Credo Technology Group Holding Ltd

NasdaqGS:CRDO 株式レポート

時価総額：US$31.2b

Credo Technology Group Holding 配当と自社株買い

配当金 基準チェック /06

Credo Technology Group Holding配当金を支払った記録がありません。

主要情報

n/a

配当利回り

-2.3%

バイバック利回り

総株主利回り-2.3%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

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 Alpha
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.
新しいナラティブ • 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.
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...
分析記事 • 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...
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新しいナラティブ • 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 Alpha

決済の安定と成長

配当データの取得

安定した配当: CRDOの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: CRDOの配当金が増加しているかどうかを判断するにはデータが不十分です。

配当利回り対市場

Credo Technology Group Holding 配当利回り対市場
CRDO 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (CRDO)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.3%
業界平均 (Semiconductor)0.3%
アナリスト予想 (CRDO) (最長3年)0%

注目すべき配当: CRDOは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: CRDOは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。

株主への利益配当

収益カバレッジ: CRDOの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。

株主配当金

キャッシュフローカバレッジ: CRDOが配当金を報告していないため、配当金の持続可能性を計算できません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/20 05:55
終値2026/05/20 00:00
収益2026/01/31
年間収益2025/05/03

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 9 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。19

アナリスト機関
Janco VenterArete Research Services LLP
Thomas O'MalleyBarclays
Jerome RamelBNP Paribas