CRSR

It's been a pretty great week for Corsair Gaming, Inc. (NASDAQ:CRSR) shareholders, with its shares surging 14% to US$7.88 in the week since its latest first-quarter results. It looks like a credible result overall - although revenues of US$355m were what the analysts expected, Corsair Gaming surprised by delivering a (statutory) profit of US$0.11 per share, an impressive 267% above what was forecast. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. After the latest results, the consensus from Corsair Gaming's seven analysts is for revenues of US$1.43b in 2026, which would reflect a small 2.2% decline in revenue compared to the last year of performance. Statutory earnings per share are predicted to leap 46% to US$0.13. Before this earnings report, the analysts had been forecasting revenues of US$1.42b and earnings per share (EPS) of US$0.20 in 2026. The analysts seem to have become more bearish following the latest results. While there were no changes to revenue forecasts, there was a pretty serious reduction to EPS estimates. Check out our latest analysis for Corsair Gaming Althoughthe analysts have revised their earnings forecasts for next year, they've also lifted the consensus price target 10% to US$8.81, suggesting the revised estimates are not indicative of a weaker long-term future for the business. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Corsair Gaming at US$11.00 per share, while the most bearish prices it at US$7.00. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable. Looking at the bigger picture now, one of the...

Image source: The Motley Fool. May 7, 2026, 5 p.m. ET Chief Executive Officer — Thi La Chief Financial Officer — Gordon Mattingly Need a quote from a Motley Fool analyst? Email [email protected] Thi La: Thank you, David, and good afternoon, everyone. We delivered a strong start to 2026. This quarter reflects real progress in the transformation of this business, and I will frame what the results show before Gordon takes you through the details. The headline is this: first quarter record gross margin, both adjusted EBITDA and EPS well above the high end of our guidance and a meaningful improvement in profitability versus a year ago. We also generated strong cash flow, reduced net debt to near 0 and returned capital to shareholders via our share repurchase. What I want to convey is that this is more than one strong metric. It is the whole company moving in the right direction at the same time. In Gamer and Creator Peripherals, we had another excellent quarter. Revenue grew 10% year-over-year, and we absorbed real tariff headwinds in the process. The growth is structural, not cyclical, and I want to explain why. Stream Deck, our solution that combines workflow control software with a hardware innovative interface puts powerful automation literally at your fingertips. What we have built on top of that is the flywheel, a marketplace for plug-ins and digital products that connects developers with users, and it is working. underscoring our success and momentum, our Elgato Marketplace delivered double-digit sequential growth in new accounts and digital products this quarter. We are also excited to see the rise of AI-assisted development, accelerating that flywheel further, lowering the barrier for a new generation of builders. Critically, Stream Deck is no longer just a stand-alone device. We have deployed the ecosystem across our product lines with keyboards, mice and other Corsair peripherals now integrating directly with Stream Deck, turning the software layer into a connected tissue across our hardware portfolio. This integration alongside the Elgato marketplace provides unique benefits to our customers and the results show in our Q1 2026 market share gain. Wave Next is our most ambitious hardware and software integration to date, unifying audio workflows into a single ecosystem with onboard DSP and intuitive tactile control. Sim Racing also had a strong quarter. We re...

