Credo Technology Group Holding Ltd — News

August 2026 lands with Q2 earnings season already confirming what the market has been signaling for months: AI capex is accelerating.

247wallst.com - 2026-08-01 07:00:21

Credo Technology Group Holding Ltd shares have been dropping, down 30%+ from recent highs. CRDO remains poised for success as its copper and optical portfolios gain momentum. AI capex continues to accelerate, which should support CRDO for years to come.

seekingalpha.com - 2026-07-31 16:53:41

FIVE, CRDO and HPE made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 30, 2026.

zacks.com - 2026-07-30 09:36:27

Credo's shares declined more than 36% despite strong fiscal fourth-quarter earnings, expanding cash reserves, and continued positive forward revenue revisions. Fiscal fourth quarter revenue rose 157% year-over-year, while adjusted EPS increased 231%, demonstrating meaningful operating leverage and robust free-cash-flow conversion. ZeroFlap AECs remain critical for reliable AI cluster connectivity, while DustPhotonics broadens Credo's optical portfolio and potential efficiency advantages.

seekingalpha.com - 2026-07-29 09:02:07

Funding Would Advance Company's Scalable Non-InP Substrate Technology for AI Datacom to Address Supply Chain Constraints Funding Would Advance Company's Scalable Non-InP Substrate Technology for AI Datacom to Address Supply Chain Constraints

globenewswire.com - 2026-07-29 06:38:00

ASAN, AFRM and CRDO made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 28, 2026.

zacks.com - 2026-07-28 10:41:41

D.A. Davidson and CO. acquired a new position in shares of Credo Technology Group Holding Ltd. (NASDAQ: CRDO) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 3,633 shares of the company's stock, valued at approximately $341,000. A number of other

defenseworld.net - 2026-07-26 04:33:14

Credo Technology Group Holding Ltd. (NASDAQ: CRDO - Get Free Report) shares were down 9.9% on Friday. The company traded as low as $209.55 and last traded at $213.15. Approximately 5,893,708 shares changed hands during mid-day trading, a decline of 23% from the average session volume of 7,655,609 shares. The stock had previously closed at

defenseworld.net - 2026-07-26 03:53:42

ARM (NASDAQ: ARM - Get Free Report) and Credo Technology Group (NASDAQ: CRDO - Get Free Report) are both large-cap computer and technology companies, but which is the better investment? We will compare the two businesses based on the strength of their analyst recommendations, valuation, earnings, profitability, institutional ownership, risk and dividends. Institutional and Insider Ownership 7.5%

defenseworld.net - 2026-07-26 01:45:10

AI data center networking demand is surging as AI clusters grow. See why Marvell, Broadcom, Credo and Astera Labs are stocks to watch in August.

zacks.com - 2026-07-23 10:56:11

Credo and Marvell are riding surging AI connectivity demand, but their growth, margins and outlooks offer different risk-reward profiles.

zacks.com - 2026-07-22 11:36:12

Credo Technology (CRDO) is finally upgraded to Buy after a sharp 40% pullback, with its valuation now more attractive near a 30x forward earnings multiple. CRDO's earnings profile has improved dramatically, with forward EPS estimates rising nearly 300% year-over-year, driven by AI infrastructure and optical platform growth. The best is yet to be. Competitive risks from Broadcom and Marvell persist, but hyperscaler CapEx, Meta's AI ambitions, and SpaceX-linked opportunities underpin robust medium-term revenue prospects.

seekingalpha.com - 2026-07-21 10:55:00

Credo Technology (NASDAQ:CRDO | CRDO Price Prediction) has become the pure-play backbone stock of the AI data center buildout, selling the Active Electrical Cables and SerDes retimers that hyperscalers use to connect racks of GPUs.

