Credo Technology Group Holding Gelecekteki Büyüme
Future kriter kontrolleri 6/6
Credo Technology Group Holding kazanç ve gelirin sırasıyla yıllık 31% ve 28.2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 28.6% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 33.5% olacağı tahmin edilmektedir.
Anahtar bilgiler
31.0%
Kazanç büyüme oranı
28.59%
EPS büyüme oranı
| Semiconductor kazanç büyümesi | 30.5% |
| Gelir büyüme oranı | 28.2% |
| Gelecekteki özkaynak getirisi | 33.53% |
| Analist kapsamı | Good |
| Son güncelleme | 11 Sep 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Anlatı Güncellemesi • 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
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 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 |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: CRDO 'nin tahmini kazanç büyümesi (yıllık 31% ) tasarruf oranının ( 3.7% ) üzerindedir.
Kazançlar ve Piyasa: CRDO şirketinin kazançlarının (yıllık 31% ) US pazarından (yıllık 17.2% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: CRDO şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: CRDO şirketinin gelirinin (yıllık 28.2% ) US pazarından (yıllık 13.4% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: CRDO şirketinin gelirinin (yıllık 28.2% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: CRDO 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 33.5 %)
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/12 05:54 |
| Gün Sonu Hisse Fiyatı | 2026/09/11 00:00 |
| Kazançlar | 2026/08/01 |
| Yıllık Kazançlar | 2026/05/02 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Credo Technology Group Holding Ltd 20 Bu analistlerden 18, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Janco Venter | Arete Research Services LLP |
| Thomas O'Malley | Barclays |
| Karl Ackerman | BNP Paribas |