Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Cirrus Logic (CRUS) due to lower revenues, with a focus on how actual results will compare to estimates in the upcoming earnings report [1][2]. Earnings Expectations - Cirrus Logic is expected to report quarterly earnings of $2.42 per share, reflecting a year-over-year decrease of 3.6% [3]. - Revenue projections stand at $536.3 million, down 3.5% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 23.32% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - A positive Earnings ESP of +5.90% suggests analysts have become more optimistic about Cirrus Logic's earnings prospects [12]. Historical Performance - Cirrus Logic has consistently beaten consensus EPS estimates, achieving this in the last four quarters [14]. - In the last reported quarter, the company exceeded expectations by delivering earnings of $2.83 per share against an estimate of $2.4, resulting in a surprise of +17.92% [13]. Predictive Indicators - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy) [10]. - The current Zacks Rank for Cirrus Logic is 1, reinforcing the likelihood of beating the consensus EPS estimate [12].

Core Viewpoint - Cirrus Logic's shares have experienced a significant increase due to improving fundamentals and renewed investor confidence in the company's growth outlook [1] Group 1: Stock Performance - Cirrus Logic shares rose 4.5% in the last trading session, closing at $131.29, with trading volume significantly higher than usual [1] - The stock has gained 3.7% over the past four weeks, indicating positive momentum [1] Group 2: Business Strategy and Market Position - The company is advancing its diversification strategy, gaining solid demand for components integrated into smartphones, and is winning mainstream laptop designs [2] - Cirrus Logic is sampling AI-driven voice products and showing momentum in new markets such as PCs, automotive, industrial, and professional audio [2] - The company aims to leverage its mixed-signal expertise to expand its addressable market and drive shareholder value through buybacks [2] Group 3: Financial Outlook - Cirrus Logic is set to report its third-quarter fiscal 2026 results on February 3, 2026, with guided revenue between $500 million and $560 million [5] - The expected quarterly earnings are $2.42 per share, reflecting a year-over-year decline of 3.6%, with revenues anticipated to be $536.3 million, down 3.5% from the previous year [5] Group 4: Market Trends and Estimates - A stronger product mix is enhancing margins, while an increase in operating expenses is attributed to rising R&D spending in emerging product lines targeting the PC and general market segments [3] - The mixed-signal market is projected to grow from $6.8 billion in 2025 to $8.5 billion in 2029, driven by growth in audio and high-performance mixed-signal segments [4] - The consensus EPS estimate for the upcoming quarter has been revised 23.3% higher over the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [7]

Core Viewpoint - The outlook for Wall Street in 2026 remains optimistic, driven by lower interest rates and strong earnings growth, although certain market segments, particularly AI stocks, appear overheated [1]. Investment Strategy - Investors are encouraged to utilize the Zacks Earnings Calendar to identify potential market-moving news and to screen for top-ranked value stocks, specifically those with Zacks Rank 1 (Strong Buy) [2]. Screening Methodology - The screening process focuses on stocks with Zacks Rank 1 or 2, P/E ratios below the industry median, and P/S ratios under the industry median to ensure relative value [4][9]. - The screen also considers quarterly earnings growth above the industry median and incorporates upgrades and estimate revisions to identify the best stocks [5]. Featured Stock: Cirrus Logic (CRUS) - Cirrus Logic is highlighted as a strong buy, specializing in low-power, high-precision mixed-signal processing solutions for various electronic devices [6]. - The company reported 6% sales growth and 22% GAAP earnings growth in fiscal 2025, with projections for continued solid earnings growth in FY26 [7][11]. - Earnings revisions for FY26 and FY27 have increased significantly, with the 2027 estimate up by 9% [7][11]. - Cirrus Logic has outperformed the tech sector over the past 20 years, with a stock price increase of nearly 1,400%, compared to the tech sector's 870% [15]. - The stock is currently trading at a 50% discount to its 15-year highs and a 30% discount to the tech sector average, making it an attractive option for growth and value [16].

