Credo Technology Group Holding（CRDO）株式概要
Credo Technology Group Holding Ltdは、米国、台湾、中国本土、香港、およびその他の国際市場において、光および電気式イーサネットおよびPCIeアプリケーション向けのさまざまな高速接続ソリューションを提供しています。 詳細
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Credo Technology Group Holding Ltd 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$249.33 |
| 52週高値 | US$270.21 |
| 52週安値 | US$80.60 |
| ベータ | 3.23 |
| 1ヶ月の変化 | 59.55% |
| 3ヶ月変化 | 132.82% |
| 1年変化 | 191.31% |
| 3年間の変化 | 1,297.59% |
| 5年間の変化 | n/a |
| IPOからの変化 | 2,040.17% |
最新ニュース
Seeking Alpha • Jun 16
Credo: I Upgraded At $135. At Record Highs, It's A Hold
Summary Credo Technology Group is downgraded to Hold after a ~95% rally, as risk/reward now skews less favorably for new positions. Despite FY2026 revenue tripling and strong margins, sequential growth has plateaued and near-term catalysts are lacking, with a ramp delayed to H2 FY2027. CRDO's growth engine is shifting from proven copper to unproven optical, introducing execution risks and requiring evidence of optical revenue inflection before further rerating. Customer concentration and rising inventory, coupled with an 18x forward EV/revenue multiple, mean upside now hinges on successful optical execution and integration. Read the full article on Seeking Alpha
ナラティブの更新 • 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.Recent updates
Seeking Alpha • Jun 16
Credo: I Upgraded At $135. At Record Highs, It's A Hold
Summary Credo Technology Group is downgraded to Hold after a ~95% rally, as risk/reward now skews less favorably for new positions. Despite FY2026 revenue tripling and strong margins, sequential growth has plateaued and near-term catalysts are lacking, with a ramp delayed to H2 FY2027. CRDO's growth engine is shifting from proven copper to unproven optical, introducing execution risks and requiring evidence of optical revenue inflection before further rerating. Customer concentration and rising inventory, coupled with an 18x forward EV/revenue multiple, mean upside now hinges on successful optical execution and integration. Read the full article on Seeking Alphaナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.新しいナラティブ • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...株主還元
| CRDO | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 4.9% | 5.1% | 2.3% |
| 1Y | 191.3% | 95.6% | 25.5% |
業界別リターン: CRDO過去 1 年間で95.6 % の収益を上げたUS Semiconductor業界を上回りました。
リターン対市場: CRDO過去 1 年間で25.5 % の収益を上げたUS市場を上回りました。
価格変動
| CRDO volatility | |
|---|---|
| CRDO Average Weekly Movement | 13.8% |
| Semiconductor Industry Average Movement | 12.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: CRDOの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: CRDOの weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2008 | 807 | Bill Brennan | credosemi.com |
Credo Technology Group Holding Ltdは、米国、台湾、中国本土、香港、およびその他の国際市場において、光および電気式イーサネットおよびPCIeアプリケーション向けのさまざまな高速接続ソリューションを提供しています。 同社は、ZeroFlap（ZF）アクティブ電気ケーブルおよびZF光トランシーバー、OmniConnectメモリソリューション、光および銅線イーサネットおよびPCIe向けのリタイマーおよびDSPの製品群に加え、集積回路、アクティブ電気ケーブル、SerDesチップレットを提供しています。 また、SerDes IPのライセンス供与を含む知的財産（IP）ソリューションも提供しています。同社は2008年に設立され、ケイマン諸島のグランドケイマンに本社を置いています。
Credo Technology Group Holding Ltd 基礎のまとめ
| CRDO 基礎統計学 | |
|---|---|
| 時価総額 | US$44.60b |
| 収益（TTM） | US$472.28m |
| 売上高(TTM) | US$1.34b |
98.4x
PER（株価収益率34.8x
P/SレシオCRDO は割高か？
公正価値と評価分析を参照収益と収入
| CRDO 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.34b |
| 売上原価 | US$426.77m |
| 売上総利益 | US$908.35m |
| その他の費用 | US$436.07m |
| 収益 | US$472.28m |
直近の収益報告
May 02, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.53 |
| グロス・マージン | 68.04% |
| 純利益率 | 35.37% |
| 有利子負債／自己資本比率 | 0% |
CRDO の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/17 00:21 |
| 終値 | 2026/06/17 00:00 |
| 収益 | 2026/05/02 |
| 年間収益 | 2026/05/02 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Credo Technology Group Holding Ltd 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18
| アナリスト | 機関 |
|---|---|
| Janco Venter | Arete Research Services LLP |
| Thomas O'Malley | Barclays |
| Karl Ackerman | BNP Paribas |