CIRRUS LOGIC, INC.(CRUS)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #400 of 2,961 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CRUS Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for CIRRUS LOGIC, INC. (CRUS), a Technology sector company. 13F Pro's AI-powered ranking engine scores CRUS at 66.8/100 on a 32-signal composite quality model, placing it at rank #400 of 2,961 stocks — the top 25% of the AI-ranked universe. CRUS scores in the top quartile across balance sheet strength (94.9), profitability (82.7), free cash flow (81.6). Shareholder dilution risk is elevated at 27.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), CIRRUS LOGIC, INC. reports quarterly revenue of $459.7M, net income of $76.9M, an operating margin of 18.4%. Top institutional holders of CRUS by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, LSV ASSET MANAGEMENT, based on the most recent SEC filings. CRUS trades on the Nasdaq exchange and files with the SEC under CIK 772406. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CRUS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CIRRUS LOGIC, INC. directly from SEC EDGAR. CIRRUS LOGIC, INC.'s 13F Pro composite quality score has ranged between 57 and 75 since 2021, currently 66.8 — a declining long-term trajectory across 67 quarterly and live scoring snapshots.
What's Driving CRUS's Business? Latest 10-Q Breakdown
✓ 27/27 datapoints verifiedAI-extracted from CIRRUS LOGIC, INC.'s 10-Q filed 2026-08-05 — Q1 FY2027 (quarter ended June 27, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Cirrus Logic grew Q1 FY2027 net sales 13% YoY to $459.7M on smartphone strength, but customer concentration deepened as Apple rose to ~90% of net sales from 86% a year ago.
Biggest Revenue Drivers
Higher sales of components shipping in smartphones, partially offset by ASP declines from previously anticipated pricing reductions
Higher sales of components shipping in smartphones, partially offset by ASP declines from previously anticipated pricing reductions
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$459.7M
Net Income
Q2 2026
$76.9M
Free Cash Flow
Q2 2026
$49.0M
Operating Margin
Q2 2026
18.4%
ROIC
Q2 2026
15.4%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+5.3% YoYNet Income
+25.0% YoYOperating Income
+12.2% YoYEPS (Diluted)
+30.8% YoYTotal Assets
+7.0% YoYOp. Cash Flow
+46.4% YoYFree Cash Flow
+51.0% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $2.00B +5.3% | $1.90B +6.0% | $1.79B -5.7% | $1.90B +6.5% | $1.78B +30.1% | $1.37B |
| Net Income | $414.4M +25.0% | $331.5M +20.7% | $274.6M +55.4% | $176.7M -45.9% | $326.4M +50.2% | $217.3M |
| Operating Income | $460.4M +12.2% | $410.4M +19.5% | $343.5M +37.9% | $249.0M -32.0% | $366.3M +54.5% | $237.2M |
| EPS (Diluted) | $7.85 +30.8% | $6.00 +22.4% | $4.90 +58.6% | $3.09 -44.0% | $5.52 +52.5% | $3.62 |
| Total Assets | $2.49B +7.0% | $2.33B +4.3% | $2.23B +8.1% | $2.06B -2.8% | $2.12B +16.0% | $1.83B |
| Operating Cash Flow | $650.6M +46.4% | $444.4M +5.4% | $421.7M +24.2% | $339.6M +172.2% | $124.8M -64.2% | $348.9M |
| Free Cash Flow | $636.6M +51.0% | $421.6M +9.8% | $384.0M +26.1% | $304.5M +208.8% | $98.6M -70.2% | $330.7M |
Get alerted when CRUS's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for CIRRUS LOGIC, INC. including:
Top Institutional Holders of CRUS
BlackRock, Inc.
$840.6M5,659,720 shVANGUARD PORTFOLIO MANAGEMENT LLC
$508.0M3,420,369 shLSV ASSET MANAGEMENT
$350.1M2,356,961 shVANGUARD CAPITAL MANAGEMENT LLC
$340.4M2,291,886 shSTATE STREET CORP
$321.9M2,167,200 shFULLER & THALER ASSET MANAGEMENT, INC.
$253.2M1,705,024 shGEODE CAPITAL MANAGEMENT, LLC
$225.4M1,516,968 shDIMENSIONAL FUND ADVISORS LP
$196.6M1,323,467 shEARNEST PARTNERS LLC
$188.2M1,267,316 shBANK OF AMERICA CORP /DE/
$168.3M1,133,298 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $840.6M | 5,659,720 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $508.0M | 3,420,369 |
| LSV ASSET MANAGEMENT | $350.1M | 2,356,961 |
| VANGUARD CAPITAL MANAGEMENT LLC | $340.4M | 2,291,886 |
| STATE STREET CORP | $321.9M | 2,167,200 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $253.2M | 1,705,024 |
| GEODE CAPITAL MANAGEMENT, LLC | $225.4M | 1,516,968 |
| DIMENSIONAL FUND ADVISORS LP | $196.6M | 1,323,467 |
| EARNEST PARTNERS LLC | $188.2M | 1,267,316 |
| BANK OF AMERICA CORP /DE/ | $168.3M | 1,133,298 |
Companies Similar to CRUS
Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.
F5, INC.
PEGASYSTEMS INC
NetApp, Inc.
Paylocity Holding Corp
COGNEX CORP
JACK HENRY & ASSOCIATES INC
EnerSys
ACUITY INC. (DE)
Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
More Technology Companies
View all Technology →Put CRUS on your watchlist
Track score changes the day CIRRUS LOGIC, INC. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is CRUS a good stock to buy?
13F Pro's AI-powered analysis of CIRRUS LOGIC, INC. (CRUS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CRUS are available on the CRUS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CRUS is classified as a mid company.
Which hedge funds own CRUS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CRUS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CIRRUS LOGIC, INC.'s investment landscape.