olivLaw · US equity research
Credo Technology Group Holding Ltd CRDO
Semiconductors & Related Devices · SIC 3674 · Vertical: Semiconductors & Related Devices (SIC 3674)
Credo Technology Group Holding Ltd (CRDO) supplies high-speed connectivity solutions for AI data infrastructure, mainly ZeroFlap active electrical cables and optical DSPs. Revenue rose to $1.3 billion in fiscal 2026 from $436.8 million in fiscal 2025, and the first quarter of fiscal 2027 brought $479.0 million. The company depends heavily on a few large customers.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 04 Nov 2026, Credo Technology Group Holding Ltd (CRDO) stock was 136.50 USD (−9.55% on the day), with market capitalisation 25.7 bn USD, P/E 48.7 on diluted EPS of 2.81 USD over the last 12 months, beta 3.00, 52-week range 87.81–302.52 USD. Latest reported quarter (Q1 2027): revenue of 479.0 m USD (+114.7% YoY), net income of 129.4 m USD (+104.1% YoY), diluted EPS 0.67 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 36.1
- weak (30–45)
- Bollinger (20, 2)
- 127.42 – 215.35
- in the lower half of the band · %B 0.10 · band width 51.3%
- SMA 50 / 200
- 183.35 / 180.94
- mixed trend
- MACD (12, 26, 9)
- -13.28 / -10.41
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −35.8% | −1.1% | −34.7 pp | — |
| 3 months | −39.2% | −0.5% | −38.8 pp | — |
| 6 months | −31.2% | +4.4% | −35.6 pp | — |
| Year to date | −5.1% | +12.3% | −17.5 pp | — |
| 1 year | −16.9% | +13.5% | −30.4 pp | +41.7% |
| 3 years | +819.2% | +76.4% | +742.8 pp | +121.5% |
| 5 years | unavailable | +63.7% | unavailable | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q1 2027 · 01 Aug 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 72.0 m | 135.0 m | 170.0 m | 223.1 m | 268.0 m | 407.0 m | 437.0 m | 479.0 m |
| Cost of revenue | 26.5 m | 49.1 m | 55.8 m | 72.7 m | 87.0 m | 128.1 m | 138.9 m | 169.9 m |
| Gross profit | 45.5 m | 85.9 m | 114.2 m | 150.4 m | 181.0 m | 278.9 m | 298.1 m | 309.1 m |
| Research & development | 31.7 m | 36.3 m | 48.5 m | 52.4 m | 57.9 m | 78.5 m | 90.5 m | 114.5 m |
| SG&A | 22.2 m | 23.5 m | 31.9 m | 37.2 m | 44.3 m | 50.8 m | 51.7 m | 73.9 m |
| Operating income | -8.4 m | 26.2 m | 33.8 m | 60.7 m | 78.8 m | 149.6 m | 155.8 m | 120.7 m |
| Depreciation & amortisation | 5.0 m | 5.1 m | 7.7 m | 5.5 m | 6.5 m | 6.7 m | 15.9 m | 8.6 m |
| Pre-tax income | -3.9 m | 30.1 m | 37.6 m | 64.7 m | 83.7 m | 159.1 m | 168.0 m | 128.8 m |
| Income tax | 292.0 k | 752.0 k | 1.0 m | 1.3 m | 1.0 m | 1.9 m | -1.1 m | -585.0 k |
| Net income | -4.2 m | 29.4 m | 36.6 m | 63.4 m | 82.6 m | 157.1 m | 169.1 m | 129.4 m |
| Diluted EPS | -0.03 | 0.16 | 0.20 ≈ | 0.34 | 0.44 | 0.82 | 0.88 ≈ | 0.67 |
| Operating cash flow | 10.3 m ≈ | 4.2 m ≈ | 57.8 m | 54.2 m | 61.7 m ≈ | 166.2 m ≈ | 182.2 m | 90.2 m |
| Capex | 21.9 m ≈ | 4.6 m ≈ | 3.7 m | 2.8 m | 23.2 m ≈ | 26.5 m ≈ | 4.8 m | 7.3 m |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 0 percentile of its own 7-quarter history (min 69.6, median 160.6, max 11,322.9; quarters with earnings only).
