Credo Technology Group Holding Framtida tillväxt
Future kriterier kontrolleras 6/6
Credo Technology Group Holding förväntas öka intäkter och intäkter med 31% respektive 28.2% per år. EPS förväntas tillväxt med 28.6% per år. Avkastningen på eget kapital förväntas bli 33.5% om 3 år.
Viktig information
31.0%
Tillväxttakt i vinsten
28.59%
Tillväxttakt för EPS
| Semiconductor vinsttillväxt | 30.5% |
| Intäkternas tillväxttakt | 28.2% |
| Framtida avkastning på eget kapital | 33.53% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 11 Sep 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
Uppdatering av berättelse • Sep 08
CRDO: AI Connectivity Ramp Will Test Confidence In Optical Revenue Roadmap
For Credo Technology Group Holding, the analyst price target framework now points to a higher fair value near $213, up from about $191, as analysts balance slightly softer revenue growth and profit margin assumptions with a higher future P/E and supportive views on the company’s copper and optical connectivity roadmap. Analyst Commentary Recent Street research on Credo Technology Group Holding shows a mix of optimism about the long term connectivity roadmap and more cautious views on how much of that potential is already reflected in the valuation.Seeking Alpha • Sep 08
Credo: Buy The AI Connectivity Pullback, But Do Not Chase Blindly
Summary Credo Technology Group (CRDO) delivered strong Q1 FY2027 results, with revenue up 114.7% year-on-year and robust non-GAAP profitability. Q2 guidance signals continued growth, but margin concerns and high valuation temper enthusiasm, leading to a 'Buy' rather than 'Strong Buy' rating. CRDO's expanding AI connectivity portfolio and DustPhotonics acquisition broaden its addressable market, but integration and margin risks remain. Customer concentration, margin compression, and premium valuation are key risks; flawless execution is required to justify current multiples. Read the full article on Seeking Alpha
Ny berättelse • Sep 01
Credo Technology Expects Robust 27% Revenue Growth in Five Years
Investment thesis: Credo Technology Group is a high-growth semiconductor connectivity company benefiting from the expansion of AI infrastructure, data centres and high-speed optical and electrical networking. Q1 FY2027 revenue increased 114.7% year over year to $479.0 million, while Q2 revenue guidance of $525–$535 million implies another approximately 9.6–11.7% sequential increase.Uppdatering av berättelse • Aug 25
CRDO: Elevated AI Connectivity Hype Will Test Optical Execution Risk
Analysts have raised their blended price target for Credo Technology Group Holding by about $7 to roughly $191 per share, citing stronger expectations across the company's connectivity portfolio, including copper and optical solutions, as well as support from recent earnings previews and updated semiconductor industry models. Analyst Commentary Recent research on Credo Technology Group Holding points to strong interest in the stock, but not all commentary is unreservedly positive.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Ny berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Prognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 4/30/2029 | 5,053 | 2,088 | 2,142 | 2,439 | 9 |
| 4/30/2028 | 3,863 | 1,544 | 1,717 | 1,857 | 18 |
| 4/30/2027 | 2,501 | 891 | 829 | 810 | 18 |
| 8/1/2026 | 1,591 | 538 | 439 | 500 | N/A |
| 5/2/2026 | 1,335 | 472 | 407 | 464 | N/A |
| 1/31/2026 | 1,068 | 340 | 284 | 340 | N/A |
| 11/1/2025 | 796 | 212 | 144 | 178 | N/A |
| 8/2/2025 | 600 | 125 | 93 | 126 | N/A |
| 5/3/2025 | 437 | 52 | 29 | 65 | N/A |
| 2/1/2025 | 328 | 5 | -24 | 11 | N/A |
| 11/2/2024 | 246 | -24 | -30 | 6 | N/A |
| 8/3/2024 | 218 | -26 | -15 | 1 | N/A |
| 4/27/2024 | 193 | -28 | 17 | 33 | N/A |
| 1/27/2024 | 164 | -34 | 0 | 17 | N/A |
| 10/28/2023 | 165 | -31 | -3 | 15 | N/A |
| 7/29/2023 | 173 | -28 | -10 | 12 | N/A |
| 4/29/2023 | 184 | -17 | -46 | -25 | N/A |
| 1/28/2023 | 190 | -6 | -38 | -10 | N/A |
| 10/29/2022 | 167 | -9 | -30 | -6 | N/A |
| 7/30/2022 | 142 | -10 | -56 | -34 | N/A |
| 4/30/2022 | 106 | -22 | -48 | -31 | N/A |
| 1/31/2022 | 89 | -20 | -52 | -45 | N/A |
| 10/31/2021 | 70 | -25 | -59 | -52 | N/A |
| 7/31/2021 | 58 | -35 | -53 | -46 | N/A |
| 4/30/2021 | 59 | -28 | -48 | -42 | N/A |
| 4/30/2020 | 54 | N/A | N/A | -10 | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: CRDO s prognostiserade vinsttillväxt ( 31% per år) är över sparkvoten ( 3.7% ).
Resultat vs marknad: CRDO s intäkter ( 31% per år) förväntas växa snabbare än marknaden för US ( 17.2% per år).
Höga tillväxtresultat: CRDO s intäkter förväntas växa avsevärt under de kommande 3 åren.
Intäkt vs marknad: CRDO s intäkter ( 28.2% per år) förväntas växa snabbare än US marknaden ( 13.4% per år).
Hög tillväxtintäkter: CRDO s intäkter ( 28.2% per år) förutspås växa snabbare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: CRDO s avkastning på eget kapital förväntas bli hög om 3 år ( 33.5 %)
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/12 01:46 |
| Aktiekurs vid dagens slut | 2026/09/11 00:00 |
| Intäkter | 2026/08/01 |
| Årlig intjäning | 2026/05/02 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Credo Technology Group Holding Ltd bevakas av 20 analytiker. 18 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Janco Venter | Arete Research Services LLP |
| Thomas O'Malley | Barclays |
| Karl Ackerman | BNP Paribas |