Cirrus Logic Executive Sells Shares, Significant Reduction in Holdings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 hours ago
0mins
Should l Buy CRUS?
Source: Fool
- Executive Stock Sale: Justin E. Dougherty, EVP of Global Operations at Cirrus Logic, sold 3,000 shares on February 11, 2026, for approximately $429,000, indicating a strategic financial decision amidst market conditions.
- Reduction in Holdings: This sale represented 33.80% of Dougherty's direct holdings, suggesting potential concerns about his confidence in the company's future, which investors should monitor closely.
- Company Financial Performance: Cirrus Logic reported record net income of $403.87 million in Q1 2026, alongside strong earnings per share (EPS), highlighting the company's competitive position and profitability in the semiconductor market.
- Market Trend Analysis: The stock has risen 18% in 2026, matching the increase for the entire year of 2025, indicating strong financial performance and growth potential, although the executive's stock sale may raise investor concerns about insider sentiment.
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Analyst Views on CRUS
Wall Street analysts forecast CRUS stock price to fall
6 Analyst Rating
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 140.290
Low
95.00
Averages
140.00
High
155.00
Current: 140.290
Low
95.00
Averages
140.00
High
155.00
About CRUS
Cirrus Logic, Inc. is a provider of low-power, high-precision mixed-signal processing solutions that enhance user experience in mobile and consumer applications. Its product line categories are Audio and High-Performance Mixed-Signal (HPMS). It is a supplier of low-power, low-latency, high-precision audio components that are used in a variety of applications, including smartphones, laptops, tablets, virtual reality/augmented reality headsets, wearables, home theater systems, automotive entertainment systems and professional audio systems. Additionally, its SoundClear technology consists of a broad portfolio of tools, software and algorithms that help to differentiate its customers’ products by improving the user experience with features such as louder, high-fidelity sound, high-quality audio playback, voice capture, and hearing augmentation. Its portfolio of HPMS products includes camera controllers for automatic focus and optical image stabilization and haptic and sensing solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Cirrus Logic Executive Sells Shares, Significant Reduction in Holdings
- Executive Stock Sale: Justin E. Dougherty, EVP of Global Operations at Cirrus Logic, sold 3,000 shares on February 11, 2026, for approximately $429,000, indicating a strategic financial decision amidst market conditions.
- Reduction in Holdings: This sale represented 33.80% of Dougherty's direct holdings, suggesting potential concerns about his confidence in the company's future, which investors should monitor closely.
- Company Financial Performance: Cirrus Logic reported record net income of $403.87 million in Q1 2026, alongside strong earnings per share (EPS), highlighting the company's competitive position and profitability in the semiconductor market.
- Market Trend Analysis: The stock has risen 18% in 2026, matching the increase for the entire year of 2025, indicating strong financial performance and growth potential, although the executive's stock sale may raise investor concerns about insider sentiment.
See More
Cirrus Logic Executive Stock Sale and Earnings Highlights
- Executive Stock Sale: Cirrus Logic's EVP of Global Operations, Justin E. Dougherty, sold 3,000 shares on February 11, 2026, for approximately $429,000, based on a weighted average purchase price of $143.16, indicating executive confidence in the company's future prospects.
- Strong Earnings Report: The company recently released its Q3 FY 2026 earnings report, showcasing substantial growth with record net income and earnings per share (EPS), reflecting robust performance in the semiconductor market.
- Stock Performance Surge: Cirrus Logic's stock has risen 18% in 2026, following a similar increase throughout 2025, demonstrating sustained investor confidence and market recognition of the company's potential.
- Timely Executive Transactions: Following the earnings report, at least eight other executives engaged in stock transactions, primarily involving scheduled stock options or units, but their timing aligns conveniently with the company's strong performance, suggesting optimism about future growth.
See More
Cirrus Logic Executive Sells 3,000 Shares Amid High Transaction Activity
- Executive Stock Sale: Justin E. Dougherty, EVP of Global Operations at Cirrus Logic, sold 3,000 shares of common stock on February 11, 2026, for approximately $429,480, representing 33.80% of his direct holdings, indicating significant executive trading activity within the company.
- Holding Analysis: Post-transaction, Dougherty retains 5,876 shares valued at about $829,573.68, reflecting his confidence in the company's future despite the high volume of executive transactions, which suggests stability in overall holdings.
