Added to YB: 2025-12-12
Pitch date: 2025-12-10
CRDO [neutral]
Credo Technology Group Holding Ltd
-9.83%
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
$159.60
Price Target
213.80 (+49%)
Dividend
N/A
EV/EBITDA
120.82
P/E
142.12
EV/Sales
34.84
Sector
Semiconductors and Semiconductor Equipment
Category
growth
CRDO | Credo Technology Q2 2026 Earnings Highlights
CRDO (earnings): 272% revenue growth to $268M driven by AEC (active cables) solving AI cluster interconnect bottleneck. 45.9% op margin, GAAP profitable, $814M cash. Q3 guidance $340M (+26% QoQ). Optical DSP 2nd growth curve coming. Risk: customer concentration w/ hyperscalers. High vol stock, buy $140-150 range.
Read full article (11 min)