Fiscal years
| Fiscal year | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|
| Revenue | 53.8 m | 58.7 m | 106.5 m | 184.2 m | 193.0 m | 436.8 m | 1.3 bn |
| Revenue YoY | unavailable | +9.0% | +81.4% | +73.0% | +4.8% | +126.3% | +205.7% |
| Net income | 1.3 m | -27.5 m | -22.2 m | -16.5 m | -28.4 m | 52.2 m | 472.3 m |
| Net income YoY | unavailable | −2,170.1% | unavailable | unavailable | unavailable | unavailable | +805.0% |
| Diluted EPS | 0.00 | -0.40 | -0.25 | -0.11 | -0.18 | 0.29 | 2.51 |
| Diluted EPS YoY | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | +765.5% |
| net % | 2.5% | -46.9% | -20.8% | -9.0% | -14.7% | 11.9% | 35.4% |
| Free cash flow | -19.1 m | -48.4 m | -48.4 m | -46.3 m | 17.1 m | 29.0 m | 407.0 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 02 May 2026
- Cash
- 1.2 bn USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 2.1 bn USD
- Total assets
- 2.3 bn USD
- Debt / equity
- unavailable
- Current ratio
- 10.15x
- ROE
- 34.4%
- ROA
- 30.4%
- FCF margin
- 30.5%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 58.7 m | 106.5 m | 184.2 m | 193.0 m | 436.8 m | 1.3 bn | SEC (XBRL)· 15 Jun 2026verified |
| Cost of revenue | 20.4 m | 42.5 m | 78.0 m | 73.5 m | 153.9 m | 426.8 m | SEC (XBRL)· 15 Jun 2026verified |
| Gross profit | 38.3 m | 64.0 m | 106.2 m | 119.4 m | 282.9 m | 908.3 m | SEC (XBRL)· 15 Jun 2026verified |
| Research & development | 34.8 m | 47.9 m | 76.8 m | 96.3 m | 146.9 m | 279.4 m | SEC (XBRL)· 15 Jun 2026verified |
| SG&A | 28.7 m | 34.9 m | 48.2 m | 60.2 m | 98.9 m | 184.0 m | SEC (XBRL)· 15 Jun 2026verified |
| Operating income | -25.2 m | -22.0 m | -21.2 m | -37.1 m | 37.1 m | 445.0 m | SEC (XBRL)· 15 Jun 2026verified |
| Depreciation & amortisation | 2.2 m | 4.8 m | 9.5 m | 13.8 m | 21.9 m | 34.6 m | SEC (XBRL)· 15 Jun 2026verified |
| EBITDA | -23.0 m ≈ | -17.2 m ≈ | -11.7 m ≈ | -23.3 m ≈ | 59.1 m ≈ | 479.6 m ≈ | SEC (XBRL)· 15 Jun 2026derived |
| Pre-tax income | -25.3 m | -22.2 m | -17.9 m | -22.7 m | 54.9 m | 475.4 m | SEC (XBRL)· 15 Jun 2026verified |
| Income tax | 2.2 m | -37.0 k | -1.4 m | 5.6 m | 2.7 m | 3.2 m | SEC (XBRL)· 15 Jun 2026verified |
| Net income | -27.5 m | -22.2 m | -16.5 m | -28.4 m | 52.2 m | 472.3 m | SEC (XBRL)· 15 Jun 2026verified |
| Diluted EPS | -0.40 | -0.25 | -0.11 | -0.18 | 0.29 | 2.51 | SEC (XBRL)· 15 Jun 2026verified |
| Weighted average diluted shares | 69.1 m | 88.4 m | 146.6 m | 155.1 m | 181.2 m | 188.2 m | SEC (XBRL)· 15 Jun 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 103.8 m | 259.3 m | 108.6 m | 66.9 m | 236.3 m | 1.2 bn | SEC (XBRL)· 15 Jun 2026verified |
| Receivables | 13.6 m | 29.5 m | 49.5 m | 59.7 m | 162.1 m | 233.4 m | SEC (XBRL)· 15 Jun 2026verified |
| Inventories | 7.1 m | 27.3 m | 46.0 m | 25.9 m | 90.0 m | 250.8 m | SEC (XBRL)· 15 Jun 2026verified |
| Current assets | 137.8 m | 332.2 m | 328.2 m | 530.3 m | 713.5 m | 2.0 bn | SEC (XBRL)· 15 Jun 2026verified |
