Corsair Shares Surge 25% After Q4 Results Beat Estimates
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy CRSR?
Source: seekingalpha
- Strong Performance: Corsair's Q4 revenue increased by 6% year-over-year to $436.9 million, with adjusted EPS soaring 87% to $0.43, both exceeding analyst expectations and demonstrating the company's robust performance in a competitive market.
- Successful Product Launches: The successful introduction of new products and smart inventory management enabled Corsair to achieve a 62% growth in adjusted non-GAAP EBITDA, with GAAP net income skyrocketing by 855%, reflecting the company's ability to adapt to market changes effectively.
- Stock Buyback Authorization: Corsair's board authorized a buyback of up to $50 million in common shares, marking the company's first repurchase program, aimed at providing flexibility for optimal capital deployment to support future organic growth and M&A activities.
- Cautious Outlook: While Corsair expects a 5% year-over-year revenue decline for Q1 and full year 2026, it anticipates double-digit growth in the Gamer and Creator Peripherals segment, indicating confidence in future market opportunities despite ongoing challenges.
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Analyst Views on CRSR
Wall Street analysts forecast CRSR stock price to rise
6 Analyst Rating
3 Buy
3 Hold
0 Sell
Moderate Buy
Current: 4.960
Low
6.50
Averages
9.50
High
13.00
Current: 4.960
Low
6.50
Averages
9.50
High
13.00
About CRSR
Corsair Gaming Inc. is a global developer and manufacturer of high-performance products and technology for gamers, content creators, and personal computer (PC) enthusiasts. The Company’s segments include Gamer and Creator Peripherals and Gaming Components and Systems. The Gamer and Creator Peripherals segment includes its high-performance gaming keyboards, mice, headsets, controllers, and streaming products, which include capture cards, Stream Decks, microphones and audio interfaces, its Facecam streaming cameras, studio accessories, sim racing products, and gaming furniture, among others. The Gaming Components and Systems segment includes high-performance power supply units (PSUs), cooling solutions, computer cases, and dynamic random-access memory (DRAM) modules, as well as high-end prebuilt and custom-built gaming PCs and laptops, and gaming monitors, among others. Its two proprietary software platforms include iCUE for gamers and Elgato streaming suite for content creators.
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.
Corsair Gaming Reports Strong Q4 2025 Earnings and Strategic Outlook
- Strong Financial Performance: Corsair Gaming reported a 12% revenue growth for 2025, reaching approximately $1.47 billion, with gross profit increasing by 30% to about $426 million, and adjusted EBITDA exceeding $100 million, demonstrating robust execution in a dynamic market environment.
- Product Line Performance: Memory and core components drove product growth, with international markets offsetting softer holiday demand in North America, and anticipated improved demand in 2026 linked to the GTA 6 launch, further solidifying market position.
- New Retail Store Opening: The newly opened retail store in Santa Clara is described as an “immersive experience,” aimed at deepening consumer engagement and brand awareness, reflecting Corsair's emphasis on direct-to-consumer strategies.
- Share Repurchase Program: The company announced its first share repurchase authorization of up to $50 million, indicating management's confidence in future financial health and commitment to creating shareholder value.
See More
Corsair Shares Surge 25% After Q4 Results Beat Estimates
- Strong Performance: Corsair's Q4 revenue increased by 6% year-over-year to $436.9 million, with adjusted EPS soaring 87% to $0.43, both exceeding analyst expectations and demonstrating the company's robust performance in a competitive market.
- Successful Product Launches: The successful introduction of new products and smart inventory management enabled Corsair to achieve a 62% growth in adjusted non-GAAP EBITDA, with GAAP net income skyrocketing by 855%, reflecting the company's ability to adapt to market changes effectively.
- Stock Buyback Authorization: Corsair's board authorized a buyback of up to $50 million in common shares, marking the company's first repurchase program, aimed at providing flexibility for optimal capital deployment to support future organic growth and M&A activities.
- Cautious Outlook: While Corsair expects a 5% year-over-year revenue decline for Q1 and full year 2026, it anticipates double-digit growth in the Gamer and Creator Peripherals segment, indicating confidence in future market opportunities despite ongoing challenges.
See More
Stock Futures Dip Ahead of Critical CPI Data
- Corsair Gaming Strong Performance: Corsair Gaming (CRSR) reported a non-GAAP EPS of $0.43 in Q4, exceeding estimates by $0.16, with revenue rising 5.6% year-over-year to $436.9 million; despite FY2026 revenue guidance falling below consensus, the company's first-ever $50 million share repurchase authorization boosted market confidence.
- Rivian Automotive's Optimistic Outlook: Rivian Automotive (RIVN) reported Q4 deliveries of 9,745 vehicles, slightly missing expectations, but anticipates a significant increase in 2026 deliveries to 62,000-67,000 vehicles, with software and services revenue soaring 109%, indicating strong market demand despite a 45% decline in automotive revenue due to lower regulatory credit sales.
