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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.