Cirrus Logic, Inc. research snapshot
CRUS AI stock analysis sees Cirrus Logic as a profitable fabless semiconductor company that sells low-power audio and high-performance mixed-signal components into smartphones, PCs, automotive, industrial, imaging, and other devices. At the July 12, 2026 research cutoff, the latest available close was $150.36 on July 10, market capitalization was about $7.59 billion, and the stock was above its 200-day moving average but below its 50-day average. FY26 revenue and earnings reached records, but Apple represented about 91% of full-year revenue. The CRUS AI stock forecast below is a scenario framework, not a certain price prediction. This page is for information only and is not investment advice.
Current price
$150.36 USD (NASDAQ close, July 10, 2026)
Market cap
About $7.59 billion USD
AI score
64 / 100
Rating
Profitable mixed-signal specialist, customer concentration sensitive
Trend status
Above the 200-day average, below the 50-day average
Data cutoff (updated weekly)
July 12, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Cirrus Logic designs low-power mixed-signal chips and audio products. FY26 revenue was $1.997 billion, with Audio at $1.160 billion and HPMS at $837 million. | High |
| Moat | The moat is based on mixed-signal engineering, software and IP, customer design-ins, product integration, and a long record in smartphone audio. It is real but not protected by network effects. | Medium-high |
| Management | CEO John Forsyth has led the company since 2021. Management is executing on HPMS and market diversification while returning $280 million through FY26 repurchases. | Medium-high |
| Financial trend | FY26 revenue rose 5.34% to $1.997 billion, net income rose 25.01% to $414.4 million, operating margin reached 23.05%, and free cash flow was about $636.6 million on the StockAnalysis standardized series. | High |
| Valuation | At $150.36, the financial_rigor.py check produced 19.15x P/E, 3.57x book value, and 11.91x price to free cash flow. The valuation is reasonable only if earnings remain durable. | Medium-high |
| Technical trend | The price was below the 50-day average of $162.35 but above the 200-day average of $140.12. RSI of 42.62 was neutral to soft rather than an extreme reading. | Medium-high |
| Risk level | Risk is elevated by Apple concentration, smartphone seasonality, pricing pressure, intense competition, foundry and capacity commitments, international exposure, and design-win execution. | High |
| AI confidence | Confidence is strongest for reported FY26 data and the July 10 market snapshot. Confidence is lower for the pace of HPMS, AI-enabled PC, and general-market growth. | Medium-high |
| Investment certainty | Medium certainty. The company has a profitable niche and strong cash generation, but a single customer still controls most of the economic exposure. | Medium |
CRUS AI stock forecast
The CRUS AI stock forecast is a three-year sensitivity model, not a price promise. Using $7.85 of FY26 GAAP EPS, 20% / 10% / 0% annual EPS growth, and 24x / 18x / 13x terminal P/E assumptions, financial_rigor.py produced mechanical outcomes of $325.60, $188.10, and $102.00. The model does not predict Apple demand, product-cycle timing, dilution, or future multiple changes.
$225 to $326 over three years
More likely if Cirrus Logic keeps Apple content, grows HPMS faster than Audio, converts AI-enabled PC and general-market design wins into revenue, protects gross margin, and maintains strong free cash flow. The model output is $325.60 at 20% EPS growth and 24x P/E.
$150 to $188 over three years
More likely if Apple remains stable, diversification grows gradually, revenue and EPS compound at a moderate pace, and the market assigns an 18x terminal P/E. The model output is $188.10 at 10% EPS growth.
$92 to $135 over three years
More likely if Apple content or smartphone volumes weaken, price reductions compress margins, new markets fail to scale, or semiconductor multiples contract. The model output is $102.00 at flat EPS and 13x P/E.
CRUS AI technical analysis
CRUS AI technical analysis uses the latest July 10, 2026 close and StockAnalysis statistics checked by the July 12 cutoff. Price was below the 50-day average but above the 200-day average, while RSI was 42.62 and 20-day average volume was 599,695 shares. These are reference levels, not trading instructions, and this static page does not fetch live chart data.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $150.36 | NASDAQ closing price on July 10, 2026, the latest completed session before the data cutoff. |
| Near support | $140.12 | 200-day moving average. A sustained break would weaken the medium-term trend reference. |
| Near resistance | $162.35 | 50-day moving average. A reclaim with stronger volume would improve short-term momentum. |
| Higher resistance | $180.42 | 52-week high. A move toward this level would need confirmation from earnings and volume, not price alone. |
| Momentum | RSI 42.62 | Neutral to soft reading in the latest StockAnalysis snapshot, without an extreme overbought or oversold signal. |
| Volume | 483,758 latest; 599,695 20-day average | The latest session traded below the reported 20-day average. Use fresh volume data before evaluating a breakout. |
| Volatility | Beta 1.16; 52-week range $92.02 to $180.42 | The beta and broad annual range make position sizing and gap risk important parts of any framework. |
| Invalidation level | Daily close below $140.12 | A technical invalidation reference only. Fundamental invalidation would include lost Apple content, weaker margins, or failed diversification milestones. |
CRUS AI trading strategy
This CRUS AI trading strategy is a rules-based research framework, not personalized advice. It combines moving-average levels with company-specific checks because the stock can move with both semiconductor sentiment and Apple product cycles.
