Credo Technology Group Holding Förvaltning
Förvaltning kriterier kontrolleras 3/4
Credo Technology Group Holding VD är Bill Brennan, utsedd i Sep 2014, har en mandatperiod på 11.83 år. totala årliga ersättningen är $ 6.06M, bestående av 9.4% lön 90.6% bonusar, inklusive företagsaktier och optioner. äger direkt 1% av företagets aktier, värda $ 493.84M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.9 år respektive 4.8 år.
Viktig information
Bill Brennan
Verkställande direktör
US$6.1m
Total ersättning
| VD-lön i procent | 9.41% |
| Anställning som VD | 11.8yrs |
| Ägande av VD | 1.0% |
| Ledningens genomsnittliga anställningstid | 1.9yrs |
| Styrelsens genomsnittliga mandatperiod | 4.8yrs |
Senaste uppdateringar av ledningen
Recent 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
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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| May 02 2026 | n/a | n/a | US$472m |
| Jan 31 2026 | n/a | n/a | US$340m |
| Nov 01 2025 | n/a | n/a | US$212m |
| Aug 02 2025 | n/a | n/a | US$125m |
| May 03 2025 | US$6m | US$570k | US$52m |
| Feb 01 2025 | n/a | n/a | US$5m |
| Nov 02 2024 | n/a | n/a | -US$24m |
| Aug 03 2024 | n/a | n/a | -US$26m |
| Apr 27 2024 | US$6m | US$461k | -US$28m |
| Jan 27 2024 | n/a | n/a | -US$34m |
| Oct 28 2023 | n/a | n/a | -US$31m |
| Jul 29 2023 | n/a | n/a | -US$28m |
| Apr 29 2023 | US$4m | US$427k | -US$17m |
| Jan 28 2023 | n/a | n/a | -US$6m |
| Oct 29 2022 | n/a | n/a | -US$9m |
| Jul 30 2022 | n/a | n/a | -US$10m |
| Apr 30 2022 | US$3m | US$316k | -US$22m |
| Jan 31 2022 | n/a | n/a | -US$20m |
| Oct 31 2021 | n/a | n/a | -US$25m |
| Jul 31 2021 | n/a | n/a | -US$35m |
| Apr 30 2021 | US$288k | US$274k | -US$28m |
Ersättning vs marknad: Bill s total kompensation ($USD 6.06M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 14.67M ).
Ersättning vs inkomst: Ersättningen från Bill har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Bill Brennan (62 yo)
11.8yrs
Anställning
US$6,058,750
Kompensation
Mr. William J. Brennan, also known as Bill, is Director of Axiado Corporation from November 2025. Mr. Brennan has served as Chief Executive Officer, President and a member of board of directors of Credo Te...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 11.8yrs | US$6.06m | 1.0% $ 493.8m | |
| Co-founder | 11.8yrs | US$1.78m | 3.25% $ 1.6b | |
| Co-founder | 11.8yrs | US$1.91m | 1.66% $ 822.3m | |
| Chief Financial Officer | 10.9yrs | US$3.60m | 0.27% $ 136.1m | |
| Chief Legal Officer & Secretary | 1.9yrs | US$12.07m | 0.097% $ 48.1m | |
| VP of Investor Relations & Treasurer | less than a year | inga uppgifter | inga uppgifter | |
| VP of Corporate Development and FP&A | less than a year | inga uppgifter | inga uppgifter | |
| Senior Vice President of Global Sales | no data | inga uppgifter | inga uppgifter | |
| Vice President of Marketing Communications | no data | inga uppgifter | inga uppgifter | |
| Senior Vice President of People | 1.5yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Products | no data | inga uppgifter | inga uppgifter | |
| Chief of Staff | less than a year | inga uppgifter | inga uppgifter |
1.9yrs
Genomsnittlig anställningstid
59yo
Genomsnittlig ålder
Erfaren ledning: CRDO s ledningsgrupp anses inte vara erfaren ( 1.9 års genomsnittlig anställningstid), vilket föreslår ett nytt team.
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 11.8yrs | US$6.06m | 1.0% $ 493.8m | |
| Co-founder | 11.8yrs | US$1.78m | 3.25% $ 1.6b | |
| Co-founder | 11.8yrs | US$1.91m | 1.66% $ 822.3m | |
| Independent Director | 10.9yrs | US$343.37k | 3.16% $ 1.6b | |
| Independent Director | 2.3yrs | US$376.75k | 0.0053% $ 2.6m | |
| Independent Director | 1.3yrs | US$7.51k | 0.00059% $ 292.3k | |
| Independent Director | 4.8yrs | US$361.32k | 0.026% $ 13.0m | |
| Director | less than a year | inga uppgifter | 0.0018% $ 891.7k | |
| Lead Independent Director | 4.6yrs | US$353.82k | 0.0079% $ 3.9m |
4.8yrs
Genomsnittlig anställningstid
62.5yo
Genomsnittlig ålder
Erfaren styrelse: CRDO s styrelse anses vara erfaren ( 4.8 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/10 01:01 |
| Aktiekurs vid dagens slut | 2026/07/10 00:00 |
| Intäkter | 2026/05/02 |
| 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 denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass 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 19 analytiker. 17 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 |