
Not many investors likely know about Cirrus Logic (CRUS) — the fabless semiconductor supplier has a market cap of less than $10 billion — minuscule in an industry dominated by Nvidia (NVDA), Apple (AAPL), and some of the other biggest tech stocks in the world.
However, Cirrus Logic plays an important role, particularly in supporting Apple’s facial ID technology. That kind of exposure has helped Cirrus Logic stock jump more than 60% this year — and why analysts are starting to take notice.