CRDO

Credo Technology Group Holding Ltd Ordinary Shares (CRDO) | Rumor.io

Credo Technology Group Holding

CRDO

Attention (50-day avg)0.27%

Attention rank (50-day avg)#51

Bullish sentiment (50-day avg)87%

Price to earnings ratio74.1

Market capitalization36.2B

Earnings per share2.6

Dividend yield (TTM)—

Revenue (annual)1.3B

Net income (annual)472.3M

Social

What share of all stock conversation is about CRDO?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.09% -0.1	0.19% -0.06	0.39% +0.26	0.08% +0.04

Sep 30

$CRDO has a high forward PE ratio of 19x, making it potentially cheap.
The company's COO, Yat Tung Lam, sold 50,000 shares of $CRDO worth $10.3M, but still holds 250,000 shares.
$CRDO's valuation is considered cheap, especially compared to $COHR, which has a similar forward PE ratio.

Generated by AI

Sentiment

Of the messages about CRDO that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	96.88% +10.01	95.62% +7.17	88.89% +8.24	85.34% -7.19
Bearish	3.12% -10.01	4.38% -7.17	11.11% -8.24	14.66% +7.19

Bullish· Sep 29

The stock has seen significant gains, with one user reporting a 37.33% profit from their position.
The company's fundamentals and AI infrastructure thesis are strong, with potential for 10x growth according to some analysts.
The stock has demonstrated resilience, with one user noting that it has been relatively strong over the past two weeks and has made contact with the 200-day EMA.

Bearish· Sep 28

The company's top customers account for ~74% of sales, and GAAP margins have decreased to 64.5%, which may lead to valuation concerns despite growth beats.
The stock's high beta and history of being "easily manipulated" may contribute to its volatility, making it a candidate for hedging with put options.
The CEO's recent sale of $5.3M shares under a pre-arranged plan may be a concerning sign for investors, potentially contributing to the stock's downward trend.

Generated by AI

Topics

Of the messages about CRDO that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	0%	22.83%	25.46%	29.13%
Macro	6.82%	7.4%	25.58%	27.07%
Technical Analysis	1.52%	40.88%	3.23%	10.8%
Announcements	91.67%	24.99%	2.44%	9.08%
Earnings	0%	3.86%	43.28%	23.9%
Controversies	0%	0.04%	0%	0.02%

Earnings· Sep 2

CRDO's Q1 FY27 earnings beat expectations, with revenue growing 115% YoY to $479M and adjusted EPS at $1.20, beating estimates by $0.03.
Despite the strong earnings, the stock fell about 7% after hours, with some investors panicking due to concerns over revenue growth deceleration and high PE ratio.
The company's guidance for Q2 revenue of $525-535M and FY27 growth above 85% suggests a strong outlook, but the market's reaction remains uncertain, with some investors questioning the selloff.

Analysts· Jun 22

Evercore ISI initiated coverage on Credo Technology Group with an Outperform rating and a price target of $325, citing the company's potential to expand its TAM by 10x-20x and drive a 70%+ 3yr earnings CAGR.
Stifel raised the price target on Credo Technology to $350 from $250, maintaining a Buy rating, and citing the company's vertically integrated, system-level approach across both copper and optical connectivity.
Analysts see Credo Technology evolving from a copper AEC interconnect leader into a full-stack AI connectivity platform spanning copper and optical, with potential for significant growth and expansion of its TAM.

Announcements· Sep 2

Credo Technology Group Holding Ltd reported record Q1 revenue of $479M, up 115% YoY, and raised its full-year growth outlook to over 85%.
The company is expanding beyond copper into optical connectivity, with Dust Photonics, ZeroFlap AECs, optical DSPs, and retimers giving it more ways to win inside AI clusters.
Credo Technology expects its optical revenue to reach at least $600M in FY27, with 400G optics, silicon photonics, and optical DSPs each contributing more than $100M, resulting in more than 85% year-over-year total revenue growth.

Macro· Dec 2

The stock price of CRDO has reached an all-time high, with some investors seeing it as a "hot" under-the-radar A.I. stock after posting a stronger-than-expected earnings report.
The AI chip leader Credo Technology (CRDO) has seen significant growth, with its stock price surging 12% to a record high after reporting better-than-expected earnings, and is expected to see sizable growth in the short term.
Credo Technology (CRDO) is emerging as a critical supplier in the AI infrastructure, high-speed connectivity, and data-center networking markets, with its expanding role in AI data transfer, SerDes IP, and signal integrity solutions powering next-generation hyperscale environments.

