Added to YB: 2026-06-16
Pitch date: 2026-06-12
CRDO [neutral]
Credo Technology Group Holding Ltd
-1.37%
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
$46.3B
Pitch Price
$263.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
94.43
P/E
99.92
EV/Sales
33.58
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Credo 4QFY26 Earnings: The Proof Moved to Light
CRDO (earnings): Q4 FY26 rev $437M (+157% YoY), FY26 rev tripled to $1.3B, non-GAAP GM 68.3%, FY27 guided >80% growth—yet stock fell as reliability thesis now understood, demanding proof not discovery. Key debate: can copper AEC moat travel to optics ($600M+ FY27 guide). GM is referendum: high-60s=ownable platform, mid-60s=premium component, low-60s=thesis impaired. Bull case now above consensus.
Read full article (6 min)