Added to YB: 2025-12-04
Pitch date: 2025-12-02
CRDO [neutral]
Credo Technology Group Holding Ltd
-23.6%
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
$188.37
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
Credo’s 2QFY26 Earnings: Reliability, not cables
CRDO (earnings): Targeting AI cluster reliability where link flaps cost $2M+ in failed training runs. 272% YOY revenue growth with expanding 67.7% gross margins suggests toll-road economics vs component sales. 4 hyperscalers ramped simultaneously, indicating standard emergence. Pilot telemetry creates data moat.
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