Credo Technology Group Holding Ltd (CRDO)
Automate Your Wheel Strategy on CRDO
With Tiblio's Option Bot, you can configure your own wheel strategy including CRDO - and automate your put writes, covered calls, and full wheel strategy. Just connect one of the supported brokerages: tastytrade, Schwab, TradeStation or Tradier and go.
Start Your Free Trial NowNews
Earnings Estimates Rising for Credo Technology Group (CRDO): Will It Gain?
Published: March 05, 2026 by: Zacks Investment Research
Sentiment: Positive
Credo Technology Group Holding Ltd. (CRDO) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Read More
Wall Street Analysts See a 95.05% Upside in Credo Technology Group (CRDO): Can the Stock Really Move This High?
Published: March 05, 2026 by: Zacks Investment Research
Sentiment: Positive
The average of price targets set by Wall Street analysts indicates a potential upside of 95.1% in Credo Technology Group (CRDO). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Read More
Credo Technology Leans on Inorganic Push to Strengthen AI Edge
Published: March 05, 2026 by: Zacks Investment Research
Sentiment: Positive
CRDO boosts its AI connectivity portfolio with the CoMira acquisition, adding new IP to support advanced protocols and growing AI data-center demands.
Read More
Paying Dividends: Steven Cress' 3 REITs For Inflationary, Heated Times
Published: March 04, 2026 by: Seeking Alpha
Sentiment: Positive
In a volatile, inflationary, and geopolitically tense market, Steven Cress talks barbell approach: strong dividend REITs and high-quality growth stocks on weakness. Getty (GTY), W.P.
Read More
Credo: I Can't Believe It Has Now Become A Relative Bargain
Published: March 04, 2026 by: Seeking Alpha
Sentiment: Neutral
Credo Technology Group Holding Ltd delivered over 200% YoY and 52% QoQ revenue growth in its recent quarter, yet shares remain under pressure. What else do investors want? Despite hyperscaler CapEx tailwinds through 2026, management guides for slowing growth in fiscal 2027, with revenue expected to rise by over 50% YoY. But, still very rapid growth, right? CRDO stock's valuation has compressed below 22x, now under the semiconductor median, presenting an attractive entry for long-term investors.
Read More
Credo: Beat, Raise, Drop 10% - Welcome To The AI Trade Hangover
Published: March 03, 2026 by: Seeking Alpha
Sentiment: Negative
Credo Technology Group Holding Ltd delivered Q3 revenue of $407M, up 200% YoY, beating both management's revised guidance and the Street's expectations. Who cares, right? Even as Q4 FY26 guidance was above the consensus, the stock is down double digits at the time of writing this piece. In my view, the biggest fundamental risk is the industry's shift from copper AECs toward optical interconnects, which the Street models as growth falling to the high teens by Q3 FY27.
Read More
Credo's Pullback May Be The Opportunity
Published: March 03, 2026 by: Seeking Alpha
Sentiment: Neutral
Credo Technology Group Holding Ltd's Q3 revenue surged to $407 million, up over 200% year over year, yet guidance implies mid-single-digit sequential growth ahead. CRDO's gross margin guidance of 64% to 66% suggests normalization from the recent 68.6% peak, challenging hypergrowth assumptions. Customer concentration remains elevated, with the top client representing 42% of revenue and hyperscaler pacing driving volatility.
Read More
Credo Technology: A Better Entry After The Pullback
Published: March 03, 2026 by: Seeking Alpha
Sentiment: Neutral
I reiterate a Strong Buy rating on Credo Technology Group Holding Ltd after record Q3 revenue of $407M, robust margins, and self-funding hypergrowth. CRDO's product roadmap accelerates, with ZeroFlap Optics ramping in Q1 2027 and ALCs OmniConnect targeted for 2028, broadening long-term opportunity. Growth-adjusted valuation remains attractive: FWD PEG of 0.47x, a 65% discount to sector median, despite premium multiples.
Read More
Credo Earnings: Is AI Broken?
Published: March 03, 2026 by: Seeking Alpha
Sentiment: Negative
Credo Technology Group Holding Ltd reported a Q3 FY26 beat on the top and bottom lines, and in reaction, CRDO shares plunged 18% post-earnings amid concerns about deceleration in growth. The Q4 outlook signals sequential revenue growth but lower gross margins, heightening fears of a slower pace of AEC growth in FY27. The market overreacted to the print and, by extension, priced in fears over slower AEC growth early. The stock is now down over 35% YTD.
