Added to YB: 2025-06-27
Pitch date: 2025-06-25
CRDO [bullish]
Credo Technology Group Holding Ltd
+53.54%
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
$26.0B
Pitch Price
$92.50
Price Target
400.00 (+178%)
Dividend
N/A
EV/EBITDA
109.75
P/E
129.46
EV/Sales
31.65
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Credo's Connectivity Conquest - From Plumbing to Platform
CRDO: Transforming from AI connectivity provider to intelligent platform via Pilot software. FY25 rev $436.8M (+126% YoY), FY26 guidance $800M+ with ~40% margins. Like Cisco's IOS, Pilot creates operational lock-in through predictive integrity & optimization. Bull case: $300-400 (4-5x) by 2028 if platform shift recognized vs bear case of $20-40.
Read full article (8 min)