Credo Technology Group Holding Ltd (CRDO) Stock Price, News, Analysis

Technical Score (1D)

BUY

News Sentiment

BULLISH

Credo Technology Group has released its inaugural Fiscal Year 2025 Greenhouse Gas Report, detailing Scope 1 and Scope 2 emissions. This move signals increased ESG transparency as the company scales in AI and data center markets, with future reports expected to include Scope 3 emissions. This enhanced environmental disclosure provides investors with more comprehensive data for risk assessment. Earlier, Mizuho upgraded Credo, raising its price target, driven by the acquisition of DustPhonics. This acquisition is projected to add approximately $200 million in revenue by fiscal year 2027, elevating Credo's optical revenues to over $500 million and positioning it as a leader in integrated connectivity solutions. The deal, valued at $750 million plus incentives, aims to bolster Credo's optical roadmap and AI connectivity solutions, with an expected positive impact on its FY2027 growth outlook. Investors will be watching for the closing of this acquisition and its integration into Credo's AI optical portfolio.

Market Data

CRDO Stock Snapshot

Credo Technology Group Holding Ltd · Technology · credosemi.com

Credo Technology Group Holding specializes in high-speed connectivity solutions, facilitating data transfer within and between modern computing systems. The company's core offerings encompass a diverse portfolio of products, including active electrical cables, optical processors, and serializer/deserializer (SerDes) technology, which are critical components for high-performance data transmission. Credo also provides intellectual property solutions through SerDes IP licensing, broadening its market reach. Serving a global customer base, Credo's products are utilized by hyperscalers, equipment manufacturers, and data center operators, supporting the growing demand for faster and more efficient data infrastructure. Founded in 2008, the company is headquartered in the Cayman Islands and focuses on the evolving needs of the enterprise and high-performance computing markets.

CRDO is currently trading at $167.98, giving Credo Technology Group Holding Ltd a market cap of 29.42B and a P/E ratio of 86.6. Today's range spans $167.48–$169.68, with shares opening at $169.49 and moving up $0.35 (0.2%) from the prior close. DailyIQ's technical score sits at 82/100 (BUY) with a news sentiment reading of 78/100.

Over the past year CRDO has traded between $33.04 and $213.80 - the current price is +408.4% off the 52-week low and -21.4% from the high. 24 analysts cover the stock with a Buy consensus and a mean 12-month target of $208.38 (range $72.00–$260.00), implying upside of +24.1%.

CRDO carries a BUY signal on a 82/100 technical score, trades at $167.98 (in the upper portion of its 52-week range), and has bullish sentiment at 78/100. At 29.42B in Technology market cap (P/E: 86.6), the name has scale without the index-anchor inertia of mega-cap peers - which means when the bullish momentum runs, the percentage move can be meaningfully larger. Annual range: $33.04–$213.80.

CRDO|EarningsCredo Technology Group Holding Ltd

Earnings Summary

Credo Technology Group Holding specializes in high-speed connectivity solutions, offering active electrical cables, optical processors, and serializer/deserializer (SerDes) technology critical for modern computing systems. Operating within the Technology sector's Semiconductors industry, Credo serves hyperscalers, equipment manufacturers, and data center operators globally, addressing the increasing demand for faster data infrastructure. The company's recent earnings performance shows a consistent upward trend in both EPS and revenue. In Q3 2025, the company reported an EPS of $0.67, significantly beating the estimate of $0.49534, with revenue reaching $268 million. This followed a strong Q2 2025 where EPS was $0.52, exceeding the estimate of $0.36055, and revenue was $223 million. Prior to this, Q1 2025 saw an EPS of $0.35 against an estimate of $0.2737, and revenue at $170 million, while Q4 2024 reported an EPS of $0.25, beating the estimate of $0.18311. This pattern demonstrates consistent EPS beats and accelerating revenue growth over the last four reported quarters. Historically, Credo has shown robust year-over-year growth, with Q3 FY2026 revenue growing 201.49% year-over-year to $407 million, significantly surpassing estimates. Recent news indicates Jefferies initiated coverage with a 'Buy' rating and a $175 price target, suggesting a positive outlook. The company's focus on energy-efficient solutions and new optical products, like 800G ZeroFlap transceivers, positions it well for AI and HPC network demands. Furthermore, the settlement of patent litigation with Molex and TE Connectivity removes a legal overhang. Investors will be watching for continued commercialization of its products, customer adoption in networking and datacenter infrastructure, and sustained revenue growth to support the current bullish analyst sentiment and valuation.

Earnings | EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$1.03	-	-
Q3'25	$0.50	$0.67	+35.3%
Q2'25	$0.36	$0.52	+44.2%
Q1'25	$0.27	$0.35	+27.9%
Q4'24	$0.18	$0.25	+36.5%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$432M	-	-
Q3'25	-	$268M	-
Q2'25	-	$223M	-
Q1'25	-	$170M	-
Q4'24	-	$135M	-

Technical Score (1D)

BUY

News Sentiment

BULLISH

Market Data

CRDO Stock Snapshot

Credo Technology Group Holding Ltd · Technology · credosemi.com

News Sentiment Analysis

Sentiment gathered from recent headlines

78/100

Strong NegativeNeutralStrong Positive

BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Credo Technology Group Holding has issued its inaugural Fiscal Year 2025 Greenhouse Gas Report, marking a significant step in its environmental disclosure efforts. This report underscores the company's commitment to transparency as its influence in AI and data center infrastructure expands. Future reports are slated to incorporate Scope 3 emissions, further broadening the scope of its ESG reporting and providing investors with more comprehensive data.

