CIRRUS LOGIC, INC.(CRUS)Stock Analysis
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Rank #131 of 2,879 stocksTOP 5%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CRUS Stock Analysis & AI Quality Score
AI stock analysis and institutional research for CIRRUS LOGIC, INC. (CRUS), a Technology sector company. 13F Pro's AI-powered ranking engine scores CRUS at 75.3/100 on a 32-signal composite quality model, placing it at rank #131 of 2,879 stocks — the top 5% of the AI-ranked universe. CRUS scores in the top quartile across balance sheet strength (95.6), free cash flow (87.7), profitability (87.1). Shareholder dilution risk is elevated at 28.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q4 2026), CIRRUS LOGIC, INC. reports quarterly revenue of $448.5M, net income of $81.8M, an operating margin of 20.1%. Top institutional holders of CRUS by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL 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 8 and 77 since 2021, currently 75.3 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q4 2026
$448.5M
Net Income
Q4 2026
$81.8M
Free Cash Flow
Q4 2026
$149.0M
Operating Margin
Q4 2026
20.1%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+5.3% YoYNet Income
+25.0% YoYOperating Income
+12.2% YoYEPS (Diluted)
+30.8% YoYTotal Assets
+7.0% YoYOp. Cash Flow
+46.4% YoY| Metric | FY 2026 | FY 2025 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.00B +5.3% | $1.90B -0.1% | $1.90B +6.5% | $1.78B +30.1% | $1.37B +6.9% | $1.28B |
| Net Income | $414.4M +25.0% | $331.5M +87.6% | $176.7M -45.9% | $326.4M +50.2% | $217.3M +36.3% | $159.5M |
| Operating Income | $460.4M +12.2% | $410.4M +64.8% | $249.0M -32.0% | $366.3M +54.5% | $237.2M +36.7% | $173.5M |
| EPS (Diluted) | $7.85 +30.8% | $6.00 +94.2% | $3.09 -44.0% | $5.52 +52.5% | $3.62 +37.1% | $2.64 |
| Total Assets | $2.49B +7.0% | $2.33B +12.7% | $2.06B -2.8% | $2.12B +16.0% | $1.83B +14.9% | $1.59B |
| Operating Cash Flow | $650.6M +46.4% | $444.4M +30.9% | $339.6M +172.2% | $124.8M -64.2% | $348.9M +18.0% | $295.8M |
AI Insight: CRUS Ratio Trends
Cirrus Logic's profitability collapsed in Q1 2026 after two quarters of 26%+ operating margins, signaling a sharp demand or seasonal downturn.
• Operating margin fell to 20.1% in Q1 2026 from 26.3% in Q4 2025; NPM declined to 18.2% from 24.2%, sharpest sequential drop since Q2 2025.
• ROIC dropped 12.1pp from Q4 2025 (29.1%) to Q1 2026 (17.0%), largest single-quarter decline in the dataset.
• TTM operating margin of 23.1% masks Q1 2026 weakness; Q4 2025 and Q3 2025 combined delivered 26%+ OpMargin, suggesting H2 2025 strength is fading.
⚠ Strong Q3–Q4 2025 performance (ROIC 28–29%) may not be sustainable; Q1 2026 reverts toward H1 2025 levels, raising visibility questions.
⚠ Seasonality vs. structural demand weakness unclear; confirm whether Q1 pattern repeats or recovery emerges in Q2 2026.
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Available Research
13F Pro tracks comprehensive data for CIRRUS LOGIC, INC. including:
Top Institutional Holders of CRUS
BlackRock, Inc.
$758.4M5,244,178 shVANGUARD PORTFOLIO MANAGEMENT LLC
$546.7M3,780,326 shVANGUARD CAPITAL MANAGEMENT LLC
$332.3M2,297,704 shSTATE STREET CORP
$281.0M1,943,276 shFULLER & THALER ASSET MANAGEMENT, INC.
$232.3M1,606,448 shGEODE CAPITAL MANAGEMENT, LLC
$209.4M1,447,671 shDIMENSIONAL FUND ADVISORS LP
$192.1M1,328,155 shWELLINGTON MANAGEMENT GROUP LLP
$190.0M1,313,950 shEARNEST PARTNERS LLC
$188.0M1,299,788 shBANK OF AMERICA CORP /DE/
$177.5M1,227,619 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $758.4M | 5,244,178 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $546.7M | 3,780,326 |
| VANGUARD CAPITAL MANAGEMENT LLC | $332.3M | 2,297,704 |
| STATE STREET CORP | $281.0M | 1,943,276 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $232.3M | 1,606,448 |
| GEODE CAPITAL MANAGEMENT, LLC | $209.4M | 1,447,671 |
| DIMENSIONAL FUND ADVISORS LP | $192.1M | 1,328,155 |
| WELLINGTON MANAGEMENT GROUP LLP | $190.0M | 1,313,950 |
| EARNEST PARTNERS LLC | $188.0M | 1,299,788 |
| BANK OF AMERICA CORP /DE/ | $177.5M | 1,227,619 |
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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.
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.