Cirrus Logic (CRUS)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-10-29
$109.82-3.42%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-10-29
Research Workspace
Put CRUS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Semiconductors is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 6% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 14%.
View QualityManagement screens strong on capital allocation, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 41% in its worst 12-month stretch.
View RiskCRUS depends on steady growth and disciplined acquisitions to expand capabilities. Revenue grew 12.9% year over year in Q1 FY2027. Non-GAAP earnings beat consensus by 26.9%. CRUS trades at 12× earnings versus 56× for peers and 14× historically. The price reflects less growth than our forecast. Pricing pressure could weaken operating discipline. Our model puts next-quarter miss risk near 19%. Peer multiples imply a price about 58% above where it trades. This read is provisional.
Trailing returns as of 2026-10-30. CRUS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 7 analysts currently covering CRUS (as of Oct 2026).
Based on 3 Wall Street analysts offering 12-month price targets for CRUS in the last 4 months.
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Compare CRUS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CRUS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductors — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put CRUS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Pursue strategic acquisitions to accelerate growth and expand capabilities
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $109.82
The last 12 months of price, then the range of analyst 12-month targets from today’s $109.82.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
M&A aligns with growth strategy and accelerates capabilities.
Advances: Pursue strategic acquisitions to accelerate growth and expand capabilities
Acquisition bid aligns with growth and capabilities expansion.
Threatens: Maintain disciplined operating expense management
Pricing pressure may impact operating expense management.
Threatens: Drive revenue growth through product and market diversification
Record quarter indicates growth but faces PC market challenges.
Threatens: Drive revenue growth through product and market diversification
Mixed-signal growth pipeline faces PC and supply chain headwinds.
Advances: Increase Revenue
Revenue guidance supports growth objectives for Q2 FY2027.
Advances: Drive revenue growth through product and market diversification
Diversification gains align with growth strategy.
Threatens: Increase Revenue
Earnings beat but shares fall indicates market concerns.
