Added to YB: 2026-09-21
Pitch date: 2026-09-17
CRDO [bullish]
Credo Technology Group Holding Ltd
+2.79%
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
$33.1B
Pitch Price
$171.11
Price Target
287.00 (+63%)
Dividend
N/A
EV/EBITDA
58.93
P/E
62.12
EV/Sales
20.31
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
I Called CRDO at $67 and I’m Calling It Again
CRDO: Credo’s DustPhotonics acquisition adds scalable silicon-photonics technology alongside its active electrical cables, positioning it across the copper connections AI data centers need today and the optical links expected tomorrow. At $150.39—roughly its post-deal opening price after a 51.68% drawdown—Wall Street’s ~$287 consensus target implies 90.83% upside, while an eventual rebound to $225 is expected. The proposed buy zone is $149-$165, with $135 as the invalidation threshold.
Read full article (9 min)