Cirrus Logic

CRUS-Q

NASDAQ:CRUS

81.77
1.56 (1.87%)
Cirrus Logic Inc. is a fabless semiconductor supplier that specializes in analog, mixed-signal, and audio DSP integrated circuits. As of 2015 Cirrus Logic has its headquarters in Austin, Texas.
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Analysis and Opinions about CRUS-Q

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 10, 2014

(Top Pick Mar 27/13, Down 13.30%) Did lose some of the business in the iPad Air.

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Cirrus Logic (CRUS-Q)
April 10, 2014

(Top Pick Mar 27/13, Down 13.30%) Did lose some of the business in the iPad Air.

PAST TOP PICK
PAST TOP PICK
July 5, 2013

(A Top Pick June 20/12. Down 40.35%.) This is down as a result of Apple (AAPL-Q) which accounted for over 80% of their business. A year ago, analysts were estimating earnings of $2.17 a share for the year ending May/13. Right now, that estimate is $2.16. So this hasn’t changed, it’s the outlook and psychology that has changed. Rates this as a Strong Buy. As Apple recovers, this will recover.

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(A Top Pick June 20/12. Down 40.35%.) This is down as a result of Apple (AAPL-Q) which accounted for over 80% of their business. A year ago, analysts were estimating earnings of $2.17 a share for the year ending May/13. Right now, that estimate is $2.16. So this hasn’t changed, it’s the outlook and psychology that has changed. Rates this as a Strong Buy. As Apple recovers, this will recover.

TOP PICK
TOP PICK
March 27, 2013

The whole Apple (AAPL-Q) supply chain has sold off in sympathy with Apple, a lot of cases justifiably and a lot of cases unjustifiably. This is in the latter category. 75% of their business comes from Apple. They make the audio chips that go into the iPad and iPhone. Trading at only 6X earnings.

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Cirrus Logic (CRUS-Q)
March 27, 2013

The whole Apple (AAPL-Q) supply chain has sold off in sympathy with Apple, a lot of cases justifiably and a lot of cases unjustifiably. This is in the latter category. 75% of their business comes from Apple. They make the audio chips that go into the iPad and iPhone. Trading at only 6X earnings.

BUY
BUY
July 18, 2012
He is very positive on this company. Apple (AAPL-Q) is their dominant customer. They have borrowed $100 million to “increase capacity for a major customer” which he expects is for iPhone5.
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Cirrus Logic (CRUS-Q)
July 18, 2012
He is very positive on this company. Apple (AAPL-Q) is their dominant customer. They have borrowed $100 million to “increase capacity for a major customer” which he expects is for iPhone5.
TOP PICK
TOP PICK
June 20, 2012
First infiltrated the Apple system about 3 years ago when they introduced one chip. Rumour has it that they will be producing the audio chip for the iPhone 5. The big risk is that 63% of their revenues last year were from Apple. Any time you hitch yourself to one horse, it’s dangerous but this is a pretty good horse to be hitched to. Looking at 25% earnings growth over the next couple of years.
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Cirrus Logic (CRUS-Q)
June 20, 2012
First infiltrated the Apple system about 3 years ago when they introduced one chip. Rumour has it that they will be producing the audio chip for the iPhone 5. The big risk is that 63% of their revenues last year were from Apple. Any time you hitch yourself to one horse, it’s dangerous but this is a pretty good horse to be hitched to. Looking at 25% earnings growth over the next couple of years.
PAST TOP PICK
PAST TOP PICK
May 3, 2011
(A Top Pick March 14/11. Down 27.02%.) Components for hand held devices. Earnings have been very strong but they guided lower so it just recently got hit. Likes because if you are going to participate in the technology sector, it makes sense to own one that’s grows with the potential of being taken over.
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(A Top Pick March 14/11. Down 27.02%.) Components for hand held devices. Earnings have been very strong but they guided lower so it just recently got hit. Likes because if you are going to participate in the technology sector, it makes sense to own one that’s grows with the potential of being taken over.
TOP PICK
TOP PICK
March 14, 2011
He has been invested in the bigger names like Apples, Ebay and Google, but as be looks at the run up they have had and the combined cash they have on the books, they are particularly positioned to make acquisitions. This is a large supplier to apple (third of their sales). He thinks this one has a greater capacity to grow than a larger one.
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Cirrus Logic (CRUS-Q)
March 14, 2011
He has been invested in the bigger names like Apples, Ebay and Google, but as be looks at the run up they have had and the combined cash they have on the books, they are particularly positioned to make acquisitions. This is a large supplier to apple (third of their sales). He thinks this one has a greater capacity to grow than a larger one.
DON'T BUY
DON'T BUY
April 16, 2004
Has a model price of $2.30.
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Cirrus Logic (CRUS-Q)
April 16, 2004
Has a model price of $2.30.
DON'T BUY
DON'T BUY
April 8, 2004
Fully valued now. Needs to become profitable. Has a lot of cash.
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Cirrus Logic (CRUS-Q)
April 8, 2004
Fully valued now. Needs to become profitable. Has a lot of cash.
BUY WEAKNESS
BUY WEAKNESS
July 4, 2003
In a good position and a market leader in the audio side. Likes long term, look to see what they say on Monday. Quarterly report is on July 23rd. Buy under $3.
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In a good position and a market leader in the audio side. Likes long term, look to see what they say on Monday. Quarterly report is on July 23rd. Buy under $3.
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