Cirrus Logic, Inc. (CRUS)

Cirrus Logic's stock price has experienced significant positive momentum in the past six months, reaching an all-time high of $175.98 on May 7, 2026. Recent positive events impacting the stock include strong financial results, such as record revenue and earnings per share for fiscal year 2026, and optimistic revenue guidance for the first quarter of fiscal year 2027. An analyst upgrade and Apple's announcement to include Cirrus Logic in its American Manufacturing Program also contributed positively.

Cirrus Logic experiences some demand seasonality, primarily influenced by the product cycles of its major customers, particularly in the smartphone market. Management's revenue guidance implies earlier than usual customer content ramps and a smaller delta between the June and September quarters than what has been seen in the past. The company's long-term strategy aims to mitigate the impact of seasonality and create more consistent demand across its product portfolio.

Cirrus Logic, Inc. is an American fabless semiconductor supplier specializing in low-power, high-precision mixed-signal processing solutions and audio digital signal processing (DSP) integrated circuits (ICs). The company operates within the Information Technology sector, specifically the Semiconductor industry. Its major products are categorized into Audio and High-Performance Mixed-Signal (HPMS) products, utilized in a wide array of applications.

Cirrus Logic is headquartered in Austin, Texas, with additional offices located across the United States, Europe, and Asia. The company's products are marketed and sold globally, with significant operations in China, the United States, and other international markets. Approximately half of Cirrus Logic's revenue is generated in China. The company also collaborates with manufacturing partners like GlobalFoundries, which has a global manufacturing footprint spanning the U.S., Europe, and Asia, contributing to a resilient and geographically diverse supply chain.

Cirrus Logic has maintained a positive brand reputation over the past year, driven by its strong financial performance, continuous innovation, and strategic market expansion. The company is recognized for its innovation in core audio and mixed-signal solutions, expansion into new application spaces, growth in new markets, and strategic collaborations. No significant negative events impacting Cirrus Logic's brand reputation in the past year were identified.

Cirrus Logic's ownership is predominantly held by institutional investors, who collectively own a significant majority of the company's shares. Major institutional shareholders include Vanguard Group Inc. and BlackRock, Inc. Individual investors and public companies hold a smaller portion of the stock, while insiders own a minor percentage. There has been some insider selling activity in the past three months.