CRUS:NASDAQCirrus Logic, Inc. Analysis

Cirrus Logic posted a record FY‑2026 revenue of $2.0 B, up 5% YoY, and delivered a non‑GAAP EPS of $9.26, eclipsing forecasts with an 11.4% EPS surprise. The stock trades at $169.95, comfortably above its 20‑day SMA (≈$168) and 50‑day SMA (≈$160), while the MACD remains bullish and the RSI sits near 54, indicating neutral momentum. With support around $156.7 and resistance near $180.4, the DCF‑derived fair value of $183.8 suggests roughly a 6‑7% upside, reinforced by an “Extreme Greed” sentiment reading and a beta of ~1.07 despite a 38% 30‑day volatility.
From a valuation perspective, CRUS appears modestly undervalued versus the semiconductor industry’s average PE of ~42 and its forward PE of 18.1, while boasting a solid ROE of ~20% and ample cash balances. The company carries low debt, no dividend, and strong operating margins, yet faces typical semiconductor sector cyclicality, exposure to Chinese manufacturing, and a decreasing volume trend that temper the upside. Overall, the fundamentals and technicals support a positive short‑ to medium‑term outlook, with caution advised for long‑term investors due to sector and geographic risks.