--- title: "Should Cirrus Logic's (CRUS) Strong Q1 Results and Upbeat Guidance Prompt Investor Attention?" description: "Cirrus Logic reported strong Q1 results for fiscal 2026, with sales of $407.27 million and net income of $60.7 million, exceeding last year's figures. The company provided optimistic revenue guidance " type: "news" locale: "en" url: "https://longbridge.com/en/news/252386167.md" published_at: "2025-08-10T16:25:47.000Z" --- # Should Cirrus Logic's (CRUS) Strong Q1 Results and Upbeat Guidance Prompt Investor Attention? > Cirrus Logic reported strong Q1 results for fiscal 2026, with sales of $407.27 million and net income of $60.7 million, exceeding last year's figures. The company provided optimistic revenue guidance of $510 million to $570 million for Q2, driven by robust smartphone component demand and expansion into new markets. However, concerns about customer concentration risk persist, as reliance on a few major clients could impact future performance. The stock's fair value estimates range from $84.85 to $123.33, indicating potential upside but highlighting the need for cautious investment consideration. - Cirrus Logic recently reported first-quarter results for fiscal 2026, posting US$407.27 million in sales and US$60.7 million in net income, both higher than the prior year, and issued revenue guidance of US$510 million to US$570 million for the next quarter. - A key insight is that Cirrus Logic's robust earnings were fueled by strong smartphone component demand and growing traction in markets like laptops, professional audio, and automotive, supported by new product launches and ongoing buyback activity. - We'll examine how Cirrus Logic's upbeat revenue outlook and new market wins may influence its investment narrative going forward. These 14 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch. ## Cirrus Logic Investment Narrative Recap For Cirrus Logic, being a shareholder means believing the company can leverage its leadership in smartphone audio while successfully executing its push into new sectors like laptops, professional audio, and automotive. The recent results and upbeat Q2 guidance reinforce the near-term catalyst of smartphone demand, but do not materially reduce the central risk: continued heavy reliance on a small number of major customers, making Cirrus Logic vulnerable to abrupt shifts in order volumes or supplier choices. The most relevant recent update is Cirrus Logic's Q2 2026 revenue guidance of US$510 million to US$570 million, which signals confidence in sustained demand and the effectiveness of new product shipments across multiple device categories. This guidance directly supports the thesis that product innovation and expanded customer reach remain key near-term performance drivers, though longer-term diversification remains a gradual process. However, investors should be aware that despite revenue momentum and guidance, customer concentration risk remains elevated and ... Read the full narrative on Cirrus Logic (it's free!) Cirrus Logic's narrative projects $1.9 billion revenue and $296.4 million earnings by 2028. This requires 0.0% yearly revenue growth and a $53.7 million earnings decrease from $350.1 million currently. Uncover how Cirrus Logic's forecasts yield a $123.33 fair value, a 19% upside to its current price. ## Exploring Other Perspectives The Simply Wall St Community provided three fair value estimates for Cirrus Logic stock, ranging from US$84.85 to US$123.33. While opinions on value differ, customer concentration continues to be a central factor influencing future performance and is worth weighing against other viewpoints. Explore 3 other fair value estimates on Cirrus Logic - why the stock might be worth 18% less than the current price! ## Build Your Own Cirrus Logic Narrative Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd. - A great starting point for your Cirrus Logic research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. - Our free Cirrus Logic research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Cirrus Logic's overall financial health at a glance. ## Searching For A Fresh Perspective? Our top stock finds are flying under the radar-for now. Get in early: - Outshine the giants: these 20 early-stage AI stocks could fund your retirement. - We've found 19 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. - Uncover the next big thing with financially sound penny stocks that balance risk and reward. *This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.* ### Related Stocks - [CRUS.US - Cirrus Logic](https://longbridge.com/en/quote/CRUS.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 根據最近的 SEC 文件，Cirrus Logic 的一位內部人士出售了價值 429,480 美元的股票 | 2026 年 2 月 13 日東部時間下午 5:56（MT Newswires）-- Justin E Dougherty，全球運營執行副總裁，於 2026 年 2 月 11 日出售了 3,000 股凌雲半導體（CRUS），交易金額為 42 | [Link](https://longbridge.com/en/news/275953501.md) | | Cirrus Logic 首席執行官 John Forsyth 報告出售普通股 | 凌雲半導體（Cirrus Logic Inc.）首席執行官約翰·福賽斯（John Forsyth）已報告出售該公司的普通股。完整的文件可通過提供的鏈接獲取。此消息由公共技術（Public Technologies）生成，僅供參考，不應被視為 | [Link](https://longbridge.com/en/news/275183357.md) | | 奔馳中國換帥，告別 “段建軍時代” | 首位本土高管身退。 | [Link](https://longbridge.com/en/news/275976978.md) | | 每千次展示 60 美元！OpenAI 用高價拉開 “AI 廣告” 大幕 | 為應對 AI 鉅額開支，OpenAI 正式測試廣告，CPM60 美元起步、最低投入 20 萬美元，定位高端渠道，直接挑戰谷歌萬億美元市場，WPP 等頂級代理已率先合作。但轉型風險並存：需平衡用户信任，承諾不用私聊數據；對手 Anthropi | [Link](https://longbridge.com/en/news/275993077.md) | | 市場監管總局約談阿里巴巴、抖音、百度、騰訊、京東、美團、淘寶閃購等平台企業 | 市場監管總局於 2 月 13 日約談了阿里巴巴、抖音、百度、騰訊、京東、美團和淘寶閃購等平台企業，要求它們遵守相關法律法規，落實主體責任，規範促銷行為，並杜絕 “內卷式” 競爭，以維護公平競爭市場環境，促進平台經濟的創新與健康發展。 | [Link](https://longbridge.com/en/news/275975190.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.