Barclays maintains Corsair Gaming at Overweight, lowers price target to $14 from $15

Corsair Gaming (CRSR) reported Q3 2026 revenue above guidance, with memory products leading performance. The company forecasts Q4 revenue of $420M-$450M and raised its 2026 adjusted EBITDA outlook to $127M-$131M. CEO Thi La attributed the results to strong market dynamics.

Corsair Gaming (CRSR) reported Q3 2026 revenue of $367M, up 6% YoY, with adjusted EBITDA growing 38% to $22.4M. The company raised its full-year outlook, citing strong demand and inventory build-up for the holiday season. Memory revenue grew 43% YoY to $167.3M, while peripherals revenue increased 3% to $116.5M. Corsair expects double-digit growth in peripherals in Q4 and plans to expand in sim racing and AI workstations.

Corsair Gaming (CRSR) reported Q3 2026 revenue of $367M, up 6% YoY, with memory revenue hitting a record $167.3M. The company raised full-year guidance, citing strong demand for GTA VI-related products and elevated memory prices. CEO Thi La expressed confidence in securing memory allocation and managing inventory levels. Q4 guidance includes revenue of $420M-$450M and adjusted EBITDA of $38M-$42M. The company expects continued growth in gaming peripherals and data center memory demand.

Corsair Gaming reported Q3 gamer peripherals revenue of $116.5M, up 3%, with delayed launches and logistics issues causing a $6M-$8M shortfall. Q4 revenue is forecast at $420M-$450M, with full-year guidance raised to $1.456B-$1.486B. Memory margins are expected to normalize, dropping to 18%-20% from 35% YoY.

Corsair Gaming, Inc. (CRSR) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Corsair Beats Q3 Guidance as Revenue Grows 6% Year-over-Year Diversified Portfolio Drives Growth; Full-Year Outlook Raised MILPITAS, CA, November 5, 2026 – Corsair Gaming, Inc. (Nasdaq: CRSR) (“Corsair” or the “Company”), a leading global provider and innovator of hi

Corsair reported Q3 2026 revenue of $350M, up 6% YoY, driven by computer memory sales. The company raised its full-year outlook, expecting revenue between $1.4B and $1.47B. Gaming peripherals and AI workstations are growth areas, while memory pricing pressures persist. Adjusted EBITDA increased 38% YoY to $21M.