| Property, plant & equipment, net | 14.2 m | 21.8 m | 40.2 m | 43.7 m | 63.6 m | 101.6 m | SEC (XBRL)· 15 Jun 2026verified |
| Goodwill | — | — | — | — | 0 | 92.8 m | SEC (XBRL)· 15 Jun 2026verified |
| Intangibles (excl. goodwill) | — | — | — | — | 0 | 29.3 m | SEC (XBRL)· 15 Jun 2026verified |
| Total assets | 155.5 m | 375.7 m | 397.3 m | 601.9 m | 809.3 m | 2.3 bn | SEC (XBRL)· 15 Jun 2026verified |
| Accounts payable | 3.6 m | 8.5 m | 6.1 m | 13.4 m | 56.2 m | 107.3 m | SEC (XBRL)· 15 Jun 2026verified |
| Current liabilities | 12.5 m | 26.5 m | 31.0 m | 44.6 m | 107.7 m | 197.1 m | SEC (XBRL)· 15 Jun 2026verified |
| Total liabilities | 13.0 m | 41.5 m | 49.7 m | 61.7 m | 127.7 m | 232.0 m | SEC (XBRL)· 15 Jun 2026verified |
| Equity | -55.4 m † | 334.2 m † | 347.6 m † | 540.2 m † | 681.6 m † | 2.1 bn † | SEC (XBRL)· 15 Jun 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | -42.4 m | -30.8 m | -24.6 m | 32.7 m | 65.1 m | 464.3 m | SEC (XBRL)· 15 Jun 2026verified |
| Capex | 6.1 m | 17.6 m | 21.7 m | 15.7 m | 36.1 m | 57.3 m | SEC (XBRL)· 15 Jun 2026verified |
| Free cash flow | -48.4 m ≈ | -48.4 m ≈ | -46.3 m ≈ | 17.1 m ≈ | 29.0 m ≈ | 407.0 m ≈ | SEC (XBRL)· 15 Jun 2026derived |
| Investing cash flow | -6.1 m | -17.6 m | -130.9 m | -249.5 m | 112.0 m | -253.5 m | SEC (XBRL)· 15 Jun 2026verified |
| Financing cash flow | 77.9 m | 204.2 m | 4.9 m | 175.3 m | -7.7 m | 717.6 m | SEC (XBRL)· 15 Jun 2026verified |
| Share repurchases | 22.9 m | 0 | 0 | — | — | — | SEC (XBRL)· 23 Jun 2023verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
4 indicators that do not apply to the sector.
Valuation
olivLaw classification
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 25.7 bn USD
Key indicators
Coverage and freshness
Score by group
72% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · input data missing
- Peers: EV/Salesunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| Gross margin · Quality | 67.1% | 68 (on a fixed band) | 15% |
| EBIT margin · Quality | 31.7% | 70 (vs peers) | 12% |
| FCF margin · Quality | 27.6% | 100 (on a fixed band) | 12% |
| Revenue CAGR 3Y · Growth | 93.5% | 100 (on a fixed band) | 24% |
| Revenue growth (YoY) · Growth | 205.7% | 100 (vs peers) | 12% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 7.4x | 100 (on a fixed band) | 9% |
| EV/Sales · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | 1.7% | 34 (on a fixed band) | 18% |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial100/100 · 1/2 factors with a value
- Growth100/100 · 2/2 factors with a value
- Quality78/100 · 3/3 factors with a value
- Returns· partialunavailable · 0/1 factors with a value
- Valuation· partial34/100 · 1/2 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
Credo Technology Group Holding Ltd (CRDO). Latest full fiscal year: 2026; data up to 2026-08-01.
