Three Semiconductor Stocks That May Be Wired for GrowthAmerican Association of Individual Investors7 min read·Just nowJust now--Press enter or click to view image in full sizeThis week, we use AAII’s A+ Investor Stock Grades to provide insight into three semiconductor stocks. With semiconductor revenue projected to reach $1.0 trillion annually by 2030, should you consider the three stocks of Cirrus Logic Inc. (CRUS), Penguin Solutions Inc. (PENG) and Photronics Inc. (PLAB)?Semiconductor Stocks Recent NewsTh ...

EDINBURGH, Scotland--(BUSINESS WIRE)--Cirrus Logic (Nasdaq: CRUS), a leading provider of high-performance audio and mixed-signal semiconductor solutions, has won the Digital Technology Award at the 2025 Made in Scotland Awards by Insider Media. Recognition of Excellence The Made in Scotland Awards celebrate innovation, creativity, and business success across industries. The Digital Technology Award recognizes organizations whose technology is creating positive change and measurable impact. Insi. ...

Cirrus Logic TodayCRUSCirrus Logic$125.84 +0.24 (+0.19%) 52-Week Range$75.83▼$129.07P/E Ratio19.72Price Target$123.00Add to WatchlistShares of semiconductor specialist Cirrus Logic NASDAQ: CRUS have delivered a standout performance for investors, climbing over 25% year-to-date and recently carving out a new 52-week high. For a company so closely associated with the success of the world's top smartphones, such a strong market signal often prompts a critical question: Is the stock's best growth now in the re ...

Sep 25, 2025 10:13 AM Eastern Daylight Time Cirrus Introduces New Instrument Rating Program Share The Cirrus Instrument Rating Program includes Flight Lessons, Knowledge Test Prep and Supplemental Lessons. The Instrument Rating Program was designed by Cirrus pilots for Cirrus pilots. With an Instrument Rating, pilots learn best safety practices, enabling them to fly more frequently in a wider range of weather and terrain conditions. Students can enroll in the Instrument Rating Program through Cirrus Approac ...

LAS VEGAS--(BUSINESS WIRE)--Cirrus Aviation Services, the largest private aviation company in Nevada and one of the largest in the United States, today announced its first major expansion outside of its Las Vegas and Southern California region with the opening of operations at Dallas Love Field. The milestone was marked by a ribbon-cutting ceremony with the company's executive team at its private hangar within Atlantic Aviation's facility. Cirrus Aviation, family-founded and operated since 2009. ...

Core Insights - Cirrus Logic Inc. has expanded its collaboration with GlobalFoundries to enhance semiconductor technology development and commercialization, impacting various industries including consumer electronics and automotive [1][10] Group 1: Collaboration and Technology Development - The partnership focuses on developing BCD (Bipolar-CMOS-DMOS) process technology, which integrates three semiconductor processes on a single chip, leading to more compact and efficient devices [2] - The BCD technology will be manufactured at GlobalFoundries' facility in Malta, NY, providing a U.S.-based manufacturing option alongside existing production in Singapore and Germany, enhancing supply chain resilience [3] - Cirrus Logic and GlobalFoundries are also collaborating on Gallium Nitride (GaN) technology, which offers high power density and energy efficiency, allowing Cirrus Logic to expand into new markets [4] Group 2: Market Position and Growth Opportunities - Cirrus Logic is gaining traction in the laptop and next-gen smartphone markets, driven by the launch of new amplifiers and a 22nm smart codec in fiscal 2025, which broadens its revenue opportunities [5] - The partnership with Intel on Arrow Lake enhances Cirrus Logic's presence in laptops, with new solutions improving audio quality and contributing to the growth of the mixed-signal market, projected to expand from $6.8 billion in 2025 to $8.5 billion in 2029 [6] Group 3: Risks and Challenges - Customer concentration poses a significant risk, as losing a major customer or facing a decline in sales could adversely affect revenue and margins [7] - Cirrus Logic is also contending with macroeconomic uncertainties, tariffs, and currency fluctuations, which could disrupt operations and impact growth [8] Group 4: Stock Performance - Cirrus Logic currently holds a Zacks Rank of 3 (Hold) and has experienced a stock price decline of 19.3% over the past year, contrasting with a 35.1% growth in the Zacks Electronics-Semiconductors industry [9]

