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	Saved 2026-09-04 17:15 5d ago Published 2026-09-04 12:37 5d ago	Cirrus Logic zvýšil upravený zisk, snížil výhled tržeb v PC segmentu Cirrus Logic v 1. fiskálním čtvrtletí 2027 zvýšil upravený zisk na akcii na 1,84 USD a tržby na 460 milionů USD, ale snížil výhled tržeb v PC segmentu. CRUS Cirrus Logic	FMP Stock News	78
Original source text A month has gone by since the last earnings report for Cirrus Logic (CRUS - Free Report) . Shares have lost about 8.4% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Cirrus Logic due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Cirrus Logic, Inc. before we dive into how investors and analysts have reacted as of late. Cirrus Logic Q1 Earnings Beat Estimates Cirrus Logic reported first-quarter fiscal 2027 adjusted earnings of $1.84 per share, up 21.9% year over year and above the Zacks Consensus Estimate of $1.45. Strong demand for custom smartphone components supported the record first-quarter results. Revenue increased 12.9% to $460 million, aligning with the consensus estimate. The strong results were primarily driven by robust shipments of custom components used in premium smartphones, showing that demand from major mobile customers remains healthy despite a competitive consumer electronics market. Quarterly revenues grew 2% sequentially as higher sales of components shipped into smartphones boosted results. Year over year, the gains from increased smartphone component demand were partly offset by previously expected pricing reductions. Demand continued to be strong for custom boosted amplifiers and smart codecs. Cirrus anticipates these products will ship across multiple future smartphone generations. Development of the next-generation camera controller and a smart power IC for 3D sensing also remained on schedule. The company’s largest customer accounted for 90% of total revenues in the fiscal first quarter. Cirrus Logic's HPMS Sales Gain MomentumHigh-Performance Mixed-Signal revenues climbed to $210.7 million from $167.2 million a year earlier and represented 46% of net sales. Audio revenues increased 3.7% to $249 million and represented 54% of quarterly sales. Management described the opportunity pipeline across camera, battery and power applications as one of the strongest in the company's history. A power product is already shipping in tablets, while another product for an accessory has yet to reach the market. Additional phone and non-phone programs remain in active development. Margins Absorb Pricing PressureNon-GAAP gross profit was $242.1 million, with gross margin edging up to 52.7% from 52.6% a year ago. Favorable product mix supported the year-over-year comparison, while higher freight and supply-chain costs limited the improvement. Sequentially, pricing reductions outweighed cost savings. Non-GAAP operating expenses rose 13.3% year over year to $135.4 million. Higher employee-related costs were the main driver, with variable compensation, product development and professional expenses also contributing. Non-GAAP operating income reached $106.7 million, while operating margin slipped to 23.2% from 23.3%. Cirrus Logic's PC Outlook Faces DelaysCirrus lowered its fiscal 2027 PC revenue expectations. Constrained supply of a key industry platform, memory and component shortages and delayed model introductions pushed out expected growth. Management characterized these pressures as timing issues rather than a change in the underlying opportunity. Customer interest remained strong for the company's low-power smart codec for AI-enabled PCs, with multiple designs targeted for next calendar year. Several customers also announced PCs based on NVIDIA's RTX Spark platform that are expected to ship later this year with Cirrus amplifiers and codecs. Cirrus Extends Its Mixed-Signal ReachThe company taped out a new high-performance analog front-end family for smart meters and expects to begin sampling during the September quarter. The products combine higher-accuracy voltage and current measurement with on-chip processing for power-quality analysis and fault detection. Cirrus is targeting a calendar 2028 market launch and sees potential applications in data center DC metrology, energy storage, EV charging and grid monitoring. A new GlobalFoundries agreement secures dedicated wafer capacity and pricing for 2027 and 2028 while supporting progress toward U.S. production. Cirrus Logic's Cash Position Funds PrioritiesCash