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Credo Technology Group Holding Ltd provides high-speed connectivity solutions for data centers and networking infrastructure critical to AI workloads.

Snapshot
Country USA USA
ExchangeNasdaq
AI Layer infra
Category 3.40 Networking Hardware & Silicon
Sentiment 68.0%
USD Mkt Cap30.63B
USD Revenue1.59B
USD Net Income538.31M
P/E57.38
fwd P/E16.85
Price 3M-35.5%
Price 6M+39.4%
Price 1Y+1.2%
Price 2Y+475.2%
USD Share Price164.00
Price History
Price & Size
Price 162.95 USD
Market Cap 30.63B USD
Shares Outstanding 187.95M
Shares Float 170.87M
52w Low 86.48 USD
52w High 308.67 USD
Avg Volume 7.19M
Valuation
P/E (trailing) 57.4x
P/E (forward) 16.9x
P/B 11.21x
Enterprise Value 29.89B USD
Book Value / Share 14.53 USD
P/S 19.25x
EV / Revenue 18.79x
EV / EBITDA 55.02x
Income
Revenue 1.59B USD
Revenue / Share 8.74 USD
EBITDA 543.25M USD
Net Income 538.31M USD
EPS (trailing) 2.84 USD
EPS (forward) 9.67 USD
Margins & Profitability
Gross Margin 67.1%
Operating Margin 25.2%
Profit Margin 33.8%
EBITDA Margin 34.1%
Return on Equity 30.7%
Return on Assets 16.1%
Growth
Revenue Growth 114.7%
Earnings Growth 97.1%
Cash & Debt
Total Cash 764.26M USD
Total Debt 26.20M USD
Free Cash Flow 248.29M USD
Operating Cash Flow 500.36M USD
Debt / Equity 0.01x
Current Ratio 7.40x
Quick Ratio 5.31x
Dividend
Payout Ratio 0.0%
Risk
Beta 3.23
Analyst Consensus
Target (Mean) 281.39 USD
Target (Median) 290.00 USD
Target (High) 350.00 USD
Target (Low) 185.00 USD
Recommendation strong_buy
# Analysts 19
Identifiers
ISINUS2254471014
CUSIP225447101
FIGIBBG014CB6KT0
SEDOLBM9HBD2
Sentiment 68.0%
Positive drivers

Strong demand for high-speed connectivity solutions in AI data centers drove positive investor sentiment, with Credo reporting robust design wins with major hyperscalers. Recent product launches in 112G and 224G SerDes technologies positioned the company favorably amid the ongoing AI infrastructure buildout. Analyst upgrades highlighted Credo's expanding market share in Ethernet and optical DSP segments.

Neutral / mixed

Broader semiconductor sector volatility and macroeconomic uncertainty around interest rates created mixed trading patterns during the period. Supply chain normalization post-pandemic led to some inventory adjustments without major disruptions. Competitive pressures from larger players like Broadcom remained a watch item but did not materially impact near-term guidance.

Negative drivers

A slight pullback in overall tech valuations in late August weighed on CRDO shares despite solid fundamentals. Delayed customer ramp timelines for certain networking products introduced minor uncertainty in quarterly forecasts. Geopolitical tensions affecting semiconductor exports added a layer of caution for investors.

Bottom line

Overall sentiment for Credo Technology remains moderately positive, supported by AI tailwinds and technological leadership, tempered by sector-wide macro factors.