Record First Quarter Gross Margin of 32.7% $23.4 Million YoY increase in Net Income 58% YoY Increase in Adjusted EBITDA to $35.8 Million, Above Guidance $0.11 / $0.27 GAAP / Non-GAAP EPS, Above Guidance MILPITAS, Calif., May 07, 2026--(BUSINESS WIRE)--Corsair Gaming, Inc. (Nasdaq: CRSR) ("Corsair" or the "Company"), a leading global provider and innovator of high-performance products for gamers, streamers, content-creators, gaming PC builders, and sim racing enthusiasts, today announced financial results for the first quarter 2026, and guidance for the second quarter 2026. First Quarter 2026 Select Financial Highlights (compared to first quarter 2025 unless otherwise stated) Gross profit increased 13% YoY to $116.0 million, with growth driven by both segments, despite tariff-related headwinds in Gamer and Creator Peripherals. Gross margin expanded 500 basis points YoY to 32.7%, reflecting continued shift toward higher-margin products and disciplined cost management. Net income increased $23.4 million YoY. Adjusted EBITDA increased 58% YoY to $35.8 million, above the high end of guidance, representing our second consecutive quarter of double-digit adjusted EBITDA margin. GAAP diluted earnings per share increased 210% YoY to $0.11, while non-GAAP diluted earnings per share increased 145% YoY to $0.27. Revenue of $354.5 million, above the midpoint of our guided range, reflecting strong growth in Gamer and Creator Peripherals, partially offset by softer demand in Gaming Components and Systems driven by ongoing semiconductor supply constraints and elevated pricing. Cash and restricted cash increased sequentially by $20.9 million to $119.7 million, providing flexibility for continued investment and capital returns. Approximately $5 million repurchased under our $50 million share repurchase program. Definitions of the non-GAAP financial measures used in this press release and reconciliations of such measures to their nearest GAAP equivalents are included below under the heading "Use and Reconciliation of Non-GAAP Financial Measures." Business Segment Highlights: Gamer and Creator Peripherals Segment Revenue grew 10% year over year to $123.3 million, with strong demand across gaming peripherals, streaming components, and Sim Racing solutions. Growth reflects market share gains, successful new product introductions, and continued ecosystem expansion. Gross profit inc...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved record first-quarter gross margins driven by a structural shift toward the higher-margin Gamer and Creator Peripheral segment, which now represents 35% of total revenue. Management attributes peripheral growth to the 'flywheel' effect of the Elgato Marketplace, where software integration across hardware lines is driving market share gains and user engagement. The Gaming Components and Systems segment faced a 10% revenue decline due to a non-GPU upgrade cycle and semiconductor supply constraints, yet grew gross profit by 18% through disciplined pricing and a shift to premium products. Operational discipline and flat year-over-year operating expenses allowed gross profit improvements to flow directly to adjusted EBITDA, resulting in a second consecutive quarter of double-digit margins. Direct-to-Consumer (DTC) revenue reached 20% of the total mix, a 3-point increase year-over-year, which management identifies as a key driver of margin quality due to structurally higher profitability than wholesale channels. Strategic focus is pivoting toward 'quality of growth' by prioritizing categories with high lifetime value and recurring revenue potential through digital products and plugins. Reaffirmed full-year 2026 guidance despite a strong Q1 beat, citing early-year macro uncertainty and a desire to remain measured until semiconductor availability stabilizes. Q2 2026 guidance assumes a 4% year-over-year revenue decline at the midpoint, reflecting normal seasonal patterns and continued caution regarding global semiconductor shortages. Management expects the trend of Gamer and Creator Peripherals becoming a larger portion of the revenue mix to continue, further lifting blended company gross margins. Anticipates that semiconductor supply-demand imbalances and elevated memory pricing will persist through the near term, with normalization not expected until 2027. Identified AI-focused workstations for prosumers and SMBs as a significant growth opportunity, though management is maintaining a conservative outlook until component supply is more established. Reduced net debt to near zero, providing increased capital flexibility for potential M&A, organic growth, or further shareholder returns. Repurchased approximatel...

Interested in Corsair Gaming, Inc.? Here are five stocks we like better. Corsair reported a "strong start" to 2026 with Q1 revenue of $354.5M, a record first‑quarter gross margin of 32.7%, adjusted EBITDA of $35.8M (up 58% YoY) and moved to a near‑0 net debt position while repurchasing ~$5M of stock. Business mix diverged: gamer/creator peripherals grew ~10% YoY (benefiting from Elgato/Stream Deck and rising DTC mix to 20% of revenue), while components/systems revenue fell ~10% YoY despite an 18% increase in segment gross profit and a 670‑bp margin expansion; management expects semiconductor supply normalization around 2027. For Q2 the company guided revenue of $295M–$320M, adjusted EBITDA of $12.5M–$15.5M and non‑GAAP EPS of $0.05–$0.07, and reaffirmed its full‑year outlook despite the Q1 beat. Does Logitech’s EPS Beat Signal the Rebound of Video Gaming? Corsair Gaming (NASDAQ:CRSR) reported what management called a “strong start” to 2026, highlighted by record first-quarter gross margin, results above the company’s guidance ranges for profitability, and improved balance sheet flexibility. On the company’s first-quarter 2026 earnings call, CEO Thi La said the quarter reflected “real progress in the transformation of this business,” pointing to “first quarter record gross margin,” adjusted EBITDA and EPS “well above the high end of our guidance,” and “a meaningful improvement in profitability versus a year ago.” La also said Corsair generated strong cash flow, reduced net debt to “near 0,” and returned capital to shareholders through share repurchases. → Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30% What Does Logitech CEO’s Abrupt Departure Mean? CFO Gordon Mattingly said first-quarter revenue was $354.5 million, which he noted was above the midpoint of the company’s guidance. Gross profit increased 13% year-over-year to $116 million, while gross margin expanded to a first-quarter record of 32.7%. Mattingly attributed the quarter’s performance to multiple factors tied to Corsair’s broader strategy, including “an accelerating pace of innovation in higher margin peripherals, platform growth in Elgato, direct consumer expansion, and disciplined expense and working capital management.” → Years in the Making, AMD’s Upside Movement Has Just Begun Corsair Gaming Stock Looks Good Here Operating expense discipline also played a role. Mattingly said...

