CRDO logo

Credo Technology Group Holding Ltd Stock Price

NasdaqGS:CRDO Community·US$48.1b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 363 Fair Values set on narratives written by author

CRDO Share Price Performance

US$257.79
159.09 (161.19%)
US$269.81
Fair Value
US$257.79
159.09 (161.19%)
4.5% undervalued intrinsic discount
US$269.81
Fair Value
Price US$257.79
AnalystConsensusTarget US$269.81
AnalystHighTarget US$256.78
PortfolioPulse US$130.00

CRDO Community Narratives

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Fair Value US$269.81 4.5% undervalued intrinsic discount

CRDO: Macro Headwinds And Customer Concentration Will Present Earnings Risks Ahead

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Fair Value US$256.78 0.4% overvalued intrinsic discount

Cloud And AI Trends Will Expand Data Center Connectivity

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34users have followed this narrative
Fair Value
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Fair Value US$130 98.3% overvalued intrinsic discount

The GOOGLE announcement finally got me

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10users have followed this narrative
US$130
98.3% overvalued intrinsic discount
Fair Value
Revenue
25.83% p.a.
Profit Margin
31.81%
Future PE
51.7x
Price in 2031
US$214.2
US$256.78
0.4% overvalued intrinsic discount
Revenue
56.57% p.a.
Profit Margin
37.2%
Future PE
51.71x
Price in 2029
US$349.03

Trending Discussion

Updated Narratives

CRDO logo

From Copper Cable Specialist to Full-Spectrum AI Connectivity Platform

Fair Value: US$185 39.3% overvalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CRDO logo

The GOOGLE announcement finally got me

Fair Value: US$130 98.3% overvalued intrinsic discount
10 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CRDO logo

CRDO: Future Returns Will Depend On Executing The Optical AI Connectivity Ramp

Fair Value: US$269.81 4.5% undervalued intrinsic discount
155 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Exceptional growth potential with outstanding track record.

2 Risks
2 Rewards

Credo Technology Group Holding Ltd Key Details

US$1.3b

Revenue

US$426.8m

Cost of Revenue

US$908.3m

Gross Profit

US$436.1m

Other Expenses

US$472.3m

Earnings

Last Reported Earnings
May 02, 2026
Next Reporting Earnings
n/a
2.53
68.04%
35.37%
0%
View Full Analysis

About CRDO

Founded
2008
Employees
807
CEO
William Brennan
WebsiteView website
credosemi.com

Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and other international markets. The company offers ZeroFlap (ZF) active electrical cables and ZF optical transceivers, OmniConnect memory solutions, and a suite of retimers and DSPs for optical and copper Ethernet and PCIe, as well as integrated circuits, active electrical cables, and SerDes chiplets. It also provides intellectual property (IP) solutions, including SerDes IP licensing. The company offers was founded in 2008 and is headquartered in Grand Cayman, the Cayman Islands.

Recent CRDO News & Updates

Seeking Alpha Jul 07

Credo Scores A Major Win From Nvidia's Delay

Summary Credo Technology Group remains a Buy, supported by strong catalysts and robust growth in both copper and optical connectivity solutions. NVIDIA's Kyber NVL144 delay extends the relevance and demand for CRDO's high-margin copper AEC business, creating a near-term tailwind. CRDO's optical, ALC, and OmniConnect initiatives position the company for multi-year growth, with management targeting $600M in optical sales by 2027. Despite valuation risks and customer concentration, CRDO's operating leverage, efficient fabless model, and sector tailwinds justify a fair value of $316/share. Read the full article on Seeking Alpha

Recent updates

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