Credo Is Entering Phase Two

Credo completed the DustPhotonics acquisition, expanding into silicon photonics and creating a vertically integrated AI connectivity platform beyond AECs. Management expects optical products to generate more than $600 million in fiscal 2027, with three product families each exceeding $100 million. Neo Cloud customers could eventually contribute roughly 20% of revenue, reducing hyperscaler concentration while opening an important new growth avenue.

Seeking Alpha • Jul 23, 2026

4 Networking Semiconductor Stocks to Watch in August 2026

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 Investment Research • a day ago

CRDO vs. MRVL: Which AI Connectivity Stock Is the Better Buy?

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

Zacks Investment Research • Jul 22, 2026

Price Prediction: Credo Stock Will Trade at This Price in 2027

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.

24/7 Wall Street • Jul 21, 2026

Credo: The Buying Opportunity Is Finally Flashing (Rating Upgrade)

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.

Seeking Alpha • Jul 21, 2026

Why I Can't Stop Buying Credo Technology Stock

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.

24/7 Wall Street • Jul 20, 2026

History Says This Semiconductor Stock Might Be Worth Your Time

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

Schaeffers Research • Jul 20, 2026

4 AI Semiconductor Supply-Chain Stocks to Buy on the Recent Dip

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 Investment Research • Jul 20, 2026

Credo's Biggest Opportunity Is Still Underestimated

Recent analyst upgrades to $325-$350 validate Credo's transition into a broader AI connectivity platform despite a 30% share price correction. Slower co-packaged optics adoption extends the runway for AEC, with CPO projected to reach only 0.5% penetration in 2026. The optical networking market is expected to expand from $23 billion to $112 billion by 2031, supporting multiple future growth cycles.

Seeking Alpha • Jul 19, 2026

Thrivent Small Cap Growth Fund Q2 2026 Portfolio Review

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.

Seeking Alpha • Jul 19, 2026