CRDO logo

Credo Technology Group Holding Ltd Stock Price

NasdaqGS:CRDO Community·US$43.1b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 433 Fair Values set on narratives written by author

CRDO Share Price Performance

US$231.35
120.49 (108.69%)
US$130.00
Fair Value
US$231.35
120.49 (108.69%)
78.0% overvalued intrinsic discount
US$130.00
Fair Value
Price US$231.35
PortfolioPulse US$130.00
AnalystConsensusTarget US$279.29
AnalystHighTarget US$350.00

CRDO Community Narratives

Fair Value
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Fair Value US$130 78.0% overvalued intrinsic discount

The GOOGLE announcement finally got me

1users have liked this narrative
0users have commented on this narrative
31users have followed this narrative
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Fair Value US$279.29 17.2% undervalued intrinsic discount

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

0users have liked this narrative
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174users have followed this narrative
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Fair Value US$350 33.9% undervalued intrinsic discount

Cloud And AI Trends Will Expand Data Center Connectivity

0users have liked this narrative
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35users have followed this narrative
US$130
78.0% 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$350
33.9% undervalued intrinsic discount
Revenue
62.59% p.a.
Profit Margin
39.3%
Future PE
48.63x
Price in 2029
US$480.07
US$184
25.7% overvalued intrinsic discount
Revenue
48.03% p.a.
Profit Margin
42.01%
Future PE
31.57x
Price in 2029
US$251.42

Trending Discussion

No trending discussion available.

Updated Narratives

CRDO logo

From Copper Cable Specialist to Full-Spectrum AI Connectivity Platform

Fair Value: US$185 25.1% 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 78.0% overvalued intrinsic discount
31 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CRDO logo

CRDO: AI Connectivity Shift Toward Optical Links Will Drive Future Upside

Fair Value: US$350 33.9% undervalued intrinsic discount
35 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

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
Sep 01, 2026
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 Aug 20

Credo Technology: Valuation Has Run Ahead Of Fundamentals (Initiating Sell)

Summary Credo Technology Group Holding trades at a steep premium, with a forward P/E of ~40x and trailing P/E of ~71x, as the market appears to be pricing in highly. CRDO's revenue surge is driven by hyperscaler spending but lacks contractual revenue visibility, exposing it to significant customer concentration risk. Around 84% of FY2026 effective revenue came from three customers, with the company having no minimum purchase commitments, heightening vulnerability to shifts in hyperscaler capex. Current valuation assumes sustained hyperscaler expansion, but tighter capital and funding reliance threaten growth assumptions, leaving little margin of safety while upside is already priced in. The market presently treats CRDO's earnings as structurally durable while viewing those of memory chipmakers as cyclical; even if the product profile differs somewhat, the underlying driver for both remains hyperscale capex. Read the full article on Seeking Alpha
Narrative Update 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.

Recent updates

No updates