Credo Technology Group Holding Ltd. (CRDO)
NASDAQ (NGS) NASDAQ (NGS) Primary 
XMEX 
Why I Doubled Down On Credo
Credo grew Q1 revenue 115% to $479 million while sustaining 68% gross margin and 49.3% non GAAP net margin. Management expects FY2027 revenue growth above 85%, with optical revenue exceeding $600 million as a second growth engine emerges. DustPhotonics expands Credo across silicon photonics, 800G, 1.6T and NPO, creating multiple opportunities to increase content per connection.
Credo: The Market Is In Disbelief, But You Shouldn't Be Fooled
Credo Technology stays on the buy list despite a stunning post-earnings de-rating and market skepticism around its optical revenue outlook. CRDO stock's valuation has compressed to 22.5x earnings, with management guiding for >85% growth this fiscal year and no imminent disruption between AEC and optical businesses. Market concerns center on hyperscaler revenue concentration (>60%), potential CapEx slowdown post-FY2028, and whether $600M optical revenue guidance is robust enough.
Credo Technology Just Plunged 20%—Did the Market Overreact?
Credo Technologies NASDAQ: CRDO was a value before its earnings release and a deep value afterward, given its position in the AI ecosystem. Its growing portfolio spans needs from millimeters to kilometers, encompassing copper and optical solutions, at a time when connectivity is king.
CRDO Stock at $165: Buy, Sell, or Hold?
Credo just dropped 20% on an earnings beat, and that contradiction is exactly where the argument starts. Whether today's flush is a gift or a warning depends on a few risks most investors are overlooking.
Will Credo's Neocloud Expansion Broaden Its AEC Growth Runway?
CRDO's AEC growth runway is widening as hyperscaler penetration deepens, 1.6T transition advances and Neocloud demand broadens its customer base.
Credo Earnings: Waiting For A Buying Opportunity? Here It Is
Credo Technology Group Holding is dropping after earnings, down 19%. CRDO turned in solid results, but the market is in panic mode. For those looking for a buying opportunity in CRDO stock, this is it.
Credo Technology Reports Q1 Results: Should Investors Hold or Fold?
CRDO's strong Q1 growth and AI demand face a key test as optical ramps, customer concentration and valuation raise risks.
Credo Q1 Earnings Call Highlights Optics as the Next Growth Engine
CRDO sees optics as its next major growth engine, with fiscal 2027 optical revenues on track to top $600 million as AECs keep expanding.
Credo Technology stock has slipped after earnings: how low can it get?
Credo Technology Group stock continued its strong freefall, even after the company published encouraging financial results. CRDO dropped by over 9% in the premarket session, reaching its lowest level since July 30th.
Credo's Optical Bet: Is a $600M+ Revenue Opportunity Taking Shape?
CRDO's AI-driven connectivity boom is accelerating, with optical growth and new silicon photonics products poised to fuel a major fiscal 2027 revenue inflection.
Credo Technology Group Holding Ltd (CRDO) Q1 2027 Earnings Call Transcript
Credo Technology Group Holding Ltd (CRDO) Q1 2027 Earnings Call Transcript
Credo Technology Group Q1 Earnings Call Highlights
Credo Technology Group NASDAQ: CRDO reported record fiscal first-quarter 2027 revenue of $479 million, up 10% sequentially and 115% from a year earlier, as demand for AI infrastructure connectivity products continued to expand.
