Cirrus Logic (CRUS)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-05
$110.23-4.97%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-05
QuarterlyIQ Insights · CRUS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-05.
The screen ranks CRUS against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8515).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
With an extensive roadmap and strong pipeline of opportunities, we remain confident in our ability to grow long-term shareholder value.”
Stated in 4 of 4 supplied quarters. Management reported: “With an extensive roadmap and strong pipeline of opportunities, we remain confident in our ability to grow long-term shareholder value.”” “In our PC business, we saw considerable interest in our latest smart codec for AI-enabled PCs and are engaged with multiple customers on designs for next calendar year.” Revenue was $559.462 million in 2027-Q2.
“With an extensive roadmap and strong pipeline of opportunities, we remain confident in our ability to grow long-term shareholder value.””
“In our PC business, we saw considerable interest in our latest smart codec for AI-enabled PCs and are engaged with multiple customers on designs for next calendar year.”
“We are proud of our accomplishments this past year, especially the meaningful progress we made on our strategy to drive application and market diversification,” said John Forsyth, Cirrus Logic presid…”
““During the quarter, we also made solid progress executing on our strategy to expand our addressable market and drive product diversification.”
This acquisition enables Cirrus Logic to accelerate the development of industry-leading products, supporting the company’s long-term growth strategy to expand into additional applications and markets.
Stated in a supplied disclosure. Management reported: “This acquisition enables Cirrus Logic to accelerate the development of industry-leading products, supporting the company’s long-term growth strategy to expand into additional applications and markets.” ““Our current pipeline of opportunities is the strongest we’ve ever had, and this acquisition directly adds innovative IP, expands our engineering capacity, increases our talent depth, and supports our efforts to grow in new applications and markets,” said John Forsyth, Cirrus Logic president and chief executive officer.”
Share Repurchase Authorization The company also announced that in October 2026 its Board of Directors authorized the repurchase of up to an additional $500 million of the company's common stock.
Stated in 1 of 4 supplied quarters. Management reported: “Share Repurchase Authorization The company also announced that in October 2026 its Board of Directors authorized the repurchase of up to an additional $500 million of the company's common stock.”
As we look ahead, we expect to continue to capitalize on our extensive intellectual property portfolio and deep engineering expertise to position the company for long-term success.”
Stated in 1 of 4 supplied quarters. Management reported: “As we look ahead, we expect to continue to capitalize on our extensive intellectual property portfolio and deep engineering expertise to position the company for long-term success.””
“As we look ahead, we expect to continue to capitalize on our extensive intellectual property portfolio and deep engineering expertise to position the company for long-term success.””
Continue to control operating expenses with focus on R&D and SG&A to support profitability and margin targets.
Over the trailing year it converted 1.17x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4167).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
7 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-05.
“Share Repurchase Authorization The company also announced that in October 2026 its Board of Directors authorized the repurchase of up to an additional $500 million of the company's common stock.”