Credo Technology Group Holding (CRDO) Aktienübersicht
Credo Technology Group Holding Ltd bietet verschiedene Hochgeschwindigkeits-Konnektivitätslösungen für optisches und elektrisches Ethernet sowie PCIe-Anwendungen in den Vereinigten Staaten, Taiwan, Festlandchina, Hongkong und international an. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 0/6 |
| Künftiges Wachstum | 6/6 |
| Vergangene Leistung | 5/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
CRDO Community Fair Values
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Analyst Price Targets
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Credo Technology Group Holding Ltd Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$236.03 |
| 52-Wochen-Hoch | US$240.81 |
| 52-Wochen-Tief | US$59.21 |
| Beta | 3.18 |
| 1 Monat Veränderung | 34.28% |
| 3 Monate Veränderung | 110.23% |
| 1 Jahr Veränderung | 287.19% |
| 3 Jahre Veränderung | 1,333.96% |
| 5 Jahre Veränderung | n/a |
| Veränderung seit IPO | 1,926.01% |
Aktuelle Nachrichten und Updates
Seeking Alpha • May 18
Credo Technology: A Way Too Expensive Three-Customer Concentrated Business
Summary Credo Technology is rated Sell due to excessive valuation despite strong recent execution and AI-driven growth tailwinds. CRDO's top 3 customers account for 88% of revenue, posing significant concentration risk, especially as hyperscalers develop internal silicon. Gross margin guidance signals compression to 64–66% amid new product ramps and increased competition in optical products. Scenario analysis suggests limited upside and substantial downside, with more attractive risk/reward in peers like ALAB, MRVL, and AVGO. Read the full article on Seeking Alpha
Narrativ-Update • May 15
CRDO: AI Datacenter Connectivity Ramps And Settlements Will Support Future Upside
Analysts have trimmed the fair value estimate for Credo Technology Group Holding by about $1.56 to $256.78, reflecting updated price targets that balance fresh bullish initiations and target hikes with recent target cuts tied to sector multiple resets and reassessments of risk. Analyst Commentary Recent research on Credo Technology Group Holding shows a mix of higher and lower price targets, but the tone from several bullish analysts remains constructive.Recent updates
Seeking Alpha • May 18
Credo Technology: A Way Too Expensive Three-Customer Concentrated Business
Summary Credo Technology is rated Sell due to excessive valuation despite strong recent execution and AI-driven growth tailwinds. CRDO's top 3 customers account for 88% of revenue, posing significant concentration risk, especially as hyperscalers develop internal silicon. Gross margin guidance signals compression to 64–66% amid new product ramps and increased competition in optical products. Scenario analysis suggests limited upside and substantial downside, with more attractive risk/reward in peers like ALAB, MRVL, and AVGO. Read the full article on Seeking AlphaNarrativ-Update • May 15
CRDO: AI Datacenter Connectivity Ramps And Settlements Will Support Future Upside
Analysts have trimmed the fair value estimate for Credo Technology Group Holding by about $1.56 to $256.78, reflecting updated price targets that balance fresh bullish initiations and target hikes with recent target cuts tied to sector multiple resets and reassessments of risk. Analyst Commentary Recent research on Credo Technology Group Holding shows a mix of higher and lower price targets, but the tone from several bullish analysts remains constructive.Narrativ-Update • Apr 30
CRDO: AI Datacenter Connectivity Ramps Will Support Future Upside Potential
Analysts have trimmed their average price target on Credo Technology Group Holding by about $2 to roughly $258, reflecting updated assumptions around growth, margins, and future P/E multiples after recent research highlighted both stronger long-term revenue expectations and some compression in sector valuation multiples. Analyst Commentary Recent research on Credo Technology Group Holding has centered on how to balance higher long-term earnings expectations with recalibrated sector multiples.
Neues Narrativ • Apr 20
From Copper Cable Specialist to Full-Spectrum AI Connectivity Platform
Key Takeaways • DustPhotonics acquisition (April 13, 2026) is a declaration of war on Marvell's core optical market. For $750M cash + earnout shares (~$1.3B total), Credo acquires silicon photonics PIC technology covering 400G, 800G, 1.6T, and a 3.2T roadmap.
