Company Profile · Technology

Credo Technology Group Holding Ltd

CRDO · US
Industry
AI Data Center Infrastructure
Exchange
US
Country
USA
IPO date
Jan 27, 2022
Employees
807
Website
credosemi.com
Current Price
$271.83
Live · Jun 18, 2026
Fair Buy
≤ $155
Margin-of-safety entry
Baillie Growth Score
53/100
Medium
Intrinsic Value · Three-Tier Range Current price $271.83 Live · Between the fair and optimistic ranges

Composite valuation range · conservative $110–$150 / fair $180–$250 / optimistic $290–$380. At $271.83, Between the fair and optimistic ranges.

At publication $217.5 (Jun 5, 2026)

Research on this stock
Credo Technology Group Holding Ltd
CRDO · US
Watch
Credo (CRDO) Zen Horizon Report

The pioneer of the AI data center copper interconnect category (Active Electrical Cable, AEC) and the leader with roughly 75% share. FY2026 revenue tripled to $1.335 billion, with a 68% gross margin, 35% GAAP net margin, $1.4 billion in net cash, and almost no debt—a connectivity picks-and-shovels play that is top tier on both quality and growth. Rating Watch: a superb business bought at a price that has already prepaid years of flawless growth, with tail risks from customer concentration and geopolitics holding it down.

AI Data Center Infrastructure Baillie 53 Jun 5, 2026
About the company

Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally. It provides HiWire active electrical cables solutions, including HiWire CLOS, SPAN, SHIFT, and SWITCH; optical PAM4 digital signal processors; low-power line card PHY; serializer/deserializer (SerDes) chiplets; and SerDes IP, as well as integrated circuits. The company also offers intellectual property solutions consist of SerDes IP licensing. In addition, it offers predictive integrity link optimization and telemetry; PCIe retimer solutions; and support and maintenance, engineering, and royalties services. The company sells its products to hyperscalers, original equipment manufacturers, original design manufacturers, and optical module manufacturers, as well as into the enterprise and HPC markets. Credo Technology Group Holding Ltd was founded in 2008 and is based in Grand Cayman, the Cayman Islands.

Financial snapshot
Market cap$46.42B
Revenue (TTM)$1.34B
EBITDA$470.05M
Profit margin35.37%
ROE34.41%
P/E (TTM)99.86
Forward P/E44.05
EPS$2.52
52-week range$81.72 – $270.21
Analyst target$256.30
Analyst rating4.6 / 5

Data from EODHD, shown in the reporting currency; for reference only, not investment advice.

Background

History

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Industry position

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