247wallst.com - 2026-07-21 10:45:21

Shares of Credo Technology Group Holding Ltd (NASDAQ:CRDO) are climbing 6.3%, last seen at $215.43.

schaeffersresearch.com - 2026-07-20 13:56:18

TER, FORM, AMKR and CRDO decline about 30% in a month, but AI chip testing, packaging and high-speed connectivity demand may support a recovery.

zacks.com - 2026-07-20 10:40:59

I keep hitting the “Buy” button on Credo Technology Group (NASDAQ:CRDO | CRDO Price Prediction) because I have not found another pure-play way to own the wiring of the AI data center at this scale.

247wallst.com - 2026-07-20 08:30:48

Bessemer Group Inc. lifted its position in Credo Technology Group Holding Ltd. (NASDAQ: CRDO) by 8.4% in the undefined quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 131,134 shares of the company's stock after acquiring an additional 10,110 shares during the period. Bessemer Group Inc. owned

defenseworld.net - 2026-07-20 04:20:48

Thrivent Small Cap Growth Fund returned 25.54% during the quarter, modestly underperforming the Russell 2000 Growth Index return of 25.71%. JFrog reported stronger than expected revenue growth, reinforcing the view that customers are consolidating around JFrog as software delivery and AI-assisted development become more complex. Guidewire underperformed amid a valuation reset in higher-multiple software in addition to not raising its FY26 ARR guide due to timing of a few deals slipping to the subsequent quarter.

seekingalpha.com - 2026-07-19 10:53:00

CRDO's free cash flow surges to $177.5 million, strengthening liquidity for innovation, acquisitions and AI-driven connectivity growth.

zacks.com - 2026-07-17 11:47:14

The CTO of Credo Technology executed the sale through a pre-arranged trading plan.

fool.com - 2026-07-16 19:19:09

This insider maintains 3.1 million shares valued at $705 million after a sale under a Rule 10b5-1 trading plan.

fool.com - 2026-07-16 19:08:23

This insider maintains 2.6 million shares directly and roughly 475,000 indirectly through a family trust after a planned sale under a Rule 10b5-1 trading arrangement.

fool.com - 2026-07-16 18:31:35

Market volatility in H1 2026, driven by inflation, geopolitical risk, and AI CapEx, has created compelling buy-the-dip opportunities for fundamentally strong stocks. The Quant system's Top 10 Strong Buy stocks outperformed, delivering 70% YTD versus S&P 500's 8.3%, with robust historical returns and sector diversification.

seekingalpha.com - 2026-07-16 16:42:00

Physical AI has crossed from hype to product. Six supply chain layers - edge silicon to connectivity - and the stocks at every level.

investorplace.com - 2026-07-14 00:00:00

Cheng Chi Fung executed sales under a pre-arranged Rule 10b5-1 trading plan, retaining a $1.56 billion stake in the chipmaker.

fool.com - 2026-07-09 18:00:37

Luke Lango highlights AI's toll roads

investorplace.com - 2026-07-09 17:00:00

Credo Technology Group (NASDAQ:CRDO | CRDO Price Prediction) is the quiet AI infrastructure story that suddenly is not quiet anymore.

247wallst.com - 2026-07-09 12:20:06

CRDO is riding AI infrastructure demand, with revenue, margins and connectivity products fueling strong growth despite key customer risks.

zacks.com - 2026-07-09 11:26:17

The AI boom is reshaping the market well beyond its most obvious beneficiaries—tech, energy, and utilities firms—and some of the best ways to benefit from it have largely gone overlooked. Even within a prominent AI industry like semiconductors, some companies have unique opportunities to serve as pick-and-shovel investments due to their role within the complex AI supply chain.

marketbeat.com - 2026-07-07 11:15:48

BMA, CRDO and APPS made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 7, 2026.

zacks.com - 2026-07-07 10:41:33

Credo Technology Group provides essential high-speed connectivity solutions and is currently seeing massive triple-digit revenue growth. Marvell Technology offers a more diversified portfolio of networking and storage chips with established partnerships among cloud giants.