Read More
Credo: Buy The Pullback, But Don't Catch The Knife
Published: March 03, 2026 by: Seeking Alpha
Sentiment: Positive
Credo Technology Group Holding Ltd delivered a strong earnings beat, with revenue up 201.5% Y/Y and guidance above consensus, but shares sold off on risk-off sentiment and priced-in optimism. CRDO's ZeroFlap Optics launch is accelerating, now expected to ramp in 1Q27, signaling robust customer demand and expanding total addressable market in data center optical connectivity. Customer concentration remains a key risk, with 88% of Q3 revenue from three hyperscalers, while gross margin guidance is conservatively lower due to product mix.
Read More
Credo & TensorWave Team Up to Power Next-Gen AMD AI Clusters
Published: March 03, 2026 by: Zacks Investment Research
Sentiment: Positive
CRDO partners with TensorWave to power production-grade AI clouds as AEC demand surges and revenue guidance crushes prior expectations.
Read More
These Analysts Slash Their Forecasts On Credo Technology Following Q3 Results
Published: March 03, 2026 by: Benzinga
Sentiment: Negative
Credo Technology Group Holding Ltd. (NASDAQ: CRDO) on Monday posted upbeat earnings for the third quarter.
Read More
Credo Technology to Report Q3 Earnings: How to Play the Stock?
Published: February 27, 2026 by: Zacks Investment Research
Sentiment: Positive
CRDO gears up for Q3 as preliminary revenues top previous guidance and EPS is seen surging 284% year over year on strong demand.
Read More
Credo Q3 Preview: Asymmetry Is The Art Of Alpha
Published: February 26, 2026 by: Seeking Alpha
Sentiment: Negative
Credo Technology Group Holding Ltd. is tied to the AI infrastructure supercycle but faces late-cycle risks and revenue concentration with Customer A. I see CRDO as fairly valued, with a 12-month upside of 40% and a Buy rating under bullish convictions. Key risks include customer concentration, potential margin pressure, and strategic vulnerability as hyperscalers shift toward optical solutions.
Read More
CRDO vs. TXN: Which Semiconductor Stock Is the Better Buy?
Published: February 26, 2026 by: Zacks Investment Research
Sentiment: Positive
Credo's AI-fueled revenues surge and aggressive market push contrast with Texas Instruments' $17.7 billion scale and rising data center exposure.
Read More
Best Dip Buys With 'Year Of The Fire Horse' Potential
Published: February 20, 2026 by: Seeking Alpha
Sentiment: Positive
Best Dip Buys With 'Year Of The Fire Horse' Potential
Read More
Why Credo Technology Group (CRDO) is Poised to Beat Earnings Estimates Again
Published: February 12, 2026 by: Zacks Investment Research
Sentiment: Positive
Credo Technology Group (CRDO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Read More
Credo: Hypergrowth Now, Optical Headwinds Later
Published: February 11, 2026 by: Seeking Alpha
Sentiment: Positive
I reiterate my buy on Credo Technology Group after the company upgraded FQ3'26 revenue guidance to $404–$408M vs. $335–$345M previously. AEC shipments powered over 95% of last quarter's product sales yoy increase. In my view, that's the near-term growth engine, with Weaver (H2 2026) as upside optionality. The big overhang is optics, especially if hyperscalers shift toward optical networking by 2027 and the company fails to pivot quickly enough.
Read More
Credo Regains Control Of The Bullish Narrative While Its Valuation Reset (Upgrade)
Published: February 11, 2026 by: Seeking Alpha
Sentiment: Positive
Credo Regains Control Of The Bullish Narrative While Its Valuation Reset (Upgrade)
Read More
Chip Stock Extends Rebound on Preliminary Revenue Beat
Published: February 10, 2026 by: Schaeffers Research
Sentiment: Positive
Credo Technology Group Holding Ltd (NASDAQ:CRDO) doesn't report earnings until March, but the chip stock is already enjoying tailwinds from the company's preliminary third-quarter revenue beat and raised forecast.
