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01:00Oct 241 Story
10:00-12:00Oct 232 Stories
CRDO Stock Hits 6-Month Low After MaxLinear Targets Credo-Dominated Cable Market
During the company’s earnings call, MaxLinear CEO Kishore Seendripu said the company is targeting 20% to 30% of the 1.6T active electrical cable market over the next couple of years.
Credo slides 7.5% as competition, slower 1.6T rollout weigh
Investing.com -- Credo Technology Group shares fell 7.5% on Friday as comments from MaxLinear management highlighted potential competition in the active electrical cable (AEC) market, while third-party data pointed to limited near-term adoption of next-generation 1.6-terabit cables. Insider selling also weighed on sentiment.
07:00-10:00Oct 222 Stories
Credo Technology Group Holding Ltd. (CRDO) Faces High Expectations Despite Strong Growth
Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The strategy outperformed its benchmark in the third quarter of 2026, as sharp market volatility and a reversal in investor sentiment toward artificial intelligence infrastructure created opportunities for active stock selection. […]
Credo Jumps 6.3% as AI Rebound Lifts a Stock Still 41% Off Its High
Key TakeawaysCredo rose 6. 3% to $182 on October 21, yet the stock still trades 41% below its 52-week high of $309.
11:00-18:00Oct 212 Stories
What Has The Market Missed In Credo Technology Stock's Drop?
For questions about this article or underlying research, email help@trefis.com.
Credo (CRDO): Can Optics Become the Second Engine for AI Data Center Cables?
Credo Technology (NASDAQ:CRDO) showed off a new optical cable last week that is designed to use roughly 30% less power than comparable copper cables, the kind Credo sells today. It won’t ship until 2027, so for now it is a promise rather than revenue. That matters because copper is still doing most of the work. […]
10:00Oct 211 Story
08:00-23:00Oct 202 Stories
Credo (CRDO) Stock Looks Fairly Priced After A Very Large 3 Year Run
Credo Technology Group Holding has seen its share price climb sharply over the past few years, helped by excitement around AI data center connectivity. That leaves a basic question for investors who care about valuation: Do the cash flows that Credo can realistically produce support the price you see on screen today, or is the recent enthusiasm running ahead of what the business is likely to earn in hard dollars over time? Over the past 3 years the stock has delivered a very large gain of...
Is Credo Technology Group (CRDO) Outperforming Other Computer and Technology Stocks This Year?
Here is how Credo Technology Group Holding Ltd. (CRDO) and Amphenol (APH) have performed compared to their sector so far this year.
09:00-00:00Oct 192 Stories
Credo Stock Fell 22% Last Week as It Launched a New Optical Cable. Here’s Where It Could Go by 2031
Key Stats for Credo StockCurrent Price: $172. 81Target Price (Mid): ~$550Street Target: ~$279Potential Total Return: ~219%Annualized IRR: ~29% / yearWhat Happened?Credo Technology Group (CRDO) fell 21.
Copper, Optics, or CPO? Credo Is Positioned to Win Whichever Way It Goes
On October 12, Credo Technology Group Holding Ltd (NASDAQ:CRDO) unveiled a new cable for AI data centers. It uses light instead of electricity to send data, and it is designed to connect servers up to 50 meters apart. Credo says it uses about 30% less power than similar copper cables and weighs ten times less. […]
02:00Oct 191 Story
06:00Oct 181 Story
13:00-18:00Oct 152 Stories
Arm vs. Credo Technology Group: Which Semiconductor Stock Is a Better Buy in 2026?
Credo is growing at triple-digit rates supplying AI data center connectivity. Arm compounds quietly through royalties on billions of devices worldwide.
Credo Technology Group Holding (CRDO) Starts New Optical Connectivity Standards Group
Credo Technology Group Holding (NasdaqGS:CRDO) launched a new Short-Reach Micro-Emitter Optics workstream within the Open Compute Project to develop an optical connectivity standard. The SRMO Workstream is backed by multiple industry participants that are seeking common specifications for high-speed, energy-efficient data center links. Credo introduced a 1.6T ZeroFlap Active Light Cable at the OCP Global Summit, using micro-emitter technology aimed at future AI data center needs. The SRMO...
10:00-13:00Oct 152 Stories
Beyond the GPU: Credo Paves the Next AI Data Superhighway
Credo Technology Group targets AI data center bottlenecks with new optical cabling and memory tech, posting 115% revenue growth despite a recent stock pullback.
