CRDO Credo Technology Group Holding Ltd
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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.
Semiconductors · Grand Cayman, Cayman Islands · 807 employees · credosemi.com
Credo Technology Group develops connectivity hardware designed for high-speed Ethernet and PCIe network applications across global markets. The company generates revenue by selling components such as active electrical cables, optical transceivers, and specialized integrated circuits, as well as by licensing its proprietary semiconductor intellectual property.
Bull case
Credo is positioned to benefit from capital expenditure on artificial intelligence infrastructure, functioning as a supplier of products consumed by artificial intelligence workloads.
- Trades at the 19th percentile of its own valuation history.
Bear case
The business faces decelerating annual revenue growth and remains vulnerable to any slowdown in the ongoing build-out of artificial intelligence infrastructure.
- Annual revenue growth fell from +176% to +165%.
- The share price trend is still falling.
- Its sector cycle (AI Infrastructure CapEx) is in slowdown.
Features
- V-DECELERATING Growth slowing Annual revenue growth fell from +176% to +165%.
- F-UPSIDE Analyst upside Analysts' average target is 64% above the price. Shared by most companies we track
AI impact
Supplies what AI runs on Tailwind
The company sells copper and optical networking hardware that connects chips and servers inside data centers. It benefits from cloud providers buying its connectivity products to build AI infrastructure, though its revenue relies heavily on a small number of customers and on continued AI data center expansion.
Where AI helps it
- Sells what AI workloads consume
Where AI could hurt it
- Depends on the AI build-out continuing
- A few AI customers buy much of what it sells
In the company's words
The Company’s highspeed copper and optical interconnect products deliver industry-leading power and performance at up to 1.6T to meet the ever-expanding data infrastructure demands of AI.
The multibillion-dollar data infrastructure market that we serve is driven largely by hyperscale data centers (hyperscalers) and emerging NeoClouds building AI/Machine Learning (ML) Infrastructure as well as general compute and data centers.
Assessed by AI from the company's own annual report filed 15 Jun 2026 and quarterly report filed 2 Sep 2026. A reading of the business, not a forecast or a recommendation.
Valuation position
CRDO is at the 19th percentile of its own valuation history. This is a relative measurement, not a price target or recommendation, and it assumes the business is still the one its history describes.
Price ladder
The measured price sits in the Reference zone. These are reference zones, not buy instructions or forecasts that the prices will be reached.
What the price assumes
The measured price implies roughly +36.4% annual cash-flow growth, between +27.6% and +43.0% under other reasonable assumptions.
An estimate that depends on its assumptions, not a forecast.
Quality versus peers
Each dimension is shown on its own; they are not combined into a score.
Current analyst snapshot
Shown for reference only; not used in any measurement.
What would have to break
- Not triggered — Revenue decline
- Not triggered — Margin break
- Not available — Cash burn with rising debt
- Not triggered — Heavy dilution
- Not triggered — Warning language in filings
News
No recent brief on this company.