Watch for a close back above the $162.35 50-day average, followed by volume confirmation and evidence that the next quarterly outlook supports HPMS and PC growth. A move toward $180.42 should be assessed against earnings evidence.
Define the maximum loss before entry. A close below $140.12 or a failed breakout with weak volume would weaken this setup and require a fresh review.
A pullback toward the $140.12 support reference could be studied only if Apple content, gross margin, cash generation, and new product design wins remain intact. The setup depends on support holding, not on a promised rebound.
Do not average down automatically. Exit the setup if support fails or if customer concentration and product-cycle risk increase without a credible diversification response.
Track Apple revenue concentration, Audio and HPMS mix, smartphone unit trends, AI-enabled PC adoption, gross margin, inventory, operating cash flow, share repurchases, and the GlobalFoundries capacity commitment through calendar 2026.
Use position sizing, a predefined loss limit, and an earnings-date review. A scenario range does not account for overnight gaps, guidance changes, or market-wide multiple compression.
Investment research summary
Cirrus Logic sells specialized mixed-signal silicon and software that help device makers deliver better sound, camera control, haptics, sensing, and power performance. Customers pay for system-level results and design support, not simply for a commodity chip.
The moat comes from analog and mixed-signal engineering, proprietary IP, SoundClear software, customer design-ins, product integration, and accumulated experience in low-power audio. Switching costs are meaningful after a component is designed into a device, but competitors with larger resources remain active.
The thesis can fail if Apple reduces Cirrus Logic content, smartphone volumes weaken, pricing pressure lowers gross margin, competitors win key designs, new HPMS products do not scale, or foundry and inventory commitments become mismatched with demand.
John Forsyth has led Cirrus Logic since January 2021. Management has continued to invest in R&D, pursue application diversification, and repurchase shares. The key test is whether capital allocation and product execution reduce dependence on one customer without weakening the core franchise.
More sensors, voice interfaces, connected devices, AI-enabled PCs, and power-aware electronics create a long-term market for mixed-signal content. The nearer-term industry remains cyclical, exposed to device launches, inventory corrections, pricing erosion, and international supply chains.
The stock trades at about 19.15x FY26 GAAP EPS and 11.91x free cash flow per share by the financial_rigor.py check. That is not an extreme multiple for a cash-generative semiconductor company, but the margin of safety is limited if Apple concentration converts a product-cycle miss into a large earnings reset.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| NASDAQ share price | $150.36 at the July 10, 2026 close | StockAnalysis price snapshot; Cirrus Logic investor quote used as a time check | July 12, 2026 |
| Market capitalization and shares | About $7.59B reported; 50.45M to 50.58M shares. $150.36 x 50.582893M calculates to $7.606B, a 0.21% variance. | StockAnalysis overview and statistics; Cirrus Logic FY26 Form 10-K; financial_rigor.py market-cap check | July 12, 2026 |
| FY26 revenue | $1.997B, up 5.34% year over year | Cirrus Logic FY26 Form 10-K and StockAnalysis; cross-validation variance 0.01% | July 12, 2026 |
| FY26 net income and EPS | $414.4M GAAP net income and $7.85 diluted EPS | Cirrus Logic FY26 Form 10-K and StockAnalysis; cross-validation variance 0.00% | July 12, 2026 |
| FY26 product mix | Audio $1.160B, 58%; HPMS $837.4M, 42% | Cirrus Logic FY26 Form 10-K product-line disclosure | July 12, 2026 |
| Customer concentration | Apple represented approximately 91% of FY26 net sales; the ten largest end customers represented approximately 96%. | Cirrus Logic FY26 Form 10-K | July 12, 2026 |
| Cash and investments | $887.6M of cash plus current marketable securities, and $1.154B including long-term marketable securities at March 28, 2026. | Cirrus Logic FY26 Form 10-K and StockAnalysis balance-sheet snapshot; comparable current-cash cross-validation variance 0.00% | July 12, 2026 |
| FY26 cash generation and buybacks | $650.6M operating cash flow; $280.0M returned through repurchases of 2.5M shares at a $113.91 average price. | Cirrus Logic FY26 shareholder letter and Form 10-K | July 12, 2026 |
| Valuation ratios | 19.15x P/E, 3.57x P/B, 11.91x P/FCF, and 8.39% FCF yield using $150.36 and disclosed FY26 inputs. | financial_rigor.py valuation verification and StockAnalysis statistics | July 12, 2026 |
| Technical snapshot | 50-day average $162.35; 200-day average $140.12; RSI 42.62; beta 1.16; 52-week range $92.02 to $180.42. | StockAnalysis statistics | July 12, 2026 |
This CRUS AI stock analysis page is an informational tool only. It is not investment advice, a recommendation, or a promise of future returns. Forecast scenarios are based on available data as of July 12, 2026, may be incomplete, and can be wrong if Apple demand, product cycles, customer design wins, market prices, supply conditions, or macro conditions change.
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