Technical Analysis· Sep 14

The stock has reached the $150 level, a critical horizontal support zone, and the drop on the 4H chart appears to be near complete, with a possible extension of wave c of 4.
The chart shows a breached channel, but the overall structure is still intact, with critical levels lower; the stock's movement is suspicious, feeling like it was "walked down."
The technicals confirm the fundamental story, with the market repricing the stock down, and every bounce being sold; the trend is now down, with lower highs since the June peak, and the 200-day moving average is a key level to watch.

Generated by AI

Community

Of the messages about CRDO, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	67.57%	70.94%	53.36%	61.9%
Newcomers	32.43%	29.06%	46.64%	38.1%

Regulars· Sep 29

Credo Technology Group Holding Ltd ($CRDO) has seen significant price appreciation, with one user selling their shares for a 15% profit in three weeks and another predicting it will stay above $200.
The company's insiders have been selling shares, with one user noting that the CFO has been selling his shares, and another user expressing frustration with the stock's performance.
$CRDO has been experiencing volatility, with one user noting that it had gapped down but the gap was filled on Friday, and another user expressing frustration with the stock's weak performance.

Newcomers· Sep 29

New traders are excited about $CRDO's potential for 10x growth, citing Nvidia CEO Jensen Huang's comments on investing in AI supply chain bottlenecks.
$CRDO's revenue and operating profit margins are seen as attractive compared to competitor $ALAB, with one trader preferring $CRDO for its ability to turn revenue into profit.
Traders are setting price targets and trade ranges for $CRDO, with some anticipating a swing lower if the stock lags the AI pack, while others are optimistic about a quick jump back over $200.

Generated by AI

News

The Copper King Has Already Paid For Its Crown (NASDAQ:CRDO)

Credo Technology Group Holding is valued at $211 per share, about 10% above its recent price, and is rated a strong Hold. Read more on CRDO stock here.

21h agoSeeking Alpha

Why is Credo Technology stock sliding today?

1d agoInvesting.com

Can Credo Technology (CRDO) Turn 1.6T Optical Transceivers Into Its Next AI Growth Driver?

Credo Technology Group Holding Ltd (NASDAQ:CRDO) just broadened its ZeroFlap (ZF) optical transceiver offerings with a new 224G-based lineup. This move positions the company strongly within the ongoing AI network buildout, which is witnessing breakout demand trends across hyperscalers. The transceivers target 1.6T port speeds for AI infrastructure, with experts projecting 1.6T optical transceiver shipments […]

3d agofinance.yahoo.com

What Makes Credo Technology Stock A Buy Today?

For Credo Technology (CRDO) investors, the worry is paying a high price for a stock that swings hard. The shares cost 67.7 times the past year's earnings, against 22.4 for the S&P 500. Past sell-offs have cut them by more than half. In its latest quarter, Credo's revenue more than doubled from a year earlier. So what does Credo have to keep delivering for that risk to pay off.

4d agoYahoo Finance

Accelerating AI Data Center Infrastructure Demand Drives Credo Technology (CRDO)

4d agoYahoo Finance

Credo: The Rise Of Muse Validates The AI Trade (NASDAQ:CRDO)

Credo Technology is well-positioned to benefit from sustained AI-driven data center expansion and the DustPhotonics' acquisition. Read why CRDO stock is a buy.

