Should I Buy CRUS? CRUS 2026 Analysis

Should You Buy Cirrus Logic Inc (CRUS) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

142.780

1 Day change

1.91%

52 Week Range

144.760

Analysis Updated At

2026/02/04

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Intellectia Proprietary Trading Signals
- AI Stock Picker: no signal on given stock today.
- SwingMax: No signal on given stock recently.
Not a good buy right now at $134.82 after a sharp post-earnings gap/strength; risk-reward is skewed toward a near-term pullback rather than clean upside continuation.
Price is now above (or very near) key Street price targets ($110 Barclays, $130 Loop) which limits incremental upside support from analysts.
Sentiment is bullish (calls dominant; hedge funds buying), but insider selling is elevated, which is a near-term overhang.
If already long, this setup leans more toward hold/manage than adding new exposure at today’s level.

Technical Analysis

Trend: Bullish structure with SMA_5 > SMA_20 > SMA_200, confirming strong upside momentum.
MACD: Histogram +0.487 and expanding, supporting continued bullish momentum.
RSI(6): ~71, indicating an overbought/extended condition after the earnings move (higher odds of consolidation).
Key levels: Pivot 132.53 (near-term decision point). Resistance 140.27 (R1) then 145.05 (R2). Supports 124.79 (S1) then 120.01 (S2).
Pattern-based expectation (provided): modest positive drift over week/month, but not enough to offset the “chasing” risk after a near-9% regular-session jump.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Positioning/Sentiment: Very call-skewed (OI PCR 0.23, Volume PCR 0.08) → options market is decisively bullish.
Activity: Today’s option volume ~218% of 30D avg and OI activity elevated → strong participation around the earnings catalyst.
Volatility: IV 30D ~44.77 vs HV ~28.77 with IV percentile ~93 → options are pricing large expected moves; often consistent with post-earnings premium/uncertainty and can coincide with short-term price swings.
Takeaway: Options flows support bullish sentiment, but very high IV also signals bigger near-term two-way risk rather than a low-risk entry at current price.

Technical Summary

Sell

Buy

Positive Catalysts

- Earnings beat + raise: Q3 EPS $2.97 reported as above expectations; guidance for Q4 revenue $410M–$470M was characterized as optimistic.
- Apple/smartphone demand tailwind cited as a key driver; profitability improved meaningfully YoY.
- Hedge funds buying: reported buying amount up ~4772% QoQ, supportive for institutional sponsorship.
- Broad news flow on 2026-02-04 is net positive (record/strong quarter headlines).

Neutral/Negative Catalysts

- Analyst skepticism/targets below price: recent notes keep/shift to Hold/Equal Weight with targets $110–$130, below the current $134.82.
- Content growth concern: commentary indicates “another year of no content,” leaving results highly dependent on unit volumes.
- Insiders selling: insider selling amount up ~1001% over the last month, a notable near-term caution flag.
- Stock is technically extended (RSI elevated) after a large move, increasing probability of consolidation.

Financial Performance

Latest quarter: Fiscal 2026 Q3
Revenue: $580.6M, +4.48% YoY (steady growth).
Net income: $140.3M, +20.95% YoY (strong operating leverage).
EPS: 2.66, +26.07% YoY (strong profitability trend).
Gross margin: 53.07%, -0.95% YoY (slight margin pressure, but earnings still expanded strongly).
Overall: growth is moderate on revenue but strong on earnings, consistent with improved efficiency/mix.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Recent trend: ratings softened immediately after results.
- 2026-02-02: Loop Capital downgraded to Hold (from Buy); PT $130 (down from $140).
- 2026-02-04: Barclays Equal Weight, PT $110 (up from $100) citing beat/raise but content stagnation.
Wall Street “pros”: strong quarter, demand tailwinds, improved profitability.
Wall Street “cons”: limited content expansion, heavier reliance on unit cycles; price now exceeds/presses above key published targets.
Politicians/congress: No recent congress trading data available in the last 90 days.

6 Analyst Rating

Wall Street analysts forecast CRUS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CRUS is 140 USD with a low forecast of 95 USD and a high forecast of 155 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

4 Buy

2 Hold

0 Sell

Moderate Buy

Current: 140.100

Low

Averages

140

High

155

Current: 140.100

Low

Averages

140

High

155

Stifel

Buy

maintain

$150 -> $163

AI Analysis

2026-02-04

New

Reason

Stifel

Price Target

$150 -> $163

AI Analysis

2026-02-04

New

maintain

Buy

Reason

Stifel raised the firm's price target on Cirrus Logic to $163 from $150 and keeps a Buy rating on the shares following the company's "strong" fiscal Q3 beat and "meaningfully raised" fiscal Q4 revenue outlook. The firm views the report as a continuation of Cirrus' steady long-term approach to capturing opportunities as they arise with its largest customer, while maintaining its focus on expanding applications outside of smartphones, the analyst tells investors.

Barclays

Tom O'Malley

Equal Weight

maintain

$100 -> $110

2026-02-04

New

Reason

Barclays

Tom O'Malley

Price Target

$100 -> $110

2026-02-04

New

maintain

Equal Weight

Reason

Barclays analyst Tom O'Malley raised the firm's price target on Cirrus Logic to $110 from $100 and keeps an Equal Weight rating on the shares. The company's unit tailwinds drove a "strong beat and raise " quarter but another year of no content puts its "fortunes in the hands of units alone," the analyst tells investors in a research note.

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CRUS Should I Buy

CRUS Should I Buy

Should You Buy Cirrus Logic Inc (CRUS) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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