Credo Technology Group Holding (CRDO) Panoramica del titolo
Credo Technology Group Holding Ltd offre diverse soluzioni di connettività ad alta velocità per applicazioni Ethernet ottiche ed elettriche e PCIe negli Stati Uniti, a Taiwan, nella Cina continentale, a Hong Kong e in altri mercati internazionali. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 6/6 |
| Prestazioni passate | 6/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
CRDO Community Fair Values
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Analyst Price Targets
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Concorrenti di Credo Technology Group Holding Ltd
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$226.74 |
| Massimo di 52 settimane | US$308.67 |
| Minimo di 52 settimane | US$86.49 |
| Beta | 3.2 |
| Variazione di 1 mese | -12.59% |
| Variazione a 3 mesi | 42.67% |
| Variazione di 1 anno | 124.07% |
| Variazione a 3 anni | 1,308.32% |
| Variazione a 5 anni | n/a |
| Variazione dall'IPO | 1,846.27% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • 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.Seeking Alpha • Jul 14
Credo's Biggest Shift Is Still Undervalued
Summary Credo generated over $1.3 billion in fiscal 2026 revenue and expects more than 80% growth during fiscal 2027. Optical products, including ZeroFlap optics, DSPs, and silicon photonics, are targeted to exceed $600 million in revenue. Dust Photonics acquisition expanded Credo into a vertically integrated AI connectivity platform spanning copper and optical technologies. Despite premium valuation at 42x forward earnings, EPS growth estimates imply significant multiple compression through 2028. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jun 30
CRDO: Future Returns Will Depend On Executing The Optical AI Connectivity Ramp
Credo Technology Group Holding’s analyst fair value estimate has been raised from $199.38 to $269.81 as analysts update models around stronger expectations for AI-related copper and optical connectivity demand, higher revenue growth and margin assumptions, and a slightly higher discount rate. Analyst Commentary Recent Street research on Credo Technology Group Holding points to a broadly constructive view, with multiple firms lifting price targets and highlighting the company’s positioning in AI related connectivity.Recent updates
Aggiornamento narrativa • 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.Seeking Alpha • Jul 14
Credo's Biggest Shift Is Still Undervalued
Summary Credo generated over $1.3 billion in fiscal 2026 revenue and expects more than 80% growth during fiscal 2027. Optical products, including ZeroFlap optics, DSPs, and silicon photonics, are targeted to exceed $600 million in revenue. Dust Photonics acquisition expanded Credo into a vertically integrated AI connectivity platform spanning copper and optical technologies. Despite premium valuation at 42x forward earnings, EPS growth estimates imply significant multiple compression through 2028. Read the full article on Seeking AlphaAggiornamento narrativa • Jun 30
CRDO: Future Returns Will Depend On Executing The Optical AI Connectivity Ramp
Credo Technology Group Holding’s analyst fair value estimate has been raised from $199.38 to $269.81 as analysts update models around stronger expectations for AI-related copper and optical connectivity demand, higher revenue growth and margin assumptions, and a slightly higher discount rate. Analyst Commentary Recent Street research on Credo Technology Group Holding points to a broadly constructive view, with multiple firms lifting price targets and highlighting the company’s positioning in AI related connectivity.Articolo di analisi • Jun 20
Credo Technology Group Holding (CRDO) Stock Could Be 109.1% Overvalued After Strong Results
Why Credo Technology Group Holding Stock Is Back in Focus Credo Technology Group Holding (CRDO) is back on many watchlists after robust quarterly and full year results beat analyst expectations, paired with upbeat AI data center guidance and the DustPhotonics acquisition. Those updates, alongside fresh attention from Wall Street research and recent television commentary, have sharpened the debate on what the stock’s strong move over the past month and past three months is pricing in. See our...Aggiornamento narrativa • Jun 16
CRDO: Elevated AI Optics Expectations Will Test Execution Against Lofty Guidance
Analysts have raised the price target on Credo Technology Group Holding stock, with the fair value estimate moving from about $170.00 to roughly $189.78 as they factor in expectations for stronger optical growth, higher profit margins, and updated longer term P/E assumptions following recent earnings and guidance. Analyst Commentary Street research on Credo Technology Group Holding highlights broad optimism around the optical opportunity, but also flags several risks that readers should keep in mind when thinking about the stock, especially around execution, growth durability, and how much of the story may already be reflected in valuation.Aggiornamento narrativa • Jun 02
CRDO: AI Connectivity Expectations Will Test Optics Execution And Concentration Risks
Analysts lifted their average price target for Credo Technology Group Holding by $100 to $270, citing recent earnings, expectations for continued growth in Active Electrical Cable, and stronger contributions from the Optics business supported by rising agentic AI related demand across the CPU and server ecosystem. Analyst Commentary Recent research points to a constructive but differentiated view on Credo Technology Group Holding, with several firms lifting price targets and highlighting the role of both Active Electrical Cable and Optics in the company’s growth mix.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Nuova narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Nuova narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Rendimenti per gli azionisti
| CRDO | US Semiconductor | US Mercato | |
|---|---|---|---|
| 7D | -12.4% | 5.1% | 0.2% |
| 1Y | 124.1% | 69.0% | 19.6% |
Ritorno vs Industria: CRDO ha superato il US Semiconductor che ha restituito 69 % nell'ultimo anno.
Rendimento vs Mercato: CRDO ha superato il mercato US che ha restituito 19.6 % nell'ultimo anno.
Volatilità dei prezzi
| CRDO volatility | |
|---|---|
| CRDO Average Weekly Movement | 14.2% |
| Semiconductor Industry Average Movement | 13.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di CRDO è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 14% ) di CRDO è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2008 | 807 | Bill Brennan | credosemi.com |
Credo Technology Group Holding Ltd fornisce diverse soluzioni di connettività ad alta velocità per applicazioni Ethernet ottiche ed elettriche e PCIe negli Stati Uniti, a Taiwan, nella Cina continentale, a Hong Kong e in altri mercati internazionali. L’azienda offre cavi elettrici attivi ZeroFlap (ZF) e ricetrasmettitori ottici ZF, soluzioni di memoria OmniConnect e una suite di retimer e DSP per Ethernet ottica e in rame e PCIe, oltre a circuiti integrati, cavi elettrici attivi e chiplet SerDes. Fornisce inoltre soluzioni di proprietà intellettuale (IP), tra cui la concessione di licenze per IP SerDes.
Credo Technology Group Holding Ltd Riepilogo dei fondamenti
| CRDO statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$44.04b |
| Utili (TTM) | US$472.28m |
| Ricavi(TTM) | US$1.34b |
89.5x
Rapporto P/E31.7x
Rapporto P/SCRDO è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CRDO Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.34b |
| Costo del fatturato | US$426.77m |
| Profitto lordo | US$908.35m |
| Altre spese | US$436.07m |
| Utili | US$472.28m |
Ultimi utili riportati
May 02, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 2.53 |
| Margine lordo | 68.04% |
| Margine di profitto netto | 35.37% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato CRDO nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/15 21:36 |
| Prezzo dell'azione a fine giornata | 2026/07/15 00:00 |
| Utili | 2026/05/02 |
| Utili annuali | 2026/05/02 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Credo Technology Group Holding Ltd è coperta da 19 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Janco Venter | Arete Research Services LLP |
| Thomas O'Malley | Barclays |
| Karl Ackerman | BNP Paribas |