- Financial Performance: Cirrus Logic reported record net income and strong earnings per share (EPS) in its Q1 2026 report, contributing to an 18% increase in stock price so far in 2026, highlighting the company's competitive position and growth potential in the market.
- Investor Considerations: Despite strong financial results, Cirrus Logic was not included in the Motley Fool Stock Advisor's current list of top investment stocks, advising investors to carefully assess market dynamics and the company's outlook before making investment decisions.
See More
Analysis of Apple and Cirrus Logic Stock Performance
- Strong Apple Performance: Apple's revenue in Q1 of fiscal 2026 rose by 16% year-over-year to nearly $144 billion, with adjusted earnings per share increasing by 19%, reflecting robust demand for its latest iPhone offerings and suggesting continued outperformance against the broader market.
- Rapid Growth of Cirrus Logic: Cirrus Logic's stock surged 33% over the past six months, nearly double Apple's gains, with 94% of its revenue derived from Apple, indicating that its reliance on Apple is becoming a catalyst for stock price appreciation.
- Improved Profitability: Cirrus Logic's latest quarterly results exceeded expectations, with revenue up 4.4% year-over-year and earnings per share rising 18% to $2.97, while the company is projected to achieve a 20% increase in earnings to $9.05 per share this fiscal year, surpassing the 16% average growth rate of S&P 500 companies.
- Significant Investment Value: Cirrus Logic is currently trading at a price-to-earnings ratio of 19, lower than the S&P 500's 25 and Apple's 35, making it a more attractive investment option given its close relationship with Apple and potential for earnings growth.
See More
Apple's Strong Sales Propel Chipmaker Growth
- Apple Sales Surge: Apple's revenue in Q1 FY2026 rose by 16% year-over-year to nearly $144 billion, with adjusted earnings per share increasing by 19%, reflecting robust market demand and solidifying its leadership in the smartphone sector.
- Cirrus Logic's Strong Performance: Cirrus Logic's stock has surged 33% over the past six months, nearly doubling Apple's stock gains, highlighting its growth potential as a supplier to Apple, particularly in audio and camera controller chips.
- Optimistic Earnings Outlook: Cirrus Logic is poised to achieve a 20% increase in earnings per share to $9.05 this fiscal year, exceeding the 16% average growth expected for S&P 500 companies, indicating its competitive strength and profitability enhancement in the market.
- Attractive Valuation: Cirrus Logic currently trades at a price-to-earnings ratio of 19, lower than the S&P 500's 25 and Apple's 35, showcasing its relative value as an investment option, which may attract more investor interest.
See More
Eli Lilly Surges Amid Tech Rotation
- Market Divergence: The ongoing rotation out of tech stocks has led to a divided stock market, indicating selective preferences among investors that could influence future capital flows.
- Eli Lilly's Strong Performance: Eli Lilly's stock surged amidst market volatility, reflecting investor confidence in its growth potential, which may attract more capital into the company.
- Google's Positive Earnings: Following its earnings report, Google's stock rose, showcasing its strong financial performance and future capital spending plans, which could bolster market confidence in tech stocks.
- Capital Expenditure Plans: Google's announcement of substantial capital expenditure plans is expected to drive long-term growth and potentially enhance its market share and competitiveness in the tech sector.
See More
Cirrus Logic Executive Sells Shares, Significant Reduction in Holdings
- Executive Stock Sale: Justin E. Dougherty, EVP of Global Operations at Cirrus Logic, sold 3,000 shares on February 11, 2026, for approximately $429,000, indicating a strategic financial decision amidst market conditions.
- Reduction in Holdings: This sale represented 33.80% of Dougherty's direct holdings, suggesting potential concerns about his confidence in the company's future, which investors should monitor closely.
- Company Financial Performance: Cirrus Logic reported record net income of $403.87 million in Q1 2026, alongside strong earnings per share (EPS), highlighting the company's competitive position and profitability in the semiconductor market.
- Market Trend Analysis: The stock has risen 18% in 2026, matching the increase for the entire year of 2025, indicating strong financial performance and growth potential, although the executive's stock sale may raise investor concerns about insider sentiment.
See More
Cirrus Logic Executive Stock Sale and Earnings Highlights
- Executive Stock Sale: Cirrus Logic's EVP of Global Operations, Justin E. Dougherty, sold 3,000 shares on February 11, 2026, for approximately $429,000, based on a weighted average purchase price of $143.16, indicating executive confidence in the company's future prospects.
