Credo: Record Q2 Validates AI Interconnect Thesis

I believe Credo's AI interconnect thesis is validated by triple-digit revenue growth, with its AECs the de facto standard for inter-rack connectivity. Q2 FY26 revenue rose 20% sequentially to $268M, beating guidance and the Street's consensus ($235M). Profitability and cash flow followed through. Non-GAAP gross margin was 67.7%, non-GAAP net income was $128M, operating cash flow was $61.7M, and free cash flow was $38.5M. The trend in margin is positive, but there are risks.

Seeking Alpha • Dec 13, 2025

Credo: AEC Dominance, Pricing Power, And Operating Leverage Justify Premium Valuations

Credo Technology is upgraded to a Buy, thanks to the improved margin of safety from the recent consolidation at the 50 DMAs and the triple digits adj. EPS growth profile. CRDO commands an 88% AEC market share, with the hyperscalers' intensified data center capex trends and the ongoing compute densification underpinning its durable growth trends. The expanding consumer base, the higher pricing power/improved operating leverage, and the healthy balance sheet also imply its ability to remain highly relevant during the multi-year cloud supercycle.

Seeking Alpha • Dec 12, 2025

Credo: The Vendor AI Giants Can't Replace

Credo shifts from component supplier to reliability architect, with AECs delivering up to 1,000x improved reliability and halving power consumption. AEC revenue grew double digits QoQ and drove a 272% YoY surge, reinforcing Credo's essential role in hyperscale AI clusters. ZeroFlap optics, ALCs, and SerDes for 200G expand a $10B+ TAM while locking in customers through deep system-level integration.

Seeking Alpha • Dec 11, 2025

The Chip Boom Is Back: 3 Stocks Positioned for Huge Gains

As markets head toward year-end, the semiconductor sector continues to outpace broader indexes, powered by surging AI demand and a strong rally off November's V-shaped bottom. In a recent conversation with MarketBeat, semiconductor expert Marc Chaikin shared his outlook for chips and highlighted three companies the Power Gauge currently favors based on its multi-factor ratings.

MarketBeat • Dec 11, 2025

Credo Technology Group Holding Ltd (CRDO) Presents at Barclays 23rd Annual Global Technology Conference Transcript

Credo Technology Group Holding Ltd (CRDO) Presents at Barclays 23rd Annual Global Technology Conference Transcript

Seeking Alpha • Dec 11, 2025

Wall Street Analysts See a 29.19% Upside in Credo Technology Group (CRDO): Can the Stock Really Move This High?

The mean of analysts' price targets for Credo Technology Group (CRDO) points to a 29.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Zacks Investment Research • Dec 10, 2025

Credo Technology: Why I Am Still Bullish

I reiterate Credo Technology as a Strong Buy after delivering record Q2 2026 results and raising full-year guidance. CRDO achieved 272% y/y revenue growth to $268M and a 47.7% non-GAAP net margin, demonstrating rare profitable hypergrowth. Management now guides for 170% y/y revenue growth and ~45% net margins for 2026, effectively quadrupling net income.

Seeking Alpha • Dec 11, 2025

Credo: Is It Too Late To Buy?

Credo is firing on all cylinders and crushing Wall Street estimates. The company is already profitable, and growth opportunities are expanding. The stock is priced for aggressive expectations but is not overvalued when considering growth potential.

Seeking Alpha • Dec 9, 2025

Credo Technology Group Holding Ltd. (CRDO) is a Great Momentum Stock: Should You Buy?

Does Credo Technology Group Holding Ltd. (CRDO) have what it takes to be a top stock pick for momentum investors?

Zacks Investment Research • Dec 8, 2025

Credo Technology Just Proved It's an AI "Picks-and-Shovels" Stock Worth Watching

Revenue is jumping for Credo Technology, sending the stock price higher. Credo's active cables link GPUs and CPUs in data centers more efficiently than copper cables.

The Motley Fool • Dec 7, 2025