Cirrus Logic
Designs audio and mixed-signal chips for smartphones, PCs and other connected devices.
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Profile
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
Key statistics
Year to date −9.4% · Average volume (30d) 753.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 6, 2026 | Stifel Nicolaus | Target | $197 | $160 | |
| Aug 6, 2026 | Barclays | Reiterate | Equal Weight | $110 | $130 |
| Jul 14, 2026 | KeyBanc | Reiterate | Overweight | $200 | $190 |
| May 7, 2026 | Keybanc | Reiterate | Overweight | $165 | $200 |
| May 7, 2026 | Stifel Nicolaus | Target | $175 | $197 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q1 FY27 | $1.81 | $1.84 | +1.7% | $460.3M | $459.7M | −0.1% | −4.57% |
| May 6, 2026Q4 FY26 | $1.76 | $1.95 | +10.8% | $442.3M | $448.5M | +1.4% | +2.38% |
| Feb 3, 2026Q3 FY26 | $2.42 | $2.97 | +22.7% | $534.5M | $580.6M | +8.6% | +8.29% |
| Nov 4, 2025Q2 FY26 | $2.37 | $2.83 | +19.4% | $540.5M | $561.0M | +3.8% | −7.88% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $424.5M | $407.3M | $561.0M | $580.6M | $448.5M | $459.7M | |
| Gross profit | $226.7M | $214.0M | $294.4M | $308.1M | $237.6M | $241.9M | |
| Operating income | $85.9M | $72.4M | $144.8M | $152.9M | $90.3M | $84.4M | |
| Net income | $71.3M | $60.7M | $131.6M | $140.3M | $81.8M | $76.9M | |
| Diluted EPS | $1.31 | $1.14 | $2.48 | $2.66 | $1.56 | $1.47 | |
| Gross margin | 53.4% | 52.6% | 52.5% | 53.1% | 53.0% | 52.6% | |
| Operating margin | 20.2% | 17.8% | 25.8% | 26.3% | 20.1% | 18.4% |
Fiscal years (4-quarter sums)FY22 $1.78B · FY23 $1.90B · FY24 $1.79B · FY25 $1.90B · FY26 $2.00B
Revenue by product · Q1 FY27
Revenue by geography · Q1 FY27
Balance sheet, Jun 27, 2026Cash & short-term investments $891.3M · Total debt $172.4M · Total assets $2.56B · Shareholders' equity $2.19B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 50.45M · Float 50.12M · 99.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.66M | 11.22% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 3.42M | 6.78% | 13F | Aug 13, 2026 |
| LSV Asset Management | 2.36M | 4.67% | 13F | Aug 6, 2026 |
| Vanguard Capital Management LLC | 2.29M | 4.54% | 13F | Aug 13, 2026 |
| State Street Corp | 2.17M | 4.30% | 13F | Aug 7, 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 |
Peers
- Texas Instruments
Broad rival in audio, haptics, power, converters, and sensing
- Qualcomm
Competes in integrated smartphone codecs, amplifiers, DSPs, and software
- Analog Devices
Competes across audio conversion, DSP, amplification, and portable power
- NXP Semiconductors
Competes in portable smart audio, codecs, and mobile power
- STMicroelectronics (ADR)
Competes in audio, MEMS sensing, camera OIS, and portable power
- Monolithic Power Systems
Competes in Class-D audio, DSP, battery management, and camera power
- Synaptics
Competes in audio DSPs, codecs, amplification, and edge voice
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Cirrus Logic | $108.02 | −0.42% | $5.47B | 13.3 | 13.2 | 2.7 | +12.9% |
| Texas Instruments | $258.44 | −0.09% | $236.20B | 39.3 | 27.2 | 12.1 | +22.8% |
| Qualcomm | $164.28 | +0.07% | $172.40B | 18.7 | 17.7 | 3.9 | −4.0% |
| Analog Devices | $362.00 | +0.02% | $176.22B | 42.9 | 22.6 | 12.7 | +39.6% |
| NXP Semiconductors | $223.80 | +0.18% | $56.38B | 19.1 | 13.3 | 4.3 | +19.5% |
| STMicroelectronics (ADR) | $49.33 | −0.10% | $44.07B | 96.8 | 24.8 | 3.3 | +24.4% |
| Monolithic Power Systems | $1,258.47 | +0.18% | $61.72B | 77.0 | 39.0 | 18.9 | +47.6% |
| Synaptics | $95.08 | −0.02% | $3.71B | — | 18.1 | 3.1 | +8.9% |
| Median | 41.1 | 22.6 | 4.3 | +22.8% |