Narrativ-Update • Apr 16
CRDO: AI Datacenter Connectivity Prospects Will Balance Competitive And Sector Multiple Risks
The analyst fair value estimate for Credo Technology Group Holding has moved from $117.68 to $170.00 as analysts factor in stronger projected revenue growth, higher expected profit margins, and updated sector P/E assumptions reflected in recent price target changes across the Street. Analyst Commentary Recent research has been active on Credo Technology Group Holding, with several firms revisiting their price targets, ratings, and key drivers after the latest quarterly updates and sector P/E resets.
Narrativ-Update • Apr 01
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.Neues Narrativ • Mar 29
The GOOGLE announcement finally got me
CRDO has maintained a strong rating profile over a sustained period, and its recent price correction has brought the valuation to a level that could offer meaningful near-term returns. While Credo’s exceptional growth momentum has moderated lately, its underlying profitability remains remarkably solid.Narrativ-Update • Mar 18
CRDO: AI Datacenter Connectivity Traction Will Drive Future Upside Potential
Analysts have lowered their average price targets on Credo Technology Group Holding to roughly $40 to $60 per share, citing sector wide multiple compression. They also highlight solid recent results, higher outer year EPS estimates and continued traction in active electrical cables and optical products.
Neues Narrativ • Mar 04
Credo Technology Group (CRDO): High-Speed Growth Meets Margin Compression in 2026.
Credo Technology Group (CRDO) is currently at the center of a high-velocity valuation shift, trading at $93.03 as of the March 3, 2026, market close. The stock plummeted 18.55% today following its Q3 fiscal 2026 earnings report released on March 2nd.Narrativ-Update • Mar 04
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.Narrativ-Update • Feb 18
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.Analyseartikel • Feb 10
Industry Analysts Just Made A Substantial Upgrade To Their Credo Technology Group Holding Ltd (NASDAQ:CRDO) Revenue Forecasts
Celebrations may be in order for Credo Technology Group Holding Ltd ( NASDAQ:CRDO ) shareholders, with the analysts...Narrativ-Update • Feb 03
CRDO: Neutral Stances Will Balance AI Scaling Prospects And Execution Risks
Analysts raised their price target on Credo Technology Group Holding by about $45.68 to roughly $117.68 per share, citing updated assumptions for revenue growth, profit margins and future P/E, as well as recent Street research that includes a neutral initiation and a higher target from major firms. Analyst Commentary Recent Street research on Credo Technology Group Holding points to a mixed setup, with some analysts expressing caution even as they update their models and targets.Narrativ-Update • Jan 20
CRDO: Sector Q3 Support And AI Connectivity Licensing Will Drive Upside
Analysts have lifted their fair value estimate for Credo Technology Group Holding by US$10 to US$260, reflecting updated assumptions for revenue growth, profit margins, and a higher future P/E, in line with recent price target increases cited in Street research. Analyst Commentary Recent Street research has leaned constructive on Credo Technology Group Holding, with bullish analysts marking up their price targets in response to their updated outlooks on earnings and sector trends.Narrativ-Update • Jan 06
CRDO: Sector Q3 Strength And AI Connectivity Portfolio Will Support Upside
Analysts have raised their fair value estimate for Credo Technology Group Holding to $250.00 from $165.00, citing updated assumptions for revenue growth, profit margins and future P/E, as well as recent Street research that anticipates generally in line to modestly better results for the broader semiconductor group. Analyst Commentary Recent Street research has added context to the higher fair value estimate, with bullish analysts pointing to supportive earnings expectations for the broader semiconductor group and updated assumptions for Credo Technology Group Holding.Narrativ-Update • Dec 14
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.Narrativ-Update • Nov 30
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.Narrativ-Update • Nov 16
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.Narrativ-Update • Nov 01
CRDO: Macro Headwinds And Customer Concentration Will Present Earnings Risks Ahead
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.Narrativ-Update • Oct 18
AI Infrastructure Buildouts Will Invite Challenges And Opportunities
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.Analyseartikel • Oct 07
It Looks Like The CEO Of Credo Technology Group Holding Ltd (NASDAQ:CRDO) May Be Underpaid Compared To Peers
Key Insights Credo Technology Group Holding's Annual General Meeting to take place on 13th of October CEO Bill...Narrativ-Update • Oct 04
AI Infrastructure Buildouts Will Invite Challenges And Opportunities
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.Analyseartikel • Sep 24
Credo Technology Group Holding Ltd (NASDAQ:CRDO) Looks Just Right With A 42% Price Jump
Credo Technology Group Holding Ltd ( NASDAQ:CRDO ) shares have continued their recent momentum with a 42% gain in the...Narrativ-Update • Sep 19
AI Infrastructure Buildouts Will Invite Challenges And Opportunities
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.Narrativ-Update • Sep 04
AI Infrastructure Buildouts Will Invite Challenges And Opportunities
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.Narrativ-Update • Aug 20
PCIe Products And Optical DSP Will Expand Connectivity Opportunities
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.Analyseartikel • Aug 07
Investors Appear Satisfied With Credo Technology Group Holding Ltd's (NASDAQ:CRDO) Prospects As Shares Rocket 27%
Credo Technology Group Holding Ltd ( NASDAQ:CRDO ) shares have continued their recent momentum with a 27% gain in the...Analyseartikel • Jun 17
Why Investors Shouldn't Be Surprised By Credo Technology Group Holding Ltd's (NASDAQ:CRDO) 32% Share Price Surge
Despite an already strong run, Credo Technology Group Holding Ltd ( NASDAQ:CRDO ) shares have been powering on, with a...
