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FEATURE Shares of Credo Technology, which makes electrical cables and digital signal processors used in artificial intelligence data centers, fell sharply Tuesday despite an earnings beat. The AI connectivity firm reported adjusted earnings for the three months ending on Aug.
Credo Technology Group (CRDO) delivered earnings and revenue surprises of +2.56% and +0.69%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
The Dow Jones and Nasdaq 100 fell below their 50-day lines as oil prices jumped. Dell, Palo Alto and Credo were earnings movers late.
Credo Technology Group Holding stock has delivered a very large gain over three years, while both market multiples and an intrinsic value estimate based on Discounted Cash Flow point to the shares trading at a premium. For investors, that raises the question of how much of Credo’s current business and AI related growth story is already reflected in the price. The stock is up more than 12x over three years, which sets a high bar for any new buyers looking for further returns. Recent progress...
Credo Technology late Tuesday beat estimates for its fiscal first quarter and with its sales outlook. But Credo stock fell in extended trading.
The consensus price target hints at a 28.2% upside potential for Credo Technology Group (CRDO). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Stock Market Today: The Dow Jones index drops Tuesday as oil prices and Treasury yields jump. Nvidia and Micron are early losers.
Marvell has already handed investors a 188% gain this year, but with a pivotal earnings report looming and custom silicon bookings at an inflection point, the next move could be even bigger or erase a significant chunk of those gains.
CRDO heads into fiscal Q1 earnings with surging revenues and EPS estimates, strong AI demand and risks from valuation, supply and customer concentration.
While Wall Street piles into the usual semiconductor giants, three mid-cap names buried deeper in the AI stack are quietly booking orders into 2027 and posting triple-digit revenue growth that most investors have not noticed yet.
Marvell (MRVL) delivered earnings and revenue surprises of +1.08% and +1.03%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Credo Technology exploded from double digits to over $300 in a single year, but the setup heading into fiscal 2027 is a fundamentally different bet, and the math behind our price target reveals exactly where the risk-reward gets interesting again.
Credo Technology Group Holding (CRDO) has drawn investor attention after recent share price moves, prompting a closer look at how its semiconductor connectivity business and financial profile line up with current market expectations. See our latest analysis for Credo Technology Group Holding. The recent 1 day share price return of 1.75% to US$226.51 comes after a mixed few weeks for Credo Technology Group Holding, with a 7 day share price return down 7.91%, a 30 day share price return of...
Semtech (SMTC) delivered earnings and revenue surprises of +14.52% and +4.12%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Astera Labs rides on surging Scorpio X-Series demand, record revenues, and a rapid production increase as it battles Marvell and Credo in AI connectivity.
MXL's 23% monthly slide masks surging AI infrastructure demand, rising earnings estimates and a product pipeline aimed at extending growth into 2028.
ALAB is riding surging AI connectivity demand and Scorpio's ramp, while Credo targets over 80% fiscal 2027 growth as its optical portfolio expands.
Credo Technology has turned into one of the wildest AI infrastructure trades of the year, but with the stock sitting near all-time highs and customer concentration severe enough to rattle any single hyperscaler pullback, the real question is whether the next leg up or a sharp reversal comes first.
CRDO targets scale-up AI connectivity as a new growth leg, with fiscal 2027 revenues starting and a bigger fiscal 2028 opportunity ahead.
A massive warrant disclosure just reshuffled who builds Google's AI chips, sending one semiconductor giant surging while punishing the longtime incumbent with a 3% drop before markets had time to blink.
A tiny optical computing stock sits at the bleeding edge of AI infrastructure, trading at a fraction of its recent highs while holding a balance sheet that just eliminated its biggest existential risk. Whether its commercial bets pay off depends on one critical ramp now underway.
Demand for artificial intelligence data centers continues to spark demand for connectivity leader Credo Technology. But shares have since retreated and are now clinging to support at the 50-day moving average as the tech-heavy Nasdaq composite gets rattled.
Credo Technology Group Holding stock has delivered a very strong three year return, yet the latest valuation checks suggest the shares are priced at a premium rather than offering clear value. Credo Technology Group Holding has returned about 18.0x over the past three years, which puts extra focus on whether today’s price still leaves room for attractive long term returns. Expectations around Credo Technology Group Holding’s role in AI focused connectivity, especially through initiatives...
Credo and Corning illustrate how the next wave of AI winners will come from companies that make chips and those that build high-speed connectivity and fiber infrastructure.
The PHLX Semiconductor Index was down 5.6%, on pace for its biggest decline since July 1, according to Dow Jones Market Data. All 30 SOX components haven’t closed lower on the same day since July 29. Coherent and Credo Technology Group were the biggest laggards with 12% drops.
All 30 stocks in the PHLX Semiconductor index are down in recent trading, helping drag the Nasdaq composite lower. Here are some of the biggest decliners: Coherent, down 11.4% Credo Technology, down 11.
Stock Market Today: Tech futures slide Tuesday as Treasury yields jump. Nvidia stock, Micron and Sandisk sell off in morning trade.
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