Credo Technology Group Stock News

My bullish CRDO thesis, initiated Jan 2025, proved prescient as the stock surged post-Q4 FY25, validating calls to buy during its dip and highlighting its massive TAM opportunity. Credo's Q4 FY25 smashed estimates with$170M revenue (+180% YoY) and$0.35 EPS (+27% beat), fueling significant upward revisions for FY26-27 earnings and showcasing strong execution. Impressive Q4 profitability saw gros...

Credo crushed Q4 with standout revenue growth and 67% gross margins—proof that its pricing power and execution are world-class in the evolving AI datacenter ecosystem. Customer concentration risk is easing, with strategic diversification unlocking deeper partnerships across hyperscalers and expanding its competitive moat. With nimble scaling, resilient margins, and next-gen tech on deck, Credo'...

Shares of data center connectivity company Credo Technology (CRDO -0.69%) rocketed 19.8% this week through Thursday trading, according to data from S&P Global Market Intelligence.

Credo's Q4 2025 revenue grew by 179.7% year-over-year and 25.9% quarter-over-quarter. Full-year revenue rose 126% to $436.8 million, highlighting rapid momentum. With cutting-edge products like the new Lark DSP and the new PILOT diagnostics platform, Credo is well-positioned to meet the rising demands of AI data centers and hyperscalers. Customer concentration risk is decreasing, with Amazon's ...

Credo Technology Group's NASDAQ: CRDO stock price surged 25% following its FQ4 earnings release and guidance update, and it will likely set a new all-time high soon. The results were strong and affirmed the company's growing importance in the data center, high-performance computing, and AI industries.

The artificial intelligence (AI) market has grown like a weed over the past decade. That rapid expansion -- which was fueled by more sophisticated cloud computing services, large language models, and generative AI applications -- lit a blazing fire under some high-growth tech stocks.

Credo Technology Group Holding Ltd's growth runway just got cleared for takeoff, as management eyes two additional hyperscalers in the second half of FY26. Customer concentration risk with Amazon is now offset, as management's diversification strategy pushes sequential revenue growth in Q4 and supports guide for 1QFY26. Credo is now guiding for Q1 2026 revenue to hit $185.00M-$195.00M versus co...

Credo Technology is becoming a key standard in AI interconnect following its Q4 FY 2025 impressive results. Management expects 85% revenue growth in FY 2026 with the addition of 2 more hyperscalers before the end of FY 2026. I reiterate my Strong Buy based on the deep undervaluation based on FWD PEG ratio.