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Cirrus Logic, Inc. (CRUS) is a leader in low-power, high-precision mixed-signal processing solutions. Their chips are found in the world’s most popular smartphones, tablets, and wearable devices.
Investment Thesis
Cirrus Logic is the definitive play on the increasing audio and haptic sophistication of consumer electronics. Known primarily for its dominant share in the iPhone, Cirrus has successfully expanded into power management and high-performance sensing. The company’s deep integration with Apple provides a massive, stable revenue base, while its newer product lines in the Android and PC markets offer significant growth optionality. Cirrus is currently benefiting from the 'premiumization' of mobile devices, where consumers demand studio-quality audio and advanced haptic feedback in every device.
Key Growth Drivers
Unrivaled Mobile Audio Dominance
Cirrus Logic's expertise in low-power signal processing makes them the go-to partner for premium smartphone makers, ensuring their chips are embedded in every flagship device.
Content-Per-Device Expansion
Beyond basic audio, Cirrus is successfully adding more chips per device for haptics, battery management, and camera control, driving revenue growth even when smartphone unit sales are flat.
High R&D Barrier to Entry
The extreme precision required for low-power mixed-signal processing creates a massive technological moat that is incredibly difficult for generic chipmakers to replicate.
Valuation & Financial Modeling
CRUS traditionally trades at a discount to the broader semiconductor index due to its high customer concentration (Apple). However, given their fortress balance sheet and diversifying product line, we view the stock as a low-risk way to play the continued evolution of the mobile ecosystem.
Risk Factors & Bear Case
Customer concentration is the primary risk; any change in their relationship with Apple would be catastrophic for the stock. Furthermore, intense competition in the Android market from integrated solution providers (like Qualcomm) could pressure margins.
Conclusion
Cirrus Logic is a high-quality, cash-rich semiconductor leader. It offers stable, high-margin exposure to the world's most successful consumer hardware platforms. Rated 'Buy'.
Upcoming Catalysts
No upcoming catalysts identified.
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Relative valuation derived from Technology sector median benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Multiples adjusted for extreme outliers and non-recurring volatility.
Auditing capital efficiency...
Quality Profile Audit
Score: 50GRADE C+
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation.
Return on Equity
Profit generated per dollar of shareholder equity
20.7%
Sector: -1.4%
Dividend Analysis audit
No Dividend
This company does not currently pay a dividend.
Analyst Projections
Analyst Consensus
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Based on our 6-factor quantitative model, CIRRUS LOGIC, INC. (CRUS) receives a "Hold" rating with a composite score of 46.9/100, ranked #579 out of 4446 stocks. Key factor scores: Quality 50/100, Value 48/100, Momentum 62/100. This is quantitative analysis only — not investment advice.
CIRRUS LOGIC, INC. (CRUS) Stock Analysis — April 2026 Rating, Price, and Forecast
Company Overview — What Does CIRRUS LOGIC, INC. Do?
Cirrus Logic, Inc., a fabless semiconductor company, provides low-power, high-precision mixed-signal processing solutions in the United States and internationally. It offers portable products, including codecs-chips that integrate analog-to-digital converters (ADCs) and digital-to-analog converters (DACs) into a single IC; smart codecs, a codec with digital signal processer; boosted amplifiers; micro-electromechanical systems microphones; haptic drivers; digital signal processors; and SoundClear technology, which consists of a portfolio of tools, software, and algorithms that offer enhanced voice quality, voice capture, and audio playback features. The company's audio products are used in smartphones, tablets, wireless headsets, laptops, AR/VR headsets, home theater systems, automotive entertainment systems, and professional audio systems. It also offers high-performance mixed-signal products, such as haptic driver and sensing solutions, camera controllers, and power-related components used in various industrial and energy applications comprising digital utility meters, power supplies, energy control, energy measurement, and energy exploration. The company markets and sells its products through direct sales force, external sales representatives, and distributors. Cirrus Logic, Inc. was incorporated in 1984 and is headquartered in Austin, Texas. CIRRUS LOGIC, INC. (CRUS) is classified as a mid-cap stock in the Technology sector, specifically within the Electronic Equipment industry. The company is led by CEO John Forsyth and employs approximately 1,590 people, headquartered in Austin, Texas. With a market capitalization of $7.5B, CRUS is one of the notable companies in the Technology sector.
