Market Cap
$6.0B
CRUS
CIRRUS LOGIC, INC.
$121.75 ▲ +1.32%
Prev close $120.17Market cap$6.0B
ConsensusBuy
12-mo target$165.00 (+35.5%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)36 New Institutional Positions14 Institutional Exits Semiconductors
Snapshot
The big-picture read on CRUS right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (75%)
Inst. Holders
50 funds
Inst. Value
$5.8B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $5.2M sell
Insider Net $
-$5.2M
SEC Reports
8
Price chart 30d +7.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 21, 2026 Insider
Baumgartner Jeffrey W sold 1,166 shares
EVP, R&D @ $119.00 ($138.8K)
Sep 11, 2026 ftd
FTD: CRUS — 27,139 shares ($3.2M) failed to deliver
Settlement: 20260911, Price: $116.48, FTD Value: $3,161,150.72, CIRRUS LOGIC INC
Aug 20, 2026 Insider
Aug 14, 2026 SEC Baumgartner Jeffrey W sold 1,166 shares
EVP, R&D @ $117.89 ($137.5K)
A strong institutional cluster formed in CRUS during Q2 2026, with 12 buyers accumulating $162.1M in net new positions,
INST-CLUSTER — Impact 5/10
Cirrus Logic reported record Q1 FY27 revenue of $459.7M (+13% YoY) and non-GAAP EPS of $1.84, a 1.4% beat vs. the $1.81
8-K — Impact 6/10
Jul 31, 2026 Insider
Jul 3, 2026 SEC LE DUY LOAN T was granted 1,623 shares
Director
Two EVPs at Cirrus Logic sold a combined $1.15M in open-market sales, all tied to same-day option exercises. The sales a
CLUSTER — Impact 2/10
Jun 30, 2026 Inst.
FMR LLC — ADD
819,375 shares ($121.7M)
Analyst ratings buy % -5.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
75% rate it Buy or better · 12 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 6, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Aug 6, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 14, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| May 7, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| May 7, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
| Apr 16, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Apr 6, 2026 | Keybanc | MAINTAIN | Overweight | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 5 | 3 | 0 | 0 | 75% | |
| Aug 1, 2026 | 4 | 5 | 3 | 0 | 0 | 75% | |
| Jul 1, 2026 | 4 | 5 | 3 | 0 | 0 | 75% | |
| Jun 1, 2026 | 4 | 5 | 4 | 0 | 0 | 69% | |
| May 1, 2026 | 4 | 6 | 4 | 0 | 0 | 71% | |
| Apr 1, 2026 | 4 | 6 | 4 | 0 | 0 | 71% | |
| Mar 1, 2026 | 4 | 6 | 4 | 0 | 0 | 71% | |
| Feb 1, 2026 | 4 | 7 | 3 | 0 | 0 | 79% |
Price targets
Where 4 covering analysts think CRUS trades over the next 12 months.
$165.00 +35.5% upside Strong Buy
Current$121.76 Low$130.00 Median$165.00 High$200.00 4 analysts
$130.00$200.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 1 bullish, 0 bearish, 2 mixed, 5 neutral · avg impact 3.8/10.
MIXEDINST-CLUSTER5/10
A strong institutional cluster formed in CRUS during Q2 2026, with 12 buyers accumulating $162.1M in
Aug 14, 2026
MIXED8-K6/10
Cirrus Logic reported record Q1 FY27 revenue of $459.7M (+13% YoY) and non-GAAP EPS of $1.84, a 1.4%
Aug 6, 2026
NEUTRALCLUSTER2/10
Two EVPs at Cirrus Logic sold a combined $1.15M in open-market sales, all tied to same-day option ex
Jul 3, 2026
NEUTRALCLUSTER2/10
Two EVPs sold shares worth $1.13M total (0.015% of market cap), with Brannan's sale executed the sam
Jun 30, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 11, 2026
ftd
FTD: CRUS — 27,139 shares ($3.2M) failed to deliver
Settlement: 20260911, Price: $116.48, FTD Value: $3,161,150.72, CIRRUS LOGIC INC
Sep 7, 2026
dark_pool
Dark Pool: CRUS — 1.1M shares, 38,818 trades
Week starting 2026-09-07. Total ATS volume: 1,086,497 shares across 38,818 trades.