Core Insights - ZEISS Medical Technology has received CE mark approval for its innovative AI clinical support tool, CIRRUS® PathFinder™, which enhances decision-making and workflow efficiency in OCT interpretation [2][4] - The tool utilizes proprietary deep learning algorithms to automatically identify abnormal macular OCT B-scans, improving diagnostic capabilities and patient care [2][5] - The integration of AI decision support allows clinicians to assess hundreds of scans in real-time, significantly enhancing workflow and patient outcomes [7] Company Overview - Carl Zeiss Meditec AG is a leading medical technology company focused on innovative technologies and solutions to improve patient care, with a revenue of €2,066.1 million in fiscal year 2023/24 [14][15] - The company employs approximately 5,730 people globally, with a significant presence in the USA, Japan, Spain, and France [15] - ZEISS is committed to developing digital diagnostic tools that streamline workflows, lower costs, and enhance patient experiences [4][10] Product Features - CIRRUS PathFinder™ includes AI-enhanced OCTA image quality, multi-layer segmentation, and improved visualization of vascular structures, which collectively enhance diagnostic capabilities [8][10] - The software update features a Reference Database that is three times larger than its predecessor, along with enhanced cybersecurity measures [10][9] - The AI decision support tool is designed to work seamlessly within the clinician's existing workflow, eliminating the need for third-party data analysis [7][9]

Cirrus Logic (CRUS) Conference Summary Company Overview - **Company**: Cirrus Logic (CRUS) - **Date of Conference**: August 12, 2025 - **Speakers**: Jeff Willard (CFO), Kala Birligi (VP of Mixed Signal) Key Industry Insights Smartphone Demand Dynamics - There has been a pull forward in demand for smartphones, impacting the company's fiscal year outlook [4][5] - The increasing share of camera content in total revenue is leading to earlier shipments, affecting seasonality [6][7][8] Growth in Camera Controllers - Cirrus Logic expects continued growth in camera controllers driven by higher attach rates and increased average selling prices (ASPs) [10][11] - The latest generation of camera controllers features a 6x increase in processing capability, enhancing customer value [11][12] Expansion Beyond Smartphones - The company is expanding its High-Performance Mixed Signal (HPMS) content into haptics and power conversion, particularly for AI applications [14][15][16] - The focus is on optimizing power delivery and battery management to support new AI use cases [19][20] PC Market Opportunities - Cirrus Logic has seen significant growth in the PC market, with expectations to double revenue in the coming year [21][22] - The company is leveraging similarities between mobile and PC platforms, particularly in audio and voice solutions [22][23] Competitive Landscape - Cirrus Logic is displacing entrenched incumbents in the PC market by offering superior audio experiences and total cost of ownership advantages [27][30] - The company emphasizes the importance of audio quality in laptops, which has been historically overlooked [22][23] Market Addressability - The addressable market for Cirrus Logic in the PC notebook segment is estimated at approximately $1 billion, focusing on mainstream applications rather than low-end markets [36][37] Automotive Market Entry - Cirrus Logic has a long history in the automotive sector and is re-engaging with new products aimed at enhancing in-cabin experiences [52][53] - The transition to zonal architectures in vehicles presents new opportunities for audio, voice, and haptic technologies [52][54] Financial Performance Gross Margins - The company has been operating above its long-term gross margin target of 49% to 51%, driven by product mix and supply chain cost reductions [40][41] Operating Margins - Cirrus Logic has maintained mid-20s operating margins while balancing investments in R&D for growth [44][45] Strategic Initiatives M&A Opportunities - The company is exploring M&A opportunities to diversify its portfolio and enhance value through synergies [46][47] Customer Concentration - Cirrus Logic aims to diversify away from mobile concentration while continuing to grow in that segment [48][49] Android Market Focus - The company has reduced investments in the Android market, focusing instead on more promising growth areas [50][51] Conclusion Cirrus Logic is strategically positioned to capitalize on growth opportunities in the smartphone, PC, and automotive markets while maintaining strong financial performance and exploring diversification through M&A. The focus on enhancing audio and power management technologies aligns with emerging trends in AI and consumer electronics.

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Shares of Cirrus Logic (NASDAQ: CRUS ) have been struggling a bit in recent years. At the start of 2022, I believed that diversification efforts were paying off. Unlike most of its technology peer ...

Core Insights - Cirrus Logic's international operations are crucial for understanding its financial resilience and growth potential [1][2][3] Revenue Performance - The total revenue for Cirrus Logic in the quarter ending June 2025 was $407.27 million, reflecting an 8.9% year-over-year increase [4] - The "Rest of World" segment contributed $212.67 million, accounting for 52.2% of total revenue, surpassing the consensus estimate of $138.27 million by 53.81% [5] - Revenue from China was $189.96 million, representing 46.6% of total revenue, which was a decline of 13.48% compared to the expected $219.54 million [6] Future Revenue Projections - Analysts project Cirrus Logic will generate $540 million in revenue for the ongoing fiscal quarter, a slight decline of 0.3% from the previous year [7] - For the full year, total revenue is expected to be $1.82 billion, down 3.9% from the previous year, with contributions from "Rest of World" and China expected to be $662.98 million and $1.13 billion, respectively [8] Market Dependency - Cirrus Logic's reliance on international markets presents both opportunities and challenges, making the monitoring of overseas revenue trends essential for predicting future performance [9][10] Stock Performance - Cirrus Logic's stock has seen a decline of 0.6% over the past month, contrasting with a 2.7% increase in the S&P 500 [13] - Over the past three months, the company's shares decreased by 2.3%, while the S&P 500 increased by 13.2% [13]