随着Loop Capital下调风险回报评级，Cirrus Logic出现下滑

2026-02-02 22:55

Cirrus Logic (CRUS) shares slipped 1% in early trading on Monday as Loop Capital downgraded the specialty semiconductor company, citing an unfavorable risk-reward.
“We are lowering our rating from Buy to Hold based on our view CRUS shares now lack a catalyst to perform better than the broader chip sector,” analyst Gary Mobley wrote in a note to clients. “Against a backdrop of only modest iPhone production growth in CY2026 and consistent ($) content for CRUS in the upcoming iPhone 18, CRUS' Apple revenue will remain stagnant in the intermediate term (NOTE: AAPL is close to 90% of CRUS' rev). To boot, inflationary pressures for Apple's (AAPL) other components (e.g., advance-node A-class processors, memory) may exert pricing pressure for component suppliers like CRUS. Additionally, shares of CRUS are trading at the upper end of the company valuation range. Last, we want to emphasize our downgrade comes at a time when CRUS may actually exceed Dec-Q/Mar-Q expectations.”
In addition to the downgrade, Mobley lowered his price target on Cirrus Logic to $130 from $140.

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