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CRCRSR

Corsair Gaming, Inc.

$CRSR·$1.5B·Computer Hardware·Technology
$12.15+1.3%YTD+89.5%1Y+40.3%
Mentions · last 7 days
2026-08-22: 0 posts2026-08-23: 1 posts2026-08-24: 0 posts270%
Price updated 3h ago·X counts updated 7d ago
CRCRSR
$CRSRCorsair Gaming, Inc.
$12.15+1.25%27 posts0%
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 $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.

Broken storyCooling offAI verdict · as of 2026-08-21

Catching its breath after a run — could pick back up or fade from here.

Gaming-peripherals maker gets Goldman Sell initiation with $11 target — up 89% YTD.

Corsair Gaming is a PC-gaming peripherals and streaming-hardware maker whose Q1 revenue was down 4% year-over-year, but the stock is up 89% year-to-date and just got a Goldman Sachs Sell initiation with an $11 target. The setup is a tape-versus-fundamentals disconnect.

  • Q1 revenue $355M was down 4% year-over-year at a 33% gross margin and 4% operating margin, with $26M of free cash flow — modest growth stabilisation.
  • Analysts model $1.43B revenue this year rising to $1.52B next and $1.64B in 2028, with EPS moving from $0.72 to $0.83 — the model implies a mid-20s forward PE on the current tape.
  • The stock sits at 61% of its 52-week range and 49% above its 200-day moving average on a 1.86 beta and ~46.6M share float — the run has been extended, and a director recently dumped nearly 9K shares (28% of a direct stake).

X chatter tries to spin the Goldman Sell into a bullish sign, but the fundamentals do not support the year-to-date rally at this multiple. The next real test is Q3 revenue growth actually turning positive and any concrete AI-workstation product traction — those decide whether the fundamentals catch up before the tape gives back.

Differs from X sentimentBull crowd trying to spin the Goldman Sell is not a fundamental read — the tape has front-run the fundamentals.

What to watch: Q3 revenue turning positive and any concrete AI-workstation product uptake.

X sentiment

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

Mixed sentiment⚠5 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 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

AI server infrastructure buildout drives compute shipment volumes; Dell and HPE are riding the same hyperscaler capex wave that lifted NVDA. Non-AI commercial refresh remains soft, so the bull case is concentrated in AI infrastructure exposure.

What this means for $CRSR

Partial — consumer discretionary / retail performance tracks consumer spending trends; Corsair Gaming, Inc.

Top industry ETF

$SOXXiShares Semiconductor ETF
+75.7%YTD
+110.5%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 earningsTue, Nov 3·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 – $1.4B$0.72$0.69 – $0.736
FY27$1.5B$1.5B – $1.5B$0.77$0.75 – $0.806
FY28$1.6B$1.6B – $1.7B$0.83$0.62 – $1.045

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.72%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.+13.9%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.+61.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 46.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.6% 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.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-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 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.

Is Corsair Gaming Inc (CRSR) Overvalued After 8.5% Rally? GF Value Says Overvaluedgurufocus.com·6d ago3 Gaming Stocks Worth Buying Despite Industry Headwindszacks.com·7d agoA Corsair Gaming Director Dumps Nearly 9,000 Shares Representing a Substantial 28% of Their Direct Stake. Here's a Closer Look at the Transaction.fool.com·15d agoCorsair Gaming Inc (CRSR) Shares Fall 3.4% -- What GF Score of 65 Tells Investorsgurufocus.com·17d agoCorsair Gaming Inc (CRSR) Stock Down 6.4% but Still Overvalued -- GF Score: 69/100gurufocus.com·20d ago

In themes

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

AI Memory Supercycle

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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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