Cirrus Logic (CRUS)
Designs audio and mixed-signal chips for smartphones, PCs and other connected devices.
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Designs Audio and HPMS chips spanning codecs, amplifiers, camera controllers, haptics, sensing and power. Operates as a fabless, single-segment business whose sales are concentrated in Apple-linked consumer devices.
Designs proprietary semiconductors across two product lines within one reportable segment. Audio includes amplifiers, codecs, converters and digital signal processors; HPMS covers camera controllers, haptics and sensing, and battery and power chips. Products serve smartphones first, with additional use in PCs, automotive, industrial, imaging and professional audio applications.
Builds on low-power analog and mixed-signal expertise while operating without its own wafer fabrication. Most wafers are produced by TSMC in Taiwan and GlobalFoundries in Singapore and Germany, with third parties also handling assembly and test.
Revenue depends heavily on Apple and on a limited set of consumer-device programs. Product acceptance, smartphone cycles, design wins and concentrated foundry capacity shape business results.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 6, 2026 | Stifel Nicolaus | Target | Target: $197 | Target: $160 |
| Aug 6, 2026 | Barclays | Reiterate | Rating: —Target: $110 | Target: $130 |
| Jul 14, 2026 | KeyBanc | Reiterate | Rating: —Target: $200 | Target: $190 |
| May 7, 2026 | Keybanc | Reiterate | Rating: —Target: $165 | Target: $200 |
| May 7, 2026 | Stifel Nicolaus | Target | Target: $175 | Target: $197 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $891.3M · Total debt $172.4M · Total assets $2.56B · Shareholders' equity $2.19B
- Revenue
- $459.7M
- Operating income
- $84.4M
- Net income
- $76.9M
No dividends on record.
| Institutions | ≈ 106.02% | 53.14M shares | |
|---|---|---|---|
| 591 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.61% | 303.9K shares | |
| 15 holders · as of Aug 24, 2026 | |||
| Adds to | 106.63% | ||
50.12M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 106.63%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 11.29% | 5.66M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.82% | 3.42M | as of Jun 30, 2026 |
LSV Asset ManagementInstitution | 4.70% | 2.36M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.57% | 2.29M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.32% | 2.17M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 20, 2026 | Jeffrey W. Baumgartner | officer: EVP, R&D | −1,166 | $117.89 |
| Jul 20, 2026 | Jeffrey W. Baumgartner | officer: EVP, R&D | −1,166 | $138.57 |
| Jul 1, 2026 | Jeffrey W. Baumgartner | officer: EVP, R&D | −1,458 | $145.97 |
| Jun 29, 2026 | Andrew Brannan | officer: EVP, Worldwide Sales | −6,464 | $144.71 |
| Jun 22, 2026 | Jeffrey W. Baumgartner | officer: EVP, R&D | −1,170 | $168.23 |
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- Monolithic Power Systems
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- Synaptics
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CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Cirrus Logic | $120.39 | −0.02% | $6.05B | 14.7 | 14.6 | 3.0 | +12.9% |
| Texas Instruments | $271.71 | +0.11% | $247.37B | 41.2 | 28.5 | 12.7 | +22.8% |
| Qualcomm | $197.70 | −0.28% | $203.94B | 22.2 | 21.4 | 4.6 | −4.0% |
| Analog Devices | $389.21 | −0.30% | $186.55B | 45.4 | 24.3 | 13.4 | +39.6% |
| NXP Semiconductors | $237.24 | −0.16% | $58.61B | 19.8 | 14.2 | 4.4 | +19.5% |
| STMicroelectronics (ADR) | $53.45 | +0.08% | $46.08B | 101.2 | 26.8 | 3.5 | +24.4% |
| Monolithic Power Systems | $1,376.00 | −0.35% | $62.77B | 78.3 | 42.9 | 19.2 | +47.6% |
| Synaptics | $73.87 | −24.29% | $3.73B | — | 18.7 | 3.1 | +8.9% |
| Median | 43.3 | 24.3 | 4.6 | +22.8% |