Wynn Resorts, Limited WYNN is scheduled to report first-quarter 2026 results on May 7, after the closing bell. WYNN’s earnings missed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being negative13.7%. The Zacks Consensus Estimate for adjusted earnings per share (EPS) has increased to $1.18 from $1.17 over the past 30 days. The estimated figure indicates a 10.3% gain from the year-ago EPS of $1.07. For revenues, the consensus mark is pegged at nearly $1.80 billion, implying a rise of 5.9% from the prior-year quarter’s figure. Let's look at how things might have shaped up in the quarter. Wynn Resorts’ top-line performance in early 2026 is likely to have been supported by sustained strength across its core operating markets, particularly Las Vegas and Macau. In Las Vegas, demand trends remained healthy, with growth in key metrics such as casino volumes, table drop, slot handle and average daily room rates. The company’s strategy of prioritizing higher room rates over occupancy, combined with strong group and convention bookings, helped optimize revenue per available room and overall property monetization. Additionally, increased spend across gaming, food and beverage, and luxury offerings, driven by affluent customers, contributed meaningfully to revenue growth. The company has also benefited from improved customer targeting, loyalty initiatives and enhanced hosting strategies, which boosted wallet share from high-value guests. In Macau, robust volume growth was a key revenue driver despite unfavorable hold conditions. VIP turnover surged significantly, while mass-market turnover also increased, reflecting strong demand, particularly in premium segments where Wynn has a competitive edge. This momentum extended into the first quarter, with volumes in early 2026 holding at or above prior-quarter levels. Continued recovery in travel demand, rising premium-customer activity and strategic investments, such as the expansion of high-end gaming and hospitality spaces like the Chairman’s Club, are likely to have further supported top-line expansion. Additionally, steady performance in Encore Boston Harbor, with rising slot revenues and improved visitation trends, added another layer of revenue stability. Our model predicts revenues from Las Vegas and Macau operations to rise 5.9% and 3.8% year over year to $662.4 million and $8...

MILPITAS, Calif., April 23, 2026--(BUSINESS WIRE)--Corsair Gaming, Inc. (Nasdaq: CRSR) ("Corsair" or the "Company"), a leading global provider and innovator of high-performance products for gamers, streamers, content-creators, gaming PC builders, and SIM Racing enthusiasts, today announced it will release its first quarter 2026 results and financial outlook after the Nasdaq close on Thursday, May 7, 2026, with its management hosting a conference call to discuss results at 2:00 p.m. Pacific Time that same day. The 2:00 p.m. Pacific Time conference call will be accessible on Corsair’s Investor Relations website at https://ir.corsair.com, or by dialing 1-844-676-2245 (USA) or 1-412-634-6652 (International) with conference ID 10207948. A replay will be available approximately 3 hours after the live call ends on Corsair’s Investor Relations website, or through May 14, 2026 by dialing 1-844-512-2921 (USA) or 1-412-317-6671 (International), with passcode 10207948. About Corsair Gaming Corsair (Nasdaq: CRSR) is a leading global developer and manufacturer of high-performance products and technology for gamers, content creators, and PC enthusiasts. From award-winning PC components and peripherals to premium streaming equipment and smart ambient lighting, Corsair delivers a full ecosystem of products that work together to enable everyone, from casual gamers to committed professionals, to perform at their very best. Corsair also sells products under its Fanatec brand, the leading end-to-end premium Sim Racing product line; Elgato brand, which provides premium studio equipment and accessories for content creators; SCUF Gaming brand, which builds custom-designed controllers for competitive gamers; Drop, the leading community-driven mechanical keyboard brand; and ORIGIN PC brand, a builder of custom gaming and workstation desktop PCs. View source version on businesswire.com: https://www.businesswire.com/news/home/20260423093394/en/ Contacts Investor Relations Contact: David Pasquale [email protected] 914-337-8801 Media Contact: [email protected] 510-657-8747