4d agoSeeking Alpha

Also Discussed

Investors talking about CRDO also mention

#	Name	Attention
1	Astera Labs, Inc.ALAB	0.05%+0.03
2	Applied Optoelectronics IncAAOI	0.41%+0.07
3	Marvell Technology Inc.MRVL	0.55%+0.33
4	Nebius Group N.V. Class A Ordinary SharesNBIS	0.93%-0.15
5	Lumentum Holdings Inc.LITE	0%-0.06
6	Coherent Corp.COHR	0%-0.01
7	Tradr 2X Long CRDO Daily ETFCRDU	0%0
8	Broadcom IncAVGO	0.42%-0.26
9	AXT Inc.AXTI	0.13%+0.05
10	Lam Research Corp.LRCX	0.02%-0.01

Credo Technology Group Holding Ltd Ordinary Shares

Technology
Semiconductors

Credo Technology Group Holding Ltd is a semiconductor company that develops high-speed connectivity solutions for data infrastructure. Credo Technology Group Holding Ltd provides integrated circuits, active electrical cables, SerDes chiplets, retimers, DSPs, and optical and copper Ethernet and PCIe products designed to improve data transmission efficiency and link reliability. Its product portfolio also includes ZeroFlap active electrical cables and optical transceivers, OmniConnect memory solutions, and SerDes IP licensing. The company serves cloud, enterprise, telecommunications, and AI infrastructure markets across the United States, Taiwan, Mainland China, Hong Kong, and other international markets. Credo Technology Group Holding Ltd plays a key role in enabling scalable, energy-efficient interconnects used in modern data centers and high-bandwidth computing environments.

Website

Location

Ugland House

Grand Cayman, CA, KY1-1104

Cayman Islands

Social

What share of all stock conversation is about CRDO?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.09% -0.1	0.19% -0.06	0.39% +0.26	0.08% +0.04

Sep 30

$CRDO has a high forward PE ratio of 19x, making it potentially cheap.
The company's COO, Yat Tung Lam, sold 50,000 shares of $CRDO worth $10.3M, but still holds 250,000 shares.
$CRDO's valuation is considered cheap, especially compared to $COHR, which has a similar forward PE ratio.

Generated by AI

Sentiment

Of the messages about CRDO that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	96.88% +10.01	95.62% +7.17	88.89% +8.24	85.34% -7.19
Bearish	3.12% -10.01	4.38% -7.17	11.11% -8.24	14.66% +7.19

Bullish· Sep 29

The stock has seen significant gains, with one user reporting a 37.33% profit from their position.
The company's fundamentals and AI infrastructure thesis are strong, with potential for 10x growth according to some analysts.
The stock has demonstrated resilience, with one user noting that it has been relatively strong over the past two weeks and has made contact with the 200-day EMA.

Bearish· Sep 28

The company's top customers account for ~74% of sales, and GAAP margins have decreased to 64.5%, which may lead to valuation concerns despite growth beats.
The stock's high beta and history of being "easily manipulated" may contribute to its volatility, making it a candidate for hedging with put options.
The CEO's recent sale of $5.3M shares under a pre-arranged plan may be a concerning sign for investors, potentially contributing to the stock's downward trend.

Generated by AI

Topics

Of the messages about CRDO that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	0%	22.83%	25.46%	29.13%
Macro	6.82%	7.4%	25.58%	27.07%
Technical Analysis	1.52%	40.88%	3.23%	10.8%
Announcements	91.67%	24.99%	2.44%	9.08%
Earnings	0%	3.86%	43.28%	23.9%
Controversies	0%	0.04%	0%	0.02%

Earnings· Sep 2

CRDO's Q1 FY27 earnings beat expectations, with revenue growing 115% YoY to $479M and adjusted EPS at $1.20, beating estimates by $0.03.
Despite the strong earnings, the stock fell about 7% after hours, with some investors panicking due to concerns over revenue growth deceleration and high PE ratio.
The company's guidance for Q2 revenue of $525-535M and FY27 growth above 85% suggests a strong outlook, but the market's reaction remains uncertain, with some investors questioning the selloff.

Analysts· Jun 22

Evercore ISI initiated coverage on Credo Technology Group with an Outperform rating and a price target of $325, citing the company's potential to expand its TAM by 10x-20x and drive a 70%+ 3yr earnings CAGR.
Stifel raised the price target on Credo Technology to $350 from $250, maintaining a Buy rating, and citing the company's vertically integrated, system-level approach across both copper and optical connectivity.
Analysts see Credo Technology evolving from a copper AEC interconnect leader into a full-stack AI connectivity platform spanning copper and optical, with potential for significant growth and expansion of its TAM.

