DULUTH, Minn. & KNOXVILLE, Tenn.--(BUSINESS WIRE)--Cirrus® (Cirrus Aircraft Ltd.) today announced its 2026 SR Series G7+ aircraft for the SR20, SR22 and SR22T. The 2026 SR Series introduces refinements that enhance aircraft ownership and the flying experience through new avionics features, expanded Cirrus Global Connect capabilities, refreshed design collections and colors, and a 4-blade composite propeller upgrade option for the SR22. All 2026 aircraft models include G7+ generational updates – Safe Return™ ...

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DULUTH, Minn. & KNOXVILLE, Tenn.--(BUSINESS WIRE)--Cirrus today delivered its 11,000 SR Series aircraft, a testament to the company's innovation, safety, quality and service. The latest model, SR Series G7+, features Safe Return™ Emergency Autoland, the world's first FAA-certified autonomous emergency landing system in a single-engine piston. The SR Series product line (SR20, SR22 and SR22T) was first delivered in 1999 and has been the best-selling high-performance single-engine piston aircraft for over two ...

Group 1 - Investors may adopt multiple strategies for achieving successful monetary returns, with a focus on a well-researched vision of future potential rather than short-term financial models [1] - The author has experienced significant market downturns, including the crashes of 1987, 2000, and 2008, and has utilized trading systems for investment [1] Group 2 - The article expresses personal opinions and does not involve compensation from companies mentioned, indicating a lack of business relationships with those companies [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not represent the platform as a whole [3]

Core Insights - The current trend in AI spending is heavily focused on data centers, with over $3 trillion announced for data center investments, indicating a significant market opportunity for companies involved in this sector [1] - There is a potential shift from data center-centric computing to edge computing, which presents new opportunities for companies like Cirrus to engage more effectively in this evolving landscape [1][2] Group 1 - The AI spending trend is primarily data center-focused, with substantial investments being made in areas such as retimers, cabling, and memory [1] - Companies that are data center-centric are currently leading the charge in addressing the demands of this trend [1] Group 2 - The long-term vision includes a transition towards edge computing, which could allow companies to capitalize on new market dynamics [2] - Cirrus is positioned to potentially intersect with this trend as the industry evolves away from traditional data center models [2]

