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CRCRSR

Corsair Gaming, Inc.

$CRSR·$1.0B·Computer Hardware·Technology
$9.36-1.3%YTD+56.0%1Y-1.1%
Mentions · last 7 days
2026-07-09: 125 posts2026-07-10: 141 posts2026-07-11: 50 posts2026-07-12: 90 posts2026-07-13: 135 posts2026-07-14: 37 posts2026-07-15: 32 posts618-0%
Price updated 6h ago·X counts updated 1d ago
CRCRSR
$CRSRCorsair Gaming, Inc.
$9.36-1.27%618 posts-0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $CRSR, 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.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Gaming compounder above 50DMA — Corsair Memory has 7 federal contracts and DELL P/S implies $17 fair value.

Corsair Gaming is the gaming peripherals + memory + streaming-hardware brand whose 2026 tape has been +58% YTD despite continued industry pressure. The setup is a turnaround coil at 58% of the 52-week range with earnings on August 6.

  • The core business is stabilizing: Q1 2026 revenue fell 4.1% YoY to $355M, gross margin held at 33%, and operating margin was 3.9% — this is a mature gaming-hardware compounder earning steady returns despite the specific industry cycle.
  • The DELL P/S comp is the specific bull-thesis lever: CRSR is described as materially undervalued relative to DELL's P/S ratio (implying $17 fair value versus $9.48 spot) — real institutional-quality relative-value framing that could support a mean-reversion trade.
  • The Corsair Memory federal-contract angle is genuinely underappreciated: Corsair Memory subsidiary holds 7 federal contracts — this is a specific business-mix upside that the current multiple hasn't priced, and 4.7% FCF yield gives real cushion.

The August 6 Q2 earnings are the near-term arbiter — Q2 revenue trajectory (need continued stabilization), gross margin durability at 33%+, and any specific commentary on the memory-and-federal-contract business extend the coiling setup toward $17. A revenue miss or gross-margin compression stalls the tape below $8.

Agrees with X sentimentX is bullish, describes CRSR as acting constructively above its rising 50-day moving average with call traders up roughly 100% on $10 strike weekly options. CRSR is described as materially undervalued relative to DELL's P/S ratio (implying $17 fair value), and Corsair Memory subsidiary holds 7 federal contracts. Mechanics validate: Q1 revenue -4% YoY but at 33% gross margin and 3.9% operating margin, 4.7% FCF yield — the mean-reversion trade is real.

What to watch: The August 6 Q2 earnings. Watch Q2 revenue trajectory (need continued stabilization), gross margin durability at 33%+, and Corsair Memory / federal-contract business commentary. Revenue miss or gross-margin compression stalls the tape sub-$8; steady stabilization + federal-contract disclosure extends toward $17.

On the calendar: 2026-08-06 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-13

Corsair Gaming is described as acting constructively above its rising 50-day moving average, with call traders up roughly 100% on $10 strike weekly options. Discussion frames CRSR as materially undervalued relative to DELL's P/S ratio (implying $17 fair value), and highlights a Corsair Memory subsidiary holding 7 federal contracts.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — STX and WDC (SanDisk spinoff) benefit from LLM training requiring petabyte-scale nearline storage infrastructure.

What this means for $CRSR

Neutral — Gaming and streaming hardware company selling peripherals (keyboards, mice, headsets) and high-performance PC components; limited exposure means the LLM training data storage demand pulling HDD/SSD production cycle is not a near-term catalyst or headwind.

Top industry ETF

$SOXXiShares Semiconductor ETF
+71.9%YTD
+116.0%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
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%
Q2 2025Aug 7, 2025$0.01$0.010.0%
Next earningsThu, Aug 6·consensus EPS $0.06

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 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.4B – $1.5B$0.71$0.67 – $0.735
FY27$1.5B$1.5B – $1.5B$0.77$0.76 – $0.795
FY28$1.6B$1.6B – $1.7B$0.81$0.79 – $0.834

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.0.6×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.57%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.+6.7%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.+35.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

No open-market buys or sells in the last 180 days.

+ 17 other (10 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
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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-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-KOfficer or director changeMar 118-K — Item 5.02: Officer or director change
+ 9 other (2 earnings 8-Ks · 2 proxys · 1 SD · 1 S-8) in window

Recent news

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

Fanatec Expands Licensing Portfolio with New Nissan Partnershipbusinesswire.com·10d agoCORSAIR Launches Build Your World at Computex 2026gurufocus.com·45d agoCORSAIR Launches Build Your World at Computex 2026businesswire.com·45d agoWhat's Going On With Corsair Gaming Stock Friday?benzinga.com·49d agoCorsair Gaming Stock Takes Off After Unveiling New AI Products. Should You Buy Into the Rally?fool.com·50d ago

In themes

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

AI Memory Supercycle

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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.

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