Cirrus Logic, Inc. · Brief

Next report

2 days

Nov 3 · after closeest.Q2 FY27

Expected move

±5.2%implied · report alone

104.14115.50

straddle ±8.7%

spot 109.82exp Nov 20ATM strike 110ATM straddle 11.30IV 54%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q1 FY27±9.2%▼−4.57%×0.49

quarterimplied−10%0+10%realized×

Q1 FY27±9.2%▼−4.57%×0.49

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 3 report · est.

Bull2 of 4

581managers reporting a position across institutional filings13F · Jun 30 '26

+1.58%change in shares held by the largest reporting managers last quarter13F · Jun 30 '26

Bear2 of 3

91.00%of revenue from the largest disclosed customer, Apple Inc.SEC filings

8 of 24largest reporting managers reduced their reported stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 16 '26once per report · top 2 per case

CRUS report session

No linked exposure.

Oct 20impliedImplied move: ±9.1% into Nov 3 earnings (Oct 20 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.