Credo Technology Group Holding 過去の業績
過去 基準チェック /66
Credo Technology Group Holdingは、平均年間82%の収益成長を遂げていますが、 Semiconductor業界の収益は、年間 成長しています。収益は、平均年間0.9% 55.5%収益成長率で 成長しています。 Credo Technology Group Holdingの自己資本利益率は22.9%であり、純利益率は35.4%です。
主要情報
81.96%
収益成長率
81.17%
EPS成長率
| Semiconductor 業界の成長 | 27.66% |
| 収益成長率 | 55.45% |
| 株主資本利益率 | 22.89% |
| ネット・マージン | 35.37% |
| 次回の業績アップデート | 01 Sep 2026 |
最近の業績更新
Recent updates
Seeking Alpha • Aug 12
Credo's Growth Story Is Only Getting Started
Summary Credo Technology is rated a Strong Buy, driven by surging AI data center demand and hyperscaler capex. CRDO's revenue grew 205% annually, with operating margins reaching 33.3% and net income projected to exceed $2.4 billion by FY2029. I model a 60x earnings multiple and 3% annual dilution, supporting annualized returns of 30%+ through 2029. Key risks include high volatility, intense competition from Marvell and Astera Labs, and sensitivity to growth or market downturns. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 11
CRDO: AI Connectivity Shift Toward Optical Links Will Drive Future Upside
Analysts have lifted their Credo Technology Group Holding fair value estimate from $256.78 to $350.00, citing higher modeled revenue growth, slightly stronger profit margins, and a series of recent price target increases that highlight growing interest in the company’s copper and optical AI connectivity exposure. Analyst Commentary Bullish analysts have been active on Credo Technology Group Holding through 2026, with a series of higher price targets and fresh coverage that point to growing confidence in the company’s copper and optical AI connectivity exposure.
ナラティブ更新 • Jul 28
CRDO: Future Upside Will Hinge On Executing Optical AI Connectivity Expansion
Credo Technology Group Holding's analyst price target update reflects a modestly higher implied fair value of about $279 per share. This is supported by analysts highlighting stronger modeled revenue growth, slightly improved profit margins, and continued interest in the company's copper and optical AI connectivity exposure.
ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.収支内訳
収支内訳
Credo Technology Group Holding の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 02 May 26 | 1,335 | 472 | 184 | 279 |
| 31 Jan 26 | 1,068 | 340 | 164 | 236 |
| 01 Nov 25 | 796 | 212 | 137 | 194 |
| 02 Aug 25 | 600 | 125 | 115 | 168 |
| 03 May 25 | 437 | 52 | 99 | 147 |
| 01 Feb 25 | 328 | 5 | 87 | 125 |
| 02 Nov 24 | 246 | -24 | 78 | 113 |
| 03 Aug 24 | 218 | -26 | 69 | 103 |
| 27 Apr 24 | 193 | -28 | 60 | 96 |
| 27 Jan 24 | 164 | -34 | 54 | 90 |
| 28 Oct 23 | 165 | -31 | 51 | 86 |
| 29 Jul 23 | 173 | -28 | 50 | 83 |
| 29 Apr 23 | 184 | -17 | 48 | 77 |
| 28 Jan 23 | 190 | -6 | 46 | 71 |
| 29 Oct 22 | 167 | -9 | 43 | 61 |
| 30 Jul 22 | 142 | -10 | 39 | 55 |
| 30 Apr 22 | 106 | -22 | 35 | 48 |
| 31 Jan 22 | 89 | -20 | 30 | 41 |
| 31 Oct 21 | 70 | -25 | 28 | 37 |
| 31 Jul 21 | 58 | -35 | 30 | 38 |
| 30 Apr 21 | 59 | -28 | 29 | 35 |
| 30 Apr 20 | 54 | 0 | 16 | 28 |
質の高い収益: CRDOは 高品質の収益 を持っています。
利益率の向上: CRDOの現在の純利益率 (35.4%)は、昨年(11.9%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: CRDO過去 5 年間で収益を上げており、収益は年間82%増加しています。
成長の加速: CRDOの過去 1 年間の収益成長率 ( 814.1% ) は、5 年間の平均 ( 年間82%を上回っています。
収益対業界: CRDOの過去 1 年間の収益成長率 ( 814.1% ) はSemiconductor業界35.3%を上回りました。
株主資本利益率
高いROE: CRDOの 自己資本利益率 ( 22.9% ) は 高い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/08/19 04:04 |
| 終値 | 2026/08/19 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 17 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。20
| アナリスト | 機関 |
|---|---|
| Janco Venter | Arete Research Services LLP |
| Thomas O'Malley | Barclays |
| Karl Ackerman | BNP Paribas |