Core Insights - Cirrus Logic (CRUS) is positioned to continue its earnings-beat streak, having a strong history of surpassing earnings estimates, with an average surprise of 29.52% over the last two quarters [1][5] Earnings Performance - For the most recent quarter, Cirrus Logic reported earnings of $2.83 per share, exceeding the expected $2.4 per share by 17.92%. In the previous quarter, the company reported $1.51 per share against an estimate of $1.07 per share, resulting in a surprise of 41.12% [2] Earnings Estimates and Predictions - Estimates for Cirrus Logic have been trending higher due to its history of earnings surprises. The stock currently has a positive Zacks Earnings ESP of +5.90%, indicating bullish sentiment among analysts regarding its earnings prospects [5][8] - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) suggests a high likelihood of another earnings beat in the upcoming report, expected on February 3, 2026 [8] Earnings ESP Insights - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which are often more accurate [7] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise, indicating a strong predictive power for earnings performance [6]

Core Insights - The Zacks Premium service offers various tools for investors to enhance their stock market strategies and confidence [1] Zacks Style Scores - Zacks Style Scores are indicators that help investors select stocks likely to outperform the market in the next 30 days, rated from A to F based on value, growth, and momentum characteristics [2] - The Value Score focuses on identifying undervalued stocks using ratios like P/E, PEG, and Price/Sales [3] - The Growth Score assesses a company's financial health and future outlook through projected and historical earnings, sales, and cash flow [4] - The Momentum Score capitalizes on price trends and earnings outlook changes, using factors like one-week price change and monthly earnings estimate changes [5] - The VGM Score combines the three Style Scores to identify stocks with attractive value, strong growth forecasts, and promising momentum, serving as a useful indicator alongside the Zacks Rank [6] Zacks Rank - The Zacks Rank is a proprietary model that utilizes earnings estimate revisions to assist investors in building successful portfolios [7] - Stocks rated 1 (Strong Buy) have produced an average annual return of +23.9% since 1988, significantly outperforming the S&P 500 [8] - With over 800 top-rated stocks available, the Style Scores help investors select stocks with the highest likelihood of success, ideally those with a Zacks Rank of 1 or 2 and Style Scores of A or B [9] Stock Highlight: Cirrus Logic (CRUS) - Cirrus Logic, a fabless semiconductor supplier based in Austin, TX, is rated 2 (Buy) on the Zacks Rank and has a VGM Score of B [11] - The company is projected to achieve year-over-year earnings growth of 2.5% for the current fiscal year, supported by a Growth Style Score of B [11] - The Zacks Consensus Estimate for fiscal 2026 has increased by $0.15 to $7.73 per share, with an average earnings surprise of +32%, making CRUS a strong candidate for investors [12]

Core Insights - Cirrus Aircraft Ltd. has announced the 2026 SR Series G7+ aircraft, which includes enhancements in avionics, connectivity, design, and safety features [1][2] Product Enhancements - The 2026 SR Series G7+ introduces new avionics features, expanded Cirrus Global Connect capabilities, and a 4-blade composite propeller upgrade option for the SR22 [1] - The aircraft models now include G7+ generational updates such as Safe Return™ Emergency Autoland and Automatic Database Updates powered by Cirrus IQ PRO Advanced™ [1] Connectivity and Power - Enhanced connectivity is provided through Cirrus Global Connect, which now offers automatic weather updates every five minutes along the flight route, reducing pilot workload [4] - The aircraft features upgraded high-power USB-C ports, including two 60W ports in the front cabin and two 100W ports in the rear, allowing for seamless power to modern devices [5] Safety Features - The 2026 SR Series G7+ incorporates revolutionary safety systems, including the Cirrus Airframe Parachute System® (CAPS®) and Safe Return™ Emergency Autoland, enhancing pilot convenience and safety [2] Avionics Innovation - Cirrus has invested in updating its Perspective Touch+ avionics, introducing enhanced visual approach capabilities and convenient display presets for improved pilot situational awareness [7][8] Design and Aesthetics - The new SR Series G7+ features two premium design collections, Carbon and Platinum, along with three new exterior paint colors inspired by Cirrus Life™ adventures [9]