- Applied Materials Beats Expectations: Applied Materials (AMAT) provided FQ1 revenue guidance of $7.15 billion to $8.15 billion and adjusted EPS of $2.44 to $2.84, both surpassing Wall Street estimates, driven by accelerating investments in AI-related chips, showcasing the company's leadership in advanced logic and packaging sectors.
- Roku's Positive 2026 Guidance: Roku (ROKU) reported a Q4 adjusted EPS of $0.53, nearly double expectations, with revenue growing 16% year-over-year to $1.38 billion; management forecasts 2026 revenue to reach $5.5 billion, reflecting strong platform revenue growth and future market potential.
See More
Applied Materials Reports Strong Q1 Results, Shares Surge
- Strong Financial Results: Applied Materials reported first-quarter revenue of $7.01 billion, exceeding analyst expectations of $6.87 billion, indicating robust demand in the semiconductor equipment market and reinforcing its market leadership.
- Earnings Beat: The company posted adjusted earnings of $2.38 per share for the first quarter, surpassing the $2.20 estimate, reflecting improved cost control and operational efficiency, which is likely to attract more investor interest.
- Stock Surge: Following the earnings report, Applied Materials shares jumped 11.9% to $367.50 in pre-market trading, indicating a positive market sentiment towards the company's growth prospects, potentially boosting investor confidence further.
- Positive Q2 Guidance: The company issued second-quarter guidance above market expectations, demonstrating management's confidence in future performance, which is expected to drive more capital inflows and enhance its competitive position in the industry.
See More
Corsair Gaming Reports Strong Q4 Results, Shares Surge
- Significant Revenue Growth: Corsair Gaming reported fourth-quarter revenue of $436.86 million, a 6% year-over-year increase that surpassed the market expectation of $421.99 million, demonstrating the company's ability to maintain strong growth despite constraints in the global semiconductor market, which boosts investor confidence.
- Improved Profitability: The company achieved earnings per share of $0.43 for the fourth quarter, exceeding the market consensus of $0.27, reflecting successful strategies in cost control and product demand, further solidifying its leadership position in the gaming hardware market.
- Divergent Product Performance: While the Gaming Components and Systems segment saw an 11% year-over-year revenue increase, the Gamer and Creator Peripherals segment experienced a 3% decline, indicating uneven market demand and suggesting that Corsair may need to adjust its product strategy to address varying market needs in the future.
- Share Buyback Initiated: Corsair announced a $50 million share buyback plan approved by its board, marking the company's first repurchase authorization, which is expected to enhance earnings per share and improve shareholder returns, reflecting confidence in future growth prospects.
See More
Corsair Gaming Q4 Earnings Exceed Expectations
- Strong Earnings Report: Corsair Gaming reported a Q4 non-GAAP EPS of $0.43, beating expectations by $0.16, with revenue of $436.9 million reflecting a 5.6% year-over-year increase and surpassing market estimates by $14.9 million, indicating robust profitability in a competitive landscape.
- Q1 2026 Outlook: The company anticipates Q1 2026 net revenue between $335 million and $365 million, with adjusted EBITDA projected at $25 million to $30 million and non-GAAP EPS expected in the range of $0.18 to $0.22, reflecting management's cautious optimism about future performance.
- Full Year Financial Projections: For FY 2026, Corsair Gaming expects net revenue between $1.33 billion and $1.47 billion, with adjusted EBITDA forecasted at $100 million to $115 million and non-GAAP EPS ranging from $0.58 to $0.74, demonstrating confidence in long-term growth.
- Market Consensus Analysis: The consensus for FY 2026 EPS stands at $0.65, with revenue consensus at $1.58 billion, indicating investor optimism regarding Corsair Gaming's growth potential despite challenges from AI memory demand and a weak consumer environment.
See More
Corsair Gaming Reports Strong Q4 2025 Earnings and Strategic Outlook
- Strong Financial Performance: Corsair Gaming reported a 12% revenue growth for 2025, reaching approximately $1.47 billion, with gross profit increasing by 30% to about $426 million, and adjusted EBITDA exceeding $100 million, demonstrating robust execution in a dynamic market environment.
- Product Line Performance: Memory and core components drove product growth, with international markets offsetting softer holiday demand in North America, and anticipated improved demand in 2026 linked to the GTA 6 launch, further solidifying market position.
- New Retail Store Opening: The newly opened retail store in Santa Clara is described as an “immersive experience,” aimed at deepening consumer engagement and brand awareness, reflecting Corsair's emphasis on direct-to-consumer strategies.
- Share Repurchase Program: The company announced its first share repurchase authorization of up to $50 million, indicating management's confidence in future financial health and commitment to creating shareholder value.
See More
Corsair Shares Surge 25% After Q4 Results Beat Estimates
- Strong Performance: Corsair's Q4 revenue increased by 6% year-over-year to $436.9 million, with adjusted EPS soaring 87% to $0.43, both exceeding analyst expectations and demonstrating the company's robust performance in a competitive market.
- Successful Product Launches: The successful introduction of new products and smart inventory management enabled Corsair to achieve a 62% growth in adjusted non-GAAP EBITDA, with GAAP net income skyrocketing by 855%, reflecting the company's ability to adapt to market changes effectively.
