Credo is experiencing explosive revenue growth, with the latest quarter showing 114.7% year-over-year growth driven by its AEC product ramp, demonstrating powerful operating leverage as operating income scaled to $120.7M.
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Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue accelerated to $479.0M in the latest quarter, representing 114.7% year-over-year growth, while gross margin contracted sequentially to 64.5% from a peak of 68.5%, suggesting potential pricing pressure or an unfavorable product mix shift.
Credo Technology reported robust Q4 sales of US$437.0 million and net income of US$169.1 million, with full-year sales reaching US$1.34 billion and net income of US$472.28 million, alongside positive revenue guidance for Q1 2027.
The company's results highlight how accelerating AI infrastructure demand is driving growth, positioning Credo Technology as a beneficiary of this expanding market.
Multiple bullish theses on Credo Technology have been published on platforms like Deep Value Returns, Nikhs's Substack, and Investomine's Substack, indicating strong investor interest.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 1, 2026 | $1.20+2.6% vs $1.17 | $479M+1.2% vs $473M |
Q3 2026 Jun 1, 2026 | $1.16+13.7% vs $1.02 | $437M+1.2% vs $432M |
Q2 2026 Mar 2, 2026 | $1.07+17.3% vs $0.91 | $407M+0.2% vs $406M |
Q4 2025 Dec 1, 2025 | $0.67+36.2% vs $0.49 | $268M+14.1% vs $235M |
A sharp pullback has cooled valuations on three AI hardware names that just posted blowout quarters. Each one sits a round-number gain away from a new high, but supply bottlenecks and customer concentration could still derail the run.
CRDO secures OCP approval with ORCL for two optical connectivity standards, advancing AI data center reliability and its role in next-generation infrastructure.
The post-midterm election decline in artificial intelligence (AI) equities presents a buying opportunity, according to Shay Boloor, Chief Market Strategist of Futurum Equities. Boloor stated that the market is incorrectly treating regional data center development delays as a drop in overall AI compute demand.
Credo Technology Group Holding Ltd CRDO shares have plunged 26.6% over the past month compared with the Zacks Electronics-Semiconductors industry's decline of 20.1%, raising questions about whether the steep correction presents an attractive entry point or signals deeper concerns about the company's growth prospects.
Benchmark CRDO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Credo Technology Group Holding Ltd (CRDO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $120.51 | $22.47B | 48.01 | 205.68% | 35.37% | 34.41% | — | |
| $141.20 | $123.52B | 45.99 | 42.09% | 27.93% | 16.22% | 0.17% | |
| $210.98 | $16.1B | -289.01 | 32.58% | 20.7% | 17.09% | — | |
| $243.39 | $34.45B | 286.34 | 18.79% | 10.87% | 22.82% | — | |
| $538.59 | $41.9B | 1455.65 | 21.03% | -230.1% | -300.07% | — | |
| $293.69 | $1.4T | 61.57 | 23.87% | 41.87% | 44.01% | 0.78% |
Credo Technology Group Holding Ltd (CRDO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Credo Technology Group Holding Ltd (CRDO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 1, 2026·SEC
Jun 1, 2026·SEC
Apr 13, 2026·SEC
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Credo Technology Group Holding Ltd (CRDO) stock FAQ — growth, dividends, profitability & financials explained
Credo Technology Group Holding Ltd (CRDO) reported $1.59B in revenue over the trailing twelve months. Revenue was $1.34B in fiscal year 2026. That is 2380% more than the $53.8M of fiscal year 2020.
Credo Technology Group Holding Ltd (CRDO) grew revenue by 205.7% in fiscal year 2026, compared with the prior fiscal year.
Yes. Credo Technology Group Holding Ltd (CRDO) earned $538.3M in net income over the trailing twelve months (a 33.8% net margin).
Credo Technology Group Holding Ltd (CRDO) had a return on equity (ROE) of 34.4% in fiscal year 2026. That is well above the market's typical 10-15%.
Credo Technology Group Holding Ltd (CRDO) generated $438.6M in free cash flow over the trailing twelve months.
