TickerTalks
Browse all tickers →
TickerTalks›$CRSR
CRCRSR

Corsair Gaming, Inc.

$CRSR·$1.4B·Computer Hardware·Technology
$12.79-3.4%YTD+120.7%1Y+60.5%
Price updated 7h ago·X counts updated 5d ago
CRCRSR
$CRSRCorsair Gaming, Inc.
$12.79-3.40%42 posts1.2×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $CRSR 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.

42X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $CRSR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 90% of tracked names.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-26 · top-engagement diverged

Corsair Gaming chatter is split. Goldman Sachs initiated coverage at Sell with an $11 target, calling it as a floor. Retail bulls counter with a generational-company thesis, non-GAAP EPS above $1, and a CXMT memory supply deal. Short interest sits around 24% of public float, creating squeeze setup potential. Tone is a small skeptical bank versus a small but conviction-heavy retail cohort.

Read what X is saying about $CRSR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

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

Driven by hypeAcceleratingAI verdict · as of 2026-10-02

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

PC-gaming hardware maker up 131% YTD at 177x TTM earnings with Q1 revenue -4% YoY and Goldman initiated Sell at $11.

Corsair sells gaming peripherals, PC components and content-creator kit under the Corsair, Elgato and Scuf brands, so earnings depend on PC-upgrade cycles and the discretionary spend of its target gaming demographic.

  • Q1 FY26 revenue $354.5M, -4.1% YoY, operating margin 3.9% — top-line turned negative after four quarters of 5-22% growth, margin recovering off a Q2/Q3 FY25 loss
  • TTM: 177x earnings, 0.66x sales, 0.9% ROE, 30% gross margin, 1.2% operating margin — hardware economics with thin profitability
  • 2026 estimates: $1.44B revenue, $0.90 EPS; 2027 $1.51B, $0.83 EPS — modeling flat growth and EPS decline
  • YTD +131%, trailing-12m +60% — multiple expansion well ahead of the operating line
  • Short interest ~24% of float, Goldman Sachs Sell at $11 target, CXMT memory supply deal cited

The equity has front-run a thin earnings line, so the setup rests on whether a Q2 or Q3 revenue re-acceleration lands before the squeeze decays — the fundamental alternative (operating leverage from VOXARA microphone and new launches) is a slower story than the price chart implies.

Agrees with X sentimentX frames the split: Goldman at Sell with $11 target against retail bulls citing non-GAAP EPS above $1, generational-company framing and the 24% short interest as squeeze fuel. The hot-momentum setup matches both sides — the chart is a function of the short-interest math more than the operating print.

What to watch: Nov 3 Q3 earnings — whether revenue growth returns to positive territory and operating margin extends past the 4% Q1 level, which is what re-rates the equity on fundamentals rather than squeeze mechanics.

On the calendar: 2026-11-03 Q3 earnings

Read the AI verdict on $CRSR

  • 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
Free, forever. No credit card.

What it does

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

Gaming and streaming hardware company selling peripherals (keyboards, mice, headsets) and high-performance PC components.

Industry overviewAI analysisGenerated by AI from underlying data

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

Computer Hardware · Technology

No material change from last week — hyperscaler AI server capex continues to drive the cycle.

What this means for $CRSR

Neutral — Gaming and streaming hardware company selling peripherals (keyboards, mice, headsets) and high-performance PC components.

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
177.3How 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
2.0%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
1.2%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
4.7%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
0.7Same 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
0.9%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
30.2%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 6, 2026$0.23$0.07+227.6%
Q1 2026May 7, 2026$0.27$0.18+50.0%
Q4 2025Feb 12, 2026$0.43$0.26+65.4%
Q3 2025Nov 4, 2025$0.06$0.09-29.9%
Next earningsThu, Nov 5·consensus EPS $0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$354.5M-4.1%32.7%3.9%$0.11$26.1M
Q4 FY25$436.9M+5.6%33.1%6.2%$0.23$32.9M
Q3 FY25$345.8M+13.7%26.9%-1.6%$-0.09$-41.3M
Q2 FY25$320.1M+22.5%26.8%-5.3%$-0.16$27.5M

Forward consensus

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.4B – $1.5B$0.90$0.88 – $0.926
FY27$1.5B$1.5B – $1.6B$0.83$0.74 – $0.886
FY28$1.6B$1.6B – $1.7B$0.88$0.84 – $0.925

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.0.9×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.79%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.-0.9%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.+48.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 47.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% 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.β1.865-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 13Kim Sarah MearsDirector8.9K sh$121K
+ 15 other (8 awards · 7 inkinds) in window

See when $CRSR 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-KOfficer or director changeOct 138-K — Item 5.02: Officer or director change
8-KShareholder voteJun 188-K — Item 5.07: Shareholder vote
AI summary

Corsair Gaming (CRSR) held its 2026 Annual Meeting on June 16, 2026 and filed an 8-K reporting routine director election and proposal vote results (Item 5.07). No extraordinary governance changes were disclosed.

+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

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

Corsair Gaming to Report Third Quarter 2026 Financial Results on November 5gurufocus.com·3d agoCorsair Gaming to Report Third Quarter 2026 Financial Results on November 5businesswire.com·3d agoCORSAIR Enters Fast Growing Mobile Recording Market with New Elgato Wireless Microphonebusinesswire.com·4d ago3 Top Breakout Stocks to Buy in October With Big Upsidezacks.com·10d agoNew Strong Buy Stocks for October 1stzacks.com·16d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI Memory Supercycle

More in Computer Hardware

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$QNT$SNDK$SMCI$IONQ$DELL$STX$QTEX$WDC
Voices on X · last 7 days

No standout posts about $CRSR on X in the last 7 days.

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.

PrivacyTermsSupport