Shared on 28 Jul 26

Fair value Increased 3.51%

CRDO: Future Upside Will Hinge On Executing Optical AI Connectivity Expansion

Credo’s next leg depends on turning its fast-growing optical lineup into a bigger part of what data centers buy, not just riding demand for copper links. The upside case is that its optical design could cut power use and complexity for customers, but expectations are already high and any stumble in product rollouts could keep the stock choppy.

20 views

Shared on 30 Jun 26

Fair value Increased 35%

CRDO: Future Returns Will Depend On Executing The Optical AI Connectivity Ramp

Credo is riding strong demand for AI data‑center connections, but the next leg depends on how smoothly it can ramp newer optical products and meet already high expectations. Analysts like its broader copper‑plus‑optical roadmap and recent product wins, while skeptics worry that shifts toward optical and any stumbles in product rollouts could limit upside.

30 views

Shared on 01 Apr 26

Fair value Increased 3.98%

CRDO: Future Returns Will Hinge On AI Datacenter Connectivity Execution

Analysts have nudged their fair value estimate for Credo Technology Group Holding to $199.38 from $191.75, reflecting updated views on future P/E assumptions and long term revenue and margin potential following recent price target resets across the Street. Analyst Commentary Recent Street research around Credo Technology Group Holding clusters around updated P/E assumptions, shifting sector multiples and views on how the product pipeline can support growth over the next several years.

111 views

Shared on 04 Mar 26

Fair value Decreased 7.98%

CRDO: Future Returns Will Hinge On AI Datacenter Connectivity Share Resilience

The analyst price target for Credo Technology Group Holding has been revised lower from $208.38 to $191.75, as analysts trim assumed revenue growth and valuation multiples while still noting solid recent quarters and ongoing contributions from active electrical cables and optical products. Analyst Commentary Recent Street research on Credo Technology Group Holding points to a mix of optimism around the business and more cautious views on valuation, especially after the stock's recent moves and changes in sector multiples.

66 views

Shared on 18 Feb 26

Fair value Decreased 2.75%

CRDO: Future Returns Will Ride On AI Datacenter Connectivity Execution

The analyst price target for Credo Technology Group Holding has been reduced by about $6 to reflect updated fair value estimates, slightly adjusted discount rate assumptions, and revised expectations for revenue growth, profit margins, and future P/E multiples cited in recent research. Analyst Commentary Recent Street research on Credo Technology Group Holding has been mixed, with price target changes and a new neutral initiation pointing to both upside potential and execution risks.

69 views

Shared on 14 Dec 25

Fair value Increased 32%

CRDO: Future Returns Will Depend On Expanding AI Datacenter Connectivity

Analysts have nudged their average price target on Credo Technology Group Holding higher to about $214 from roughly $163, citing stronger expected revenue growth, improving profit margins and sustained AI related demand that supports premium yet slightly compressed forward valuation multiples. Analyst Commentary Recent research updates underscore a broadly constructive stance on Credo Technology, with multiple bullish analysts lifting price targets while framing the stock as a key beneficiary of structural AI and data center connectivity trends.

104 views

Shared on 30 Nov 25

Fair value Increased 1.24%

CRDO: Future Results Will Depend On Expanded AI Connectivity Relationships

The analyst consensus price target for Credo Technology Group Holding has been raised by $2 to $162.93. Analysts cite robust earnings previews, expanding customer relationships, and continued momentum in AI infrastructure as drivers for the upward revision.

50 views

Shared on 16 Nov 25

CRDO: Revenue Opportunities Will Expand With Growing AI Networking Demand

Analysts have raised their price target for Credo Technology Group Holding by $5 to $175 per share. They cite stronger-than-expected earnings, continued customer diversification, and optimism over new technology partnerships and expanding market opportunities.

29 views

Shared on 01 Nov 25

Fair value Increased 0.42%

Analysts have modestly increased their average price target for Credo Technology Group Holding by about $0.67 to $160.93. This reflects continued optimism around diversified customer growth and ongoing technological advancements in AI infrastructure.

32 views

Shared on 18 Oct 25

Fair value Increased 2.03%

Credo Technology Group Holding’s analyst price target has been raised by analysts from $157.07 to $160.27. This reflects strengthened confidence due to faster revenue growth, profit margin improvements, and strategic customer diversification highlighted in recent industry discussions.

4 views

Shared on 04 Oct 25

Fair value Increased 4.07%

The analyst price target for Credo Technology Group Holding has increased from $150.92 to $157.07. This reflects analyst optimism, driven by recent management meetings, sector strength, and higher growth expectations across networking and AI infrastructure markets.

6 views

Shared on 19 Sep 25

Fair value Increased 38%

Credo Technology Group Holding’s consensus price target was raised from $109.50 to $150.92 as analysts cited robust Q1 results, accelerating hyperscaler adoption, and expansion in AI infrastructure and AEC markets driving higher long-term earnings growth expectations. Analyst Commentary Bullish analysts highlighted robust Q1 results featuring a significant "beat and raise," with guidance for subsequent quarters well ahead of consensus, demonstrating strong core business and Active Electrical Cables (AEC) program growth.

5 views

Shared on 04 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.

2 views

Shared on 20 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.

5 views

Shared on 01 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.

3 views

Shared on 01 May 25

Fair value Increased 6.94%

2 views

Shared on 24 Apr 25

Fair value Increased 1.56%

1 view

CRDO: Macro Headwinds And Customer Concentration Will Present Earnings Risks Ahead