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CRCRCT

Cricut, Inc.

Hot onWhy it's trendingX mentions rising faster than the marketMoving on elevated volume
$CRCT·$1.3B·Computer Hardware·Technology
$6.45-3.7%YTD+34.5%1Y+23.8%
Price updated 6h ago·X counts updated 5d ago
CRCRCT
$CRCTCricut, Inc.
$6.45-3.73%6 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CRCT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

6X posts · last 7 days
Sep 29Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CRCT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

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

Cricut with 236% EPS surprise and new StickerPix product category — the DIY-crafter compounder quietly firing.

Cricut Inc. is the specialty DIY-crafting-platform company whose 2026 story is operational-execution across hardware, consumables, and software subscriptions. The 2026 breakout reflects both margin expansion and new-product-category momentum.

  • The P&L is firing with margin expansion: Q2 revenue was down 9.2% YoY to $156M at a 30.3% operating margin and $0.19 EPS, with trailing EPS surprises of +236.3% and +100% — these are massive beats against conservative Street models, which happens when the business is converting revenue decline into margin expansion.
  • The specific product-innovation signal is substantive: the new StickerPix Line launches a new sticker-making category plus the 'Best Income Stocks to Buy' coverage — two coordinated signals supporting the quality-compounder narrative.

At 95% of its 52-week range and 38% above the 200-day going into Nov 3 earnings, the setup is late-cycle hot-momentum. Another 100%+ EPS surprise plus continued StickerPix-launch commentary is the trigger for continuation; a soft Platform segment or any Zacks Reduce-rating-related signal is the invalidation.

What to watch: Nov 3 Q3 earnings — Platform segment revenue, StickerPix contribution, operating margin direction, and FY27 guide. 100%+ EPS surprise plus StickerPix traction is the trigger; segment softness is the invalidation.

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

event ahead 30ddiy crafter

Read the AI verdict on $CRCT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Maker of smart cutting machines and a subscription design platform enabling consumers to create custom crafts, apparel, and home decor.

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 — hyperscaler AI server capex continues to drive the cycle.

What this means for $CRCT

Neutral — Maker of smart cutting machines and a subscription design platform enabling consumers to create custom crafts, apparel, and home decor.

Top industry ETF

$SOXXiShares Semiconductor ETF
+83.9%YTD
+70.7%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 $0.05

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$696.7M$696.2M – $697.2M$0.35$0.35 – $0.351
FY27$704.5M$704.0M – $705.1M$0.24$0.24 – $0.241
FY28$714.7M$714.6M – $714.8M$0.24$0.24 – $0.252

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.1.5×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.96%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.+13.0%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.+40.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 175.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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

SellOct 5Arora AshishCEO60.0K sh$386KSellOct 2Arora AshishCEO60.0K sh$391KSellOct 1Arora AshishCEO60.0K sh$390KSellSep 17Arora AshishCEO60.0K sh$341KSellSep 16Arora AshishCEO60.0K sh$333KSellSep 15Arora AshishCEO60.0K sh$337KSellSep 4Arora AshishCEO60.0K sh$336KSellSep 3Arora AshishCEO60.0K sh$351KSellSep 2Arora AshishCEO60.0K sh$348KSellAug 25Ryan HarmerPrincipal Accounting Officer10.0K sh$57K
1–10 of 25
+ 16 other (11 awards · 4 inkinds · 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
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

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
+ 9 other (3 13Gs · 2 10-Qs · 2 proxys · 1 SD) in window

Recent news

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

Cricut to Announce Third Quarter 2026 Financial Results on November 3, 2026globenewswire.com·3d agoCricut (NASDAQ:CRCT) Sets New 52-Week High – Should You Buy?defenseworld.net·11d agoBest Income Stocks to Buy for September 25thzacks.com·22d agoCricut® Launches a New Category with the All-New Cricut StickerPix™ Line, Bringing Personalized Sticker Making into Its Creativity Platformglobenewswire.com·23d agoCricut, Inc. (NASDAQ:CRCT) Receives Consensus Rating of “Reduce” from Brokeragesdefenseworld.net·23d ago

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Voices on X · last 7 days

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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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