Credo Technology Group Holding Ltd (CRDO)

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. It provides HiWire active electrical cables solutions, including HiWire CLOS, SPAN, SHIFT, and SWITCH; optical PAM4 digital signal processors; low-power line card PHY; serializer/deserializer (SerDes) chiplets; and SerDes IP, as well as integrated circuits. The company also offers intellectual property solutions consist of SerDes IP licensing. In addition, it offers predictive integrity link optimization and telemetry; PCIe retimer solutions; and support and maintenance, engineering, and royalties services. The company sells its products to hyperscalers, original equipment manufacturers, original design manufacturers, and optical module manufacturers, as well as into the enterprise and HPC markets. Credo Technology Group Holding Ltd was founded in 2008 and is based in Grand Cayman, the Cayman Islands.

• 16d agoNEUTRAL
  Credo Technology Group Q4 2026 Earnings Call: Complete Transcript

  Credo Technology Group's Q4 2026 earnings call transcript has been released. While the transcript provides a detailed overview of the company's performance and future outlook, it does not contain specific financial results or forward-looking guidance that would indicate a clear positive or negative market movement. Investors should review the transcript for qualitative insights into the company's strategic direction, operational achievements, and management commentary on market conditions and competitive landscape.

• 16d agoNEGATIVE
  Credo Technology Group Stock Dives Despite Q4 Earnings Beat

  Credo Technology Group's stock experienced a significant decline despite reporting a Q4 earnings beat for fiscal year 2026. The company announced its financial results after market close on Monday, June 1st, 2026. While specific figures for the earnings beat were not detailed in the provided snippet, the market's negative reaction suggests that other factors, such as forward guidance, revenue outlook, or broader market sentiment, overshadowed the positive earnings surprise. Investors will be closely scrutinizing the full earnings report for potential headwinds that led to the stock's dive.

• 16d agoNEUTRAL
  Credo Technology to Report Fourth Quarter Results; These Most Accurate Analysts Maintain Ratings Ahead Of Earnings Call

  Credo Technology Group Holding Ltd (CRDO) is set to announce its Q4 and full-year 2026 results on June 1. Analysts forecast Q4 EPS of $0.79 on revenue of $432.05 million, and full-year EPS of $2.40 on revenue of $1.33 billion. The company recently acquired DustPhotonics for $750 million. CRDO's stock closed Friday at $236.03, up 6.15%. Leading analysts from Goldman Sachs, Rosenblatt, and Needham have maintained 'Buy' or 'Neutral' ratings, with price targets between $170 and $220, indicating a mixed but generally stable outlook ahead of the earnings call.

• 4/20/2026POSITIVE
  Credo Technology Shares Climb 6% After Key Trading Signal

  Credo Technology Group Holding Limited (CRDO) shares experienced a significant upward movement, climbing 6% following the activation of a key trading signal. The stock reached a price of $164.56 before the surge. This technical indicator suggests a potential bullish trend for CRDO, attracting investor interest and driving up its market value. The positive price action indicates strong momentum and could signal further gains ahead for the semiconductor solutions provider.

• 4/14/2026POSITIVE
  Credo’s stock surges. Here’s why its new acquisition ‘makes perfect sense.’

  Credo Technology Group Holding Ltd's stock experienced a significant surge following the announcement of its acquisition of silicon photonics technology. This strategic move is expected to enhance the company's supply chain efficiency and improve its cost structure, according to industry analysts. The integration of this advanced technology is seen as a key driver for future growth and profitability, positioning Credo favorably within the competitive semiconductor market. Investors are likely to view this acquisition as a positive step towards strengthening Credo's market position and long-term value.

• 4/13/2026POSITIVE
  Credo’s stock has had a rough year. Here’s why one analyst thinks now is the time to buy it.

  Credo Technology's stock has faced headwinds this year due to market debate on copper vs. optical connectivity for AI infrastructure. However, an analyst views this concern as a "significant disconnect" from reality, suggesting a potential undervaluation. The company's focus on high-speed connectivity solutions for data centers and AI applications remains a key growth driver. Investors may find this an opportune moment to consider the stock, anticipating a re-evaluation of its market position as the AI build-out progresses and the company's technological advantages become clearer.

• 3/13/2026POSITIVE
  Credo Tech (CRDO) Has 1 Problem. Here's Why I'm Buying Anyway.

  Despite surface-level risks, Credo Technology (CRDO) is positioned as a critical infrastructure provider for the burgeoning AI sector. The company's technological edge in high-speed connectivity solutions for data centers and AI accelerators is highlighted as a key differentiator. While specific financial figures or market share data are not detailed, the narrative suggests that CRDO's innovation in this rapidly expanding market could outweigh potential concerns. Investors are advised to consider CRDO's strategic importance in enabling AI advancements as a primary driver for potential future growth.

• 3/3/2026NEGATIVE
  Credo Tech's Strong Quarter Can't Lift Shares, Analysts Expect Rising AI Capex To Help

  Credo Tech (CRDO) shares experienced a significant decline, despite the company reporting upbeat third-quarter earnings that surpassed expectations. This downward movement in the stock surprised investors given the context of positive financial results. Market analysts, however, maintain a predominantly optimistic outlook on the company's future. Rosenblatt confirmed its "Neutral" rating with a $125 price target, while Needham reiterated its "Buy" rating with a $220 price target. Positive expectations are fueled by the forecast of increased capital expenditure (capex) in the artificial intelligence sector, which is anticipated to benefit Credo Tech. Despite these long-term prospects, the market reacted negatively to the current data.

• 3/2/2026NEUTRAL
  Credo Tech (CRDO) Q3 2026 Earnings Call Transcript

  Investors in Credo Technology Group Corp. (CRDO) are currently awaiting the full details from the Q3 2026 earnings call transcript. While the announcement of the transcript's availability suggests the event has concluded, the specific content remains undisclosed, preventing an immediate assessment of the company's financial performance. The market is in a holding pattern, with participants closely monitoring for the release of key data points, such as revenues, margins, and future guidance, to evaluate Credo Tech's business trajectory in the high-speed connectivity solutions sector. Any impact on CRDO stock will be entirely contingent upon the figures and statements that emerge once the transcript is made public.

• 3/2/2026NEGATIVE
  Credo Stock Slips After Q3 Results

  Credo Technology Group (CRDO) shares experienced a notable decline in the markets following the release of its fourth-quarter earnings report. The company, a specialist in high-speed connectivity solutions, saw its stock slip, indicating a negative investor reaction to the financial data presented. While specific details of the report were not fully disclosed, the stock movement suggests that market expectations might not have been met, or that future outlook disappointed. Analysts will closely monitor upcoming communications to better understand the underlying dynamics of this performance and assess potential long-term implications for the technology and network infrastructure sector.