Added to YB: 2026-10-09
Pitch date: 2026-10-06
CRDO [neutral]
Credo Technology Group Holding Ltd
-16.92%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$37.3B
Pitch Price
$214.87
Price Target
N/A
Dividend
N/A
EV/EBITDA
66.61
P/E
70.03
EV/Sales
22.96
Sector
Semiconductors and Semiconductor Equipment
Category
growth
A Primer On Credo
CRDO (overview): Credo is an AI-data-center interconnect supplier whose near-term earnings engine is high-speed active electrical cables, with an expanding optical and PCIe/CXL portfolio. FY26 revenue reached $1.335B, while Q1/27 revenue rose 115% to $479M with a 25.2% GAAP operating margin. The key debate is whether it can broaden adoption beyond AECs and reduce concentration after Customer A supplied 43% of quarterly revenue.
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