CIRRUS LOGIC, INC. (CRUS) Stock Rating — Hold (April 2026)
As of April 2026, CIRRUS LOGIC, INC. receives a Hold rating with a composite score of 46.9/100 and 3 out of 5 stars from the Blank Capital Research quantitative model.CRUS ranks #579 out of 4,446 stocks in our coverage universe. Within the Technology sector, CIRRUS LOGIC, INC. ranks #44 of 584 stocks, placing it in the top 10% of its Technology peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).
CRUS Stock Price and 52-Week Range
CIRRUS LOGIC, INC. (CRUS) currently trades at $159.71. The 52-week high for CRUS is $146.88, which means the stock is currently trading 8.7% from its annual peak. The 52-week low is $75.83, putting the stock 110.6% above its annual trough. Recent trading volume was 0 shares, suggesting relatively thin trading activity.
Is CRUS Overvalued or Undervalued? — Valuation Analysis
CIRRUS LOGIC, INC. (CRUS) carries a value factor score of 48/100 in the Blank Capital model, indicating fair valuation relative to historical norms. The trailing price-to-earnings ratio is 17.29x, compared to the Technology sector average of 45.27x — a discount of 62%. The price-to-book ratio stands at 3.57x, versus the sector average of 3.16x. The price-to-sales ratio is 3.59x, compared to 1.06x for the average Technology stock. On an enterprise value basis, CRUS trades at 14.97x EV/EBITDA, versus 12.79x for the sector.
Overall, CRUS's valuation appears roughly in line with sector benchmarks, suggesting the market is pricing the stock fairly given its current fundamentals and growth trajectory. Neither deep value nor significantly overpriced, the stock occupies a middle ground on valuation.
CIRRUS LOGIC, INC. Profitability — ROE, Margins, and Quality Score
CIRRUS LOGIC, INC. (CRUS) earns a quality factor score of 50/100, indicating solid business quality with consistent operational execution. The return on equity (ROE) is 20.7%, compared to the Technology sector average of -1.4%, which demonstrates strong shareholder value creation. Return on assets (ROA) comes in at 17.7% versus the sector average of -1.0%.
On a margin basis, CIRRUS LOGIC, INC. reports gross margins of 52.6%, compared to 50.9% for the sector. The operating margin is 23.6% (sector: -0.5%). Net profit margin stands at 20.3%, versus -1.5% for the average Technology stock. Revenue growth is running at 55.2% on a trailing basis, compared to 14.2% for the sector. The overall profitability profile is adequate, though there may be room for margin expansion.
CRUS Debt, Balance Sheet, and Financial Health
CIRRUS LOGIC, INC. has a debt-to-equity ratio of 17.0%, compared to the Technology sector average of 43.0%. The low leverage indicates a conservative balance sheet with significant financial flexibility. The current ratio is 7.65x, indicating strong short-term liquidity.
CRUS has a beta of 1.19, meaning it is roughly in line with the broader market in terms of price volatility. The stability factor score for CIRRUS LOGIC, INC. is 61/100, reflecting average volatility within the normal range for its sector.
CIRRUS LOGIC, INC. Revenue and Earnings History — Quarterly Trend
In TTM 2026, CIRRUS LOGIC, INC. reported revenue of $2.09B and earnings per share (EPS) of $2.75. Net income for the quarter was $435M. Gross margin was 52.6%. Operating income came in at $502M.
In Q3 2026, CIRRUS LOGIC, INC. reported revenue of $581M and earnings per share (EPS) of $2.75. Net income for the quarter was $140M. Gross margin was 53.1%. Operating income came in at $153M.
