Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Corsair Gaming (CRSR)
NASDAQInformation TechnologyComputer HardwareSnapshot 2026-11-04
$12.80-3.90%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologyComputer HardwareSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.83 → 0.83 EPS · FY ending Dec 31, 2027 · 5 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 5; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for CRSR yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
gross profit increases sustainably | Gross profit also increased to $116.03M in 2026-Q1, showing better margins. | Intact | gross profit falls below $102M in next quarter | Gross profit: $104.288M FY2026-Q2; GAAP. Published target: gross profit >= $116M in next quarter. Target period is not explicitly aligned with this observation. Aug 6, 2026104,288,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a profitability-improvement story, not yet a proven durable compounder, because the company remains loss-making. The multi-year view is intact: management has made progress on margins and cash flow, though the evidence snapshot gives only medium confidence.
The valuation signals are mixed: CRSR is marked cheap versus peers, while a separate measure shows a 43% premium versus peers. The model has low confidence, and its expectations-gap reading is negative, so the market setup is not clear-cut; the priced-in tag is justified and fragility is low.
Near-term, profitability progress is supported by record second-quarter gross margin, lower operating expenses, and stronger operating cash flow, though the company still reported a net loss excluding the tariff refund. Over the multi-year thesis, continued margin gains and positive net income depend on management sustaining execution; an uneven earnings record and elevated risk remain concerns.
The main company-specific swing factor is whether management avoids a guidance cut on the next call, since such a cut could weigh on expectations. Lower interest rates or steadier results and guidance from major technology peers could support the sector backdrop, but those conditions are uncertain.
Over the next one to three years, the thesis rests on turning improving margins and cash generation into sustained positive net income. Progress is real, but losses and mixed valuation signals keep the picture uncertain. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 3 of 3 supplied quarters. Management reported: “Gross margin expanded by 635 basis points year-over-year and 45 basis points sequentially to 33.2%, a company record.” “• Gross margin expanded 500 basis points YoY to 32.7%, reflecting continued shift toward higher-margin products and disciplined cost management.” Gross profit was $104.288 million in 2026-Q2.
net income returns to positive | Corsair Gaming is improving profitability, with net income rising to $12.78M in 2026-Q1 from a loss of $10.46M a year earlier. | Intact | net income falls below 0 USD in FY26 | Net income: $8.843M FY2026-Q2; GAAP. Published target: net income > 0 USD in FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 20268,843,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 3 supplied quarters. Management reported: “Management Commentary: Thi La, Chief Executive Officer of Corsair, stated, “We delivered another quarter of significant profitability improvement, with gross margin reaching a record for the Company at 33.2%, gross profit increasing 21% year-over-year, net loss of $5.7 million excluding the tariff refund and adjusted EBITDA, excluding the tariff refund, of $16.6 million, above the high end of our guidance.” “Gordon Mattingly, Chief Financial Officer of Corsair, stated, “Our first quarter results demonstrate the progress we have made in building a more profitable, more resilient business.” Operating income was $7.608 million in 2026-Q2. Delivery assessment Nov 4, 2026 |
revenue grows at least 2.6% next year | A primary condition in Corsair Gaming's published investment case. The stated target is revenue growth >= 2.6% YoY in FY26. | Under Pressure | revenue growth falls below 2.6% YoY in FY26 | Revenue growth: -1.8% FY2026-Q2; GAAP. Published target: revenue growth >= 2.6% YoY in FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 2026-1.804681 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.77 → $0.83 · observed estimates
$1.51B → $1.51B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.77 | $1,514,614,000 | 9 / 8 |
| 2026-07-25 | $0.77 | $1,515,239,000 | 9 / 8 |
| 2026-07-26 | $0.77 | $1,515,239,662 | 5 / 5 |
| 2026-07-27 | $0.77 | $1,515,239,662 | 5 / 6 |
| 2026-07-28 | $0.77 | $1,515,239,000 | 9 / 8 |
| 2026-07-29 | $0.77 | $1,515,239,662 | 5 / 6 |
| 2026-07-30 | $0.77 | $1,515,239,000 | 9 / 8 |
| 2026-07-31 | $0.77 | $1,515,239,000 | 9 / 8 |
| 2026-08-01 | $0.77 | $1,515,239,662 | 5 / 6 |
| 2026-08-02 | $0.77 | $1,515,239,000 | 9 / 8 |
| 2026-08-03 | $0.77 | $1,515,239,000 | 9 / 8 |
| 2026-08-04 | $0.77 | $1,515,239,000 | 9 / 8 |
| 2026-08-05 | $0.77 | $1,515,239,000 | 9 / 8 |