Announcements· Sep 2

Credo Technology Group Holding Ltd reported record Q1 revenue of $479M, up 115% YoY, and raised its full-year growth outlook to over 85%.
The company is expanding beyond copper into optical connectivity, with Dust Photonics, ZeroFlap AECs, optical DSPs, and retimers giving it more ways to win inside AI clusters.
Credo Technology expects its optical revenue to reach at least $600M in FY27, with 400G optics, silicon photonics, and optical DSPs each contributing more than $100M, resulting in more than 85% year-over-year total revenue growth.

Macro· Dec 2

The stock price of CRDO has reached an all-time high, with some investors seeing it as a "hot" under-the-radar A.I. stock after posting a stronger-than-expected earnings report.
The AI chip leader Credo Technology (CRDO) has seen significant growth, with its stock price surging 12% to a record high after reporting better-than-expected earnings, and is expected to see sizable growth in the short term.
Credo Technology (CRDO) is emerging as a critical supplier in the AI infrastructure, high-speed connectivity, and data-center networking markets, with its expanding role in AI data transfer, SerDes IP, and signal integrity solutions powering next-generation hyperscale environments.

Technical Analysis· Sep 14

The stock has reached the $150 level, a critical horizontal support zone, and the drop on the 4H chart appears to be near complete, with a possible extension of wave c of 4.
The chart shows a breached channel, but the overall structure is still intact, with critical levels lower; the stock's movement is suspicious, feeling like it was "walked down."
The technicals confirm the fundamental story, with the market repricing the stock down, and every bounce being sold; the trend is now down, with lower highs since the June peak, and the 200-day moving average is a key level to watch.

Generated by AI

Community

Of the messages about CRDO, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	67.57%	70.94%	53.36%	61.9%
Newcomers	32.43%	29.06%	46.64%	38.1%

Regulars· Sep 29

Credo Technology Group Holding Ltd ($CRDO) has seen significant price appreciation, with one user selling their shares for a 15% profit in three weeks and another predicting it will stay above $200.
The company's insiders have been selling shares, with one user noting that the CFO has been selling his shares, and another user expressing frustration with the stock's performance.
$CRDO has been experiencing volatility, with one user noting that it had gapped down but the gap was filled on Friday, and another user expressing frustration with the stock's weak performance.

Newcomers· Sep 29

New traders are excited about $CRDO's potential for 10x growth, citing Nvidia CEO Jensen Huang's comments on investing in AI supply chain bottlenecks.
$CRDO's revenue and operating profit margins are seen as attractive compared to competitor $ALAB, with one trader preferring $CRDO for its ability to turn revenue into profit.
Traders are setting price targets and trade ranges for $CRDO, with some anticipating a swing lower if the stock lags the AI pack, while others are optimistic about a quick jump back over $200.

Generated by AI

Credo Technology Group Holding

Social

Sep 30

Bullish· Sep 29

Bearish· Sep 28

Earnings· Sep 2

Analysts· Jun 22

Announcements· Sep 2

Macro· Dec 2

Technical Analysis· Sep 14

Regulars· Sep 29

Newcomers· Sep 29

The Copper King Has Already Paid For Its Crown (NASDAQ:CRDO)

Why is Credo Technology stock sliding today?

Can Credo Technology (CRDO) Turn 1.6T Optical Transceivers Into Its Next AI Growth Driver?

What Makes Credo Technology Stock A Buy Today?

Accelerating AI Data Center Infrastructure Demand Drives Credo Technology (CRDO)

Credo: The Rise Of Muse Validates The AI Trade (NASDAQ:CRDO)

Also Discussed

Credo Technology Group Holding Ltd Ordinary Shares

Company Information

Location

The Copper King Has Already Paid For Its Crown (NASDAQ:CRDO)

Why is Credo Technology stock sliding today?

Can Credo Technology (CRDO) Turn 1.6T Optical Transceivers Into Its Next AI Growth Driver?

What Makes Credo Technology Stock A Buy Today?

Accelerating AI Data Center Infrastructure Demand Drives Credo Technology (CRDO)

Credo: The Rise Of Muse Validates The AI Trade (NASDAQ:CRDO)

Also Discussed

Social

Sep 30

Bullish· Sep 29

Bearish· Sep 28

Earnings· Sep 2

Analysts· Jun 22

Announcements· Sep 2

Macro· Dec 2

Technical Analysis· Sep 14

Regulars· Sep 29

Newcomers· Sep 29