Group 1 - Credo (NASDAQ: CRDO) is positioned as an exciting AI stock with niche solutions targeting a significant market opportunity, with a bullish price growth target of 100% within 12 to 18 months [1] - The analyst, Oliver Rodzianko, specializes in the technology sector, particularly in AI, semiconductors, software, and renewable energy, focusing on companies with resilient management and competitive advantages [1] - Rodzianko employs a long-term investment strategy, typically holding positions for one to two years, and aims to exit when investments reach fair value [1] Group 2 - The analyst plans to establish a family office based on a conservative wealth-preservation model and intends to found an independent asset management firm focused on a high-alpha black swan portfolio strategy [1]

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected price increase of over 15% in the next 6-12 months [3]. Core Insights - The company reported a significant revenue increase of 154.4% year-over-year and 87.4% quarter-over-quarter for FY25Q3, achieving $135 million in revenue [1]. - The GAAP net profit for FY25Q3 was $29.36 million, reflecting a year-over-year increase of 6760% and a return to profitability [1]. - The company expects FY25Q4 revenue to be between $155 million and $165 million, with a year-over-year growth of 163% [1]. Performance Summary - For FY25, FY26, and FY27, the company is projected to achieve revenues of $423.46 million, $662.22 million, and $798.71 million, respectively, with year-over-year growth rates of 119.4%, 56.4%, and 20.6% [6]. - The GAAP net profit is expected to be $35.30 million in FY25, $95.45 million in FY26, and $174.25 million in FY27, with significant growth rates [6]. Business Analysis - The revenue growth in FY25Q3 was primarily driven by increased demand from major clients, with the largest client accounting for 86% of revenue [2]. - The company is actively expanding its PCIe-related product offerings and is expected to showcase PCIe AEC products at the upcoming GTC event [2]. - The company has successfully integrated its PCIe retimer into a major AI server ODM, with revenue expected to materialize in CY26 [2].

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, focusing on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamental investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to ___________ Commission File Number: 001-41249 Credo Technology Group Holding Ltd (Exact name of registrant as specified in its charter) Cayman Islands N/A For the quarterly period ended February 1, 2025 (State or other jurisdiction of incorporation or organization) or c/o Maples Corp ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, March 10:Credo Technology Group Holding Ltd (CRDO) : This networking and connectivity solutions provider has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 26% over the last 60 days.Credo Technology Group's shares gained 64.0% over the last six months compared with the S&P 500’s advanced of 3.8%. The company possesses a Momentum Score of A.Ooma, Inc. ( ...

Group 1 - The article highlights Uttam as a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, Artificial Intelligence, and Cloud software [1] - Uttam's research also encompasses MedTech, Defense Tech, and Renewable Energy, indicating a diverse investment interest [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and his wife Amrita Roy, is recognized and cited by major publications like the Wall Street Journal and Forbes [1] Group 2 - Prior to his research career, Uttam led teams at major technology firms such as Apple and Google, showcasing his extensive experience in the industry [1]

Core Viewpoint - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analyst expresses a beneficial long position in NVDA shares, indicating confidence in the company's future performance [2]. - The article is intended for informational purposes only and does not constitute professional investment advice [3]. - There is a clear distinction made between the opinions expressed in the article and those of Seeking Alpha as a whole, indicating that the views may not reflect the platform's official stance [4].

Core Insights - Credo Technology (NASDAQ: CRDO) shares have experienced a significant decline in recent weeks, despite a strong earnings report failing to improve investor sentiment [2]. Company Summary - The decline in Credo Technology's stock is attributed to movements within the industry group, indicating broader market influences rather than company-specific issues [2]. Industry Summary - The performance of Credo Technology reflects the challenges faced by the industry as a whole, suggesting that investor sentiment may be influenced by external factors affecting the sector [2].

Group 1 - The article discusses the investment potential of Credo Technology Group Holding Ltd (NASDAQ: CRDO), highlighting its business growth trajectory [1] - The chief investment analyst, Daniel Sereda, emphasizes the importance of filtering vast amounts of data to identify critical investment ideas [1] - The investing group, Beyond the Wall Investing, provides access to high-quality analysis similar to that used by institutional market participants [1] Group 2 - The article does not provide any specific financial metrics or performance data related to Credo Technology Group Holding Ltd [2]

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected price increase of over 15% in the next 6-12 months [3]. Core Insights - The company reported a significant revenue increase of 154.4% year-over-year and 87.4% quarter-over-quarter for FY25Q3, achieving $135 million in revenue [1]. - The GAAP net profit for FY25Q3 was $29.36 million, reflecting a year-over-year increase of 6760% and a return to profitability [1]. - The company expects FY25Q4 revenue to be between $155 million and $165 million, with a year-over-year growth of 163% [1]. Summary by Sections Performance Review - For FY25Q3, the company achieved a GAAP gross margin of 63.6% and a Non-GAAP gross margin of 63.8% [1]. - Non-GAAP net profit for FY25Q3 was $45.38 million, showing a year-over-year increase of 618% [1]. Operational Analysis - Revenue growth in FY25Q3 was primarily driven by increased demand from major clients, with the largest client accounting for 86% of revenue [2]. - The company anticipates that 3-4 clients will contribute over 10% of revenue in FY25Q4 [2]. - The company is actively expanding its PCIe-related product offerings and plans to showcase PCIe AEC products at the upcoming GTC event [2]. Profit Forecast, Valuation, and Rating - The company is positioned as a leading player in the AEC industry, with expectations of benefiting from the growth in AI Ethernet networking and ASIC demand [3]. - Revenue projections for FY25, FY26, and FY27 are $423.46 million, $662.22 million, and $798.71 million, respectively, with year-over-year growth rates of 119.4%, 56.4%, and 20.6% [6]. - GAAP net profit forecasts for the same periods are $35.30 million, $95.45 million, and $174.25 million [6].