Cirrus Logic, Inc.
At today's price, Cirrus Logic, Inc. (CRUS) is priced for +7.7% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Cirrus Logic designs the audio and mixed-signal chips inside the iPhone, a business that earns a 23% operating margin and around $637 million of free cash flow with no debt and roughly $890 million of net cash. • The defining risk is one number: approximately 91% of fiscal 2026 revenue came from a single customer, so the company's fortunes track Apple's iPhone cycle almost one to one. • What to watch is content growth and diversification: Apple named Cirrus Logic a key partner in its American
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515 institutional managers reported holding CRUS in 13F filings for the quarter ended 2026-03-31. 89 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 2.9M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (5.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CRUS has cut its share count 11.4% over the past five years, spending $1.07B on repurchases. It pays no dividend. Cash returned over the past three years: $688.48M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at CRUS over the trailing three years. Absence is a fact about the company, not a signal. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CRUS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | +2.9% | -12.3% |
| 2023-11-03 | +3.9% | +10.2% |
| 2024-02-07 | +14.2% | +0.3% |
| 2024-05-25 | +0.3% | +12.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CRUS's latest 8-K filings: 2026-05-06 (items 1.01, 2.02, 2.03, 7.01, 9.01); 2026-03-31 (items 5.02); 2026-02-03 (items 2.02, 7.01, 9.01); 2025-11-04 (items 2.02, 7.01, 9.01); 2025-08-05 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.