Allegro MicroSystems (ALGM) delivered earnings and revenue surprises of +9.52% and +2.47%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
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Cirrus Logic (CRUS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Cirrus Logic (CRUS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Silicon content per handset is quietly repricing as on-device AI and RF complexity collide with the next refresh cycle, and five chip names are already splitting into winners and losers before most investors notice the gap.
LRCX soars 86.8% YTD as AI/HPC fuel demand for its chipmaking tools, while strong quarterly sales of more than $5 billion and margin gains keep bulls interested.
CRUS and SWKS benefit from AI, smartphone and connectivity demand, while both navigate margin pressure and customer concentration risks.
CRUS' smartphone, PC and power-chip momentum helped drive record revenue as investors weigh growth prospects against rising costs.
Cirrus Logic stock has been in fine form on the market in 2026, driven by the company's close relationship with Apple.
Cirrus Logic (CRUS) delivered earnings and revenue surprises of +11.00% and +1.98%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
CRUS stands out with strong stock gains, rising estimates and lower valuation, while QCOM faces supply constraints and cautious demand headwinds.
CRUS stock has surged, fueled by strong smartphone and PC demand, but increasing risks and customer concentration raise questions about how much upside remains.