Earnings Reaction Unfolds: Cirrus Logic posted an earnings beat on the top and bottom lines for its latest quarter, yet shares fell sharply on softer audio sales and cautious forward guidance. Market observers noted the company's heavy reliance on a single customer as a key vulnerability. This development has sparked debate over the sustainability of recent growth trends.
Diversification Challenges: Social media commentary focuses on delays in the PC market expansion plans, with some pointing to supply constraints and shifting timelines. Despite progress in mixed-signal segments, the overall narrative has turned more measured. Participants emphasize the need for clearer visibility into future revenue streams.
Note: This discussion summary was generated from an AI condensation of post data.
Cirrus Logic Insider Trading Activity
Cirrus Logic insiders have traded $CRUS stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $CRUS stock by insiders over the last 6 months:
- SCOTT THOMAS (EVP, General Counsel) has made 0 purchases and 3 sales selling 14,481 shares for an estimated $2,284,605.
- ANDREW BRANNAN (EVP, Worldwide Sales) has made 0 purchases and 2 sales selling 8,109 shares for an estimated $1,224,514.
- JEFFREY W BAUMGARTNER (EVP, R&D) has made 0 purchases and 3 sales selling 6,243 shares for an estimated $1,016,887.
- JUSTIN E DOUGHERTY (EVP, Global Operations) has made 0 purchases and 2 sales selling 5,000 shares for an estimated $762,480.
- CARL JACKSON ALBERTY (EVP, MSP) sold 3,648 shares for an estimated $518,344
- ALEXANDER M DAVERN has made 0 purchases and 2 sales selling 2,000 shares for an estimated $299,000.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Cirrus Logic Revenue
Cirrus Logic had revenues of $459.7M in Q1 2027. This is an increase of 12.88% from the same period in the prior year.
You can track CRUS financials on Quiver Quantitative's CRUS stock page.
You can access data on CRUS stock through the Quiver Quantitative API.
Cirrus Logic Hedge Fund Activity
We have seen 288 institutional investors add shares of Cirrus Logic stock to their portfolio, and 215 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 551,966 shares (-46.6%) from their portfolio in Q1 2026, for an estimated $78,180,464
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. removed 388,225 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $54,988,188
- MACKENZIE FINANCIAL CORP removed 344,950 shares (-28.4%) from their portfolio in Q1 2026, for an estimated $48,858,717
- DNB ASSET MANAGEMENT AS removed 312,487 shares (-58.7%) from their portfolio in Q1 2026, for an estimated $44,260,658
- BLACKROCK, INC. added 292,824 shares (+5.9%) to their portfolio in Q1 2026, for an estimated $41,475,591
- WELLINGTON MANAGEMENT GROUP LLP removed 261,101 shares (-16.6%) from their portfolio in Q1 2026, for an estimated $36,982,345
- GEODE CAPITAL MANAGEMENT, LLC added 209,913 shares (+17.0%) to their portfolio in Q1 2026, for an estimated $29,732,077
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Cirrus Logic Price Targets
Multiple analysts have issued price targets for $CRUS recently. We have seen 3 analysts offer price targets for $CRUS in the last 6 months, with a median target of $175.0.
Here are some recent targets:
- John Vinh from Keybanc set a target price of $200.0 on 05/07/2026
- Tom O'Malley from Barclays set a target price of $140.0 on 05/07/2026
- Tore Svanberg from Stifel set a target price of $175.0 on 04/16/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