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Corsair Gaming (CRSR) has jumped onto investor radars after reporting Q4 2025 results that exceeded revenue and earnings expectations, paired with its first US$50 million share repurchase authorization along with cautious 2026 revenue guidance. See our latest analysis for Corsair Gaming. The strong Q4 beat, cautious 2026 revenue outlook and new US$50 million buyback have triggered a sharp short term re rating, with a 1 day share price return of 48.25% and a 7 day share price return of 31.33%, even though the 1 year total shareholder return is still a 44.48% loss. Recent momentum is therefore building from a low base. If Corsair’s swing in sentiment has caught your attention, it could be a good moment to see what else is moving in gaming related hardware and 32 robotics and automation stocks. With Corsair still trading below the average analyst price target and an indicated intrinsic discount, yet facing guided revenue softness in 2026, is the recent surge a reset to fair value, or a sign that markets are already pricing in future growth? The most followed Corsair Gaming narrative pegs fair value at $8.75 per share, compared to the last close of $6.79, which sets up a clear valuation gap for investors to weigh. Read the complete narrative. Curious what justifies that higher fair value when revenue growth expectations are relatively modest? The narrative leans heavily on a profit rebound, rising margins, and a future earnings multiple that assumes Corsair can convert its broader hardware and software ecosystem into sustained profitability. Result: Fair Value of $8.75 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that profit rebound story depends on Corsair managing tariff exposure and avoiding a slowdown in GPU-upgrade-driven demand that could leave revenue and margins under pressure. Find out about the key risks to this Corsair Gaming narrative. If this mix of optimism and caution feels familiar, now is a good time to look under the hood yourself and decide what you think about Corsair’s setup. You can weigh both sides of the story by checking the 3 key rewards and 1 important warning sign that other investors are already watching closely. If you are serious abou...

Image source: The Motley Fool. Thursday, Feb. 12, 2026 at 5 p.m. ET Chief Executive Officer — Thi La Chief Financial Officer — Michael G. Potter Investor Relations — David Pasquale Thi will review highlights from the quarter and the year. Michael will then review the financials and our outlook. We will then have time for any questions. Before we begin, allow me to provide a disclaimer regarding forward-looking statements. This call, including the Q&A portion, may include forward-looking statements related to the expected future results for our company. Including our 2026 financial outlook and other statements that are not historical in nature, are predictive in nature, or depend upon or refer to future events or conditions such as our expectations, estimates, predictions, strategies, beliefs, or other statements that may be considered forward-looking. These forward-looking statements are based on management's current expectations and assumptions. Our actual results may differ materially from our projections due to a number of risks and uncertainties. The risks and uncertainties that forward-looking statements are subject to are described in our earnings release and other SEC filings. Note that until our 10-K has been filed, these numbers are preliminary, and are subject to change. Today's remarks will also include references to non-GAAP financial measures. Additional information, including reconciliation between non-GAAP financial information, to the GAAP financial information, is provided in the press release we issued after the market closed today prior to this call. With that, I will now turn the call over to Corsair Gaming, Inc.'s CEO, Thi La. Please go ahead, Thi. Thank you, David, and thank you all for joining us today. Thi La: We closed 2025 with strong execution across the business and meaningful progress on the strategy we have been building over the past year. In the fourth quarter, revenue came in as expected, while profitability exceeded the upper range of our forecast. We delivered strong gross margin expansion and meaningful operating leverage despite a very dynamic operating environment. For the full year, revenue grew 12% to approximately $1,470,000,000. Gross profit increased 30%, and adjusted EBITDA grew more than 80%, reaching over $100,000,000. We also delivered our highest full year gross margin as a public company. That combination of g...

