Credo Technology Group Holding Ltd offers various high-speed connectivity solutions for electrical and optical Ethernet applications in the United States, Mexico, Malaysia, Hong Kong and internationally. The company is headquartered in San Jose, California.
| Revenue (TTM) | $1.59B |
| Gross Profit (TTM) | $1.07B |
| EBITDA | $543.25M |
| Operating Margin | 25.20% |
| Return on Equity | 30.70% |
| Return on Assets | 16.10% |
| Revenue/Share (TTM) | $8.74 |
| Book Value | $14.53 |
| Price-to-Book | 13.35 |
| Price-to-Sales (TTM) | 21.09 |
| EV/Revenue | 22.44 |
| EV/EBITDA | 64.35 |
| Quarterly Earnings Growth (YoY) | 97.10% |
| Quarterly Revenue Growth (YoY) | 114.70% |
| Shares Outstanding | $187.95M |
| Float | $170.89M |
| % Insiders | 9.15% |
| % Institutions | 73.89% |
Volatility is currently contracting
AI clusters live and die by the connections between their processors, and one small-cap company is quietly positioning itself to own that reliability problem across every major hyperscaler.
Investors naturally gravitate toward the chips powering artificial intelligence (AI), but a quiet shift is underway beneath the surface. While markets obsess over the peak of the hardware cycle, the bottleneck for scaling AI has shifted to physical data transit and memory capacity.
Credo and Coherent are riding the AI connectivity boom, but differing growth prospects, valuations and risks raise questions about which stock is the better buy.
Credo Technology is upgraded to 'Strong Buy' following a sharp correction, with the stock now offering an attractive entry point. CRDO's multi-year growth catalysts—AECs, SiPho PICs, and OmniConnect Weaver—are gaining adoption, supported by strong execution and expanding customer base. Despite recent margin compression and customer concentration risks, CRDO maintains robust revenue growth, with FY2028 sales projected at $4.41B and EPS at $10.45.
Credo Technology just posted triple-digit revenue growth for the eighth quarter in a row, yet the stock sits more than 30% below its 52-week high.
CRDO's surging AI connectivity demand, record revenues and expanding optical business fuel growth, with fiscal 2027 revenues projected to rise more than 85%.
CRDO expands its AI connectivity portfolio with the 1.6T ZeroFlap Active Light Cable, offering lower power consumption, enhanced reliability and extended reach.
CRDO is helping shape next-generation AI data center connectivity through an OCP workstream targeting 2027 approval for micro-emitter optics specifications.
Credo Technology is growing faster than Marvell and Astera Labs yet trades at a fraction of their valuations, which raises a question every AI investor should sit with before the next earnings report.
Credo Technology's retimer portfolio is emerging as a key growth engine as AI infrastructure demand drives record revenue and new product gains.
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