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Chip stocks rallied on Thursday, helped by positive earnings reports from Macom Technology Solutions and SiTime.

Moby summary of Cirrus Logic, Inc.'s Q1 2027 earnings call

Cirrus Logic Inc (CRUS) posts record Q1 revenue of $460 million and EPS of $1.84, driven by strong smartphone demand and a robust HPMS pipeline.

Cirrus Logic (NASDAQ:CRUS) reported record fiscal first-quarter revenue of $460 million for the June quarter, up 2% sequentially and 13% from a year earlier, driven by higher component sales into smartphones. The company posted GAAP earnings per share of $1.47 and non-GAAP earnings per share of $1.8

Cirrus Logic (CRUS) delivered earnings and revenue surprises of +2.22% and -0.03%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Josh Wolfe, a venture-capital investor who uses the ideas from his portfolio companies to invest in the stock market, says he has identified a third strong conviction call that will lift hardware stocks.

Synaptics (NASDAQ:SYNA) reported its sixth consecutive quarter of double-digit year-over-year revenue growth in the third quarter of fiscal 2026, with management pointing to continued strength in core IoT products and expanding customer activity in Edge AI and robotics. President and CEO Rahul Pate

Chelsea Heffernan: Thank you, and good afternoon. Joining me on today's call is John Forsyth, Cirrus Logic's Chief Executive Officer; and Jeff Woolard, our Chief Financial Officer. Today, at approximately 4:00 p.m. Eastern Time, we announced our financial results for the fourth quarter and full fiscal year 2026.

Cirrus Logic (NASDAQ:CRUS) reported fourth-quarter fiscal 2026 revenue of $448.5 million, finishing above the midpoint of its guidance range, as the company pointed to strong demand for components shipping into smartphones. For the full fiscal year 2026, the company delivered record revenue of $2.0

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?

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CRUS gears up for Q4 FY26 earnings with rising revenue and EPS estimates, driven by strong demand in mobile, PCs and growing mixed-signal momentum.