NASDAQ · CRUS
Cirrus Logic, Inc.
Technology · Semiconductors
$119.92▲ 0.94% ($1.12)at close
As of 4:00 PM ET
Market cap
$6.05B
P/E
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price above Base.
The price needs 5.4% revenue growth a year for 10 years. Our scenarios assume 3.2–5.6%.
That's 1.9× its past 4-year pace.
Value per share
Base case
$115.55
Price used $119.92 is 4% above this
USD · TTM ending Jun 27, 2026 · Price Sep 25, 8:00 PM UTC
Revenue each value needs
Revenue today $2B. The price needs $3.5B by 2036. Base case: $3.2B. At its recent pace: $2.7B. Bear to Bull: $2.8B to $3.5B.
Revenue today $2B. The price needs $3.5B by 2036. Base case: $3.2B. At its recent pace: $2.7B. Bear to Bull: $2.8B to $3.5B.
Revenue in 2036
today $2B
+$279Mmore than the Base case · 1.1×
Value per share · Base case
$115.55
Price $119.92
4% above this
- 10-yr revenue CAGR
- 4.5%
- Ending operating margin
- 23.0%
- Discount rate
- 11.5%
USD · TTM ending Jun 27, 2026 · Price Sep 25, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
What changed
The stock fell 4.52% over the last year. Revenue grew 6.25% over the trailing twelve months. Operating margin moved from 22.6% to 23.05%. Free cash flow grew 24.93% over the trailing twelve months.
What the market seems to be pricing
The stock has moved lower against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 23.05%. A decisive move in revenue — currently up 6.25% — would be the clearest signal to resolve the ambiguity.
Return analysis
Company profile
Cirrus Logic, Inc. (CRUS) is a semiconductor design firm that doesn't operate its own manufacturing plants.
Market multiples
Stock splits
Every 1 shares became 2
Profitability & growth
Analyst consensus
15
Buy
5
Hold
2
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 3, 2026
Q4 FY26 · EPS est $2.45 · Revenue est $540.38M
View
Institutional Sentiment
Cirrus Logic, Inc. · CRUS
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.