NASDAQ · Technology

CIRRUS LOGIC INC CRUS

Cirrus Logic, Inc., a fabless semiconductor company, develops mixed-signal processing solutions and audio products in China, the United States, and internationally.

Semiconductors

Company profile

Business mix

  • The company offers audio products, including amplifiers; codecs components that integrate analog-to-digital converters (ADCs) and digital-to-analog converters (DACs) into a single integrated circuit (IC).
  • It also provides camera controllers, haptic and sensing solutions, and battery and power ICs for smartphones, as well as products for automotive, industrial, and imaging applications.
  • The company markets and sells its products through direct sales force, external sales representatives, and distributors.
  • Cirrus Logic, Inc. was incorporated in 1984 and is headquartered in Austin, Texas.

Current key questions

  • Can demand for the company's products and platforms keep growing within semiconductors?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 20.94 FCF 7.66% Buyback 4.38%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.1% $44.4M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $17.1M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +62.6% +118,146 / 188,798
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 22.1% 13F value change +$3.7M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 33.1% 13F value change +$17.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 188,798 Last 2 periods +118,146 (+62.6%) Total shares 306,944 Value $44.4M

Recent mentions

No public mentions.