and investments totaled $1.2 billion at quarter-end, with no debt outstanding. Operating cash flow was $64.1 million, and free cash flow totaled $48.6 million, translating into an 11% margin. It spent $34.5 million to repurchase about 211,000 shares, leaving $239.6 million under its authorization. After quarter-end, it bought roughly 359,000 additional shares for $50.5 million. Management continues to prioritize organic investment, followed by acquisitions and buybacks, and is not considering a near-term dividend. Guides for a Sequential Revenue IncreaseFor the second quarter of fiscal 2027, Cirrus expects revenues of $510-$570 million. The $540 million midpoint implies growth of 17% sequentially and a decline of 4% year over year. GAAP gross margin is projected at 52-54%, including a temporary benefit from favorably priced wafers that should largely sell through during the quarter. Non-GAAP operating expenses are expected at $140-$146 million. Full-year expenses are expected to increase as Cirrus expands R&D investment, while the non-GAAP tax rate is forecast at 16-18%. How Have Estimates Been Moving Since Then?It turns out, estimates review have trended downward during the past month. The consensus estimate has shifted -8.87% due to these changes. VGM ScoresAt this time, Cirrus Logic has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with an F. However, the stock was allocated a score of B on the value side, putting it in the second quintile for this investment strategy. Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in. OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. It's no surprise Cirrus Logic has a Zacks Rank #4 (Sell). We expect a below average return from the stock in the next few months. Performance of an Industry PlayerCirrus Logic belongs to the Zacks Electronics - Semiconductors industry. Another stock from the same industry, Qualcomm (QCOM - Free Report) , has gained 5.1% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026. Qualcomm reported revenues of $9.95 billion in the last reported quarter, representing a year-over-year change of -4%. EPS of $2.21 for the same period compares with $2.77 a year ago. Qualcomm is expected to post earnings of $2.18 per share for the current quarter, representing a year-over-year change of -27.3%. Over the last 30 days, the Zacks Consensus Estimate has changed -2.4%. The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Qualcomm. Also, the stock has a VGM Score of F.
	Saved 2026-08-17 17:31 23d ago Published 2026-08-17 12:01 23d ago	Cirrus Logic s rekordním 1Q, výhled na 2Q klesá Cirrus Logic vykázala rekordní 1Q: upravený zisk na akcii (EPS) vzrostl o 21,9 % a tržby o 12,9 % na zhruba 460 milionů USD. Výhled na 2Q ale počítá s tržbami 510–570 milionů USD, tedy se středem výhledu 540 milionů USD, což implikuje meziroční pokles o 4 %. CRUS Cirrus Logic	FMP Stock News	78
Original source text Key Takeaways Cirrus Logic posted record Q1 results, with adjusted EPS up 21.9% and revenues rising 12.9%.HPMS revenues climbed to $210.7 million, or 46% of sales, as new camera, power and battery products advance.Q2's $540 million revenue midpoint implies a 4% yearly decline as spending rises and PC growth is delayed. Cirrus Logic, Inc. (CRUS - Free Report) delivered record fiscal first-quarter results, but its next-quarter outlook makes the post-earnings picture less straightforward. Smartphone demand and high-performance mixed-signal momentum remain supportive. The counterweight is a fiscal second-quarter revenue midpoint that implies a year-over-year decline, alongside higher operating expenses and delayed PC growth. Investors must weigh those pressures against an expanding product pipeline. Cirrus Logic's Q1 Beat Sets a High BarFiscal first-quarter adjusted earnings reached $1.84 per share, up 21.9% year over year and above the Zacks Consensus Estimate of $1.45. Revenues increased 12.9% to about $460 million, supported by higher smartphone component sales. Demand remained strong for custom boosted amplifiers and smart codecs. Cirrus expects those products to ship across multiple future smartphone generations, supporting its core audio business while research and development resources move toward newer applications. CRUS HPMS Growth Broadens the Smartphone StoryHigh-Performance Mixed-Signal revenues climbed to $210.7 million from $167.2 million a year earlier and represented 46% of quarterly sales. Development remains active across a next-generation