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CRUS · NASDAQ · STOCK

Cirrus Logic (CRUS) Stock Analysis

Technology Updated September 20, 2026
$118.84
52W $106.26 – $180.42
69/100
$5.99B
14.1
1.16
AI Committee Verdict
Buy
69/100
Conviction: Unanimous · 100% agreement · 6 analysts
+6.9%
-2.3%
2.96:1
Unanimous

Is CRUS Bullish or Bearish?

Bullish. Innellis AI committee rates Cirrus Logic (CRUS) Buy with a composite score of 69/100 , based on 6 analysts with 100% agreement. Last updated September 20, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +6.38 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -13.62 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. The main limiting factor is sector concentration is already high (hhi 2518.64). The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • P/E of 13.8 is inexpensive for the broad market — Value
  • ROE of 20.3% shows genuine earnings power backing the valuation — Value
  • EPS growing 28.2% YoY — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 20, 2026
Overall Committee Score
69/100
Agreement
100%
Analysts
6
Conviction
Unanimous
Sector Rank
Top 1%
of 287 Technology peers
Value Analyst bullish
70 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 13.8 is inexpensive for the broad market
Growth Analyst bullish
70 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 28.2% YoY
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ MACD histogram positive -- bullish momentum
Risk Analyst bullish
75 / 100 · Moderate confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
70 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.40 across 5 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2518.64)
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Investment Thesis Evolution

Committee score moved marginally from 68.6 to 68.6.

Comparing 2026-09-19 to 2026-09-20 (1 day apart).

Technical Analysis

RSI (14)
56.2
Neutral
MACD Histogram
1.770
Bullish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Mixed
Support
$116.08
Resistance
$126.99
Bollinger %B
0.80
Inside Bands
Price vs Moving Averages
EMA 9
$117.54 Above
EMA 21
$117.20 Above
EMA 50
$124.57 Below
EMA 200
$134.82 Below

Fundamental Analysis

Valuation
94
Growth
71
Profitability
95
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 14.1×
P/B Ratio 2.74×
PEG Ratio 0.51
Dividend Yield 0.00%
52W High $180.42
52W Low $106.26
Quality & Growth
ROE 1947.4%
ROA 1664.7%
Gross Margin 5278.5%
Operating Margin 2304.7%
Revenue Growth YoY
Debt / Equity 0.08
AI Fundamental Assessment
P/E ratio of 14.1 (inexpensive relative to a 15-40x range); Price-to-book of 2.7x; PEG ratio of 0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 19.5%; Return on assets of 16.6%; Net margin of 21.0%; Gross margin of 52.8%; Current ratio of 7.58 (healthy short-term liquidity); Debt-to-equity of 0.08; Free cash flow per share is positive (11.32); Most recent quarter missed estimates by 0.6%; EPS growth accelerating (-34.3% -> -5.6% QoQ); Average YoY EPS growth of 21.9%; Analyst estimates falling over recent quarters
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