Added to YB: 2025-06-11
Pitch date: 2025-06-10
CRDO [neutral]
Credo Technology Group Holding Ltd
+107.72%
current return
Author Info
No bio for this author
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 internationally.
Market Cap
$28.5B
Pitch Price
$69.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
120.82
P/E
142.12
EV/Sales
34.84
Sector
Semiconductors and Semiconductor Equipment
Category
growth
From Niche to Necessary: Credo’s Quiet Domination of AI Interconnects
CRDO (overview): Connectivity leader in AI data centers, providing SerDes/retimers (PCIe 5/6/7) & AECs for GPU-CPU links. Critical 112G-224G solutions enable bandwidth-hungry systems. $680M annualized rev (+180% YoY), 67% margins, $148M income on $12.4B market cap. Adopted by AWS, Microsoft, xAI; key beneficiary of AI infrastructure buildout.
Read full article (3 min)