camera controller, a smart power integrated circuit for 3D sensing and additional battery and power products. Texas Instruments Incorporated (TXN - Free Report) reported second-quarter 2026 revenue growth of 23%, led by industrial, data center and automotive demand. Analog Devices, Inc. (ADI - Free Report) posted 37% fiscal second-quarter revenue growth across all end markets. Those results provide broader mixed-signal demand context as Cirrus works to expand beyond its mobile concentration. Cirrus Logic's Q2 Outlook Turns MixedFor the fiscal second quarter, Cirrus expects revenues of $510-$570 million. The $540 million midpoint implies 17% sequential growth but a 4% year-over-year decline, creating a tougher comparison after the June-quarter performance. The outlook will test whether higher smartphone content and newer products can produce sustained growth beyond seasonal improvement. Weaker fiscal 2027 PC expectations also reduce one near-term diversification driver. CRUS Spending and Wafer Benefits Shape MarginsGAAP gross margin is projected at 52%-54%. The range includes a temporary benefit from favorably priced wafers purchased under prior agreements with GlobalFoundries, with that tranche expected to largely sell through during the quarter. Non-GAAP operating expenses are expected at $140-$146 million, up from $135.4 million in the first quarter. Full-year operating expenses are also expected to rise as Cirrus increases research and development investment. Cirrus Logic's PC Delays Shift Growth to 2027Management lowered fiscal 2027 PC revenue expectations because of constrained supply of a key industry platform, memory and component shortages and delayed model introductions. The company characterized those issues as timing-related rather than a change in the underlying opportunity. Customer interest in Cirrus' low-power smart codec for AI-enabled PCs remained strong, with multiple designs targeted for calendar 2027. Several customers also announced PCs based on NVIDIA's RTX Spark platform that are expected to ship later in 2026 with Cirrus amplifiers and codecs. CRUS Signals Temper the Post-Earnings ReadThe earnings beat and HPMS expansion support the longer-term product story, but the fiscal second-quarter year-over-year decline, higher spending and delayed PC growth keep the near-term setup cautious. New content will need to translate into steadier growth. CRUS currently carries a Zacks Rank #5 (Strong Sell). It has a Growth Score of B, Momentum Score of B and VGM Score of B, while its Value Score is C. The B scores indicate favorable characteristics in several styles, but Style Scores complement the Zacks Rank. With the Rank at #5, the near-term signal remains unfavorable despite the strong first-quarter results. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
	Saved 2026-08-13 05:07 27d ago Published 2026-08-12 23:04 27d ago	Cirrus Logic čeká růst marže i silný pipeline příležitostí Cirrus Logic vidí silný pipeline příležitostí v high-performance mixed-signal produktech, ale dál řeší omezení dodávek a zpožděné rozjezdy platforem ve smartphonech a PC. CFO uvedl, že hrubá marže by měla v tomto čtvrtletí mírně vzrůst. CRUS Cirrus Logic	FMP Stock News	78
Original source text Cirrus Logic's 52-Week High is More Than an Apple StoryCirrus Logic NASDAQ: CRUS executives said the company sees a strong pipeline of opportunities across high-performance mixed-signal products, while continuing to manage supply-chain constraints and delayed platform ramps affecting portions of its smartphone and PC businesses. Speaking at a KeyBanc Capital Markets event, Carl Alberty, Cirrus Logic’s executive vice president of mixed-signal products, said the company’s opportunity pipeline reflects execution on its longstanding strategy to expand beyond audio products. Rather than simply presenting prospective capabilities to customers, the company has focused on demonstrating intellectual property through working silicon, he said. Get Cirrus Logic alerts: Cirrus Logic Upgraded After Q3 Earnings Beat—More Gains Ahead?“That effort to prove out that IP in silicon is starting to become real,” Alberty said, describing opportunities for both incremental growth and next-generation content expansion. Smartphone content opportunities Alberty said Cirrus Logic does not expect to ramp brand-new custom silicon products during the current year. However, he said the company sees potential for incremental content gains through attachment rates and configurations of its existing audio and high-performance mixed-signal portfolio. 