CRDO vs. COHR: Which AI Connectivity Stock Is the Better Buy?
Credo and Coherent are riding the AI connectivity boom, but differing growth prospects, valuations and risks raise questions about which stock is the better buy.
05:00Oct 151 Story
08:00-13:00Oct 142 Stories
Astera Labs (ALAB) vs. CRDO and MRVL: Can Surging AI Demand Outpace Valuation Risks?
Is ALAB a good stock to buy? We came across a bullish thesis on Astera Labs, Inc. on Astute Optics – US’s Substack. The thesis was published on September 11th, when the stock was trading at $291.22, and ALAB gained 11.29% since then. The gain appears to reflect optimism around AI infrastructure spending, supported by new memory […]
Does Credo's $525M-$535M Revenue Outlook Signal Further Upside?
CRDO's surging AI connectivity demand, record revenues and expanding optical business fuel growth, with fiscal 2027 revenues projected to rise more than 85%.
13:00-15:00Oct 132 Stories
Does The Drop In Credo Stock Change Anything?
Shares of Credo Technology (CRDO) fell 7.3% on Monday, October 12, 2026, alongside a 0.1% slip in the S&P 500. Astera Labs, a peer, fell 5.3% in the same session. Credo is also showcasing its ZeroFlap Active Light Cable, an optical connection for AI data centers, at the OCP Global Summit, which opened that day, though we found no report tying the fall to the event. The company last provided results and forecasts during its September 1 earnings call. So has anything about the company changed sinc
Credo (CRDO) Grew Into Its Valuation. Can Two Customers Keep It There?
For most of its life as a public company, Credo Technology Group (NASDAQ:CRDO) looked like a stock priced for a future that hadn’t arrived yet. Its 5-year average price-to-earnings ratio sits at a dizzying 138.77. Today, its forward P/E is 34.34. The business didn’t shrink to get there. The earnings simply showed up. Credo sells […]
09:00Oct 134 Stories
Credo Expands AI Connectivity Portfolio With 1.6T ZeroFlap ALC
CRDO expands its AI connectivity portfolio with the 1.6T ZeroFlap Active Light Cable, offering lower power consumption, enhanced reliability and extended reach.
Credo's SRMO Workstream: Can Micro-Emitter Optics Unlock AI Growth?
CRDO is helping shape next-generation AI data center connectivity through an OCP workstream targeting 2027 approval for micro-emitter optics specifications.
05:00Oct 131 Story
23:00Oct 121 Story
02:00Oct 101 Story
09:00-14:00Oct 93 Stories
Prediction: $5,000 Invested in Credo Technology Could Be Worth This Much by 2029
Credo Technology is emerging as a popular artificial intelligence (AI) infrastructure stock.
ALAB Expands PCIe Portfolio With Aries 7: Can it Beat MRVL & CRDO?
Astera Labs expands its PCIe portfolio with Aries 7, strengthening its AI connectivity push against Marvell and Credo amid surging demand and stiff competition.
07:00-11:00Oct 82 Stories
Credo Technology (CRDO) Joins the Co-Packaged Optics Race: Could It Unlock a New AI Growth Opportunity?
Credo Technology Group Holding Ltd. (NASDAQ:CRDO) has joined the Open Co-packaged Interface Multi-Source Agreement (Open CPX MSA). The consortium aims to enhance interoperable near-package optics and co-packaged optics architectures. For Credo, this move showcases its involvement as a key technology enabler within the evolving AI networking landscape. It would enable the company to collaborate with […]
CRDO's Retimer Business Gains Steam: Can the Momentum Continue?
Credo Technology's retimer portfolio is emerging as a key growth engine as AI infrastructure demand drives record revenue and new product gains.
04:00Oct 81 Story
02:00-13:00Oct 62 Stories
One Semiconductor Stock With a Potential 200% Upside
Credo Technology has already handed investors gains that most stocks never deliver in a lifetime, and Wall Street thinks there is still room to run. A specific combination of product launches, rising estimates, and hyperscaler spending could push shares far beyond any current analyst target.
ValuEngine Weekly Commentary: YTD And Q3 Performance Analysis, Strategy Notes
US equity markets were mixed this week, with gains in tech-related areas offset by weakness across several broader market and defensive sectors. Read more here...
