Strong Results
Corsair delivered a strong fourth-quarter beat, reporting adjusted EPS of 43 cents, well above the 27 cents consensus estimate. Revenue rose 6% year over year to $436.9 million, also topping expectations of $421.99 million.
For full-year 2025, Corsair posted 12% revenue growth to $1.47 billion, while GAAP gross profit climbed 30% to $425.9 million. Profitability improved sharply, with adjusted EBITDA surging roughly 84%, exceeding the company’s prior guidance.
Performance was led by the Gaming Components and Systems segment, where revenue increased 16%, driven by robust demand for high-performance memory products. Corsair emphasized its ability to secure supply despite semiconductor constraints, reinforcing its leadership in the performance memory market.
The company also announced its first-ever $50 million share buyback, signaling confidence in its outlook. Looking ahead, Corsair guided fiscal 2026 sales of $1.33 billion–$1.47 billion, below the Street’s $1.59 billion forecast.
The broader market is experiencing a positive day, with the S&P 500 up 0.10% and the Technology sector gaining 0.42%. Corsair’s strong performance aligns with this upward trend, suggesting that the stock is benefiting from favorable market conditions.
Technical Analysis
The stock is currently trading 45.9% above its 20-day simple moving average (SMA) and 14.7% above its 100-day SMA, indicating short-term strength. Over the past 12 months, shares have decreased by 39.54% and are currently positioned closer to their 52-week lows than highs.
Earnings & Analyst Outlook
Corsair Gaming, Inc. is slated to provide its next financial update on May 5, 2026.
- EPS Estimate: 19 cents (Up from 11 cents YoY)
- Revenue Estimate: $422.03 million (Up from $369.75 million YoY)
Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $11.46. Recent analyst moves include:
- B. Riley Securities: Neutral (Raises Target to $7.00) (Feb. 13)
- Wedbush: Outperform (Lowers Target to $7.00) (Feb. 6)
- B. Riley Securities: Neutral (Lowers Target to $7.50) (Dec. 22, 2025)
Benzinga Edge Rankings
Below is the Benzinga Edge scorecard for Corsair Gaming, highlighting its strengths and weaknesses compared to the broader market:
- Momentum: Weak (Score: 1.8) — Stock is underperforming the broader market.
The Verdict: Corsair Gaming’s Benzinga Edge signal reveals a challenging environment for the stock, particularly with its weak momentum score. Investors should remain cautious as the stock navigates through current market conditions.
CRSR Price Action: Corsair Gaming shares were up 46.91% at $6.72 at the time of publication on Friday, according to Benzinga Pro data.
Photo by ekkaphan chimpalee via Shutterstock