In Q2 2026, CIRRUS LOGIC, INC. reported revenue of $561M and earnings per share (EPS) of $2.57. Net income for the quarter was $132M. Gross margin was 52.5%. Revenue grew 3.5% year-over-year compared to Q2 2025. Operating income came in at $145M.
In Q1 2026, CIRRUS LOGIC, INC. reported revenue of $407M and earnings per share (EPS) of $1.17. Net income for the quarter was $61M. Gross margin was 52.5%. Revenue grew 8.9% year-over-year compared to Q1 2025. Operating income came in at $72M.
Over the past 8 quarters, CIRRUS LOGIC, INC. has demonstrated a growth trajectory, with revenue expanding from $1.79B to $2.09B. Investors analyzing CRUS stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.
CRUS Dividend Yield and Income Analysis
CIRRUS LOGIC, INC. (CRUS) does not currently pay a dividend. This is common among smaller companies in the Electronic Equipment industry that prefer to reinvest cash flows into business expansion rather than returning capital to shareholders. Income-focused investors looking for Technology dividend stocks may want to explore other Technology stocks or use the stock screener to filter by dividend yield.
CRUS Momentum and Technical Analysis Profile
CIRRUS LOGIC, INC. (CRUS) has a momentum factor score of 62/100, reflecting neutral trend characteristics. The stock is neither significantly outperforming nor underperforming the broader market on a momentum basis. The investment factor score is 22/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 9/100 signals elevated short interest, which can indicate bearish sentiment among institutional investors.
CRUS vs Competitors — Technology Sector Ranking and Peer Comparison
Comparing CRUS against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full CRUS vs S&P 500 (SPY) comparison to assess how CIRRUS LOGIC, INC. stacks up against the broader market across all factor dimensions.
CRUS Next Earnings Date
No upcoming earnings date has been announced for CIRRUS LOGIC, INC. (CRUS) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.
Should You Buy CRUS? — Investment Thesis Summary
CIRRUS LOGIC, INC. presents a balanced picture with arguments on both sides. Price momentum is positive at 62/100, suggesting the trend favors buyers. Low volatility (stability score 61/100) reduces downside risk.
In summary, CIRRUS LOGIC, INC. (CRUS) earns a Hold rating with a composite score of 46.9/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on CRUS stock.
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Execution Benchmarks audit
Revenue Growth
YOY expansion rate
55.2%
Sector: 14.2%
+288% VS SCTR
Gross Margin
Core pricing power
52.6%
Sector: 50.9%
IN LINE
Operating Margin
Operating efficiency
23.6%
Sector: -0.5%
-4934% VS SCTR
Net Margin
Bottom-line conversion
20.3%
Sector: -1.5%
-1451% VS SCTR
Return on Equity
Equity capital efficiency
20.7%
Sector: -1.4%
-1535% VS SCTR
Return on Assets
Asset base utilization
17.7%
Sector: -1.0%
-1944% VS SCTR
Debt/Equity
Financial leverage load
17.0%
Sector: 43.0%
+60% VS SCTR
Dividend Yield
Direct cash return
0.0%
Sector: 0.0%
-NaN% VS SCTR
+13%
Price / Sales
3.6x
+239%
CIRRUS LOGIC, INC. exhibits a 52% valuation premium relative to institutional benchmarks. This represents a potential valuation overextension based on current multiples.
Return on Assets
Efficiency of asset utilization
17.7%
Sector: -1.0%
Gross Margin
Pricing power and cost efficiency
52.6%
Sector: 50.9%
Operating Margin
Core business profitability
23.6%
Sector: -0.5%
Net Margin
Bottom-line profitability
20.3%
Sector: -1.5%
Factor Methodology
The Quality factor evaluates the persistence and magnitude of cash flows. Companies with scores >70 exhibit superior competitive moats and financial resilience through economic cycles.