Sep 2, 2026
short_volume
Short Volume: CRUS — 68.0% short (0.4M / 0.5M)
Short: 371,527 | Exempt: 73 | TRF Vol: 546,134 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
Aug 31, 2026
dark_pool
Dark Pool: CRUS — 1.7M shares, 54,809 trades
Week starting 2026-08-31. Total ATS volume: 1,671,635 shares across 54,809 trades.
Aug 24, 2026
dark_pool
Dark Pool: CRUS — 0.9M shares, 35,892 trades
Week starting 2026-08-24. Total ATS volume: 930,371 shares across 35,892 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.43 | $2.42–$2.44 | -14.2% | +0.0% | 0↑ 4↓ | $0.5B | 5 |
| Next Q | $2.50 | $2.29–$2.72 | -16.0% | +0.0% | 0↑ 4↓ | $0.6B | 5 |
| Current FY | $8.43 | $8.26–$8.74 | -8.9% | +0.0% | 1↑ 4↓ | $2.0B | 5 |
| Next FY | $8.90 | $8.46–$9.37 | 5.6% | +0.0% | 1↑ 4↓ | $2.1B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.429 | — |
| 7d ago | $2.429 | — |
| 30d ago | $2.429 | — |
| 60d ago | $2.703 | -0.274 |
| 90d ago | $2.700 | -0.271 |
Institutional ownership
Which big funds own CRUS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.8B total value (39,049,587 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 5,659,720 | $840.6M | 14.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,420,369 | $508.0M | 8.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,291,886 | $340.4M | 5.9% | — |
| STATE STREET CORP | 2,167,200 | $321.9M | 5.6% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,705,024 | $253.2M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,516,968 | $225.4M | 3.9% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,323,467 | $196.6M | 3.4% | — |
| EARNEST PARTNERS LLC | 1,267,316 | $188.2M | 3.2% | — |
| BANK OF AMERICA CORP /DE/ | 1,133,298 | $168.3M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 633,703 | 819,375 | +29.3% | $121.7M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 167,857 | 735,160 | +338.0% | $109.2M |
| Robeco Institutional Asset Management B.V. | ADD | 523,001 | 688,946 | +31.7% | $102.3M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,313,950 | 652,160 | -50.4% | $96.9M |
| NORGES BANK | NEW | — | 510,098 | — | $75.8M |
| GOLDMAN SACHS GROUP INC | ADD | 254,895 | 421,021 | +65.2% | $62.5M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 226,520 | 357,720 | +57.9% | $53.1M |
| Qube Research & Technologies Ltd | NEW | — | 340,905 | — | $50.6M |
| AMERICAN CENTURY COMPANIES INC | ADD | 206,037 | 327,152 | +58.8% | $48.6M |
| CITIGROUP INC | ADD | 222,299 | 292,219 | +31.5% | $43.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$5.2M — $0.00 bought, $5.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | Baumgartner Jeffrey W | EVP, R&D | SELL | 1,166 | $119.00 | $138.8K |
| Aug 20, 2026 | Baumgartner Jeffrey W | EVP, R&D | SELL | 1,166 | $117.89 | $137.5K |
| Jul 31, 2026 | LE DUY LOAN T | Director | AWARD | 1,623 | — | — |
| Jul 31, 2026 | DAVERN ALEXANDER M | Director | AWARD | 1,623 | — | — |
| Jul 31, 2026 | MOSLEY WILLIAM D | Director | AWARD | 1,623 | — | — |
| Jul 31, 2026 | Tupman David J. | Director | AWARD | 1,623 | — | — |
| Jul 31, 2026 | Lego Catherine P | Director | AWARD | 1,623 | — | — |
| Jul 31, 2026 | Hussain Muhammad Raghib | Director | AWARD | 1,623 | — | — |
| Jul 29, 2026 | LE DUY LOAN T | Director | EXERCISE | 1,998 | — | — |
| Jul 29, 2026 | DAVERN ALEXANDER M | Director | EXERCISE | 1,998 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CRUS.
Shares short
3,582,985
Settlement Sep 15, 2026
Change vs prior
-6.8%
Semi-monthly cycle
Days to cover
3.2
At avg daily volume
Of shares outstanding
≈7.2%
Estimate — not % of float
All CRUS filing & press-release reports (8)
- INST-CLUSTER reportAug 14, 2026
- 8-K reportAug 6, 2026
- CLUSTER reportJul 3, 2026
- CLUSTER reportJun 30, 2026
- CLUSTER reportJun 2, 2026
- CLUSTER reportMay 26, 2026
- 144 reportMay 21, 2026
- 8-K reportMay 6, 2026