4 Reasons GlobalFoundries Could Be a Big Winner After Recent LowsOn a power integrated circuit being developed for 3D sensing, Alberty said it is reasonable to view the potential content value as roughly comparable to the power-conversion IC Cirrus Logic currently ships. The new product remains on track, he said, though the company must continue executing and supporting its customer. He characterized the 3D-sensing IC as an enhancement within an existing subsystem, in contrast with the company’s power conversion and control IC, which represented a new function and the first chip of its kind for that application. Cirrus Logic also expects further runway for its camera-controller products. Alberty said the company has deployed three generations of the products over the past five to six years, with each generation providing greater performance capabilities and value. A fourth generation is under development, he said. The company has seen adoption of multiple camera-controller generations within the same product as new versions are introduced, as well as differing attachment rates across product portfolios, according to Alberty. Supply chain, margins and capacity Chief Financial Officer Jeff Woolard said supply-chain cost increases and capacity constraints extend beyond memory and include system-on-chip supply and back-end manufacturing. For Cirrus Logic, however, previously negotiated input-cost agreements had limited the immediate effect of higher costs. Woolard said the company was nearing the end of an agreement with one foundry and preparing to enter another arrangement intended to provide capacity and pricing certainty. He said Cirrus Logic continues to work aggressively on supply-chain management and cost-reduction opportunities and could consider targeted price increases if necessary. Despite the supply environment, Woolard said the company had guided for gross margin to increase somewhat during the quarter, primarily because of the timing of prior negotiated agreements. He added that management remained comfortable with its long-term gross-margin outlook. While Woolard said Cirrus Logic was not constrained, he identified outsourced semiconductor assembly and test providers, or OSATs, as an especially tight area. The company has begun purchasing some test equipment that can be placed at OSAT facilities. According to Woolard, owning the capital equipment can provide a better return on investment than having an OSAT buy it and incorporate the expense into pricing. It can also provide flexibility, including the ability to move test equipment between OSAT providers to manage capacity. PC headwinds and voice-enabled devices Alberty said Cirrus Logic’s PC business has faced headwinds from delayed new-platform ramps, supply allocation issues, memory shortages and expectations for lower unit demand in the second half of the year. Those delays have affected programs that would carry higher codec and amplifier content for the company. He said the issues were not systemic and that Cirrus Logic continues to see strong customer engagement and design activity. The company has gained share in commercial PCs and more recently in mainstream, lower-priced tiers, though it is not yet fully penetrated in the mainstream market. Cirrus Logic plans to increase adoption of higher-content amplifiers and codecs and to bring voice-enablement features into additional product tiers. Alberty said the voice opportunity is primarily centered on enhanced codecs that integrate digital signal processing and an analog signal chain for low-power voice activity detection and trigger phrases. The company views this always-on, ultra-low-power voice interface as its principal contribution to AI PCs. Alberty said the ultimate AI functionality that could drive broader device upgrade cycles is outside Cirrus Logic’s direct control. He also said the transition to SoundWire in PCs has been delayed, as ecosystem partners have pushed a harder requirement into next year amid platform challenges. Cirrus Logic’s win rate on SoundWire codec platforms has remained in the roughly 75% range, he said. New markets, investment and M&A Beyond smartphones and PCs, Alberty said Cirrus Logic is pursuing physical-AI-related applications spanning voice, force and touch sensing, output and actuation. Potential markets include edge devices, robotics, autonomous machines, wearables, augmented