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CRCRCT

Cricut, Inc.

Buzzing onWhy it's trendingX mentions rising faster than the marketPrice and volume picking up
$CRCT·$1.3B·Computer Hardware·Technology
$6.070.0%
Mentions · last 7 days
2026-07-30: 0 posts2026-07-31: 1 posts2026-08-01: 0 posts2026-08-02: 4 posts2026-08-03: 2 posts2026-08-04: 5 posts2026-08-05: 15 posts27
Price updated 3m ago·X counts updated 22h ago
CRCRCT
$CRCTCricut, Inc.
$6.070.00%27 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CRCT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-06

The move is getting stronger, with heavier trading behind it.

Cricut smashed Q2 EPS by 236% ($0.19 vs $0.06) with $41M FCF — creative-platform DIY device maker turning value story.

Cricut, Inc. is the leading US consumer creative-platform company — sells smart cutting machines (Cricut Maker, Explore, Joy), subscription software (Cricut Access), materials, and accessories to home crafters and small business creators. Post-pandemic revenue normalization has been the multi-year story; the recent quarters show durable profitability at the new base.

The mechanics of the setup:

  • Q2 revenue was $156M, down 9.2% YoY and 2.0% QoQ — the top line is still contracting, but the pace is decelerating.
  • Q2 EPS was $0.19 versus $0.06 expected — a 236% beat, the largest recent surprise magnitude and evidence of operating leverage on the reduced cost base.
  • Q2 gross margin was 74.5% and operating margin 30.3% — very strong margin profile, reflecting the software/subscription mix underneath the hardware base.
  • Q2 free cash flow was $41M — meaningful cash generation for a $1.3B market cap company (FCF yield ~11%).
  • Q3 EPS estimate for November 3 is $0.04 — a normalized-seasonal quarter estimate that the market has clearly under-modeled given Q2's magnitude.
  • At $1.3B market cap and 14x TTM P/E the multiple is compressed for a business generating 74% gross margins and 30% operating margins.
  • 12 insider filings — active board/executive engagement.
  • The Seeking Alpha 'Crafting Value Where It Matters Most' framing captures the value-and-cash-generation narrative that Q2 validates.
  • The absence of price data in the bundle is a data-quality artifact; the Q2 print is the meaningful signal.

The path from here is defined by whether the Q2 EPS magnitude is durable + revenue trajectory stabilizes. Revenue return to positive YoY growth + margin sustainability re-rates the stock significantly; continued revenue decline + margin normalization would reset back. Watch subscription (Cricut Access) revenue trajectory as the key qualitative tell — it's the software mix that supports the margin story.

What to watch: November 3 Q3 print — revenue trajectory, subscription (Cricut Access) growth, gross margin, and cash flow. Revenue stabilization + margin sustainability supports a re-rating; continued decline + margin normalization would reset.

On the calendar: 2026-11-03 — Q3 2026 earnings

missing sentiment

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What it does

Plain-English summary of the business — what they sell and how they make money.

Cricut, Inc. offers an innovative creative platform that empowers individuals to transform their imaginative concepts into high-quality, handcrafted items. The company's business model is structured around three core divisions: Connected Machines, Subscriptions, and Accessories & Materials. At the heart of its offerings are intelligent cutting machines, including models like Cricut Joy, Cricut Explore, and Cricut Maker. These devices are engineered to precisely cut, write, score, and apply decorative effects to a diverse range of materials, such as paper, vinyl, and leather. Complementing the hardware are intuitive design applications, such as the comprehensive Design Space app and a specialized app for Cricut Joy, all integrated by proprietary software. Cricut also provides various subscription tiers, including Cricut Access and Cricut Access Premium, alongside in-app purchasing options, to further enhance the user experience. The creative ecosystem is rounded out by an extensive selection of accessories, such as the Cricut EasyPress and Cricut Mug Press, various hand tools, replacement blades, and project-specific materials. This integrated suite allows users to produce a wide array of personalized goods, from custom birthday cards and bespoke mugs to unique T-shirts and elaborate interior decorations. Cricut products are distributed through numerous third-party retail partners, both online and in physical stores, its dedicated website (cricut.com), and a network of distributors. Headquartered in South Jordan, Utah, the company, which was initially incorporated in 1969 as Provo Craft & Novelty, Inc. before its rebranding in March 2018, maintains a significant global presence, operating across the United States, the United Kingdom, Ireland, Australia, New Zealand, Western Europe, the Middle East, Latin America, South Africa, and Asia.

Industry overviewAI analysisGenerated by AI from underlying data

Where Computer Hardware sits in its cycle right now — and what that implies for $CRCT.

Computer Hardware · Technology

No material change from last week — STX and WDC (SanDisk spinoff) benefit from LLM training requiring petabyte-scale nearline storage infrastructure.

Top industry ETF

$SOXXiShares Semiconductor ETF
+75.7%YTD
+122.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
14.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
20.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
15.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
24.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
57.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.19$0.06+236.3%
Q1 2026May 5, 2026$0.10$0.05+100.0%
Q4 2025Mar 3, 2026$0.04$0.040.0%
Q3 2025Nov 4, 2025$0.10$0.05+100.0%
Next earningsTue, Nov 3·consensus EPS $0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$156.3M-9.2%74.5%30.3%$0.19$40.8M
Q1 FY26$159.5M-1.9%58.1%14.4%$0.10$17.7M
Q4 FY25$203.6M-2.7%47.4%6.8%$0.04$75.2M
Q3 FY25$170.4M+1.5%55.2%13.3%$0.10$13.9M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$677.4M$666.9M – $688.0M$0.19$0.19 – $0.201
FY27$682.5M$671.8M – $693.1M$0.20$0.19 – $0.201
FY28$687.4M$669.4M – $705.4M$0.19$0.19 – $0.192

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.5.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.73%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+35.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+33.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 175.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.145-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 5Arora AshishCEO60.0K sh$359KSellAug 4Arora AshishCEO60.0K sh$293KSellAug 3Arora AshishCEO60.0K sh$286KSellJul 17Arora AshishCEO2.3K sh$11KSellJul 15Arora AshishCEO1.1K sh$5KSellMay 28Ryan HarmerPrincipal Accounting Officer17.3K sh$71KSellMay 22Arora AshishCEO60.0K sh$239KSellMay 21Arora AshishCEO60.0K sh$237KSellMay 20Arora AshishCEO60.0K sh$237KBuyMay 13Jason MaklerDirector310 sh$1K
1–10 of 16
+ 25 other (14 awards · 8 inkinds · 2 others · 1 conversion) in window

See when $CRCT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

CRCT reported financial results for second. Full results are disclosed in a press release filed as Exhibit 99.1. Item 2.02 mandates simultaneous disclosure of material earnings data, ensuring all investors receive results at the same time. Investors should review the attached exhibit for complete financial figures and any forward guidance from CRCT management.

8-KShareholder voteJun 48-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMar 38-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 13 other (4 13Gs · 2 10-Qs · 2 proxys · 2 10-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Cricut Is Crafting Value Where It Matters Mostseekingalpha.com·1d agoCricut, Inc. (CRCT) Q2 2026 Earnings Call Transcriptseekingalpha.com·2d agoCricut, Inc. (CRCT) Tops Q2 Earnings Estimateszacks.com·2d agoCricut Q2 Earnings Call Highlightsmarketbeat.com·2d agoCricut, Inc. Reports Second Quarter 2026 Financial Resultsglobenewswire.com·2d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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