Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

CIRRUS LOGIC, INC.
Next earnings Aug 3, 2026 · consensus $1.80 EPS, $462M rev
Last earnings -2.1% on 2026-05-06
Debt-free, high-margin mixed-signal chip leader growing earnings and diversifying beyond Apple audio, at a reasonable 21x.
Sources: SEC EDGAR (CIK 0000772406, latest 10-K filed 2026-05-21) · EODHD · analysis by claude-code · as of 6/21/2026, 8:52:40 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~71% below fair value) — the rarer case where both the business and the entry look good.
Cirrus Logic designs low-power, high-precision mixed-signal and audio chips, with a leadership position in smartphone audio and a growing high-performance mixed-signal (HPMS) franchise. FY2026 was strong: revenue rose 5.3% to $2.00B, net income jumped 25.0% to $414M, and diluted EPS rose 30.8% to $7.85 (outpacing net income on buybacks). Profitability is excellent for a fabless chipmaker — 52.8% gross margin, 23.0% operating margin, 20.7% net margin, and a 19.5% ROE — and the balance sheet is pristine: $801M cash (+48.4%), essentially no debt, and tiny capex of $14M (it's fabless), enabling $651M of operating cash flow (+46.4%).
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $1.78B | $1.90B | $1.79B | $1.90B | $2.00B |
| Gross profit | $924M | $957M | $916M | $996M | $1.05B |
| Operating income | $366M | $249M | $343M | $410M | $460M |
| Net income | $326M | $177M | $275M | $332M | $414M |
| Diluted EPS | $5.52 | $3.09 | $4.90 | $6.00 | $7.85 |
| Net margin | 18.3% | 9.3% | 15.3% | 17.5% | 20.7% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 4 sales
| 2026-06-03 | THOMAS SCOTT EVP, General Counsel | Exercise | 1.30K @ $78.00 | $101K |
| 2026-06-03 | THOMAS SCOTT EVP, General Counsel | Sell | 1.30K @ $180.04 | $234K |
| 2026-06-02 | Baumgartner Jeffrey W EVP, R&D | Exercise | 3.91K @ $41.49 | $162K |
| 2026-06-02 | Baumgartner Jeffrey W EVP, R&D | Sell | 3.91K @ $168.54 | $658K |
| 2026-05-29 | Brannan Andrew EVP, Worldwide Sales | Sell | 1.65K @ $175.75 | $289K |
| 2026-05-29 | Baumgartner Jeffrey W EVP, R&D | Exercise | 10.0K @ $38.34 | $383K |
| 2026-05-29 | Baumgartner Jeffrey W EVP, R&D | Sell | 11.2K @ $171.65 | $1.92M |
| 2026-05-21 | Brannan Andrew EVP, Worldwide Sales | Exercise | 925.00 | |
| 2026-05-21 | Brannan Andrew EVP, Worldwide Sales | Tax | 463.00 @ $166.62 | $77.1K |
| 2026-05-21 | THOMAS SCOTT EVP, General Counsel | Exercise | 1.08K | |
| 2026-05-21 | THOMAS SCOTT EVP, General Counsel | Tax | 425.00 @ $166.62 | $70.8K |
| 2026-05-21 | Grode Denise EVP, CHRO | Exercise | 925.00 |