Added to YB: 2026-03-06
Pitch date: 2026-03-05
CRDO [bullish]
Credo Technology Group Holding Ltd
Author Info
No bio for this author
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 internationally.
Market Cap
$17.6B
Pitch Price
N/A
Price Target
210.00
Dividend
N/A
EV/EBITDA
45.78
P/E
53.38
EV/Sales
15.25
Sector
Semiconductors and Semiconductor Equipment
Category
growth
A deep dive on why $CRDO is my #1 R/R at 24 NTM PE
CRDO: 73% share in active electric cables (AECs), rev +200%. Stock down on optics fear, but copper dominates Nvidia Vera Rubin, lasers supply-constrained, AECs cheaper. New zeroflap optical transceivers (3+ customers), ALCs replace fiber 2027, OmniConnect/Weaver faster GPU memory access. Q4 guide +150%, 24x NTM P/E. Conservative 30x terminal = $210 in 3yr (~26% IRR)
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