Dec 27, 2025 • MarketBeat
NEUTRAL
Cirrus Logic, Inc. $CRUS Shares Sold by Voya Investment Management LLC
Voya Investment Management LLC reduced its stake in Cirrus Logic (NASDAQ:CRUS) by 22.3% during the third quarter, selling 8,909 shares. Despite this, other institutional investors increased their holdings, and institutional ownership stands at nearly 87.96%. The semiconductor company recently beat Q3 earnings and revenue estimates, earning a "Moderate Buy" consensus rating with a target price of $141.67 from analysts.
Dec 27, 2025 • MarketBeat
SOMEWHAT-BULLISH
Pacer Advisors Inc. Sells 47,692 Shares of Cirrus Logic, Inc. $CRUS
Pacer Advisors Inc. significantly reduced its stake in Cirrus Logic (NASDAQ:CRUS) by selling 47,692 shares, decreasing its holdings by 20.5% during the third quarter. Despite this, Cirrus Logic exceeded Q3 earnings and revenue estimates, leading to several analyst price target increases and a "Moderate Buy" consensus rating. Institutional ownership remains high at 87.96%, with prominent investors like AQR Capital Management LLC increasing their positions, while insider selling has also been reported recently.
Dec 27, 2025 • MarketBeat
BULLISH
Burney Co. Has $16.29 Million Stock Holdings in Cirrus Logic, Inc. $CRUS
Burney Co. significantly increased its stake in Cirrus Logic (NASDAQ: CRUS) by 41.7%, bringing its total holdings to 130,042 shares valued at $16.29 million. This move comes as institutional ownership in the semiconductor company remains high at 87.96%, with other large investors like AQR Capital Management LLC also boosting their positions. Despite some corporate insider selling, analysts maintain a "Moderate Buy" rating for Cirrus Logic with a consensus target price of $141.67, following a strong Q3 earnings beat.
Dec 22, 2025 • MarketBeat
SOMEWHAT-BULLISH
Assenagon Asset Management S.A. Has $5.59 Million Holdings in Cirrus Logic, Inc. $CRUS
Assenagon Asset Management S.A. significantly increased its stake in Cirrus Logic (NASDAQ:CRUS) during Q3, now holding 44,613 shares valued at $5.59 million. This news comes as Cirrus Logic reported strong Q3 earnings, beating analyst expectations, leading to several analyst price target upgrades. Despite institutional investor confidence, some corporate insiders have been selling shares.
Dec 21, 2025 • Sahm
NEUTRAL
Will Cirrus Logic's (CRUS) Automotive-Grade Haptics Launch Redefine Its Diversification Narrative?
Cirrus Logic (CRUS) has launched its first AEC-Q100 automotive-qualified closed-loop haptic drivers, expanding its expertise from consumer electronics into the automotive market. This move aims to diversify its revenue streams beyond its core smartphone audio business. While this supports a long-term diversification strategy, customer concentration in smartphones remains a significant factor influencing its current financial performance.
Dec 21, 2025 • Simply Wall Street
NEUTRAL
Will Cirrus Logic's (CRUS) Automotive-Grade Haptics Launch Redefine Its Diversification Narrative?
Cirrus Logic recently launched AEC-Q100 automotive-qualified haptic drivers, expanding its expertise from consumer electronics into the automotive market. This move aims to diversify its revenue streams beyond its core smartphone audio business, which currently accounts for a significant portion of its earnings. While this diversification supports the long-term investment narrative, customer concentration in smartphones remains a key factor for near-term results.