CRDO Credo Technology Group Holding Ltd Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
Feed
18:59
Jun 03
Jun 03
Author discloses current basket holdings in connectivity/AI infrastructure names; bottleneck shifting from memory to connectivity is the structural driver, with potential to reweight further into this theme.
MED
18:20
Jun 03
Jun 03
The author compares the unnamed company to Marvell and Credo, forecasting a $30B+ market cap with hyperscaler adoption, but does not state a personal position.
LOW
18:16
Jun 03
Jun 03
The author compares the unnamed company to Marvell and Credo and forecasts a $30B market cap one day, but this is a speculative long-term target without an explicit position or buy call.
LOW
15:57
Jun 03
Jun 03
Buy CRDO into post-earnings selloff; FY revenue tripled (+205%) with 68% gross margins and 49.6% operating margins, FY27 guidance calls for 80%+ growth, and the optical interconnect ramp ($600M+ guided) is described as barely started against a $154B TAM by 2028.
MED
15:07
Jun 03
Jun 03
Buy CRDO on exceptional revenue acceleration (3x in one year to $1.3B), 68% gross margins, 80%+ guided growth, and optical segment alone projected at $600M+; analyst targets raised to $270–$300.
HIGH
11:45
Jun 03
Jun 03
Watch CRDO as an active electrical cable supplier interconnecting Google TPU clusters, a niche but direct role in the AI compute fabric.
MED
11:09
Jun 03
Jun 03
The author questions whether connectivity names will replicate memory's AI run, citing Marvell's bottleneck thesis, but offers no personal position or forward call.
LOW
10:17
Jun 03
Jun 03
Author promotes their Substack analysis of Credo's report without stating a personal position or forward-looking trade call.
LOW
22:06
Jun 02
Jun 02
Credo recovers 28% on strong earnings.
Credo Technology initially fell after earnings but recovered to close up 28% as the market recognized its strong results. The company is a key player in networking and connectivity for AI data centers, and its ability to reverse the post-earnings dip shows underlying demand.
HIGH
18:59
Jun 02
Jun 02
Watch Credo for high-speed connectivity and retimer solutions in AI infrastructure.
MED
16:39
Jun 02
Jun 02
CRDO's optical business is becoming a material revenue driver, shifting the narrative away from pure copper AEC dependency and challenging the bear case.
HIGH
15:59
Jun 02
Jun 02
The author questions who sold the CRDO dip since their feed appears to have bought it, implying a neutral observation without a personal position.
LOW
15:49
Jun 02
Jun 02
Buy CRDO into post-earnings weakness — 157% revenue growth, 68% gross margins, and 80%+ FY2027 revenue guidance signal no fundamental deterioration; the 12% drop reflects valuation compression from a stretched pre-print multiple, not business deceleration, with Jefferies and Roth Capital raising targets to $270-$300 post-print.
MED
13:37
Jun 02
Jun 02
Author highlights a 20% rebound in CRDO after calling the post-earnings selloff an overreaction, reinforcing conviction in the stock's strong fundamentals and AI-driven growth.
11:49
Jun 02
Jun 02
Premarket movers include mixed Mag 7 performance, semiconductor sector rallies on AI growth, and notable individual stock moves on earnings, downgrades, and corporate announcements.
08:37
Jun 02
Jun 02
Buy CRDO because management frames higher inventory as preparation for an aggressive demand ramp, not a demand warning, indicating strong forward visibility.
HIGH
01:38
Jun 02
Jun 02
The author describes a personal trading pattern of buying after selloffs in CRDO but does not state a current position or forward call.
23:16
Jun 01
Jun 01
Buy CRDO into the post-earnings AH selloff; the 12% drop is profit-taking, not fundamental — Q4 revenue grew 157% YoY, full-year revenue tripled, non-GAAP gross margins held at 68.3%, and Q1 guidance of $465-475M implies continued sequential acceleration with no signs of demand slowdown in AI interconnects.
MED
23:03
Jun 01
Jun 01
Watch CRDO after post-earnings dip; author implicitly endorses the parent's thesis that CRDO is high quality and attractively valued at current levels, but stops short of explicit position disclosure.
MED
22:34
Jun 01
Jun 01
Watch Credo Technology Group as the focal company; author notes strong Q4 but equity already discounted some upside, so await further entry.
MED
22:32
Jun 01
Jun 01
Watch CRDO as the author provides a detailed research note on Credo Technology's fiscal Q4 results and optical inflection, but does not disclose a personal position.
MED
22:32
Jun 01
Jun 01
Watch CRDO as the author publishes an executive call summary with bullish analysis but no explicit ownership language.
MED
22:04
Jun 01
Jun 01
Credo reported Q4 FY26 revenue of $437M (+157% YoY) with 68.2% gross margin and guided Q1 FY27 to $465M–$475M; speaker notes bullish read-through for AI interconnect but takes no personal directional stance.
MED
20:30
Jun 01
Jun 01
The author interprets the price action as a typical sell-the-news event for Credo Technology and plans to review the earnings call transcript for further context.
LOW
20:27
Jun 01
Jun 01
Author explicitly says they also bought CRDO at in reply to ParadisLabs CRDO earnings/position thread; parent context resolves the ticker.
MED
20:24
Jun 01
Jun 01
Long CRDO after initiating a position at ~$192 on post-earnings weakness. Beat on revenue ($437M vs $433M est, +157% YoY) and EPS ($1.16 vs $1.00 est, +231% YoY), with raised guidance on revenue and gross margins. SiPho exposure covering 1.6T with a 3.2T roadmap provides a strong long-term growth runway.
HIGH
20:08
Jun 01
Jun 01
Credo Technology reports strong fiscal 2026 earnings with revenue more than tripling to 1.3 billion dollars and non-GAAP net income increasing fivefold to 662 million dollars.
20:07
Jun 01
Jun 01
Credo Technology reported strong Q4 revenue and EPS beats with above-consensus Q1 guidance, but the author's pre-earnings hope for a green move and the factual earnings summary do not constitute an explicit position or forward call.
LOW
17:52
Jun 01
Jun 01
Buy CRDO on dips; author remains bullish despite rotating out pre-earnings, viewing any post-earnings weakness as an accumulation opportunity rather than a structural concern.
MED
17:37
Jun 01
Jun 01
Credo's management describes the current period as the most accelerated growth phase in the company's history, citing deep hyperscaler relationships and a vertically integrated model for AI clusters ahead of its earnings report tonight.
About CRDO Analyst Coverage
Buzzberg tracks CRDO (Credo Technology Group Holding Ltd) across 30 sources. 73 bullish vs 10 bearish calls from 33 analysts. Sentiment: predominantly bullish (40%). 158 total trade ideas tracked.