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CRDO does not currently pay a dividend.
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Credo Technology Group Holding Ltd (CRDO) specializes in delivering advanced high-speed connectivity solutions for both optical and electrical Ethernet applications. Its operational reach extends globally, encompassing the United States, Mexico, Mainland China, Hong Kong, and various other international regions. The company's product offerings include integrated circuits (ICs), active electrical cables (AECs), and SerDes chiplets, all developed utilizing its proprietary serializer/deserializer (SerDes) and digital signal processor (DSP) technologies. Beyond hardware, Credo also provides…
Credo delivered 115% revenue growth while maintaining a 48.2% non-GAAP operating margin despite significantly higher R&D spending. Management expects fiscal 2027 growth above 85%, optical revenue exceeding $600 million, and net margins approaching 50%. PILOT and ZeroFlap could differentiate Credo through predictive link monitoring as customers report 10% to 20% GPU utilization losses.
The end-to-end connectivity from the GPU die level to the short copper links between GPU racks and the facility-wide optical links underscore CRDO's robust AI monetization cadence. 4 large customers (hyperscaler/neocloud) comprise 84% of the revenues in FQ1 '27, allowing them to benefit from the multi-billion data center capex trends. Despite the decelerating FY2027 growth, long-term optical/AEC product ramps support CRDO's multi-year upside from FY2028 onwards.
Credo is transitioning from a cable supplier to a broad AI connectivity platform, creating a compelling entry point after a sharp selloff. Recent results show 115% YoY revenue growth to $479M, with adjusted gross margin at 68% and operating margin at 48%, but growth is still AEC-driven. My base case targets $2.55B current-year revenue and $6.20 EPS, with optical revenue scaling and a 50%+ upside to a $256/share valuation.
Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
Credo Technology Group Holding Ltd crashed over 20% this week on its better-than-expected 1QFY27 print. The selloff was a needed cool-off after an 189% run-up in Q2, and market panic about the future of copper vs optics showing up. We expect Credo to surprise on its FY27 outlook with growth weighted towards 2H from optics.