70% of the company's shares as of 2025.