Added to YB: 2026-06-24
Pitch date: 2026-04-15
CRDO [bullish]
Credo Technology Group Holding Ltd
+45.31%
current return
Author Info
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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
$164.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
113.46
P/E
120.53
EV/Sales
41.19
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Credo Technology Group Holding Ltd - $CRDO
CRDO: Fabless semi leader in active electric cables (80% share, 63-65% GM, ~50% op margin). AEC TAM growing 9x in 4yrs via hyperscaler AI spend; expanding into optics via $750M DustPhotonics deal (optical rev >$500M by FY27E vs $200M est). Trades 23.7x CY27E EPS, PEG 0.46x vs peers 1.35x; path to $9+ EPS by CY28E. Risks: AI capex pause, customer concentration, integration.
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