Neues Narrativ • Apr 21
PCIe Products And Optical DSP Will Expand Connectivity Opportunities
Credo's expansion into PCIe products and AEC business will diversify revenue streams and enhance future revenue growth.Aktionärsrenditen
| CRDO | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | 8.1% | 3.6% | 1.5% |
| 1Y | 287.2% | 112.0% | 28.6% |
Rendite im Vergleich zur Industrie: CRDO übertraf die Branche US Semiconductor , die im vergangenen Jahr eine Rendite von 112 erzielte.
Rendite vs. Markt: CRDO übertraf den Markt US, der im vergangenen Jahr eine Rendite von 28.6 erzielte.
Preisvolatilität
| CRDO volatility | |
|---|---|
| CRDO Average Weekly Movement | 14.6% |
| Semiconductor Industry Average Movement | 11.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Stabiler Aktienkurs: Der Aktienkurs von CRDO war in den letzten 3 Monaten im Vergleich zum US -Markt volatil.
Volatilität im Zeitverlauf: CRDODie wöchentliche Volatilität (15%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der US Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2008 | 622 | Bill Brennan | credosemi.com |
Credo Technology Group Holding Ltd bietet verschiedene Hochgeschwindigkeits-Konnektivitätslösungen für optische und elektrische Ethernet- und PCIe-Anwendungen in den Vereinigten Staaten, Taiwan, Festlandchina, Hongkong und international an. Das Unternehmen bietet HiWire-Lösungen für aktive elektrische Kabel, einschließlich HiWire CLOS, SPAN, SHIFT und SWITCH, optische PAM4-Digitalsignalprozessoren, Low-Power-Line-Card-PHY, Serializer/Deserializer (SerDes)-Chiplets und SerDes-IP sowie integrierte Schaltungen. Das Unternehmen bietet auch Lösungen für geistiges Eigentum an, die aus der Lizenzierung von SerDes-IP bestehen.
Credo Technology Group Holding Ltd's Grundlagenzusammenfassung
| CRDO grundlegende Statistiken | |
|---|---|
| Marktanteil | US$41.01b |
| Gewinn(TTM) | US$339.77m |
| Umsatz(TTM) | US$1.07b |
128.1x
Kurs-Gewinn-Verhältnis 40.8x
Kurs-Umsatz-VerhältnisIst CRDO zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| CRDO Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$1.07b |
| Kosten der Einnahmen | US$343.67m |
| Bruttogewinn | US$724.47m |
| Sonstige Ausgaben | US$384.71m |
| Gewinn | US$339.77m |
Zuletzt gemeldete Gewinne
Jan 31, 2026
Datum des nächsten Gewinnberichts
Jun 01, 2026
| Gewinn per Aktie (EPS) | 1.84 |
| Bruttomarge | 67.83% |
| Nettogewinnspanne | 31.81% |
| Schulden/Eigenkapital-Verhältnis | 0% |
Wie hat sich CRDO auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/29 00:19 |
| Aktienkurs zum Tagesende | 2026/05/29 00:00 |
| Gewinne | 2026/01/31 |
| Jährliche Einnahmen | 2025/05/03 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Credo Technology Group Holding Ltd wird von 19 Analysten beobachtet. 9 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Janco Venter | Arete Research Services LLP |
| Thomas O'Malley | Barclays |
| Jerome Ramel | BNP Paribas |