Figures computed from the financial statements: revenue 1.3 bn USD in 2026; YoY growth 205.7%; net margin 33.8%; ROE 30.7%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- EBIT margin: 31.7%
- FCF margin: 27.6%
- Revenue CAGR 3Y: 93.5%
- Revenue growth (YoY): 205.7%
- Current ratio: 7.4x
What contradicts it
No signal among the computed factors. That is not an absence of risk: factors without data were not assessed, and business risks (margins, inventory, demand) are in the source-based analysis.
Not assessed (insufficient data or a ratio without meaning): Net debt / EBITDA, EV/Sales, Shareholder yield (distributions).
Versus the vertical median
Semiconductors & Related Devices (SIC 3674) · same industry (4-digit SIC) · compared with 11 companies
Only companies with a capitalisation between 3.8 bn and 244.7 bn (within 8× of the company's); 85 of the vertical were left out.
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| ADIAnalog Devices Inc | 196.8 bn | 48.2 | 12.2% | 29.8% | +16.9% | +53% / +122% |
| MRVLMarvell Technology, Inc | 140.1 bn | 52.8 | 16.5% | 27.9% | +42.1% | +79% / +187% |
| NXPINXP Semiconductors N.V. | 66.8 bn | 20.8 | 29.2% | 23.4% | −2.7% | +36% / +30% |
| MPWRMonolithic Power Systems, Inc. | 61.5 bn | 69.5 | 25.1% | 23.9% | +26.4% | +36% / +130% |
| MCHPMicrochip Technology Incorporated | 40.9 bn | 104.2 | 7.2% | 9.3% | +7.1% | +41% / −10% |
| ALABAstera Labs, Inc. | 39.0 bn | 89.0 | 28.2% | 29.6% | +115.1% | +42% / unavailable |
| ONOn Semiconductor Corp | 27.7 bn | 41.4 | 8.9% | 10.8% | −15.3% | +42% / −0% |
| CRDOCredo Technology Group Holding Ltd | 25.7 bn | 48.7 | 30.7% | 33.8% | +205.7% | −17% / +819% |
| QQnity Electronics, Inc. | 24.8 bn | 42.0 | 7.6% | 11.5% | +9.7% | +46% / unavailable |
| FSLRFirst Solar, Inc. | 20.9 bn | 11.3 | 18.7% | 37.1% | +24.1% | −29% / +23% |
| MTSIMACOM Technology Solutions Holdings, Inc. | 17.8 bn | 74.6 | 17.2% | 20.7% | +32.6% | +33% / +178% |
| AAOIApplied Optoelectronics, Inc. | 5.0 bn | — | -5.4% | -9.6% | +82.8% | +121% / +347% |
1- and 3-year price returns: for CRDO from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 91.06 Total return -33% · Per year -33% | 160.25 Total return 17% · Per year 17% | 240.37 Total return 76% · Per year 76% |
| 3 years | 108.01 Total return -21% · Per year -8% | 211.93 Total return 55% · Per year 16% | 346.13 Total return 154% · Per year 36% |
| 5 years | 128.12 Total return -6% · Per year -1% | 280.27 Total return 105% · Per year 15% | 498.43 Total return 265% · Per year 30% |
- Exit P/E± 52.98
- Net margin± 37.09
- Annual revenue growth± 27.66
- Annual dilution± 3.12
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 01 Sept 2026; since then the company filed 10-Q (02 Sept 2026).
In brief
Credo Technology Group Holding Ltd (CRDO) supplies high-speed connectivity solutions for AI data infrastructure, mainly ZeroFlap active electrical cables and optical DSPs. Revenue rose to $1.3 billion in fiscal 2026 from $436.8 million in fiscal 2025 1, and the first quarter of fiscal 2027 brought $479.0 million 2. The company depends heavily on a few large customers.