Cirrus Logic FY Conference Summary Company Overview - **Company**: Cirrus Logic (NasdaqGS:CRUS) - **Date of Conference**: December 11, 2025 Key Industry Insights - **AI Spending Trend**: There is a significant trend in AI spending, particularly in data centers, with over $3 trillion announced for data center investments. Cirrus Logic sees potential in the edge computing space as AI applications expand beyond data centers [3][4][5] - **Automotive Sector**: Cirrus Logic is entering the automotive haptics market, addressing consumer dissatisfaction with current automotive interfaces. The company aims to enhance user experience through advanced haptic feedback technology [8][10][13] - **PC Market Dynamics**: The transition from legacy audio interfaces (HDA) to new architectures (SDCA) is expected to drive growth in the PC segment. Cirrus Logic estimates that 15%-20% of laptops currently use SDCA, with a target of nearly 100% adoption in the next few years [39][41][89] Core Company Strategies - **Power Efficiency**: Cirrus Logic focuses on creating power-efficient chips to support intensive computing at the edge, which is crucial for AI applications [4][5] - **Voice Technology**: The company has a strong portfolio in voice-enabling IP, positioning itself to capitalize on the growing trend of voice interfaces in AI devices [6][92] - **Automotive Haptics**: The company has announced automotive haptics products aimed at improving user interaction in vehicles, which is currently lagging behind consumer electronics [10][13][21] Financial Outlook - **Revenue Growth**: Cirrus Logic anticipates doubling its revenue from the PC segment in fiscal 2026, starting from low tens of millions in fiscal 2025 [37][39] - **Mainstream PC Revenue**: By fiscal 2026, approximately 50% of Cirrus Logic's PC-related revenue is expected to come from mainstream devices priced between $800 and $1,000, marking a significant growth trajectory [89] Product Development and Innovation - **Camera Controllers**: The company has seen a sixfold increase in processing capabilities for camera controllers over five years, indicating ongoing innovation in this area [70][74] - **Battery Technology**: Cirrus Logic is developing differentiated IP around battery technology to enhance system performance and power efficiency [81][82] M&A and Capital Allocation - **M&A Strategy**: Cirrus Logic is open to pursuing acquisitions that can accelerate growth in non-phone segments, leveraging its strong IP assets [98] - **Capital Return Strategy**: The company maintains a consistent capital allocation strategy, prioritizing organic growth opportunities, followed by potential acquisitions, and then share buybacks [101][103] Conclusion - **Future Focus**: Investors should pay attention to Cirrus Logic's growth in the PC and automotive markets, as well as its ongoing efforts to expand content at its largest customer. The transition to SDCA in laptops and advancements in AI-enabled devices are expected to be significant growth drivers [105][107]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Cirrus Logic (CRUS) - Cirrus Logic currently holds a Momentum Style Score of B, indicating potential for strong performance based on price changes and earnings estimate revisions [3] - The company has a Zacks Rank of 1 (Strong Buy), which historically outperforms the market when combined with a Style Score of A or B [4] Price Performance - Over the past week, CRUS shares increased by 2.89%, while the Zacks Electronics - Semiconductors industry rose by 4.96% [6] - In a longer timeframe, CRUS shares have gained 5.57% over the past quarter and 18.64% over the last year, outperforming the S&P 500's gains of 5.34% and 14.25%, respectively [7] Trading Volume - The average 20-day trading volume for CRUS is 478,999 shares, which serves as a baseline for assessing price movements [8] Earnings Outlook - In the last two months, three earnings estimates for CRUS have been revised upwards, raising the consensus estimate from $7.07 to $7.73 [10] - For the next fiscal year, three estimates have also moved higher, with no downward revisions during the same period [10] Conclusion - Given the positive momentum indicators and earnings outlook, CRUS is positioned as a strong buy candidate for investors seeking short-term opportunities [12]

Core Insights - Cirrus Logic Inc. (CRUS) has launched its first automotive haptic driver family, the CS40L51, CS40L52, and CS40L53, achieving AEC-Q100 automotive reliability certification [1][11] - The company aims to enhance in-car experiences with advanced haptic technology, improving tactile feedback for drivers and passengers [3][4] Product Launch and Features - Engineering samples of the new haptic drivers are currently available, with mass production expected to start in December 2025 [2][11] - The CS40L51 features Sensor-less Velocity Control (SVC), real-time Audio-to-Haptics (A2H) synchronization, and active vibration compensation for high-fidelity feedback [5] - The CS40L52 improves closed-loop performance with faster response and automatic compensation for manufacturing and temperature variations [6] - The CS40L53 utilizes Click Compensation to ensure consistent haptic effects across different actuators, enhancing user experience [6][7] Market Position and Strategy - Cirrus Logic is capitalizing on strong demand for components in smartphones and diversifying into new markets such as automotive, industrial, and professional audio [8] - The company is focused on leveraging its mixed-signal expertise to expand its addressable market and drive shareholder value [8] Financial Outlook - For the fiscal third quarter, Cirrus Logic expects revenues between $500 million and $560 million, with an estimated revenue of $531 million [9] - The company is experiencing a stronger product mix that is positively impacting margins, although rising R&D spending is increasing operating expenses [9]

