New York, February 13, 2026, 06:02 (ET) — Premarket
- CRSR shot up roughly 26% in premarket action, after investors sifted through its fourth-quarter numbers and news of a fresh share buyback plan
- Corsair reported fourth-quarter revenue at $436.9 million, with non-GAAP earnings per share coming in at $0.43. The board also signed off on a $50 million share repurchase, no time limit attached.
- The company’s outlook for 2026 revenue landed between $1.33 billion and $1.47 billion. That midpoint marks about a 5% drop.
Corsair Gaming jumped roughly 26% in premarket action Friday, trading at $5.78 after the company posted stronger profits and announced plans for a $50 million share buyback.
This shift is significant for a company like Corsair, caught between PC upgrade cycles and consumers’ appetite for gaming hardware. Management has been touting efforts to boost consistent sell-through and improve margins. Investors? They’ve been waiting to see if Corsair can actually deliver, especially when supply chains and demand both get shaky.
Corsair posted a 6% gain in fourth-quarter revenue, hitting $436.9 million. Adjusted EBITDA shot up 62% to $53.6 million. Over the full year, revenue climbed 12% to $1.4725 billion, while adjusted EBITDA surged 84% to $100.6 million. Non-GAAP earnings landed at 43 cents per share. The board has cleared Corsair’s first share buyback, greenlighting up to $50 million with no set end date. Finance chief Gordon Mattingly called the move a sign the company sees its stock as “a highly compelling investment opportunity.” Looking ahead to 2026, Corsair’s revenue outlook sits between $1.33 billion and $1.47 billion, with non-GAAP EPS pegged at 58 to 74 cents—midpoint guidance points to revenue dropping roughly 5% as chip shortages continue to pressure the components side. Business Wire
Analysts surveyed by FactSet and compiled by Markets Insider had been expecting earnings of 27.3 cents per share, with revenue coming in near $420 million for the quarter ended Dec. 31, 2025. Corsair’s next scheduled earnings release, according to the same data, lands on May 12.
During the call, management noted that memory revenue climbed 24% to $156 million for the quarter, with gross margin in that segment hitting 35%, thanks in part to year-end price increases. They pointed out an expected $12 million tariff hit coming in 2026, and said their guidance bakes in ongoing component shortages. Executives described the semiconductor market as likely to stay “tight” over the next couple of years. The Motley Fool
Still, there’s messiness here. The company’s midpoint forecast points to a revenue decline versus last year, and memory faces its usual headaches: chip supply, tariffs, pricing ups and downs. The buyback should, in theory, provide some support, though any actual repurchases depend entirely on how the stock trades and what the market throws at it.
At the open, traders want to see if the earnings beat and buyback news can push past the guarded 2026 revenue outlook. Looking out further, focus turns to how the company actually executes those buybacks, whether component shortages start to let up, and if North American peripherals demand shows any real strength.
Investing.com’s earnings calendar lists Corsair’s next report for May 12.
