Credo Technology Group Holding Ltd. (CRDO)
NASDAQ (NGS) NASDAQ (NGS) Primary 
XMEX 
Is Credo Technology a Buy, Sell, or Hold Ahead of Q2 Earnings Release?
CRDO's fiscal Q2 2026 hinges on strong AEC and optical demand, but competition, customer reliance and macro uncertainty keep the outlook cautious.
Credo Technology: AI Momentum Vs. Overvaluation (Rating Upgrade)
Credo Technologies upgraded to 'Hold', as accelerating revenue growth and AI momentum offset prior bearish stance. CRDO's fundamentals are strong, with triple-digit EPS growth, expanding margins, and impressive execution in the data center, and AI infrastructure markets. Valuation concerns persist, with high forward P/E ratios and aggressive insider selling signaling caution, despite strong operational performance.
Strength Seen in Credo Technology Group (CRDO): Can Its 13.0% Jump Turn into More Strength?
Credo Technology Group (CRDO) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Credo Stock Is A Buy Ahead Of Q2 Earnings (Rating Upgrade)
I am upgrading Credo Technology from "Hold" to "Buy" because I believe the recent 30% stock correction is a massive overreaction, creating a prime buying opportunity ahead of Q2 earnings. CRDO's revenue diversification is improving, with major hyperscaler customers expanding and new product lines broadening its total addressable market. I believe the market is underestimating Credo's long-term potential, as it evolves from a niche AEC player into a multi-pronged connectivity platform with new growth pillars in optical and Ethernet.
Is Credo Technology's Strong Cash Position a Competitive Advantage?
CRDO's surging revenues and $479.6M cash pile will enable its push into hyperscale growth, new products and M&A amid rising competition.
Can Credo Keep Its Solid Margins Intact Amid Rapid FY26 Growth?
CRDO posts robust revenue and margins as hyperscale demand surges, raising the stakes for its growth and competitive position in fiscal 2026.
CRDO vs. AVGO: Which Data Center Connectivity Stock Is the Smart Pick?
Credo Technology's focused AI-driven growth, booming AEC demand and rising optical momentum set it apart from larger, diversified rivals.
Credo Technology Up 38% in Three Months: Can the Stock Climb Higher?
CRDO's 38% surge rides AI data center demand, but lofty valuation and hyperscaler risks temper near-term upside.
Credo Stock: The Unstoppable Connectivity King
Credo Technology Group Holding Ltd remains a Buy, with strong business growth and ongoing earnings beats supporting further upside despite recent stock outperformance. CRDO's Q1 2026 results showcased 274% YoY sales growth and significant margin expansion, driven by hyperscaler demand and product diversification. Expansion into AECs, optical DSPs, and PCIe retimers broadens CRDO's total addressable market, supporting continued revenue growth and valuation premium.
CRDO vs. ALAB: Which High Speed Connectivity Stock Is the Smarter Buy?
Credo's soaring sales and innovation edge meet Astera Labs' fast-rising momentum in the AI data center connectivity race.
Credo: A Critical Enabler In The AI Revolution (Rating Upgrade)
I upgrade Credo Technology Group to Strong Buy, driven by explosive growth, new hyperscaler clients, and a pivotal Arm partnership. CRDO's Q1 FY2026 revenue soared 274% y/y, with non-GAAP net margins nearing 40% and management guiding for 85% y/y revenue growth. The addressable market for CRDO's AI interconnect solutions is expanding rapidly, now estimated at $5-10 billion, fueled by AI infrastructure demand.
Credo Technology's Focus on Innovation to Augment Top-Line Momentum
CRDO's new ZeroFlap optical transceivers and cutting-edge DSPs fuel rapid growth across AI, cloud and data center markets.