and virtual reality products, and industrial automation. He said the company’s consumer-oriented design pipeline is particularly active in emerging form factors, while opportunities in robotics and industrial automation may have a longer development horizon. Alberty declined to discuss whether Cirrus Logic is developing or pursuing neural processing unit capabilities, but said the company is conducting development work around machine learning at the edge. The company is also deploying a high-performance analog front-end product in smart utility meters, beginning with electricity metering. Alberty said the underlying technology could potentially be applied in electric-vehicle charging, solar, energy storage, metrology and data-center applications. Woolard said Cirrus Logic intends to remain disciplined in operating expenses while investing in opportunities that it believes can create value. He said the company’s decades of existing intellectual property can often be applied efficiently to new product areas. After funding internal opportunities, mergers and acquisitions remain the company’s second capital-allocation priority, with management evaluating deals that could accelerate expansion beyond smartphones or create synergies with adjacent markets. About Cirrus Logic (NASDAQ:CRUS)Cirrus Logic, Inc, headquartered in Austin, Texas, is a fabless semiconductor company specializing in high-precision analog and mixed-signal processing solutions. The firm develops low-power, high-performance audio, voice, and power management integrated circuits, serving prominent consumer electronics OEMs. Its semiconductor devices are designed to enhance audio quality, battery life, and system integration in mobile phones, tablets, wireless headsets and other portable devices. The company's product portfolio includes digital-to-analog converters (DACs), analog-to-digital converters (ADCs), audio codecs, power management ICs, voice processors and integrated amplifiers. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Continue following MarketBeat Add MarketBeat as your preferred source on Google to see our latest stories in your feed. Should You Invest $1,000 in Cirrus Logic Right Now?Before you consider Cirrus Logic, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Cirrus Logic wasn't on the list. While Cirrus Logic currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here The AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public. Get This Free Report
	Saved 2026-08-05 23:51 1mo ago Published 2026-08-05 18:11 1mo ago	Cirrus Logic překonal zisk na akcii, tržby mírně zaostaly Cirrus Logic vykázala zisk na akcii 1,84 USD, což překonalo odhad 1,80 USD. Tržby 459,72 milionu USD ale mírně zaostaly za očekáváním. CRUS Cirrus Logic	FMP Stock News	78
Original source text Cirrus Logic (CRUS - Free Report) came out with quarterly earnings of $1.84 per share, beating the Zacks Consensus Estimate of $1.8 per share. This compares to earnings of $1.51 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +2.22%. A quarter ago, it was expected that this chipmaker would post earnings of $1.76 per share when it actually produced earnings of $1.95, delivering a surprise of +10.8%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Cirrus Logic, which belongs to the Zacks Electronics - Semiconductors industry, posted revenues of $459.72 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.03%. This compares to year-ago revenues of $407.27 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Cirrus Logic shares have added about 12.7% since the beginning of the year versus the S&P 500's gain of 13%. What's Next for Cirrus Logic?While Cirrus Logic has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Cirrus Logic was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.71 on $569.12 million in revenues for the coming quarter and $9.33 on $2.11 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Semiconductors is currently in the top 20% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Synaptics (SYNA - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6. This maker of touch-screen technology is expected to post quarterly earnings of $1.21 per share in its upcoming report, which represents a year-over-year change of +19.8%. The consensus EPS estimate for the quarter has been revised 2.1% lower over the last 30 days to the current level. Synaptics' revenues are expected to be $305 million, up 7.9% from the year-ago quarter.
