Cirrus Logic, Inc. (CRUS)

In the past six months, Cirrus Logic's stock had a 52-week high of $144.77 and a 52-week low of $75.84, with a closing price of $142.76 as of February 6, 2026. The company reported $2.97 EPS for the fiscal third quarter of 2026, surpassing the consensus estimate of $2.37, with revenue reaching $580.62 million, exceeding analyst estimates of $531.43 million. Despite these strong results, the stock saw a decline of 4.56% in after-hours trading. Analyst ratings for CRUS have generally been positive, with a consensus rating of "Moderate Buy". Insider transactions also occurred, with executives selling shares between September 2025 and February 2026.

Cirrus Logic's demand seasonality is influenced by product launch cycles, particularly within the smartphone market. The seasonal pattern from Q3 to Q4 is generally consistent with historical transitions, but variations can occur due to the peak of units and a favorable product mix. Long-term forecast signals do not indicate significant changes to historical seasonality, even with staggered product launches. The company is also expanding into new markets like PCs and automotive, which may introduce additional seasonal factors over time.

Cirrus Logic, Inc. is a global leader in high-performance, mixed-signal integrated circuits, specializing in analog and mixed-signal integrated circuits, including audio codecs, audio amplifiers, and sensing solutions. Their products are used in mobile and consumer applications like smartphones, tablets, wearables, and AR/VR headsets, as well as professional audio, automotive, industrial, and imaging end markets.

Cirrus Logic has a global presence with operations in North America, Europe, and Asia, including R&D facilities, design centers, sales offices, and application engineering support teams, with headquarters in Austin, Texas. China accounts for 61.5% of the company's total revenue, while the "Rest of World" region contributes 37.9%. Approximately half of the firm's revenue is generated in China, with the remainder coming from the United States, Europe, South Korea, and other countries worldwide.

Cirrus Logic's brand reputation is strong, driven by consistent financial performance and innovation in the semiconductor industry. The company's net sales increased by 4% in the third quarter of 2026 compared to the previous year, with a 5% growth over nine months. Key events contributing to its positive reputation include exceeding earnings and revenue forecasts, strategic advancements in camera controller development, R&D investments, and a strong intellectual property portfolio.

Cirrus Logic has a significant institutional ownership base, with 865 institutional owners and shareholders holding a total of 57,376,595 shares, representing approximately 97.71% of the company's shares, while insider ownership is around 0.48%. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and LSV Asset Management, among others.