| 2026-08-06 | $0.77 | $1,515,239,000 | 9 / 8 |
| 2026-08-07 | $0.77 | $1,515,241,162 | 5 / 6 |
| 2026-08-08 | $0.78 | $1,519,173,000 | 9 / 8 |
| 2026-08-09 | $0.78 | $1,519,173,000 | 9 / 8 |
| 2026-08-10 | $0.78 | $1,519,173,000 | 9 / 8 |
| 2026-08-11 | $0.77 | $1,515,241,162 | 5 / 6 |
| 2026-08-12 | $0.83 | $1,528,277,380 | 9 / 8 |
| 2026-08-13 | $0.83 | $1,528,277,380 | 9 / 8 |
| 2026-08-14 | $0.77 | $1,515,241,162 | 5 / 6 |
| 2026-08-15 | $0.77 | $1,515,241,162 | 5 / 6 |
| 2026-08-16 | $0.77 | $1,515,241,162 | 5 / 6 |
| 2026-08-17 | $0.77 | $1,515,241,162 | 5 / 6 |
| 2026-08-18 | $0.77 | $1,515,241,162 | 5 / 6 |
| 2026-08-19 | $0.77 | $1,515,241,162 | 5 / 6 |
| 2026-08-20 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-08-21 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-08-22 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-08-23 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-08-24 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-08-25 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-08-26 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-08-27 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-08-28 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-08-29 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-08-30 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-08-31 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-01 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-02 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-03 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-04 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-05 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-06 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-07 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-08 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-09 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-10 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-11 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-12 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-13 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-14 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-15 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-16 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-17 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-18 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-19 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-20 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-21 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-22 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-23 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-24 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-25 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-26 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-27 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-28 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-29 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-09-30 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-01 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-02 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-03 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-04 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-05 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-06 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-07 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-08 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-09 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-10 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-11 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-12 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-13 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-14 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-15 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-16 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-17 | $0.83 | $1,511,835,375 | 6 / 6 |
| 2026-10-18 | $0.83 | $1,511,840,888 | 6 / 6 |
| 2026-10-19 | $0.83 | $1,511,840,888 | 6 / 6 |
| 2026-10-20 | $0.83 | $1,511,840,888 | 6 / 6 |
| 2026-10-21 | $0.83 | $1,511,840,888 | 6 / 6 |
| 2026-10-22 | $0.83 | $1,511,840,888 | 6 / 6 |
| 2026-10-23 | $0.83 | $1,511,840,888 | 6 / 6 |
| 2026-10-24 | $0.83 | $1,511,840,888 | 6 / 6 |
| 2026-10-25 | $0.83 | $1,513,715,888 | 5 / 6 |
| 2026-10-26 | $0.83 | $1,513,715,888 | 5 / 6 |
| 2026-10-27 | $0.83 | $1,513,715,888 | 5 / 6 |
| 2026-10-28 | $0.83 | $1,513,715,888 | 5 / 6 |
| 2026-10-29 | $0.83 | $1,513,715,888 | 5 / 6 |
| 2026-10-30 | $0.83 | $1,513,715,888 | 5 / 6 |
| 2026-10-31 | $0.83 | $1,513,715,888 | 5 / 6 |
| 2026-11-01 | $0.83 | $1,513,715,888 | 5 / 6 |
| 2026-11-02 | $0.83 | $1,513,715,888 | 5 / 6 |
| 2026-11-03 | $0.83 | $1,513,715,888 | 5 / 6 |
| 2026-11-04 | $0.83 | $1,513,715,888 | 5 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 Buy / Strong Buy · 4 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.