Credo Technology Group Holding 과거 순이익 실적
과거 기준 점검 5/6
Credo Technology Group Holding은 연평균 79.5%의 비율로 수입이 증가해 온 반면, Semiconductor 산업은 수입이 1.3% 증가했습니다. 매출은 연평균 52.7%의 비율로 증가했습니다. Credo Technology Group Holding의 자기자본이익률은 18.4%이고 순이익률은 31.8%입니다.
핵심 정보
79.54%
순이익 성장률
79.56%
주당순이익(EPS) 성장률
| Semiconductor 산업 성장률 | 27.66% |
| 매출 성장률 | 52.72% |
| 자기자본이익률 | 18.38% |
| 순이익률 | 31.81% |
| 다음 순이익 업데이트 | 01 Jun 2026 |
최근 과거 실적 업데이트
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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.새로운 내러티브 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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 Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Credo Technology Group Holding가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 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 | 146 |
| 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 |
양질의 수익: CRDO는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: CRDO의 현재 순 이익률 (31.8%)은 지난해 (1.5%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: CRDO는 지난 5년 동안 흑자전환하며 연평균 79.5%의 수익 성장을 기록했습니다.
성장 가속화: 지난 1년간 CRDO 의 수익 증가율(6978.3%)은 연간 평균(79.5%)을 초과합니다.
수익 대 산업: CRDO의 지난 1년 수익 증가율(6978.3%)은 Semiconductor 업계의 15.4%를 상회했습니다.
자기자본이익률
높은 ROE: CRDO의 자본 수익률(18.4%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 23:31 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/01/31 |
| 연간 수익 | 2025/05/03 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
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| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Credo Technology Group Holding Ltd는 19명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Janco Venter | Arete Research Services LLP |
| Thomas O'Malley | Barclays |
| Jerome Ramel | BNP Paribas |