SWOT
Strengths
Weaknesses
- Revenue depends on a small number of customers, and losing one of them could seriously affect results 1.
- Orders are generally placed on a purchase order basis without long-term commitments, which makes revenue volatile 1.
- The company made net losses in earlier periods and carries an accumulated deficit, so its record of recent profitability is short 1.
Opportunities
Risks
- Customer concentrationhigh
A small number of customers generates most revenue, and a cut in their orders could have major effects 1.
- No long-term purchase commitmentshigh
Customers can cancel, delay or change orders on short notice, which makes revenue hard to forecast 1.
- Tariffs and trade policymedium
Tariffs and trade restrictions could raise costs and affect international trade 1.
- Intense competitionmedium
A growing number of competitors could put pressure on prices and lead to loss of market share 1.
- Inventory riskmedium
Errors in demand forecasts can lead to shortages or to excess and obsolete inventory, affecting margins 1.
Investment thesis
What would need to be true (bull case)
- If AI infrastructure investment continues, demand for Credo's cables and DSPs could stay high and revenue growth could continue 12.
- Technology advantage in SerDes and new products such as Bluebird and OmniConnect could support high gross margins 1.
- Widening the customer base and product range could reduce revenue concentration over time 1.
What would break the thesis
What to watch
- Revenue and margin guidance for the second quarter of fiscal 2027Q2 2027
- GAAP and non-GAAP gross margin compared with guidanceQ2 2027
- Adoption of new products such as Bluebird and OmniConnect in customer orders2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 01 Sept 2026; since then the company filed 10-Q (02 Sept 2026).
The business
Credo designs, markets and sells product, software and IP solutions for connectivity, based on its proprietary SerDes and DSP technologies, with hyperscale data centers and NeoClouds as its main markets 1. Its model is fabless, with manufacturing carried out by outside partners, which lets it focus resources on engineering and design 1. In fiscal 2026, 42% of revenue came from the rest of the world, primarily Asia, and the rest from North America 1. The company reported net income of $472.3 million in fiscal 2026 1.
Segments
ZeroFlap active electrical cables (AEC)
Copper AECs are the main driver of revenue growth, with the fiscal 2026 increase attributed almost entirely to the ramp-up of AEC solutions at hyperscale customers 1. They are presented as a lower-cost, lower-power alternative to active optical cables in AI compute racks 1.
Market context
Credo describes the data infrastructure market as multibillion-dollar, driven by hyperscale data centers and NeoClouds, with growing demand for bandwidth and power efficiency 1. The company argues that Ethernet is becoming the standard for back-end scale-out networks 1. Fiscal 2026 was marked by strong volume growth, with AEC-driven revenue rising from $436.8 million to $1.3 billion 1.
The market is concentrated on a few large customers, and the company aims to widen its customer base and product range 1. The pace of growth, however, depends on hyperscale AI investment, which can change quickly 1.
Trends
- AI infrastructure investmenttailwind
Demand for connectivity in AI clusters grows as model sizes increase, which could support Credo's revenue growth 1.
- Move to 200G-per-lane speedsmixed
Products at 200G per lane could open new replacement cycles, but require continued R&D investment 1.
- Tariffs and trade tensionsheadwind
Tariffs and trade restrictions could raise component costs and disrupt supply chains, reducing margins 1.
- Dependence on large customersmixed
Revenue concentration could make a change in orders from one major customer materially affect results, although management expects diversification as products are adopted more widely 1.
Competitive position
The main competitors named in the annual report are Broadcom, Marvell Technology and Astera Labs, alongside cable and optical transceiver suppliers 1. Competition could increase price pressure and reduce margins if larger rivals offer discounts 1.
Credo says its SerDes architecture delivers performance similar to leading competitors at lower cost by using mature process nodes 1. This differentiation could matter most in pricing and in winning new designs 1.
- Broadcom Ltd.AVGO
Large semiconductor supplier named by the company as a principal competitor for its connectivity products 1.
