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AI Infrastructure Buildouts Will Invite Challenges And Opportunities

Published
21 Apr 25
Updated
04 Sep 25
AnalystConsensusTarget's Fair Value
US$109.50
34.7% overvalued intrinsic discount
04 Sep
US$147.51
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1Y
508.0%
7D
19.9%

Author's Valuation

US$109.5

34.7% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Sep 25
Fair value Increased 1.15%

Credo Technology Group Holding's consensus price target was revised upward to $109.50 as analysts cited stronger customer diversification, expanding AI server market demand, and improved long-term earnings power driven by new product adoption and sector tailwinds. Analyst Commentary Bullish analysts cite further customer diversification and material upward revisions to company guidance as key factors supporting higher price targets.

Shared on20 Aug 25
Fair value Increased 8.61%

Consensus price targets for Credo Technology Group Holding have been raised, reflecting analysts’ optimism around growing AI-driven datacenter demand, upgraded earnings forecasts, and Credo’s strengthening position in high-speed connectivity, resulting in a new fair value estimate of $106.33. Analyst Commentary Bullish analysts cite significant ramp-ups in demand from leading hyperscalers and an increased global AI server market as key growth drivers.

Shared on01 Aug 25
Fair value Increased 9.14%

Credo Technology Group Holding's consensus price target has been revised upward, reflecting analyst optimism around accelerating EPS growth, expanding AI-driven market opportunities, and industry tailwinds supporting the company's differentiated high-speed connectivity solutions, resulting in a new target of $99.67. Analyst Commentary Bullish analysts see increased EPS power potential, projecting approximately $3 by CY27 and more than $7 longer-term, driven by a larger total addressable market (TAM) in Architecture, Engineering, and Construction, which is significantly above consensus estimates.

Shared on01 May 25
Fair value Increased 6.94%

Shared on24 Apr 25
Fair value Increased 1.56%