Cirrus Logic Inc. (CRUS)

Cirrus Logic's stock is trading at $120.17, up 6.99% over the past week, but it remains 33.39% below its 52-week high of $180.42 and sits below its 200-day average of $138.42. The rebound has come as the stock recovered above its 50-day average of $114.66, yet the longer-term picture is still weak: the 1-year return is 1.20%, the 6-month return is -27.81%, and the stock fell 4.97% after its November 4, 2026 report despite an EPS beat. Analyst sentiment has cooled in October, with Barclays downgrading to Underweight and Keybanc moving to Equal-Weight, even as CleaRank's own score of 64/100 remains in its Buy band on valuation and profitability.

Cirrus Logic reported adjusted EPS of $2.70 on November 4, 2026, against an analyst estimate of $2.42, a beat of 11.57%. The shares nonetheless fell 4.97% in the first session after the report. The pattern is not new: the company has beaten EPS estimates in all six reports on record, and four of those six beats were followed by a lower share price in the first session. Investors appear to be weighing something other than the headline EPS figure, though the reason for the sell-off is not clear from the reports themselves.

Two rating changes in October stand out. Keybanc downgraded the stock to Equal-Weight from Overweight on October 15, 2026, and Barclays downgraded it to Underweight from Equal-Weight on October 21, 2026. Susquehanna kept its Positive rating on the same day as the Barclays move. Three months ago, three of five analysts rated the stock buy; today two of five do. The consensus is Hold, and the median 12-month target of $160.00 is still 33.1% above the price.

The trailing P/E of 15.15 is at a discount to peers: it sits 56.8% below the sector median of 35.1, and the price-to-sales ratio of 2.93 is 61.4% below the sector median of 7.6. Return on equity of 19.54% is above the sector median of 13.4%, and debt-to-equity is 0.06.

Insiders sold $18.6M of stock over the last 18 months across 32 sales, and made no open-market purchases in that period. Insider sales are often planned in advance or made to cover tax on vesting shares, so they are a weaker signal than purchases would be. It is not known whether these particular sales were planned.

The base case is a stock that keeps trading between its short-term averages and the 200-day average. The 50-day average at $114.66 has become the first floor, and the 200-day average at $138.42 is the first hurdle the stock must clear to repair its longer-term trend. Analysts' median 12-month target is $160.00, within a range of $95.00 to $170.00, but only two of five analysts rate the stock buy or strong buy. A move back above the 200-day average would support the bullish case; a break below $105.10, the 52-week low, would weaken it and would call the recent recovery into question.

Support sits first at the 50-day simple moving average of $114.66, followed by the 20-day exponential moving average at $113.79. The 52-week low of $105.10 is the deeper floor; a fall to it would take the stock back to the bottom of its yearly range. Resistance sits first at the 200-day simple moving average of $138.42, which the stock has not reclaimed. Above it is the 52-week high of $180.42, the level the stock would need to reach to erase the yearly decline.