CRDO logo

Credo Technology Group Holding Ltd Stock Price

NasdaqGS:CRDO Community·US$41.7b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 371 Fair Values set on narratives written by author

CRDO Share Price Performance

US$0
-92.93 (-100.00%)
US$269.81
Fair Value
US$0
-92.93 (-100.00%)
Price US$0

CRDO Community Narratives

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Fair Value US$269.81 15.4% undervalued intrinsic discount

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

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155users have followed this narrative
Fair Value
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Fair Value US$130 75.6% overvalued intrinsic discount

The GOOGLE announcement finally got me

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12users have followed this narrative
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Fair Value US$256.78 11.1% undervalued intrinsic discount

Cloud And AI Trends Will Expand Data Center Connectivity

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34users have followed this narrative
US$130
75.6% overvalued intrinsic discount
Fair Value
Revenue
25.83% p.a.
Profit Margin
31.81%
Future PE
51.7x
Price in 2031
US$214.2
US$184
24.1% overvalued intrinsic discount
Revenue
48.03% p.a.
Profit Margin
42.01%
Future PE
31.57x
Price in 2029
US$251.42
US$256.78
11.1% undervalued intrinsic discount
Revenue
56.57% p.a.
Profit Margin
37.2%
Future PE
51.71x
Price in 2029
US$349.03

Trending Discussion

No trending discussion available.

Updated Narratives

CRDO logo

From Copper Cable Specialist to Full-Spectrum AI Connectivity Platform

Fair Value: US$185 23.4% overvalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CRDO logo

The GOOGLE announcement finally got me

Fair Value: US$130 75.6% overvalued intrinsic discount
12 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CRDO logo

CRDO: AI Connectivity Euphoria Will Test Sustainability Of Optical Ramp Assumptions

Fair Value: US$184 24.1% overvalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Exceptional growth potential with outstanding track record.

2 Risks
2 Rewards

Credo Technology Group Holding Ltd Key Details

US$1.3b

Revenue

US$426.8m

Cost of Revenue

US$908.3m

Gross Profit

US$436.1m

Other Expenses

US$472.3m

Earnings

Last Reported Earnings
May 02, 2026
Next Reporting Earnings
n/a
2.53
68.04%
35.37%
0%
View Full Analysis

About CRDO

Founded
2008
Employees
807
CEO
William Brennan
WebsiteView website
credosemi.com

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 other international markets. The company offers ZeroFlap (ZF) active electrical cables and ZF optical transceivers, OmniConnect memory solutions, and a suite of retimers and DSPs for optical and copper Ethernet and PCIe, as well as integrated circuits, active electrical cables, and SerDes chiplets. It also provides intellectual property (IP) solutions, including SerDes IP licensing. The company offers was founded in 2008 and is headquartered in Grand Cayman, the Cayman Islands.

Recent CRDO News & Updates

Seeking Alpha Jul 20

Credo: Tracking The Critical Revenue Pivot From Copper To Optical Networking

Summary Credo Technology is positioned to benefit from neocloud compute capacity infrastructure expansions, with hyperscalers driving significant upward revisions in consensus revenue estimates. The market for optical devices is projected to remain very tight through to late 2027. This makes a case for gross profit margin expansions via favorable pricing. Tracking CRDO's revenue mix transition from copper AEC connections to high-speed 1.6T optics is critical, as I view this as the driving narrative for the stock. CRDO trades at a 23% discount to its optical sector peers on a 1-yr fwd PE basis, representing an attractive relative valuation. Technical analysis indicates the stock is printing a potential failed breakout, suggesting price action is more likely to remain bound within its monthly trading range. Read the full article on Seeking Alpha
Narrative Update Jul 14

CRDO: AI Connectivity Euphoria Will Test Sustainability Of Optical Ramp Assumptions

Credo Technology Group Holding's updated analyst price target has shifted from a prior fair value estimate of $189.78 to $184.00. Analysts point to refined industry models, a larger projected semiconductor addressable market, and growing emphasis on the company's copper plus optical AI connectivity roadmap as key drivers of their latest assumptions.

Recent updates

No updates