Credo Technology Group Holding Croissance future
Future contrôle des critères 6/6
Credo Technology Group Holding devrait augmenter ses bénéfices et son chiffre d'affaires de 30.1% et de 28.5% par an respectivement. Le BPA devrait croître de de 27.5% par an. Le rendement des capitaux propres devrait être 35.3% dans 3 ans.
Informations clés
30.1%
Taux de croissance des bénéfices
27.50%
Taux de croissance du BPA
| Semiconductor croissance des bénéfices | 26.3% |
| Taux de croissance des recettes | 28.5% |
| Rendement futur des capitaux propres | 35.30% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 01 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Seeking Alpha • May 01
Credo: AI Infrastructure Integration, Possible Margin Shrinkage, And Valuation Trap
Summary Credo Technology Group is rated Hold/Avoid due to excessive valuation, margin compression risk, and extreme customer concentration. CRDO trades at 53x forward P/E and 23.4x EV/Sales, pricing in best-case AI hardware/software dominance despite cyclical hardware exposure. Gross margin is at risk from DustPhotonics integration and optical transceiver commoditization, with Q4 guidance dropping to 64–66% from 68.6%. Intrinsic value target is $113.81, implying 35% downside; technicals signal distribution and institutional exit amid decelerating revenue growth. Read the full article on Seeking Alpha
Mise à jour de l'analyse • 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.
Nouvelle analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.Nouvelle analyse • 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.Mise à jour de l'analyse • 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.
Nouvelle analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Article d'analyse • 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...
Nouvelle analyse • 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.Seeking Alpha • Apr 18
Credo Technology: The Stars Are Aligned For A Bullish Reversal (Technical Analysis)
Summary Credo Technology has seen a significant selloff, creating a major buying opportunity due to unjustified bearish sentiment. Technical indicators show potential for a bullish reversal, with a bullish engulfing pattern and positive divergence in key indicators suggesting a bottom. Strong Q3 earnings and impressive Q4 guidance indicate accelerating revenue growth, a promising sign for their business. The P/S ratio contraction appears overdone, suggesting the market undervalues Credo's growth prospects; thus, I initiate a buy rating for Credo. Read the full article on Seeking AlphaSeeking Alpha • Apr 09
Credo Technology: I Am Buying The Dip
Summary Credo Technology's stock possesses all the hallmarks of a "Strong Buy": robust revenue growth momentum, impressive operating leverage, and a fortress balance sheet. The company benefits from high demand for its high-speed connectivity solutions, driven by the ongoing AI investment spree and digital revolution. Risks include high revenue concentration from Amazon and potential impacts from geopolitical developments and tariffs, but the long-term investment outlook remains positive. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 4/30/2029 | 4,003 | 1,525 | 1,418 | 1,750 | 3 |
| 4/30/2028 | 3,320 | 1,270 | 1,261 | 1,380 | 7 |
| 4/30/2027 | 2,370 | 884 | 831 | 909 | 9 |
| 4/30/2026 | 1,332 | 458 | 362 | 444 | 16 |
| 1/31/2026 | 1,068 | 340 | 284 | 340 | N/A |
| 11/1/2025 | 796 | 212 | 144 | 178 | N/A |
| 8/2/2025 | 600 | 125 | 93 | 126 | N/A |
| 5/3/2025 | 437 | 52 | 29 | 65 | N/A |
| 2/1/2025 | 328 | 5 | -24 | 11 | N/A |
| 11/2/2024 | 246 | -24 | -30 | 6 | N/A |
| 8/3/2024 | 218 | -26 | -15 | 1 | N/A |
| 4/27/2024 | 193 | -28 | 17 | 33 | N/A |
| 1/27/2024 | 164 | -34 | 0 | 17 | N/A |
| 10/28/2023 | 165 | -31 | -3 | 15 | N/A |
| 7/29/2023 | 173 | -28 | -10 | 12 | N/A |
| 4/29/2023 | 184 | -17 | -46 | -25 | N/A |
| 1/28/2023 | 190 | -6 | -38 | -10 | N/A |
| 10/29/2022 | 167 | -9 | -30 | -6 | N/A |
| 7/30/2022 | 142 | -10 | -56 | -34 | N/A |
| 4/30/2022 | 106 | -22 | -48 | -31 | N/A |
| 1/31/2022 | 89 | -20 | -52 | -45 | N/A |
| 10/31/2021 | 70 | -25 | -59 | -52 | N/A |
| 7/31/2021 | 58 | -35 | -53 | -46 | N/A |
| 4/30/2021 | 59 | -28 | -48 | -42 | N/A |
| 4/30/2020 | 54 | N/A | -19 | -10 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de CRDO ( 30.1% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de CRDO ( 30.1% par an) devraient croître plus rapidement que le marché US ( 16.4% par an).
Croissance élevée des bénéfices: Les bénéfices de CRDO devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de CRDO ( 28.5% par an) devrait croître plus rapidement que le marché US ( 11.4% par an).
Croissance élevée des revenus: Le chiffre d'affaires de CRDO ( 28.5% par an) devrait croître plus rapidement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de CRDO devrait être élevé dans 3 ans ( 35.3 %)
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 22:48 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2026/01/31 |
| Revenus annuels | 2025/05/03 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Credo Technology Group Holding Ltd est couverte par 19 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Janco Venter | Arete Research Services LLP |
| Thomas O'Malley | Barclays |
| Jerome Ramel | BNP Paribas |