Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$5.8B
50M shares
52-week range
$106.26 – $180.42
20% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
P/S (TTM)
3.1
EV / FCF (TTM)
10.0
Cirrus Logic Inc is a supplier of low-power, low-latency, high-precision audio components that are used in a variety of applications, including smartphones, PCs, tablets, AR/VR headsets, wearables, home theater systems, automotive entertainment systems, and professional audio systems. The firm's products are organized into two streams: audio products and HPMS Products. These products include amplifiers, codecs, smart codecs, analog-to-digital converters, digital-to-analog converters, and standalone digital signal processors, Camera controllers, haptics and sensing solutions, and battery and power ICs. Roughly half of the firm's revenue is generated in China, with the rest coming from the United States, India, South Korea, and countries across the world.
www.cirrus.comNo one on the platform currently holds CRUS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 226,520 | $32.8M |
| Bridgewater Associatesas of 2026-03-31 | 32,210 | $4.7M |
No one on the platform has traded CRUS yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 26.3% | 19.9% | 19.1% | — | — | — |
| Rev. Growth % | 5.3% | 7.8% | ||||
| Profit Margin % | 20.7% | 16.2% | 14.5% | |||
| Free Cash Flow Margin % | 31.9% | 19.3% | 19.3% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +0.6% on the P/E track.
At today's price, your expected annual return is +5.8% on the P/E track.
At today's price, your expected annual return is +10.4% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $2.0B | +1.5% | $8.43 | $8.20–$8.54 | 14.4× | 3 |
| 2028 | $2.1B | +4.8% | $8.90 | $8.77–$9.07 | 13.6× | 3 |
| 2029 | $2.2B | +5.9% | $10.32 | $10.16–$10.57 | 11.7× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $1.81 | $1.84 | +1.7% |
| 2026-05-06 | $1.76 | $1.95 | +10.8% |
| 2026-02-03 | $2.42 | $2.97 | +22.7% |
| 2025-11-04 | $2.37 | $2.83 | +19.4% |
| 2025-08-05 | $1.07 | $1.51 | +41.1% |
| 2025-05-06 | $1.15 | $1.67 | +45.2% |
| 2025-02-04 | $2.03 | $2.51 | +23.6% |
| 2024-11-04 | $2.02 | $2.25 | +11.4% |
| $4.1B |
| — |
| GGenpact Limited | $36.43 | +3.67% | $6.2B | — |
| KDKyndryl Holdings, Inc. | $13.57 | +3.19% | $3.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
$CRUS 💻 $120 18 SEP 26 CALL 100 $1.35 ➡️ $2.75 🤑 🔥 103% GAINER! ☢️ Another 100%+ move captured by Prime Options Trade. 📈 Trade details shown for educational purposes only. Options involve significant risk and can result in the loss of your entire investment.
View on StockTwits ↗$CRUS 💻 $120 18 SEP 26 CALL 100 $1.35 ➡️ $2.80 🤑 🔥 107% GAINER! ☢️📈 Another clean move captured by Prime Options Trade. Stay disciplined, manage risk, and let the setup work. ⚠️ Options involve significant risk. Never risk more than you can afford to lose.
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$CRUS $120 18 SEP 26 CALL 100 $1.35 ➡️ $2.80 107% GAINER!
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🟢 UPDATE: 📈 $CRUS 120C 09/18 💰 Entry: $1.35 | Current: $2.80 📈 Return: +107% 🚀🚀
View on StockTwits ↗
$CRUS $120 18 SEP 26 CALL 100 $1.35 ➡️ $2.80 107% GAINER!
View on StockTwits ↗🟢 UPDATE: 📈 $CRUS 120C 09/18 💰 Entry: $1.35 | Current: $1.80 📈 Return: +33% 🔥 😂🚀🚀
View on StockTwits ↗
$CRUS down ~41% from its highs since June as Duo delays + the $SMH correction turned this into a forgotten one-way trade. But the story hasn't changed: ~90% of revenue comes from $AAPL , and a new Face ID design win plus more audio/haptics content in the foldable Duo means real content growth is coming, not just unit growth. Bouncing off a $106-107 shelf, stop under $109.50 — Good price action +5% yesterday during a bad market tape. First real signal lands in the Nov 3 print, but the cleaner read on Duo's actual contribution is likely the Feb 2027 report once holiday volumes show up. Consensus targets sit ~$135-165, with top bulls (Stifel, KeyBanc) at $197-200. Worth noting: the 50-day MA crossed below the 200-day in August, so this is a support bounce inside a technically damaged trend, High risk/reward given the extreme single-customer concentration — size accordingly. NFA, DYOR.
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$CRUS they say put a stop loose. Nope, i never ever lose.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.