- Marvell Technology, Inc.MRVL
Competitor named in the annual report for connectivity and data interconnect products 1.
- Astera Labs, Inc.ALAB
Competitor named for PCIe and Ethernet connectivity solutions as the data infrastructure market grows 1.
- Cable and optical transceiver suppliers
A group of competitors not individually named, cited in the annual report as part of product competition 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Credo Technology (CRDO) Just Cleared a Key PCIe 6.0 Milestone. What Comes Next?Yahoo Finance — News · 22 Sept 2026 · EN
- Jim Cramer on Credo (CRDO): “I Think You Can Buy the Stock”Yahoo Finance — News · 21 Sept 2026 · EN
- AI build-out Strengthens Credo Technology Group Holding Ltd (CRDO)Yahoo Finance — News · 21 Sept 2026 · EN
- Credo Technology Crashed for 3 Months: This Wall Street Pro Says It’s About to DoubleYahoo Finance — News · 21 Sept 2026 · EN
- Credo’s $236 Million Adjusted Profit Came With Just $83 Million in Free Cash FlowYahoo Finance — News · 16 Sept 2026 · EN
- Credo Technology Group vs. Marvell Technology: Which Semiconductor Stock Is a Better Buy in 2026?Yahoo Finance — News · 14 Sept 2026 · EN
- Arm vs. Credo Technology Group: Which Semiconductor Stock Is a Better Buy in 2026?Yahoo Finance — News · 11 Sept 2026 · EN
- Credo (CRDO) Reports 115% Revenue Growth but Lower GAAP Gross Margin. Can AI Connectivity Scale Without Further Margin Compression?Yahoo Finance — News · 10 Sept 2026 · EN
- Credo (CRDO) Has Nearly 38% Upside to Rosenblatt’s Target—What’s Holding It Back?Yahoo Finance — News · 09 Sept 2026 · EN
- Why Credo Technology Sank This WeekYahoo Finance — News · 03 Sept 2026 · EN
- Credo Stock Craters Despite Earnings Beat as Analysts Find Weak SpotsYahoo Finance — News · 02 Sept 2026 · EN
- Stocks making the biggest moves midday: PG&E, Dell, GitLab, Credo Technology, Brown-Forman & moreCNBC — Top News · 02 Sept 2026 · EN
- Stock Market Today: Dow Rises On Surprise Jobs Data; AI Name Credo Dives On Earnings Report (Live Coverage)Yahoo Finance — News · 02 Sept 2026 · EN
- Credo Technology Group Holding Ltd Q1 2027 Earnings Call SummaryYahoo Finance — News · 02 Sept 2026 · EN
- Dow Jones Futures Fall After Oil Prices Slam Market; Dell, Credo, Palo Alto Are Earnings MoversYahoo Finance — News · 02 Sept 2026 · EN
- Why Is Credo Technology Stock Sinking Wednesday?Yahoo Finance — News · 02 Sept 2026 · EN
- Credo Technology Group Q1 Earnings Call HighlightsYahoo Finance — News · 01 Sept 2026 · EN
- Credo Technology Stock Falls Despite Beating Fiscal Q1 TargetsYahoo Finance — News · 01 Sept 2026 · EN
The latest news item in our archive is from 22 Sept 2026; the newest SEC filing is from 16 Oct 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Current report16 Oct 2026Shareholder vote
- Quarterly report02 Sept 2026
- Current report01 Sept 2026Results of operations · Financial statements and exhibits
- Proxy statement25 Aug 2026
- Annual report15 Jun 2026
- Current report01 Jun 2026Results of operations · Departure or appointment of officers · Financial statements and exhibits
- Current report13 Apr 2026Item 3.02 · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report03 Mar 2026
- Current report02 Mar 2026Results of operations · Financial statements and exhibits
- Current report09 Feb 2026Results of operations · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2026-05-02 · SEC / Credo Technology Group Holding Ltd · 15 Jun 2026
- [2] Form 8-K, results release (exhibit 99.1) · SEC / Credo Technology Group Holding Ltd · 01 Sept 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.