Credo Technology Group Holding Ltd. (CRDO)
NASDAQ (NGS) NASDAQ (NGS) Primary 
XMEX 
Credo: AEC Dominance, Pricing Power, And Operating Leverage Justify Premium Valuations
Credo Technology is upgraded to a Buy, thanks to the improved margin of safety from the recent consolidation at the 50 DMAs and the triple digits adj. EPS growth profile. CRDO commands an 88% AEC market share, with the hyperscalers' intensified data center capex trends and the ongoing compute densification underpinning its durable growth trends. The expanding consumer base, the higher pricing power/improved operating leverage, and the healthy balance sheet also imply its ability to remain highly relevant during the multi-year cloud supercycle.
The Chip Boom Is Back: 3 Stocks Positioned for Huge Gains
As markets head toward year-end, the semiconductor sector continues to outpace broader indexes, powered by surging AI demand and a strong rally off November's V-shaped bottom. In a recent conversation with MarketBeat, semiconductor expert Marc Chaikin shared his outlook for chips and highlighted three companies the Power Gauge currently favors based on its multi-factor ratings.
Credo: The Vendor AI Giants Can't Replace
Credo shifts from component supplier to reliability architect, with AECs delivering up to 1,000x improved reliability and halving power consumption. AEC revenue grew double digits QoQ and drove a 272% YoY surge, reinforcing Credo's essential role in hyperscale AI clusters. ZeroFlap optics, ALCs, and SerDes for 200G expand a $10B+ TAM while locking in customers through deep system-level integration.
Credo Technology: Why I Am Still Bullish
I reiterate Credo Technology as a Strong Buy after delivering record Q2 2026 results and raising full-year guidance. CRDO achieved 272% y/y revenue growth to $268M and a 47.7% non-GAAP net margin, demonstrating rare profitable hypergrowth. Management now guides for 170% y/y revenue growth and ~45% net margins for 2026, effectively quadrupling net income.
Credo Technology Group Holding Ltd (CRDO) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Credo Technology Group Holding Ltd (CRDO) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Wall Street Analysts See a 29.19% Upside in Credo Technology Group (CRDO): Can the Stock Really Move This High?
The mean of analysts' price targets for Credo Technology Group (CRDO) points to a 29.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Credo: Is It Too Late To Buy?
Credo is firing on all cylinders and crushing Wall Street estimates. The company is already profitable, and growth opportunities are expanding. The stock is priced for aggressive expectations but is not overvalued when considering growth potential.
Credo Technology Group Holding Ltd. (CRDO) is a Great Momentum Stock: Should You Buy?
Does Credo Technology Group Holding Ltd. (CRDO) have what it takes to be a top stock pick for momentum investors?
Top Wall Street analysts favor these 3 stocks for their growth potential
TipRanks' ranking service highlights three stocks, including Credo Technology and Walmart.
Can Credo Maintain Margin Strength as Its Business Accelerates?
CRDO's Q2 momentum accelerates with record margins and soaring revenues, setting up fiscal 2026 for major triple-digit top-line growth.
Why Credo Technology Group (CRDO) Might be Well Poised for a Surge
Credo Technology Group Holding Ltd. (CRDO) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Credo Technology Group (CRDO) Upgraded to Strong Buy: Here's What You Should Know
Credo Technology Group (CRDO) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