Core Insights - Artificial intelligence is significantly transforming spending across various industries, benefiting companies like Nvidia and AMD, while negatively impacting others [1] Semiconductor and PC Industry - Wedbush Securities highlights that soaring demand for computer memory is squeezing companies linked to traditional PC and mobile sectors, adversely affecting Intel, HP, Synaptics, Qualcomm, Qorvo, and Cirrus Logic [1] - The report indicates that due to concentrated memory supply and AI-driven demand, DRAM contract prices are expected to rise over 30% by Q4 2025, with NAND flash prices potentially increasing by at least 20% [2] - Memory constitutes about 20% of the PC bill of materials, and a 27.5% average price increase in memory could lead to a 5.5% impact on sales costs, compressing gross margins for manufacturers like HP by 300-440 basis points [2] Autonomous Vehicles - The rise of autonomous vehicles is projected to negatively impact ride-hailing companies such as Uber and Lyft, as Tesla's first fleet of driverless cars is set to launch in Austin, Texas by the end of the year [2][3] - Autonomous fleets can transport people and goods without human labor, marking a significant shift in transportation economics since the introduction of ride-hailing services a decade ago [3] - As autonomous networks scale, value will shift towards platforms that own fleets, have data accumulation, and benefit from closed-loop economic advantages, undermining the asset-light models of Uber and Lyft [3] Advertising Sector - The emergence of agentic AI is causing a significant shift in advertising spending, with Wedbush downgrading Pinterest's rating and predicting negative impacts on The Trade Desk as advertisers move towards platforms with proven conversion rates, such as Amazon, Meta, Google, and AppLovin [2][3] - In an agentic AI landscape, advertising budgets are expected to flow towards platforms that offer rich first-party data, measurable conversion rates, and short feedback loops from signal to sale [3] Software as a Service (SaaS) Companies - Major SaaS companies like Adobe, Docusign, and Workday may face negative impacts as some firms pivot towards usage-based models, while high-cost product companies are likely to be more affected [3][4] - Historically, disruptors in enterprise software first succeed in niche applications before threatening established competitors, with Adobe, Docusign, and Workday facing the greatest risks [4] - Wedbush downgraded Nice Systems from "outperform" to "neutral," lowering the target price from $170 to $120 [4] Retail Sector - The impact of agentic AI is also disrupting various areas within the retail sector, including intermediary organizations like Instacart [4]

Core Viewpoint - Cirrus Logic reported strong second-quarter fiscal 2026 earnings, exceeding expectations, driven by robust demand in the smartphone component market, while also making strides in diversification efforts across various sectors [2][3][4]. Financial Performance - Adjusted EPS for Q2 fiscal 2026 was $2.83, surpassing the Zacks Consensus Estimate of $2.10, and up from $2.25 in the prior-year quarter [2]. - Revenues reached $561 million, at the high end of guidance ($510-$570 million), with a 38% sequential increase and a 4% year-over-year rise [3]. - Non-GAAP gross margin improved to 52.5% from 52.2% year-over-year, attributed to a favorable product mix [7]. - Non-GAAP operating income grew 6.9% year-over-year to $167 million, with an operating profit margin increase to 29.8% from 28.8% [9]. Segment Performance - The High-Performance Mixed-Signal segment contributed 43% to total revenues, with a year-over-year revenue growth of 7.8% to $242.8 million [6]. - The Audio segment's sales increased by 0.5% to $318.2 million, contributing 57% to total revenues [6]. Diversification Efforts - The company is expanding its presence in the PC market, announcing its first mainstream consumer laptop design and enhancing partnerships with leading PC platform vendors [4]. - Cirrus Logic's audio and voice processing chips are increasingly adopted in laptops and tablets, with growing engagement in emerging segments like professional audio, industrial, automotive, and imaging [5]. Cash Flow and Shareholder Returns - The company ended the fiscal second quarter with cash and marketable securities of $645.9 million, up from $478.3 million a year earlier [11]. - Cirrus Logic generated $92.2 million in net cash from operations, significantly higher than $8.2 million in the previous year, and reported free cash flow of $87.7 million [11]. - The company repurchased 362,000 shares worth $40 million during the quarter, with $414.1 million remaining under its share repurchase authorization [12]. Outlook - For Q3 fiscal 2026, Cirrus Logic expects revenues between $500 million and $560 million, with GAAP gross margin projected between 51-53% [13]. - Estimates for the company have trended upward, with a consensus estimate shift of 8.72% in the past month, indicating positive market sentiment [14][16].