Added to YB: 2026-06-01
Pitch date: 2026-05-29
CRDO [bullish]
Credo Technology Group Holding Ltd
-1.6%
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 other international markets.
Market Cap
$56.4B
Pitch Price
$240.02
Price Target
260.00 (+10%)
Dividend
N/A
EV/EBITDA
113.46
P/E
120.53
EV/Sales
41.19
Sector
Semiconductors and Semiconductor Equipment
Category
growth
$CRDO...ONLY 40B MCAP?
CRDO: AI data center interconnect (AEC/DSP) play. FY25 rev $436M→FY26 run rate $1.55-1.6B (3.5x). 4 straight ~25-27% EPS beats. 27.8x fwd P/E vs NVDA 45x, MRVL 65x. DustPhotonics buy adds optical, doubles TAM. $40B now, $80B base case. Risk: top 3=88% rev, in-house silicon, MRVL. June 1 catalyst.
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