- Strong Earnings Report: The company recently released its Q3 FY 2026 earnings report, showcasing substantial growth with record net income and earnings per share (EPS), reflecting robust performance in the semiconductor market.
- Stock Performance Surge: Cirrus Logic's stock has risen 18% in 2026, following a similar increase throughout 2025, demonstrating sustained investor confidence and market recognition of the company's potential.
- Timely Executive Transactions: Following the earnings report, at least eight other executives engaged in stock transactions, primarily involving scheduled stock options or units, but their timing aligns conveniently with the company's strong performance, suggesting optimism about future growth.
See More
Cirrus Logic Executive Sells 3,000 Shares Amid High Transaction Activity
- Executive Stock Sale: Justin E. Dougherty, EVP of Global Operations at Cirrus Logic, sold 3,000 shares of common stock on February 11, 2026, for approximately $429,480, representing 33.80% of his direct holdings, indicating significant executive trading activity within the company.
- Holding Analysis: Post-transaction, Dougherty retains 5,876 shares valued at about $829,573.68, reflecting his confidence in the company's future despite the high volume of executive transactions, which suggests stability in overall holdings.
- Financial Performance: Cirrus Logic reported record net income and strong earnings per share (EPS) in its Q1 2026 report, contributing to an 18% increase in stock price so far in 2026, highlighting the company's competitive position and growth potential in the market.
- Investor Considerations: Despite strong financial results, Cirrus Logic was not included in the Motley Fool Stock Advisor's current list of top investment stocks, advising investors to carefully assess market dynamics and the company's outlook before making investment decisions.
See More
Analysis of Apple and Cirrus Logic Stock Performance
- Strong Apple Performance: Apple's revenue in Q1 of fiscal 2026 rose by 16% year-over-year to nearly $144 billion, with adjusted earnings per share increasing by 19%, reflecting robust demand for its latest iPhone offerings and suggesting continued outperformance against the broader market.
- Rapid Growth of Cirrus Logic: Cirrus Logic's stock surged 33% over the past six months, nearly double Apple's gains, with 94% of its revenue derived from Apple, indicating that its reliance on Apple is becoming a catalyst for stock price appreciation.
- Improved Profitability: Cirrus Logic's latest quarterly results exceeded expectations, with revenue up 4.4% year-over-year and earnings per share rising 18% to $2.97, while the company is projected to achieve a 20% increase in earnings to $9.05 per share this fiscal year, surpassing the 16% average growth rate of S&P 500 companies.
- Significant Investment Value: Cirrus Logic is currently trading at a price-to-earnings ratio of 19, lower than the S&P 500's 25 and Apple's 35, making it a more attractive investment option given its close relationship with Apple and potential for earnings growth.
See More
Apple's Strong Sales Propel Chipmaker Growth
- Apple Sales Surge: Apple's revenue in Q1 FY2026 rose by 16% year-over-year to nearly $144 billion, with adjusted earnings per share increasing by 19%, reflecting robust market demand and solidifying its leadership in the smartphone sector.
- Cirrus Logic's Strong Performance: Cirrus Logic's stock has surged 33% over the past six months, nearly doubling Apple's stock gains, highlighting its growth potential as a supplier to Apple, particularly in audio and camera controller chips.
- Optimistic Earnings Outlook: Cirrus Logic is poised to achieve a 20% increase in earnings per share to $9.05 this fiscal year, exceeding the 16% average growth expected for S&P 500 companies, indicating its competitive strength and profitability enhancement in the market.
- Attractive Valuation: Cirrus Logic currently trades at a price-to-earnings ratio of 19, lower than the S&P 500's 25 and Apple's 35, showcasing its relative value as an investment option, which may attract more investor interest.
See More
Eli Lilly Surges Amid Tech Rotation
- Market Divergence: The ongoing rotation out of tech stocks has led to a divided stock market, indicating selective preferences among investors that could influence future capital flows.
- Eli Lilly's Strong Performance: Eli Lilly's stock surged amidst market volatility, reflecting investor confidence in its growth potential, which may attract more capital into the company.
- Google's Positive Earnings: Following its earnings report, Google's stock rose, showcasing its strong financial performance and future capital spending plans, which could bolster market confidence in tech stocks.
- Capital Expenditure Plans: Google's announcement of substantial capital expenditure plans is expected to drive long-term growth and potentially enhance its market share and competitiveness in the tech sector.
See More
