Added to YB: 2025-06-05
Pitch date: 2025-06-03
CRDO [bullish]
Credo Technology Group Holding Ltd
+231.25%
current return
Author Info
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Company Info
Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and other international markets.
Market Cap
$56.4B
Pitch Price
$73.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
113.46
P/E
120.53
EV/Sales
41.19
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Credo 4QFY25 Earnings: The AI Plumber's Breakout, System-Level Moats
CRDO: Transforming from semiconductor firm to SW-enabled infrastructure platform. AEC rev +179% YoY, 3 customers >10% (down from 86% concentration). 'Pilot' platform creates predictive integrity, optimization & intelligence for AI datacenters. FY25 rev +126% YoY, FY26E margins ~40%. Mispriced at component valuation vs platform economics.
Read full article (6 min)