	Saved 2026-07-15 17:23 1mo ago Published 2026-07-15 11:06 1mo ago	Cirrus Logic čeká další silný růst podnikání v oblasti PC Cirrus Logic čeká ve fiskálním roce 2027 další silný růst podnikání v oblasti PC, tažený přechodem na SDCA a vyšším obsahem na zařízení. Pro 1. čtvrtletí fiskálního roku 2027 odhaduje tržby na 430–490 mil. USD, což je v polovině výhledu o 13 % meziročně více. CRUS Cirrus Logic	FMP Stock News	78
Original source text Key Takeaways CRUS expects another year of strong PC growth in fiscal 2027 after share gains across all PC categories.Cirrus Logic sees SDCA designs contributing nearly 80% of PC revenue in fiscal 2027 as adoption grows.CRUS guided Q1 fiscal 2027 revenue of $430M-$490M, implying 13% year-over-year growth at midpoint. Cirrus Logic, Inc.'s (CRUS - Free Report) PC business is emerging as an important growth driver, and management expects this momentum to continue into fiscal 2027. During fiscal 2026, the company delivered strong year-over-year revenue growth in its PC segment, supported primarily by share gains across all PC categories. Cirrus Logic expanded its product portfolio by introducing new amplifiers and codecs designed for a broader range of platforms, including mainstream and AI-enabled PCs. The company also highlighted that voice will play an increasingly important role in enabling agentic interactions across edge devices, including PCs, and plans to leverage its expertise in audio and high-performance mixed-signal technologies to enhance AI-driven user experiences. With robust design momentum across its PC portfolio, management expects increased adoption of the SoundWire Device Class Audio (SDCA) interface and higher content per device to support another year of strong PC business growth in fiscal 2027. On the last earnings call, management stated that the PC business grew from revenue in the low tens of millions of dollars in fiscal 2025 to the $40 million range in fiscal 2026. The company exited fiscal 2026 with strong momentum and is now shipping products to the top six laptop vendors. Cirrus Logic identified the ongoing transition from the legacy HDA audio interface to SDCA as a key growth driver. During fiscal 2026, SDCA-related revenue tripled and accounted for nearly 60% of total PC revenue after passing an important inflection point. The company expects SDCA-based designs to contribute nearly 80% of its PC revenue in fiscal 2027, reflecting continued customer adoption of the newer interface. The company also noted that its penetration into mainstream PC devices continues to improve. While this segment represented only a small portion of revenue in previous years, Cirrus Logic expects more than half of its PC revenue in fiscal 2027 to come from mainstream devices. Management stated that customer design activity remains strong and believes the company can deliver another year of solid PC growth even if the broader PC market experiences some moderation. Cirrus Logic added that its focus on leading OEMs and higher-tier devices provides confidence in the continued expansion of its PC business during fiscal 2027. For the first quarter of fiscal 2027, the company expects revenues between $430 million and $490 million, implying 3% sequential increase and 13% year-over-year growth at the midpoint of the guidance range. Taking a Look at CRUS’ CompetitorsQualcomm Incorporated (QCOM - Free Report) continues to pivot from a handset-centric model toward a broader connected processor portfolio. Solid traction in the automotive business augurs well, with more than 1 million cars operating ADAS and autonomy on Snapdragon Ride processors. Higher content per vehicle on the Snapdragon Digital Chassis, broader edge AI adoption across devices and data center traction are positives. The Alphawave buyout adds high-speed wired connectivity IP and custom silicon capabilities to help accelerate its expansion into data centers. For the third quarter of fiscal 2026, Qualcomm guided revenues of $9.2-$10.0 billion and non-GAAP earnings of $2.10-$2.30, reflecting expected softness tied to the same memory-driven OEM behavior that shaped the March quarter. Skyworks Solutions, Inc. (SWKS - Free Report) is gaining momentum in Broad Markets, helped by Wi-Fi 7 adoption, automotive infotainment wins and timing products tied to higher data center data rates. Management cited nine consecutive quarters of Broad Markets growth and expects the segment to rise modestly sequentially in the June quarter. In Mobile, a multi-generational design win with a leading Android OEM extends the premium pipeline and supports a steadier content outlook beyond the next seasonal cycle. For the third quarter of fiscal 2026, Skyworks expects revenues in the range of $900 million to $950 million. Management anticipates mobile to decline low single digits sequentially, consistent with typical seasonality, while Broad Markets is expected to rise modestly sequentially and represent about 43% of sales, up high single digits year over year. CRUS Price Performance, Valuation and EstimatesShares of CRUS have lost 14.6% in the past month compared with the Electronics-Semiconductors industry’s decline of 4.6%. Image Source: Zacks Investment Research CRUS is trading at a forward 12-month price/earnings ratio of 16.76, lower than the Electronic-Semiconductors sector’s multiple of 32.13. Image Source: Zacks Investment Research The Zacks Consensus Estimate for CRUS’ earnings for fiscal 2027 has been revised up marginally over the past 60 days. Image Source: Zacks Investment Research CRUS currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.