- Stock Buyback Authorization: Corsair's board authorized a buyback of up to $50 million in common shares, marking the company's first repurchase program, aimed at providing flexibility for optimal capital deployment to support future organic growth and M&A activities.
- Cautious Outlook: While Corsair expects a 5% year-over-year revenue decline for Q1 and full year 2026, it anticipates double-digit growth in the Gamer and Creator Peripherals segment, indicating confidence in future market opportunities despite ongoing challenges.
See More
Stock Futures Dip Ahead of Critical CPI Data
- Corsair Gaming Strong Performance: Corsair Gaming (CRSR) reported a non-GAAP EPS of $0.43 in Q4, exceeding estimates by $0.16, with revenue rising 5.6% year-over-year to $436.9 million; despite FY2026 revenue guidance falling below consensus, the company's first-ever $50 million share repurchase authorization boosted market confidence.
- Rivian Automotive's Optimistic Outlook: Rivian Automotive (RIVN) reported Q4 deliveries of 9,745 vehicles, slightly missing expectations, but anticipates a significant increase in 2026 deliveries to 62,000-67,000 vehicles, with software and services revenue soaring 109%, indicating strong market demand despite a 45% decline in automotive revenue due to lower regulatory credit sales.
- Applied Materials Beats Expectations: Applied Materials (AMAT) provided FQ1 revenue guidance of $7.15 billion to $8.15 billion and adjusted EPS of $2.44 to $2.84, both surpassing Wall Street estimates, driven by accelerating investments in AI-related chips, showcasing the company's leadership in advanced logic and packaging sectors.
- Roku's Positive 2026 Guidance: Roku (ROKU) reported a Q4 adjusted EPS of $0.53, nearly double expectations, with revenue growing 16% year-over-year to $1.38 billion; management forecasts 2026 revenue to reach $5.5 billion, reflecting strong platform revenue growth and future market potential.
See More
Applied Materials Reports Strong Q1 Results, Shares Surge
- Strong Financial Results: Applied Materials reported first-quarter revenue of $7.01 billion, exceeding analyst expectations of $6.87 billion, indicating robust demand in the semiconductor equipment market and reinforcing its market leadership.
- Earnings Beat: The company posted adjusted earnings of $2.38 per share for the first quarter, surpassing the $2.20 estimate, reflecting improved cost control and operational efficiency, which is likely to attract more investor interest.
- Stock Surge: Following the earnings report, Applied Materials shares jumped 11.9% to $367.50 in pre-market trading, indicating a positive market sentiment towards the company's growth prospects, potentially boosting investor confidence further.
- Positive Q2 Guidance: The company issued second-quarter guidance above market expectations, demonstrating management's confidence in future performance, which is expected to drive more capital inflows and enhance its competitive position in the industry.
See More
Corsair Gaming Reports Strong Q4 Results, Shares Surge
- Significant Revenue Growth: Corsair Gaming reported fourth-quarter revenue of $436.86 million, a 6% year-over-year increase that surpassed the market expectation of $421.99 million, demonstrating the company's ability to maintain strong growth despite constraints in the global semiconductor market, which boosts investor confidence.
- Improved Profitability: The company achieved earnings per share of $0.43 for the fourth quarter, exceeding the market consensus of $0.27, reflecting successful strategies in cost control and product demand, further solidifying its leadership position in the gaming hardware market.
- Divergent Product Performance: While the Gaming Components and Systems segment saw an 11% year-over-year revenue increase, the Gamer and Creator Peripherals segment experienced a 3% decline, indicating uneven market demand and suggesting that Corsair may need to adjust its product strategy to address varying market needs in the future.
- Share Buyback Initiated: Corsair announced a $50 million share buyback plan approved by its board, marking the company's first repurchase authorization, which is expected to enhance earnings per share and improve shareholder returns, reflecting confidence in future growth prospects.
See More
Corsair Gaming Q4 Earnings Exceed Expectations
- Strong Earnings Report: Corsair Gaming reported a Q4 non-GAAP EPS of $0.43, beating expectations by $0.16, with revenue of $436.9 million reflecting a 5.6% year-over-year increase and surpassing market estimates by $14.9 million, indicating robust profitability in a competitive landscape.
- Q1 2026 Outlook: The company anticipates Q1 2026 net revenue between $335 million and $365 million, with adjusted EBITDA projected at $25 million to $30 million and non-GAAP EPS expected in the range of $0.18 to $0.22, reflecting management's cautious optimism about future performance.
- Full Year Financial Projections: For FY 2026, Corsair Gaming expects net revenue between $1.33 billion and $1.47 billion, with adjusted EBITDA forecasted at $100 million to $115 million and non-GAAP EPS ranging from $0.58 to $0.74, demonstrating confidence in long-term growth.
- Market Consensus Analysis: The consensus for FY 2026 EPS stands at $0.65, with revenue consensus at $1.58 billion, indicating investor optimism regarding Corsair Gaming's growth potential despite challenges from AI memory demand and a weak consumer environment.
See More
