Credo Technology Group Holding Ltd. (CRDO)
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Credo Technology Group Holding Ltd. $CRDO is Algert Global LLC’s 3rd Largest Position
Algert Global LLC lifted its holdings in Credo Technology Group Holding Ltd. (NASDAQ: CRDO) by 52.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 265,730 shares of the company's stock after buying an additional 91,968 shares during the period. Credo Technology
Credo Tech (CRDO) Has 1 Problem. Here's Why I'm Buying Anyway.
Customer concentration is the headline risk; Roughly 80% of Credo's revenue comes from just two hyperscalers. Credo's ultra-reliable AEC cables, plus new products like ZeroFlap optics, PCIe retimers, and optical DSPs, are expanding the company's market.
Can Accelerating ZeroFlap Optics Ramp Buoy Credo's Growth Trajectory?
CRDO unveils ZeroFlap optics promising 1,000x reliability and lower power for AI data centers after posting 201.5% year-over-year revenue growth in fiscal Q3.
Credo Technologies Hits Bottom: Now Is the Time to Buy
While near-term headwinds persist, primarily in the form of investor concerns, Credo Technologies' NASDAQ: CRDO stock price is near its bottom and setting up for a rebound.
Credo: Explosive 50% Forward Annual Revenue Growth
Credo's explosive FY2026 revenue growth, driven by AEC adoption at Microsoft and Google, exceeded expectations, but growth is expected to moderate in FY2027. CRDO remains competitive in next-gen 1.6T AECs, leveraging partnerships with hyperscalers and power-efficient DSPs, though it faces scale threats from Marvell and Broadcom. New products like Active LED Cables and Zero Flap Optics expand Credo's TAM, but material revenue contributions are expected only from fiscal 2028 onward.
Should Investors Buy Credo Technology Stock Post Q3 Earnings?
CRDO posts 201% jump in Q3 revenues as AI connectivity demand climbs, but stock volatility after earnings raises questions about the latest pullback.
Earnings Estimates Rising for Credo Technology Group (CRDO): Will It Gain?
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.
Wall Street Analysts See a 95.05% Upside in Credo Technology Group (CRDO): Can the Stock Really Move This High?
The average of price targets set by Wall Street analysts indicates a potential upside of 95.1% in Credo Technology Group (CRDO). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Credo Technology Leans on Inorganic Push to Strengthen AI Edge
CRDO boosts its AI connectivity portfolio with the CoMira acquisition, adding new IP to support advanced protocols and growing AI data-center demands.
Paying Dividends: Steven Cress' 3 REITs For Inflationary, Heated Times
In a volatile, inflationary, and geopolitically tense market, Steven Cress talks barbell approach: strong dividend REITs and high-quality growth stocks on weakness. Getty (GTY), W.P.
Credo: I Can't Believe It Has Now Become A Relative Bargain
Credo Technology Group Holding Ltd delivered over 200% YoY and 52% QoQ revenue growth in its recent quarter, yet shares remain under pressure. What else do investors want? Despite hyperscaler CapEx tailwinds through 2026, management guides for slowing growth in fiscal 2027, with revenue expected to rise by over 50% YoY. But, still very rapid growth, right? CRDO stock's valuation has compressed below 22x, now under the semiconductor median, presenting an attractive entry for long-term investors.
Credo: Beat, Raise, Drop 10% - Welcome To The AI Trade Hangover
Credo Technology Group Holding Ltd delivered Q3 revenue of $407M, up 200% YoY, beating both management's revised guidance and the Street's expectations. Who cares, right? Even as Q4 FY26 guidance was above the consensus, the stock is down double digits at the time of writing this piece. In my view, the biggest fundamental risk is the industry's shift from copper AECs toward optical interconnects, which the Street models as growth falling to the high teens by Q3 FY27.