Group 1: Semiconductor Industry Overview - The semiconductor industry is expected to benefit from recent developments, including U.S. government policies that balance trade with China while restricting access to advanced technology [3][4] - Semiconductor stocks have gained significantly from the AI boom since 2022, although they remain vulnerable to the ongoing U.S.-China AI trade tensions [5] Group 2: Investment Opportunities in Semiconductor Stocks - A screening of semiconductor companies with a market cap of at least $2 billion identified the 10 most undervalued stocks, focusing on those trading at least 25% below the NASDAQ forward P/E ratio of 26.35 [2] - ON Semiconductor Corporation (NASDAQ:ON) has a potential upside of 3.63% and is extending its partnership with FORVIA HELLA to enhance automotive applications [6][8] - Synaptics Incorporated (NASDAQ:SYNA) shows a potential upside of 6.9%, with a strong growth outlook driven by its Core IoT portfolio, which grew 74% YoY [11][13] - Qualcomm Inc. (NASDAQ:QCOM) has a potential upside of 8.39% and is expanding into the data center market following its acquisition of Alphawave Semi [16][18] - Skyworks Solutions, Inc. (NASDAQ:SWKS) has a potential upside of 9.89%, but faces regulatory risks due to its merger with Qorvo [20][22] - NXP Semiconductors NV (NASDAQ:NXPI) has a potential upside of 15.33% despite plans to exit the radio power market due to lack of ROI [24][25] - Cirrus Logic Inc (NASDAQ:CRUS) has a potential upside of 19.66% as it expands into the automotive market with new product launches [26][27] - Micron Technology Inc. (NASDAQ:MU) has a significant potential upside of 20.42%, with analysts predicting strong demand for DRAM and NAND products [30] - ASE Technology Holding Co. (NYSE:ASX) reported stable revenue growth, with a potential upside of 20.85% [32][34] - Photronics Inc. (NASDAQ:PLAB) has a potential upside of 26.6% following strong earnings and analyst upgrades [36] - Silicon Motion Technology Corp. (NASDAQ:SIMO) has a potential upside of 41.89%, driven by its new power-efficient SSD controller [37]

Core Insights - Cirrus has delivered its 11,000th SR Series aircraft, highlighting the company's commitment to innovation, safety, quality, and service [1][2] - The SR Series G7+ features the Safe Return™ Emergency Autoland, the first FAA-certified autonomous emergency landing system in a single-engine piston aircraft [1][4] Company Overview - Cirrus is the third largest aircraft manufacturer globally, known for its cutting-edge innovations such as the Cirrus Airframe Parachute System™ (CAPS™) and Perspective Touch+™ avionics [2] - The company has redefined aviation performance, comfort, and safety since its founding in 1984, with a total of 19 million flight hours logged on Cirrus aircraft [10] Product Innovations - The SR Series G7+ includes the Safe Return Emergency Autoland as standard equipment, allowing anyone in the cabin to activate it in an emergency [4] - Automatic Database Updates powered by Cirrus IQ™ PRO enable owners to receive updates via Wi-Fi or LTE, ensuring accurate navigation data [5] - Runway Occupancy Awareness uses ADS-B traffic data to alert pilots of potential runway incursions, enhancing situational awareness [6] - Smart Pitot Heat automates the management of the pitot heat system, reducing pilot workload [7] Design and Aesthetics - The 11,000th SR Series aircraft features an exclusive design by the Cirrus Xi™ Design Studio, incorporating luxurious materials and a bold color scheme to commemorate the milestone [3]

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]