Cirrus Logic, Inc. (CRUS) - Stock Analysis
Last updated: Apr 11, 2026
Research Idea
Research content for general circulation. Not individualized advice. Methodology & Disclosures
Semiconductor momentum name: recent quarter beat with revenue above high-end guidance, very strong profitability and FCF (ARQ net margin ~24%, FCF margin ~49%, high cash and low debt), plus a ~17.5% 21âday rally and clean breakout well above prior resistance (price ~17% over 21âday SMA) make CRUS a tactical shortâterm long while momentum holds.
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AI Analyst Overview
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Valuation Metrics
Fundamental Analysis
Key Financial Insights: ⢠Strong liquidity ⢠Low leverage ⢠Diluted ROE CRUS combines very strong liquidity, low leverage and robust cash generation with solid margins, but recent equity growth and intangible assets have diluted nearâterm ROE and merit monitoring.
Price Behavior
Key Price Behavior Insights: ⢠Short-term uptrend ⢠Support cluster ⢠Elevated volatility Support Level: $147.13 and $132â$137 Resistance Level: $160.00 CRUS is bullish: trading at $160 well above the last month SMA (~$143) after a ~20%+ run from ~$132.6 in under a month, with nearest support around $147 (secondary $132â$137), resistance at $160 and elevated short-term overbought/volatility risk.
Sentiment & News
Key News Insights: ⢠AI & automotive ⢠Apple supplier ⢠Institutional inflows Cirrus Logic is broadening beyond smartphones into PCs, automotive and AI interfaces while gaining recognition, Apple supplier investment attention, broker/institutional buying and price momentum.
AI Summary
Cirrus Logic has evolved into a cash- and margin-rich mixed-signal platform supplierâtransforming the thesis from a single-product cyclical play to a higher-quality, buyback- and R&D-funded growth stockâbut the investment hinge is whether management can convert sampling into multi-quarter, high-margin revenue outside its dominant OEM. Monitor quarterly evidence of scalable PC/voice or camera-controller ramps (and any customer-specific revenue cadence) plus ROE trends and inventory/impairment signals; a failure to deliver diversification would likely trigger sharp downside.
Description
Cirrus Logic is a fabless semiconductor company that designs low-power, high-precision mixed-signal ICs for audio and related applications. Its product range spans integrated codecs and smart codecs with DSP functionality, audio enhancement software and algorithms (branded SoundClear), as well as mixed-signal components for haptics, camera control, power conversion and fast charging; these parts appear in smartphones, tablets, headsets, PCs, AR/VR devices, automotive infotainment and various industrial and energy systems. The company sells through a combination of direct sales, external representatives and distributors and is headquartered in Austin, Texas, having been incorporated in 1984.
Idea History
| Date | Close | Ticker | Company | Summary | Status | P/L |
|---|---|---|---|---|---|---|
| Apr 9 | Apr 16 | CRUS | Cirrus Logic, Inc. | Semiconductor momentum name: recent quarter beat with revenue above high-end guidance, very strong profitability and FCF (ARQ net margin ~24%, FCF margin ~49%, high cash and low debt), plus a ~17.5% 21âday rally and clean breakout well above prior resistance (price ~17% over 21âday SMA) make CRUS a tactical shortâterm long while momentum holds. | Active | +0.9% |
| Dec 1 | Dec 8 | CRUS | Cirrus Logic, Inc. | Cirrus Logic delivered record fiscal Q2 2026 revenue and EPS beats driven by smartphone and PC demand, with strong liquidity and positive analyst sentiment. Despite some elevated inventory and technical softness, fundamentals support near-term price appreciation in a favorable semiconductor sector environment. | Closed | +3.5% |