NASDAQInformation TechnologySemiconductorsSnapshot 2026-07-31
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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.
Management is running behind on a stated commitment.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 10%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskCirrus Logic's growth in the audio converter market is essential to justify its current valuation. Revenue growth remains strong, highlighted by a recent earnings beat with an EPS surprise of 10.8%. It trades at 14× P/E versus a peer median of 49×, indicating that the price reflects less growth than forecasted. The specific risk is that management is behind on a stated commitment, which could lead to a guidance cut; our model puts the next-quarter miss probability at 14%. Peer multiples imply a price about 49% above where it trades. This read is provisional.
Trailing returns as of 2026-07-31. CRUS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering CRUS (as of Jul 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-08-01. 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.
Advances: Increase Revenue
Incentive plan approval supports revenue growth objectives.
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 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% 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.
New product aligns with growth objectives and expands market reach.
Advances: Increase Revenue
Diversification could significantly increase revenue streams.
Advances: Increase Revenue
Potential for revenue boost from new product launch.
Advances: Increase Revenue
Upbeat earnings indicate revenue growth.
Threatens: Increase Revenue
Negative revenue outlook poses a risk to growth.
Threatens: Increase Revenue
Revenue decline indicates potential growth issues.