Corsair closed FY2025 with revenue up about 12% to ~$1.47B, gross profit up ~30% to ~$426M and adjusted EBITDA up ~80% to ~$101M, which management said exceeded the high end of guidance; memory strength was a key driver (Q4 memory revenue +24% to $156M with a 35% gross margin). Management is pushing a platform and D2C strategy—highlighting Stream Deck, the Galleon 100 SD keyboard, an Elgato Marketplace with >2 million active users, and its first retail store—as it seeks to grow recurring revenue and higher‑margin peripherals; D2C approached ~20% of revenue in 2025. For 2026 Corsair guided full‑year revenue of $1.33–1.47B and adjusted EBITDA of $100–115M (midpoint implies ~5% revenue decline but EBITDA growth), signaled a conservative posture on components amid semiconductor constraints, and authorized a $50 million open share repurchase while reducing debt and increasing cash in Q4. Interested in Corsair Gaming, Inc.? Here are five stocks we like better. Does Logitech’s EPS Beat Signal the Rebound of Video Gaming? Corsair Gaming (NASDAQ:CRSR) executives said the company finished 2025 with revenue in line with expectations and profitability above the top end of its forecast, citing gross margin expansion and operating leverage in what management described as a “very dynamic” operating environment. For the full year ended December 31, 2025, Corsair reported revenue growth of 12% to approximately $1.47 billion. Gross profit rose about 30% to roughly $426 million, while adjusted EBITDA increased more than 80% to approximately $101 million, which the company said exceeded the high end of its guidance. CEO Thi La said Corsair delivered its highest full-year gross margin as a public company. → Once Upon A Farm: Buy the $1B Growth Story? What Does Logitech CEO’s Abrupt Departure Mean? The company introduced Gordon Mattingly, who joined in December 2025, as Corsair’s new chief financial officer. La said Mattingly brings experience scaling global consumer technology businesses and transitioning toward platform and recurring revenue models, while Mattingly emphasized a focus on transparency and more consistent communication with investors. On the operating side, La said Corsair saw strong full-year growth in its Gaming Components and Systems segment, led by memory and core components as enthusiasts continued to upgrade PCs. Management said Corsair made a strategic deci...

This article first appeared on GuruFocus. Full Year Revenue: Increased 12% to approximately $1.47 billion. Full Year Gross Profit: Increased 30% to approximately $426 million. Full Year Adjusted EBITDA: Increased more than 80% to approximately $101 million. Q4 Revenue: Increased 6% year over year to approximately $437 million. Q4 Gross Profit: Increased more than 30% year over year. Q4 Adjusted EBITDA: Increased more than 60% year over year. Cash Balance Increase: Increased by just under $33 million in Q4. Debt Reduction: Reduced by over $50 million in 2025. Share Repurchase Authorization: Up to $50 million, effective immediately. 2026 Revenue Guidance: Expected to be in the range of $1.33 billion to $1.47 billion. 2026 Adjusted EBITDA Guidance: Expected to be in the range of $100 million to $115 million. 2026 Non-GAAP EPS Guidance: Expected to be in the range of $0.58 to $0.74 per share. Q1 2026 Revenue Guidance: Expected to be in the range of $335 million to $365 million. Q1 2026 Adjusted EBITDA Guidance: Expected to be in the range of $25 million to $30 million. Q1 2026 Non-GAAP EPS Guidance: Expected to be in the range of $0.18 to $0.22 per share. Warning! GuruFocus has detected 2 Warning Signs with CRSR. Is CRSR fairly valued? Test your thesis with our free DCF calculator. Release Date: February 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Corsair Gaming Inc (NASDAQ:CRSR) reported a 12% increase in full-year revenue to approximately $1.47 billion. Gross profit increased by 30% to approximately $426 million, with adjusted EBITDA rising over 80% to about $101 million, exceeding guidance. The company showcased a strong product lineup at CES 2026, receiving positive feedback, particularly for the Streamdeck and Galleon 100 SD keyboard. Corsair Gaming Inc (NASDAQ:CRSR) opened its first immersive retail store, which has seen strong demand and healthy traffic. The company is focusing on margin expansion through operational discipline and smart inventory management, aiming to improve cash flow. There was softer holiday demand in North America for gaming peripherals, although this was offset by stronger international performance. The company is facing challenges due to the global semiconductor shortage, impacting the gaming components and systems segment. Guidance for 2026 reflects a cautious outlo...