B+
Bull case
25%
Probability
Target price
$165.00
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
CRUS
Cirrus LogicBNasdaq / Semiconductors & Semiconductor Equipment
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
55%
Probability
Target price
$140.00
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$105.00
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-08
Recent news sentiment (30D)
-15.2
Negative
Company
-
Unavailable
Macro
-15.2
Negative
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+84.8
Score
AI commentary
News tone is constructive after record Q1 results and stronger Q2 guidance, but the post-print price reaction cannot be attributed confidently from the available data: the Aug. 6 anchor is $123.51, without a verified prior-close comparison. No post-print analyst revisions or target changes were identified, and social coverage is absent. The thesis remains positive but monitoring-oriented and low-to-moderate conviction.
RankAlpha Sentiment Codex - 2026-08-08
Open post-earnings memoEvidence flagged
report lacks a dated company-specific catalyst beyond generic cadence for its sector profile; later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence
Impact
tentative
Confidence
-
AI events
2026-05-28catalystFollow-through from professional and prosumer audio-converter launchMedium impact
Cirrus Logic introduced nine audio converters for professional and prosumer applications on May 28, 2026. Customer wins, production timing, and revenue contribution remain unestablished, so this is a dated product-ramp monitor rather than a confirmed earnings driver [#IR-2026-05-28].
2026-08-05eventRecord Q1 FY27 results and stronger Q2 outlookMedium impact
Cirrus Logic reported record Q1 FY27 revenue of $459.7 million, non-GAAP EPS of $1.84, and guided Q2 revenue to $510–$570 million with 52%–54% gross margin. Management cited strong smartphone demand, AI-PC codec interest, and multiple customer designs [#SEC-8K-2026-08-05].
2026-11-06eventValidation of Q2 FY27 guidanceHigh impact
Execution near the midpoint of the newly issued Q2 revenue and margin ranges could support sentiment; a miss would raise concern about smartphone demand, customer concentration, or margin durability. The next reporting date is not confirmed.
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-08 • Updated nightlySource: Internal modelMethodology