Cirrus Logic stock rises after Q1 beat, Benchmark reiterates Buy

Published 06/08/2025, 16:26
Cirrus Logic stock rises after Q1 beat, Benchmark reiterates Buy

Investing.com - Cirrus Logic (NASDAQ:CRUS) stock gained after the company reported first-quarter results that exceeded expectations, with Benchmark maintaining its Buy rating and $125 price target. According to InvestingPro data, the company currently trades at an attractive P/E ratio of 15.7x and has achieved a perfect Piotroski Score of 9, indicating strong financial fundamentals.

The audio chipmaker delivered revenue 12% above estimates and earnings per share 38% ahead of expectations, while providing guidance 8% to 10% above consensus for the next quarter, according to Benchmark.

The outperformance was primarily driven by smartphone strength and increasing traction in adjacent markets, though management indicated some demand is being pulled into the first half of the year while maintaining its full-year volume and sales outlook.

Benchmark highlighted Cirrus Logic’s expanding presence beyond smartphone audio, with meaningful progress in laptops, automotive, and professional audio segments, with the PC market representing a largely untapped opportunity with growing design wins.

The research firm expressed particular optimism about the company’s automotive momentum, supported by recent product introductions and potential across timing, audio, and haptics domains, which could help smooth seasonality and support long-term growth.

In other recent news, Cirrus Logic reported impressive earnings for the first quarter of fiscal year 2026. The company recorded earnings per share of $1.51, significantly surpassing the forecasted $1.08 by 39.81%. Revenue for the quarter reached $407.3 million, exceeding expectations by 11.58%. These results were bolstered by stronger-than-expected smartphone unit volumes. Stifel, a financial services firm, reiterated its Buy rating on Cirrus Logic stock, maintaining a price target of $120.00. Stifel’s analysts noted that the company’s revenue performance exceeded their estimate of $360.0 million by 13.1%. These developments reflect the positive financial health and market performance of Cirrus Logic.

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