Corsair Gaming (NASDAQ:CRSR) Shares Gap Up Following Strong Earnings

Corsair Gaming, Inc. (NASDAQ:CRSR)’s stock price gapped up before the market opened on Friday following a better than expected earnings announcement. The stock had previously closed at $4.58, but opened at $6.48. Corsair Gaming shares last traded at $7.4470, with a volume of 21,090,248 shares traded.

The company reported $0.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.26 by $0.17. The company had revenue of $436.86 million for the quarter, compared to analysts’ expectations of $422.66 million. Corsair Gaming had a positive return on equity of 3.37% and a negative net margin of 2.46%.Corsair Gaming’s quarterly revenue was up 5.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.23 earnings per share.

Corsair Gaming News Roundup

Here are the key news stories impacting Corsair Gaming this week:

• Positive Sentiment: Corsair beat expectations for Q4: EPS $0.43 vs. $0.26 est. and revenue $436.9M vs. $422.7M est.; revenue was up 5.6% year-over-year — these results and the company materials (press release/slide deck) are the primary bullish catalyst. MarketBeat Earnings
• Positive Sentiment: Industry analysts continue to show interest in Corsair, with at least one roundup highlighting Corsair as a bullish tech pick — supportive for sentiment and coverage. Globe & Mail
• Neutral Sentiment: B. Riley raised its price target to $7.00 from $6.00 but maintained a “neutral” rating — the PT lift is mildly supportive but the rating signals no conviction for a strong upside. Benzinga
• Neutral Sentiment: Full Q4 earnings call transcript and supplemental slide deck are available for investors who want detail on product, channel, and margin drivers — useful for modeling but informational rather than catalytic. Seeking Alpha Transcript
• Neutral Sentiment: Coverage/compare pieces (e.g., Super Group vs. Corsair) are being published — they expand visibility but don’t change fundamentals immediately. American Banking News
• Neutral Sentiment: Short-interest items were reported but the public data in these notices appears inconsistent (zeros/NaN); nothing actionable from the reported figures.
• Negative Sentiment: Corsair trimmed FY‑2026 revenue guidance to about $1.3–$1.5 billion versus a ~$1.6 billion street consensus — this guidance shortfall is the primary bearish factor and likely capped upside despite the quarterly beat.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. Craig Hallum reissued a “buy” rating on shares of Corsair Gaming in a research report on Friday. B. Riley Securities increased their price target on Corsair Gaming from $6.00 to $7.00 and gave the company a “neutral” rating in a research report on Friday. Barclays reiterated an “overweight” rating and set a $8.00 price target on shares of Corsair Gaming in a report on Friday. Wedbush reduced their price objective on Corsair Gaming from $9.00 to $7.00 and set an “outperform” rating for the company in a research note on Friday, February 6th. Finally, Macquarie Infrastructure decreased their target price on Corsair Gaming from $12.00 to $10.00 and set an “outperform” rating for the company in a research report on Wednesday, November 5th. Four investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $8.44.

Insider Activity

In other news, CEO Thi L. La purchased 50,000 shares of the business’s stock in a transaction dated Tuesday, November 25th. The stock was bought at an average price of $6.10 per share, for a total transaction of $305,000.00. Following the purchase, the chief executive officer owned 480,726 shares of the company’s stock, valued at $2,932,428.60. The trade was a 11.61% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 58.38% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Corsair Gaming

A number of institutional investors and hedge funds have recently added to or reduced their stakes in CRSR. Vanguard Group Inc. boosted its holdings in Corsair Gaming by 4.0% in the 3rd quarter. Vanguard Group Inc. now owns 6,916,703 shares of the company’s stock worth $61,697,000 after buying an additional 269,193 shares during the period. Massachusetts Financial Services Co. MA lifted its position in shares of Corsair Gaming by 15.2% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 3,042,943 shares of the company’s stock worth $18,075,000 after acquiring an additional 401,171 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in shares of Corsair Gaming by 3.7% during the third quarter. Dimensional Fund Advisors LP now owns 2,784,310 shares of the company’s stock worth $24,833,000 after acquiring an additional 98,588 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Corsair Gaming by 5.2% in the second quarter. Geode Capital Management LLC now owns 1,231,456 shares of the company’s stock worth $11,614,000 after acquiring an additional 61,075 shares during the period. Finally, New York State Common Retirement Fund grew its position in shares of Corsair Gaming by 0.4% in the second quarter. New York State Common Retirement Fund now owns 737,393 shares of the company’s stock valued at $6,954,000 after purchasing an additional 2,969 shares in the last quarter. Institutional investors own 25.66% of the company’s stock.

Corsair Gaming Stock Performance

The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.72 and a current ratio of 1.48. The company has a market capitalization of $806.10 million, a P/E ratio of -22.25 and a beta of 1.55. The business has a 50 day moving average of $5.75 and a 200-day moving average of $7.22.

About Corsair Gaming

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.