Added to YB: 2026-06-17
Pitch date: 2026-06-14
CRDO [bullish]
Credo Technology Group Holding Ltd
-23.54%
current return
Author Info
TheBigBerbowski is focused on finding high-growth companies - DC Infrastructure, Memory, AI. Deep dives, earnings breakdowns, market trends. Sign up for the newsletter.
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
$35.9B
Pitch Price
$263.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
71.05
P/E
76.61
EV/Sales
25.79
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Credo Technology $CRDO: Investment Thesis
CRDO: AI connectivity full-stack play; 88% AEC share, FY26 rev $1.335B (+200% YoY), 68% GM, ~50% net margin. Mgmt guides FY27 80% growth ($2.4B), $6.03 EPS, 38.8x fwd P/E, 0.52 PEG. $600M optical ramp (Blue Heron, OmniConnect) yet to hit. Risks: 34% customer concentration, supply chain. Author invested.
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