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. However, this growth is accompanied by...
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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 10/7/2026, 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 |
Credo maintains robust triple-digit YoY revenue growth, driven by strong AI infrastructure demand and deep hyperscaler relationships. Despite some QoQ margin contraction in Q1, Credo's profitability is expected to stabilize, and Q2 guidance implies continued business momentum. Credo's rapid pivot to optical solutions, highlighted by the 224G-based 1.6T optical transceiver launch, positions it as an AI infrastructure innovation leader.
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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 |
|---|---|---|---|---|---|---|---|
| $220.83 | $41.18B | 87.98 | 205.68% | 35.37% | 34.41% | — | |
| $287.01 | $251.08B | 93.49 | 42.09% | 27.93% | 16.22% | — | |
| $350.67 | $26.75B | -480.37 | 32.58% | 20.7% | 17.09% | — | |
| $443.65 | $62.8B | 521.94 | 18.79% | 10.87% | 22.82% | — | |
| $1133.40 | $88.18B | 3063.24 | 21.03% | -230.1% | -300.07% | — | |
| $375.81 | $1.79T | 78.79 | 23.87% | 41.87% | 44.01% | — |
Credo Technology Group Holding Ltd (CRDO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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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 for fiscal year 2026. This represents a 2855% increase from $53.8M in 2020.
Credo Technology Group Holding Ltd (CRDO) grew revenue by 205.7% over the past year. This is strong growth.
Yes, Credo Technology Group Holding Ltd (CRDO) is profitable, generating $538.3M in net income for fiscal year 2026 (35.4% net margin).
Credo Technology Group Holding Ltd (CRDO) has a return on equity (ROE) of 34.4%. This is excellent, indicating efficient use of shareholder capital.
Credo Technology Group Holding Ltd (CRDO) generated $438.6M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