fool.com - 2026-07-07 07:23:32

Credo Technology Group remains a Buy, supported by strong catalysts and robust growth in both copper and optical connectivity solutions. NVIDIA's Kyber NVL144 delay extends the relevance and demand for CRDO's high-margin copper AEC business, creating a near-term tailwind. CRDO's optical, ALC, and OmniConnect initiatives position the company for multi-year growth, with management targeting $600M in optical sales by 2027.

seekingalpha.com - 2026-07-07 01:40:03

Credo's retimer business hits an inflection point as demand for 100G and 200G per lane solutions grows, fueled by AI networking needs and design wins.

zacks.com - 2026-07-06 11:35:46

AI hardware opportunities expand beyond NVIDIA as Micron, Credo, Amkor and Texas Instruments tap into the rising demand across the chip supply chain.

zacks.com - 2026-07-06 09:46:08

MU, CRDO and SNX screened as profitable July stock picks, backed by strong net income ratios and solid earnings growth prospects.

zacks.com - 2026-07-03 16:00:17

CRDO sees Active Electrical Cables driving AI connectivity growth as customer adoption expands and reliability gains strengthen its long-term growth outlook.

zacks.com - 2026-07-03 10:46:15

After a 89% year-to-date rally that has taken shares from $143.89 to $271.95, Credo Technology Group (NASDAQ: CRDO | CRDO Price Prediction) has become one of the most talked-about AI infrastructure plays on the market.

247wallst.com - 2026-07-03 09:30:45

Efficiency-focused screening highlights five stocks with above-industry operating and turnover metrics that may offer strong profit potential.

zacks.com - 2026-07-02 09:25:19

Q2 market gains fueled by AI momentum set the stage for Q3. MU, WDC, MCHP, CRDO and STRL are five momentum stocks positioned to benefit in Q3.

zacks.com - 2026-07-02 09:21:12

Credo Technology Group Holding Ltd maintains a Buy rating after nearly tripling, driven by robust fundamentals and strategic execution. CRDO delivered 157% YoY revenue growth in FY2026 Q4, with margin expansion and strong demand amid supply chain constraints. Guidance points to continued triple-digit growth and improving operating leverage while they continue to push into optical solutions.

seekingalpha.com - 2026-07-01 14:47:38

Credo Technology Group (CRDO) reported earnings 30 days ago. What's next for the stock?

zacks.com - 2026-07-01 12:31:05

Despite increased volatility resulting from the geopolitical risks in the Middle East and investors' efforts to evaluate the rapidly growing artificial intelligence (AI) sector, the first half of 2026 ended on a positive note, with the NASDAQ up nearly 13%.

finbold.com - 2026-07-01 07:14:21

Credo Technology Group (CRDO) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.

zacks.com - 2026-06-30 10:56:06

Compare portfolio diversity, sector tilts, and risk profiles as you weigh two leading small-cap growth ETFs for your investment strategy.

fool.com - 2026-06-29 11:44:32

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough... These 7 Stocks Will Solve AI's Most Important Bottleneck

247wallst.com - 2026-06-29 09:58:08

Agentic AI is turning software into labor, driving a surge in inference demand across chips, memory, networking, power, and storage.

investorplace.com - 2026-06-29 00:00:00

Optical stocks have emerged as a bountiful play on the artificial-intelligence trade, but Friday's selloff is putting a damper on that momentum.

marketwatch.com - 2026-06-26 13:53:00

I am opening with our verdict on Credo Technology Group (NASDAQ:CRDO | CRDO Price Prediction).

247wallst.com - 2026-06-25 12:22:46

CBOE, CNC and CRDO made it to the Zacks Rank #1 (Strong Buy) growth stocks list on June 25th, 2026.

zacks.com - 2026-06-25 04:50:11

Credo Technologies NASDAQ: CRDO is accelerating AI, and the impact is reflected in its stock price. The company's pioneering work in zero-flap connectivity isn't yet the standard but is quickly becoming the go-to solution for hyperscalers, enterprises, and AI factories.

marketbeat.com - 2026-06-23 17:34:37