Read More
Credo Is No Longer Just A Cable Story - Earnings Preview
Published: February 10, 2026 by: Seeking Alpha
Sentiment: Positive
I'm initiating Credo Technology Group Holding Ltd with a Buy rating ahead of Q3 '26 and see strong preliminary 3Q revenue and the pullback as a buying opportunity. CRDO's leadership in AECs, expansion into 3 new growth pillars, and launch of the Blue Heron 224G retimer position it for AI-driven data center growth. Revenue concentration among hyperscalers and intense competition from Marvell, Broadcom, and Astera Labs are key risks.
Read More
CRDO Up on Preliminary Q3 Revenue Beat: What it Signals for FY26 & FY27
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive
Credo stuns with Q3 FY26 preliminary revenue of $404-$408M, crushing guidance and highlighting surging demand from hyperscale and AI networking.
Read More
Credo Technology: The Market Has Given A Chance To Load Up (Earnings Preview)
Published: February 09, 2026 by: Seeking Alpha
Sentiment: Positive
Credo Technology has dropped ~26%, despite no fundamental deterioration, presenting a compelling GARP opportunity ahead of earnings. CRDO's Q3 revenue is guided at $340M, with ~65% gross margin; consensus expects $342.33M revenue and $0.78 EPS, implying 212% YoY EPS growth. CRDO's expanding product suite, new hyperscaler customers, and leadership in high-speed connectivity underpin a bullish outlook and potential for stock doubling.
Read More
Credo Technology: The Market Has Given A Chance To Load Up (Earnings Preview)
Published: February 09, 2026 by: Seeking Alpha
Sentiment: Positive
Credo Technology has dropped ~26%, despite no fundamental deterioration, presenting a compelling GARP opportunity ahead of earnings. CRDO's Q3 revenue is guided at $340M, with ~65% gross margin; consensus expects $342.33M revenue and $0.78 EPS, implying 212% YoY EPS growth. CRDO's expanding product suite, new hyperscaler customers, and leadership in high-speed connectivity underpin a bullish outlook and potential for stock doubling.
Read More
Credo Technology Slips 32% in a Month: Hold the Stock or Cut Losses?
Published: February 06, 2026 by: Zacks Investment Research
Sentiment: Neutral
CRDO's shares slid nearly 32% in a month, but strong AI networking demand, rising margins and a solid balance sheet argue for patience.
Read More
Credo Stock: Why I'm Finally Buying In
Published: February 04, 2026 by: Seeking Alpha
Sentiment: Positive
Credo shares have continued to drop. Down more than 50% from recent highs, I think current levels present an opportunity. Strong growth, margin expansion, and attractive valuation make me a buyer.
Read More
Credo Targets Scale-Up Networking Market With Blue Heron Retimer
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Neutral
CRDO targets the AI scale-up networking market with its Blue Heron 224G retimer, built on 3nm and sampling now ahead of expected Q3 2026 production.
Read More
Credo: I Am Not Doing The Same Mistake Again (Upgrade)
Published: February 03, 2026 by: Seeking Alpha
Sentiment: Positive
Credo Technology is upgraded to 'Strong Buy' after a 23% share price dip despite positive earnings revisions and robust AI infrastructure tailwinds. CRDO delivered a 272% YoY revenue spike and 35% EPS beat in FQ2 2026; FQ3 guidance implies further triple-digit growth. Major AI players' aggressive 2026 CapEx and the company's Blue Heron product launch are expected to expand the addressable market and drive further earnings upgrades.
Read More
5 Stocks to Buy in February: Last Year's Winners Aren't Done Yet
Published: January 29, 2026 by: MarketBeat
Sentiment: Positive
2026 is well underway and off to a bullish start. The S&P 500 and other major indices are ending January at record highs, and the Russell 2000 INDEXRUSSELL: RUT, which tracks small-cap stocks, is leading the charge.
Read More
Top AI Stock Performers of 2025 That Could Soar Higher in 2026
Published: January 28, 2026 by: 24/7 Wall Street
Sentiment: Positive
Artificial intelligence has been a growth driver for the economy, and AI stocks have become massive winners over the past two years.
Read More
About Credo Technology Group Holding Ltd (CRDO)
- IPO Date 2022-01-27
- Website https://credosemi.com
- Industry Communication Equipment
- CEO William J. Brennan
- Employees 500