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TickerTalks›$CRDO
CRCRDO

Credo Technology Group Holding Ltd

Strong FundamentalsStrong FundamentalsRevenue growing 201% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (1.1K/wk), no spike
$CRDO·$32B·Semiconductors·Technology
$169.70-4.9%YTD+20.3%1Y+24.3%
Price updated 7h ago·X counts updated 5d ago
CRCRDO
$CRDOCredo Technology Group Holding Ltd
$169.70-4.93%1.1k posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CRDO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,110X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CRDO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 58% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data27 posts analyzed · as of 2026-10-02

Sentiment is bullish after Credo ripped 40% off the recent low, with the 1.6T optical-interconnect products for AI data centers framed as the real catalyst and Seeking Alpha's quant rating still at Strong Buy. Longs who called the $150-level bottom are posting victory laps. The one yellow flag is an officer selling 27,500 shares at $193.12 for $5.3M, which bulls are hand-waving as a scheduled sell near local highs.

Read what X is saying about $CRDO

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CRDO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

AI connectivity picks-and-shovels story backed by actual revenue acceleration — insiders are taking the win.

Credo makes the active electrical cables and SerDes chips that move data inside hyperscaler AI data centers — the picks-and-shovels for every NVIDIA cluster. The stock ran 42% YTD and ripped 7.9% Wednesday on new 1.6T optical parts, back near all-time highs.

  • The P&L is going parabolic: revenue grew 215% YoY last quarter to $407M, operating margin stepped up to 37%, and free cash flow swung to $140M — mechanics backing the chart rather than lagging it.
  • At 127x trailing earnings and 41x sales the valuation is extreme, but analyst estimates have FY27 EPS at $5.21 (up from $3.30 FY26) and revenue doubling to $2.2B — the multiple compresses meaningfully in the forward view, but only if the AI-cluster buildout stays on pace.
  • Insider selling is heavy — co-founder Lam Yat Tung sold $20M at $206, director Cheng Chi Fung sold ~$20M across four September tranches at $162-$194, Brennan $2.5M, Laufman $925K — this is a steady drip at every price level, not a casual trim.

Accelerating holds while hyperscalers keep ordering 1.6T optical cables for next-gen clusters. A pause in Nvidia GB300 deployment, or any softening in the hyperscaler capex narrative into Dec 2, is what invalidates the breakout.

Agrees with X sentimentX bulls on the 1.6T optical pivot and +40%-off-the-$150-low have the right mechanics — revenue acceleration backs the chart — but the $5.3M insider sale is the understatement of the thread: insiders dumped roughly $45M across September, which is the real counterweight to the breakout call.

What to watch: Dec 2 earnings — the 1.6T optical ramp timing and any color on customer concentration (hyperscaler mix). A guide below the $1.33B FY26 revenue consensus, or any specific slowdown signal on 1.6T, is what cools the trade.

On the calendar: 2026-12-02 — Q2 FY27 earnings

Read the AI verdict on $CRDO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes active electrical cables, optical retimers, and line-card ASICs for high-speed AI and cloud networking.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $CRDO.

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $CRDO

Partial — Makes active electrical cables, optical retimers, and line-card ASICs for high-speed AI and cloud networking.; participates in the broader semiconductor supply chain, with AI capex exposure dependent on customer concentration in hyperscaler programs.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+57.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
126.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
17.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
30.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
40.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
29.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
67.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 1, 2026$1.20$1.17+2.6%
Q1 2026Jun 1, 2026$1.16$1.02+13.7%
Q4 2025Mar 2, 2026$1.07$0.91+17.3%
Q3 2025Dec 1, 2025$0.67$0.49+36.2%
Next earningsWed, Dec 2·consensus EPS $1.29

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$407.0M+201.5%68.5%36.8%$0.86$139.7M
Q2 FY26$268.0M+272.1%67.5%29.4%$0.47$38.5M
Q1 FY26$223.1M+273.6%67.4%27.2%$0.37$51.3M
Q4 FY25$170.0M+179.7%67.2%20.4%$0.21$54.2M

Forward consensus

10-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.3B – $1.4B$3.31$3.28 – $3.3412
FY27$2.2B$2.2B – $2.2B$5.21$4.74 – $5.687
FY27$2.5B$2.5B – $2.5B$6.30$6.04 – $6.4815
FY28$3.1B$2.9B – $3.2B$7.01$6.40 – $7.577
FY28$3.9B$3.6B – $4.1B$9.65$9.05 – $10.6014
FY29$4.0B$4.0B – $4.1B$8.81$8.59 – $9.033
FY29$5.0B$4.4B – $5.4B$12.34$10.84 – $13.4010
FY30$4.8B$4.8B – $5.0B$9.80$9.65 – $10.291
FY30$5.7B$5.3B – $6.1B$13.60$12.48 – $15.015
FY31$6.2B$5.9B – $6.8B$13.45$12.35 – $14.854

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.41%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-0.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 169.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.255-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 13Cheng Chi FungCTO27.5K sh$5.3MSellOct 12Cheng Chi FungCTO3.8K sh$765KSellOct 12Pantas Sutardja,Director1.5K sh$327KSellOct 8Daniel W. FlemingCFO7.6K sh$1.6MSellOct 6Cheng Chi FungCTO27.5K sh$6.1MSellOct 1James LaufmanChief Legal Officer, Secretary5.0K sh$1.0MSellOct 1Lam Yat TungCOO50.0K sh$10.3MSellSep 29Cheng Chi FungCTO27.5K sh$5.3MSellSep 25Lam Yat TungCOO100.0K sh$20.6MSellSep 23Cheng Chi FungCTO21.4K sh$4.1M
1–10 of 36
+ 41 other (21 inkinds · 11 awards · 7 gifts · 2 exempts) in window

See when $CRDO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 18-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
AI summary

Credo Technology reported full fiscal year 2026 results (ended May 2, 2026) via press release; also disclosed an executive change (Item 5.02 details not visible in excerpt). Full results in Exhibit 99.1. Routine annual earnings disclosure for a data center connectivity company.

+ 8 other (1 S-8 · 1 10-Q · 1 earnings 8-K · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

One Stock That Could Become Much More Important to AI247wallst.com·18h agoArm vs. Credo Technology Group: Which Semiconductor Stock Is a Better Buy in 2026?fool.com·1d agoBeyond the GPU: Credo Paves the Next AI Data Superhighwaymarketbeat.com·2d agoCRDO vs. COHR: Which AI Connectivity Stock Is the Better Buy?zacks.com·2d agoCredo Became A Strong Buy On This Heavy Dipseekingalpha.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAdvanced Packaging & AI Interconnect

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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