CRDO Credo Technology Group Holding Ltd Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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08:03
Sep 02
Sep 02
CRDO guidance raise supports bullish long thesis
Raise in revenue growth expectation to >85% YoY with ~50% non-GAAP net margin validates strong AI demand. The author frames the results favorably. Directionally constructive on CRDO.
MED
07:59
Sep 02
Sep 02
CRDO beats estimates with strong Q2 guidance
Author highlights CRDO's earnings beat and strong Q2 revenue guidance well above consensus, signaling sustained momentum and framing the results positively in a full review.
MED
05:22
Sep 02
Sep 02
Long CRDO on strong multi-quarter growth optics ramp.
Author builds a bullish case for Credo after management's updated guidance and disclosures, indicating the company is well positioned to execute its sharp H2 revenue ramp toward ~$700M quarterly levels, driven by ZeroFlap shipments, silicon photonics revenue, and record optical DSP performance.
MED
04:56
Sep 02
Sep 02
CRDO no-brainer buy; founder-led, high margin growth.
Author considers CRDO a no-brainer buy based on earnings call, citing founder leadership, high growth, profitability, and 68-70% gross margins; signals potential renewed interest after prior ownership.
MED
02:20
Sep 02
Sep 02
CRDO post-earnings selloff is buying opportunity
CRDO's post-earnings selloff is a buying opportunity; the quoted view sees support at $170-190, 80%+ NTM growth, and 50-100% return potential over the next 12 months, with current price worth watching closely for entry.
MED
02:13
Sep 02
Sep 02
Credo transitions to diversified platform, margin compression structural
Credo's optical revenue guidance raised to over $700M with customer diversification improving, but gross margins are structurally declining and growth decelerating, presenting a balanced risk-reward scenario.
MED
01:31
Sep 02
Sep 02
CRDO thesis confirmed, maintain long through optical ramp
Author remains long CRDO post-earnings, seeing guidance maintained and optical business accelerating with 85%+ YoY full-year growth, viewing the sell-off as macro/sentiment-driven rather than thesis-breaking.
MED
00:59
Sep 02
Sep 02
Credo is the premier data center connectivity winner, holding 88% market share in Active Electrical Cables (AECs) and supplying 5 of 6 major hyperscalers as copper continues to win over optics on powe
Credo is the premier data center connectivity winner, holding 88% market share in Active Electrical Cables (AECs) and supplying 5 of 6 major hyperscalers as copper continues to win over optics on power efficiency and cost.
HIGH
23:52
Sep 01
Sep 01
CRDO earnings call bullish quotes, market sells off
Author notes bullish commentary from CRDO earnings call but observes 10% selloff, expressing confusion without committing to a directional view.
LOW
23:22
Sep 01
Sep 01
Credo earnings read-through, watch only.
Watch CRDO. The author analyzes the earnings call and its read-throughs, but does not state a personal position in CRDO. The bullish tone is research, not ownership.
MED
22:42
Sep 01
Sep 01
Author notes they missed earnings and plans to share thoughts later.
Author notes they missed earnings and plans to share thoughts later, with no directional view expressed yet.
LOW
22:29
Sep 01
Sep 01
CRDO earnings-call analysis; no position.
Watch CRDO because the post is an earnings-call analysis of optics, margins, and ramps without explicit ownership or buy language.
HIGH
22:03
Sep 01
Sep 01
"Credo beats, guides above consensus"
"Reports Credo beat earnings and guided Q2 revenue above consensus, though shares fell after hours. No directional view."
LOW
21:59
Sep 01
Sep 01
Credo guidance weak, stock drops.
Credo Technology had very high implied volatility and its results/guidance came in slightly below expectations with unclear forward visibility. The stock fell about 8% in regular trading and another 4.5% after hours.
MED
21:42
Sep 01
Sep 01
Easy buy opportunity in CRDO.
Long CRDO because the author calls the setup an easy buy opportunity in context of the CRDO earnings dip.
21:22
Sep 01
Sep 01
The author quotes a market growth forecast for optical transceiver pluggables without stating.
The author quotes a market growth forecast for optical transceiver pluggables without stating a personal position or directional call.
LOW
21:21
Sep 01
Sep 01
Author quotes management commentary on customer engagement progress without expressing.
Author quotes management commentary on customer engagement progress without expressing a personal directional view or position.
LOW
21:19
Sep 01
Sep 01
Buy CRDO on earnings beat, strong guidance
Start a CRDO position after fiscal Q1 revenue and non-GAAP EPS beat estimates and Q2 revenue guidance came in above consensus, with AI data-center connectivity demand as the backdrop.
MED
21:19
Sep 01
Sep 01
Author explicitly advises starting a position in Credo now.
Author explicitly advises starting a position in Credo now, citing strong earnings beat and raised guidance as the catalyst.
LOW
21:18
Sep 01
Sep 01
CRDO watch; no explicit position.
Watch CRDO because the post quotes management guidance about optical revenue inflection without author ownership or buy language.
HIGH
21:13
Sep 01
Sep 01
CRDO watch; no explicit position.
Watch CRDO because the post quotes management on optical opportunity expansion without author ownership or buy language.
MED
21:12
Sep 01
Sep 01
CRDO poised to rip on call, earnings
Buy CRDO: the call, earnings, and referenced catalyst set the stock up for a near-term rip higher.
MED
21:11
Sep 01
Sep 01
CRDO watch; no explicit position.
Watch CRDO because the post quotes management on future customer ramps without author ownership or buy language.
MED
21:10
Sep 01
Sep 01
Buy CRDO on clean earnings beat.
Buy CRDO on the post-earnings drop because revenue beat expectations at $479M vs $472M and EPS beat at $1.20 vs $1.17, with revenue up 115% YoY and EPS up 131% YoY while gross margin was in line.
HIGH
21:10
Sep 01
Sep 01
Author relays management's forward guidance on customer ramps for fiscal 2027.
Author relays management's forward guidance on customer ramps for fiscal 2027, a factual outlook without an explicit personal position or trade call.
LOW
21:09
Sep 01
Sep 01
Author expresses bullish conviction on CRDO call.
Author expresses bullish conviction on CRDO call, indicating a current long position with positive momentum.
21:08
Sep 01
Sep 01
CRDO watch; no explicit position.
Watch CRDO because the post quotes management on 800G and 1.6T product ramps without author ownership or buy language.
MED
21:05
Sep 01
Sep 01
CRDO watch; no explicit position.
Watch CRDO because the post quotes management on fiscal 2027 optical growth without author ownership or buy language.
MED
20:39
Sep 01
Sep 01
CRDO shows odd price reaction
Speaker notes an unusual price reaction in CRDO without committing to a direction or providing a catalyst.
LOW
20:35
Sep 01
Sep 01
CRDO growth intact, margin dip is mix-shift repricing
Author argues the selloff is an overreaction to margin compression from the DustPhotonics acquisition mix, while revenue growth remains above 100% and guidance implies margin stabilization; positions this as a repricing opportunity rather than thesis break.
MED
About CRDO Analyst Coverage
Buzzberg tracks CRDO (Credo Technology Group Holding Ltd) across 66 sources. 228 bullish vs 12 bearish calls from 67 analysts. Sentiment: predominantly bullish (38%). 569 total trade ideas tracked. Past 7 days: 24 bullish, 1 bearish, 62 watch. Latest voices: thebigberbowski, jpinsights, babyfolio.