Credo Technology Group Holding Ltd. (CRDO)
NASDAQ (NGS) NASDAQ (NGS) Primary 
XMEX 
Credo Powers AI Networks With New 1.6T ZeroFlap Optics Launch
CRDO's new 1.6T ZeroFlap optical transceivers combine 224G DSPs and SiPho PICs to target faster, denser AI networks.
Credo (CRDO) vs. Marvell (MRVL): Which AI Chip Stock Is the Better Buy?
Outside of Nvidia (NVDA) and Broadcom (AVGO), Credo Technology (CRDO) and Marvell Technology (MRVL) are two of the most searched-for chip stocks on Zacks.com.
Can Credo's OmniConnect Unlock a New AI Inference Growth Engine?
CRDO sees OmniConnect as a multibillion-dollar AI inference opportunity, with fiscal 2028 revenues and thousands of dollars of content per GPU.
I Doubled Down Aggressively After Credo's Brutal Crash
credo Technology's Q1 revenue surged 115% YoY to $479 million, marking Credo's seventh consecutive quarter of triple-digit annual growth. Management expects 85%+ FY2027 revenue growth and roughly 50% non-GAAP net margins, despite concerns around AI spending normalization. Optical revenue should exceed $600 million in FY2027, with silicon photonics, ZeroFlap and optical DSPs becoming major growth engines.
Credo Technology Group Holding Ltd (CRDO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Credo Technology Group Holding Ltd (CRDO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Credo: An AI Connectivity Bet Trading At A Discount
Credo Technology Group remains a Buy despite a 13% stock decline and sector underperformance. CRDO trades at a 27x forward P/E, only a modest 17% premium to the sector, justified by its superior top and bottom line growth. I see CRDO as a persistent AI connectivity beneficiary, with business fundamentals strengthening even as valuation becomes more attractive.
The Credo Selloff Could Be a Huge Buying Opportunity: Analysts Still See $300+.
Credo just posted triple-digit revenue growth and its eighth straight earnings beat, then watched shares crater nearly 19%. Before you write off the damage, consider what analysts say happens next.
Credo Technology: A Compelling Buy For Forward-Looking Investors
Credo Technology Group is a buy, driven by robust AI data center demand and strong near-term revenue growth from AECs and record Retimer demand. Management guides FY2027 revenue of $525–$535 million for Q2, with >$600 million in optical revenue expected for the full year and 85% YoY total revenue growth. CRDO's diversification into ZeroFlap Optics, silicon photonics, and optical DSPs positions it to capture multibillion-dollar opportunities across the data center connectivity spectrum.
Here's Why Credo Technology Group Holding Ltd. (CRDO) is a Strong Growth Stock
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Credo: Buy The AI Connectivity Pullback, But Do Not Chase Blindly
Credo Technology Group (CRDO) delivered strong Q1 FY2027 results, with revenue up 114.7% year-on-year and robust non-GAAP profitability. Q2 guidance signals continued growth, but margin concerns and high valuation temper enthusiasm, leading to a 'Buy' rather than 'Strong Buy' rating. CRDO's expanding AI connectivity portfolio and DustPhotonics acquisition broaden its addressable market, but integration and margin risks remain.
Credo's Meltdown Is A Gift As Durable Capex Meets Cooling AI Trade (Upgrade)
The end-to-end connectivity from the GPU die level to the short copper links between GPU racks and the facility-wide optical links underscore CRDO's robust AI monetization cadence. 4 large customers (hyperscaler/neocloud) comprise 84% of the revenues in FQ1 '27, allowing them to benefit from the multi-billion data center capex trends. Despite the decelerating FY2027 growth, long-term optical/AEC product ramps support CRDO's multi-year upside from FY2028 onwards.
Credo's Selloff Is Missing The Bigger AI Opportunity
Credo is transitioning from a cable supplier to a broad AI connectivity platform, creating a compelling entry point after a sharp selloff. Recent results show 115% YoY revenue growth to $479M, with adjusted gross margin at 68% and operating margin at 48%, but growth is still AEC-driven. My base case targets $2.55B current-year revenue and $6.20 EPS, with optical revenue scaling and a 50%+ upside to a $256/share valuation.
