Corsair Gaming (NASDAQ:CRSR) Issues Quarterly Earnings Results, Beats Estimates By $0.17 EPS

Corsair Gaming (NASDAQ:CRSR) announced its earnings results on Thursday. The company reported $0.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.26 by $0.17, FiscalAI reports. Corsair Gaming had a positive return on equity of 3.37% and a negative net margin of 2.46%.The company had revenue of $436.86 million for the quarter, compared to analyst estimates of $422.66 million. During the same period in the prior year, the company posted $0.23 EPS. The firm’s quarterly revenue was up 5.6% compared to the same quarter last year.

Here are the key takeaways from Corsair Gaming’s conference call:

• Strong full‑year 2025 financials with revenue of about $1.47 billion (+12%), gross profit up ~30% (~$426M), and Adjusted EBITDA of ~ $101M (up >80%), delivering the company’s highest full‑year gross margin as a public company.
• Management strengthened the balance sheet—reducing debt by over $50M—and authorized a $50M share repurchase, signaling confidence in capital allocation and potential support for EPS.
• Product and platform momentum: CES launches (notably Stream Deck and the Galleon 100 SD keyboard), Fanatec integration, the new immersive retail store, and DTC growth to ~20% of revenue point to stronger ecosystem and recurring‑revenue opportunities (Elgato marketplace buildout underway).
• 2026 guidance is cautious—full‑year revenue range of $1.33B–$1.47B (midpoint implying ~5% Y/Y decline) despite expected growth in EBITDA, which could pressure top‑line expectations if components weakness persists.
• Ongoing global semiconductor shortages remain a key headwind; Corsair is managing via strategic memory inventory investments, but the company expects constrained supply visibility to influence the components and systems segment through 2026.

Corsair Gaming Stock Down 7.7%

CRSR stock opened at $4.58 on Friday. The company has a market capitalization of $488.09 million, a P/E ratio of -13.47 and a beta of 1.55. Corsair Gaming has a 12 month low of $4.48 and a 12 month high of $13.02. The firm’s fifty day simple moving average is $5.75 and its 200-day simple moving average is $7.22. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.48 and a quick ratio of 0.72.

Insider Transactions at Corsair Gaming

In other Corsair Gaming news, CEO Thi L. La bought 50,000 shares of the firm’s stock in a transaction that occurred on Tuesday, November 25th. The stock was bought at an average cost of $6.10 per share, for a total transaction of $305,000.00. Following the completion of the transaction, the chief executive officer directly owned 480,726 shares of the company’s stock, valued at approximately $2,932,428.60. This trade represents a 11.61% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 58.38% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Corsair Gaming

Several institutional investors and hedge funds have recently modified their holdings of CRSR. Counterpoint Mutual Funds LLC purchased a new stake in shares of Corsair Gaming in the fourth quarter worth about $301,000. EntryPoint Capital LLC acquired a new position in Corsair Gaming in the fourth quarter valued at approximately $193,000. Federated Hermes Inc. purchased a new stake in Corsair Gaming in the 4th quarter worth approximately $613,000. Campbell & CO Investment Adviser LLC acquired a new stake in shares of Corsair Gaming during the 4th quarter worth approximately $223,000. Finally, Goldman Sachs Group Inc. increased its holdings in shares of Corsair Gaming by 29.9% during the 4th quarter. Goldman Sachs Group Inc. now owns 525,321 shares of the company’s stock valued at $3,120,000 after purchasing an additional 120,897 shares in the last quarter. Institutional investors and hedge funds own 25.66% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on CRSR shares. Weiss Ratings restated a “sell (e+)” rating on shares of Corsair Gaming in a report on Monday, December 29th. Wedbush cut their price target on shares of Corsair Gaming from $9.00 to $7.00 and set an “outperform” rating on the stock in a research note on Friday, February 6th. B. Riley Financial reaffirmed a “neutral” rating on shares of Corsair Gaming in a report on Friday, February 6th. Barclays reissued an “overweight” rating and set a $8.00 price objective on shares of Corsair Gaming in a report on Friday. Finally, Macquarie Infrastructure cut their target price on Corsair Gaming from $12.00 to $10.00 and set an “outperform” rating on the stock in a research report on Wednesday, November 5th. Four research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $8.64.

Corsair Gaming Company Profile

Corsair Gaming, Inc, headquartered in Fremont, California, is a leading manufacturer of high-performance gaming peripherals and PC components. Since its founding in 1994 by Andy Paul, Don Lieberman and John Beekley as Corsair Microsystems, the company has evolved from producing memory modules to a broad portfolio of gaming hardware. Its product range includes gaming keyboards, mice, headsets, PC chassis, power supplies, cooling solutions, memory modules, solid-state drives and streaming accessories under brands such as Corsair, Elgato and SCUF Gaming.

The company’s solutions cater to PC enthusiasts, competitive gamers and content creators, offering hardware and integrated software designed to optimize performance and user experience.