What did this article say?

Credo Technology (CRDO) experienced a significant rally, closing up 5.9% following Mizuho's upgrade. The firm raised its price target to $220 from $200, maintaining an "outperform" rating. This optimism stems from CRDO's acquisition of DustPhonics, which is projected to add approximately $200 million in revenue by fiscal year 2027. The acquisition is expected to elevate CRDO's optical revenues to over $500 million by FY27, positioning it as a leader in integrated connectivity solutions.

What did this article say?

Credo Technology Group (CRDO) has published its Fiscal Year 2025 Greenhouse Gas (GHG) Report, detailing operational emissions for Scope 1 and Scope 2. The report, calculated with support from Carbonhound and independently verified by Brightspot Climate Inc., underscores Credo's commitment to transparency and managing its environmental impact as it scales. This data serves as a business input for operational decisions and customer support.

What did this article say?

Credo Technology Group has announced its intent to acquire DustPhotonics, a move aimed at significantly bolstering its AI optical portfolio. This strategic acquisition is expected to enhance Credo's offerings in high-speed interconnects, crucial for AI infrastructure. The deal is projected to contribute to Credo's growth outlook for fiscal year 2027, signaling a proactive step in expanding its market presence.

What did this article say?

Credo Technology Group (CRDO) shares experienced a substantial rally, driven by the acquisition of Silicon Photonics leader DustPhotonics for $750 million in cash and stock. This strategic move positions CRDO as a vertically integrated connectivity provider, aiming to transform optical connectivity for next-generation AI workloads. The company anticipates its combined optical business to exceed $500 million in revenue by FY2027, with the deal expected to close by Q2 FY2026 and be accretive to non-GAAP EPS.

What did this article say?

Needham analyst N. Quinn Bolton has reiterated a Buy rating on Credo Technology Group (CRDO), maintaining a price target of $220. This analyst action signals continued confidence in the company's prospects from a key research firm. Traders should monitor CRDO's ability to meet the expectations underpinning this target.

What did this article say?

Credo Technology Group Holding (CRDO) has entered into a definitive agreement to acquire silicon photonics developer DustPhotonics. This strategic move is designed to enhance Credo's position in optical networking and AI data center infrastructure. Management anticipates significant long-term benefits, including revenue growth, improved product mix, deeper technological expertise, and greater supply chain control.

What did this article say?

Credo Technology Group (CRDO) has announced a significant acquisition of DustPhotonics, a developer of optical interconnect solutions for AI data centers. This strategic move aims to integrate silicon photonics capabilities with Credo's existing high-speed electrical solutions, expanding its leadership in AI connectivity. The deal, valued at $750 million in cash and stock, is expected to enhance manufacturing yields, reliability, and cost-efficiency in data transmission.

What did this article say?

Credo Technology has announced a significant acquisition of silicon photonics developer DustPhotonics for up to $1.3 billion, aiming for vertical integration in its optical solutions. This move is expected to enhance Credo's ZeroFlap Optics platform by bringing critical photonic integrated circuit technology in-house, thereby reducing supply chain dependencies. The company now projects combined optical revenue exceeding $500 million by fiscal year 2027, with the deal anticipated to be accretive to earnings.

What did this article say?

Credo Technology (CRDO) has announced a strategic deal with DustPhotonics, a move that has positively impacted its stock performance. This collaboration is expected to enhance Credo's offerings in the optical interconnect market. Investors are closely watching how this partnership will translate into future revenue streams and market share gains.

CRDO|EarningsCredo Technology Group Holding Ltd

Earnings Summary

Earnings | EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$1.03	-	-
Q3'25	$0.50	$0.67	+35.3%
Q2'25	$0.36	$0.52	+44.2%
Q1'25	$0.27	$0.35	+27.9%
Q4'24	$0.18	$0.25	+36.5%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$432M	-	-
Q3'25	-	$268M	-
Q2'25	-	$223M	-
Q1'25	-	$170M	-
Q4'24	-	$135M	-

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

CRDO·Credo Technology Group Holding Ltd

CRDO Stock Snapshot

Earnings | EPS

Revenue

CRDO·Credo Technology Group Holding Ltd

CRDO Stock Snapshot

News Sentiment Analysis

Recent News Coverage

Earnings | EPS

Revenue

News Sentiment Analysis

Recent News Coverage

CRDO·Credo Technology Group Holding Ltd

CRDO Stock Snapshot

Earnings | EPS

Revenue

CRDO·Credo Technology Group Holding Ltd

CRDO Stock Snapshot

News Sentiment Analysis

Recent News Coverage

Earnings | EPS

Revenue

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News Sentiment Analysis

Recent News Coverage

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