CRUS stock sentiment todayCirrus Logic, Inc.
Sentiment verdict
Gossip first, financials second — NEUTRAL at 75% confidence.
Last updated · cached analysis, refreshes periodically
CRUS
Cirrus Logic, Inc.A highly profitable Apple-dependent play currently in a transition period between iPhone cycles and new market diversification.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for CRUS. Not financial advice.
Price · last 12 months
Gossip
The narrative is dominated by 'Apple-dependency syndrome' and the anticipation of the iPhone 16 cycle. While excitement exists around new high-performance power and sensing wins, there is anxiety regarding flat smartphone volumes and the lack of a major hardware 'super-cycle' catalyst in the immediate term.
- ·iPhone 16 content gains per device
- ·Expansion into laptop/PC power management
- ·Potential for AI-driven audio upgrades
- ·Speculation on solid-state button timelines
Financial
Cirrus maintains an exceptionally clean balance sheet with zero debt and robust cash flow. While revenue growth has been cyclical, their margins remain industry-leading for a fabless chipmaker focused on high-volume consumer electronics.
- ·P/E Ratio: ~19x (Attractive vs. historical 5-year average)
- ·Gross Margins: Consistent ~50% range
- ·Cash Position: ~$500M+ with no long-term debt
- ·Revenue Concentration: ~85-90% from Apple
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·No open-market insider trades in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Extreme customer concentration risk (Apple)
- ·Slowdown in global smartphone replacement cycles
- ·Inventory adjustments at the OEM level
- ·Competitive pressure from internal Apple silicon developments
Peer temperature
How direct competitors stack up against CRUS right now.
- COLDSWKSSkyworks Solutions, Inc.
COLDER — Facing steeper revenue declines and higher exposure to the struggling broad Android market compared to CRUS's premium focus.
See full analysis → - HOTADIAnalog Devices, Inc.
HOTTER — Offers significantly better diversification across industrial and automotive sectors with a more defensive 2% dividend yield.
See full analysis → - NEUTRALQRVOQorvo, Inc.
NEUTRAL — Similar mobile-heavy profile but trading at a higher forward P/E despite lower net income margins than CRUS.
See full analysis →
- CRUS-12.5%
- SWKS+10.5%
- ADI-4.1%
- QRVO+8.0%
Analyst price target
Consensus average of 4 analysts · median 170.00
Source: StockAnalysis.com · updated 2026-08-06
AI-generated analysis for informational purposes only. Not financial advice.