Added to YB: 2025-06-27
Pitch date: 2025-06-25
CRDO [bullish]
Credo Technology Group Holding Ltd
+150.14%
current return
Author Info
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Company Info
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 other international markets.
Market Cap
$49.6B
Pitch Price
$92.50
Price Target
400.00 (+70%)
Dividend
N/A
EV/EBITDA
99.40
P/E
105.97
EV/Sales
36.09
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Credo's Connectivity Conquest - From Plumbing to Platform
CRDO: Transforming from AI connectivity provider to intelligent platform via Pilot software. FY25 rev $436.8M (+126% YoY), FY26 guidance $800M+ with ~40% margins. Like Cisco's IOS, Pilot creates operational lock-in through predictive integrity & optimization. Bull case: $300-400 (4-5x) by 2028 if platform shift recognized vs bear case of $20-40.
Read full article (8 min)