Not only does the AI industry require scaling and increasing the computing power of data centers, it also requires solutions to ensure stable data transmission and energy efficiency. Credo Technology Group Holding Ltd (My professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment analysis, and technica ...

Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the best foreign stocks to buy right now. On February 10, Needham reiterated its Buy rating on Credo Technology Group (NASDAQ: CRDO) with a $220 price target after the company’s preliminary Q3 revenue update. Credo expects about $406 million in revenue, well above its earlier guidance of $340 million, and sees continued growth into Q4 and fiscal 2027. Strong Outlook and PCIe Certification Keep Credo Technology Group Holding Ltd (CRDO) in Focus Ma ...

​Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the High Growth International Stocks to Buy Now. On February 10, Needham reiterated a Buy rating on the stock and maintained a $220 price target. On the same day, Sujeeva De Silva from Roth MKM also reiterated a Buy rating on Credo Technology Group Holding Ltd (NASDAQ:CRDO) but lowered the price target from $250 to $200. ​The renewed bullish sentiment follows the company’s preliminary fiscal Q3 2026 revenue results and updated Q4 guidance. On Fe ...

Core Insights - The stock market is experiencing significant momentum driven by artificial intelligence (AI) investments, with major companies planning to spend up to $650 billion this year on AI-related infrastructure [1][2]. AI Infrastructure Companies - **Nvidia**: Recognized as a leading AI stock, Nvidia's GPUs are essential for data centers, performing complex AI tasks. The company reported record revenue of $57 billion in its last fiscal quarter, with $51.2 billion from the data center segment [4][5]. Demand for its Blackwell GPUs remains strong, and new Vera Rubin chips are expected this year [7]. - **Taiwan Semiconductor Manufacturing (TSMC)**: TSMC is a key player in chip manufacturing, producing over 11,800 products using 288 processes in 2024. The company has seen a shift in its revenue, with chips smaller than 7 nanometers accounting for 63% of shipments by Q4 2025 [8][9]. - **Nebius Group**: This Dutch company focuses on building AI data centers and plans to expand its power capacity from 220 megawatts to between 800 megawatts and 1 gigawatt by the end of this year. Nebius has contracts worth up to $19.4 billion with Microsoft and $3 billion with Meta Platforms [10][11][13]. - **Digital Realty Trust**: As a real estate investment trust (REIT), Digital Realty operates over 300 data centers and reported a revenue increase of 14% year-over-year, reaching $1.6 billion in Q4. The company offers a dividend yield of 2.8% [14][15]. - **Credo Technology Group**: Specializing in Active Electrical Cables (AECs), Credo's technology enhances data transfer efficiency in data centers. The company reported a revenue increase of 272% year-over-year, with expectations of $335 million to $345 million in revenue for the next fiscal year [16][19].

Core Viewpoint - Credo Technology Group Holding Ltd. (CRDO) has consistently beaten earnings estimates and is well-positioned for future earnings surprises, particularly with an average surprise of 42.65% over the last two quarters [1][5]. Earnings Performance - For the last reported quarter, Credo Technology Group achieved earnings of $0.67 per share, exceeding the Zacks Consensus Estimate of $0.49 per share, resulting in a surprise of 36.73% [2]. - In the previous quarter, the company was expected to report earnings of $0.35 per share but delivered $0.52 per share, leading to a surprise of 48.57% [2]. Earnings Estimates and Predictions - Estimates for Credo Technology Group have been trending higher, influenced by its history of earnings surprises [5]. - The company currently has a positive Zacks Earnings ESP (Expected Surprise Prediction) of +13.27%, indicating bullish sentiment among analysts regarding its near-term earnings potential [8]. - The combination of a positive Earnings ESP and a Zacks Rank 1 (Strong Buy) suggests a high likelihood of another earnings beat in the upcoming report, expected on March 2, 2026 [8]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7].

Core Insights - The AI infrastructure boom is driving significant demand for data centers, which require substantial power and speed to operate effectively [1][2] Group 1: Fluence Energy - Fluence Energy specializes in industrial-scale battery modules that provide stable energy for AI servers, particularly when paired with renewable energy sources [3][4] - The company was established in 2018 as a joint venture between Siemens and AES, and while revenues have been flat, analysts predict a 57% increase in annual sales over the next two years, driven by data center demand [4][5] - Fluence has 36 GWh of data center projects in development, with a total installed capacity of 46 GWh as of last September, indicating a significant growth opportunity [5][6] Group 2: Credo Technology Group - Credo Technology offers high-speed networking tools that help data center operators reduce power consumption and cooling needs while maintaining performance [7][8] - The company's Active Electrical Cables (AECs) can achieve data flows of up to 0.8 terabits per second, making them competitive with fiber-optic networks but with lower power requirements [8][9] - Credo's revenues are heavily reliant on a few major clients, with one unnamed client accounting for 67% of total revenues in fiscal year 2025, but the company reported a significant revenue increase to approximately $406 million in Q3 2026, tripling from the previous year [12][13]

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and potential returns [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] Stock Selection Criteria - The investor screens for stocks that have undergone recent sell-offs, particularly those influenced by non-recurrent events, to identify potential buying opportunities [1] - Insider buying at lower prices serves as a key indicator for selecting stocks, reflecting confidence from company executives [1] - Professional background checks are conducted on insiders who purchase shares post-sell-off to ensure credibility and assess motivations [1]

We recently published 10 Stocks Delivering Massive Returns. Credo Technology Group Holding Ltd (NASDAQ:CRDO) was one of the best performers on Tuesday. Credo Technology extended its winning streak to a fourth consecutive day on Tuesday, jumping 9.16 percent to close at $134.72 apiece as investor sentiment was bolstered by a highly optimistic outlook for this year and the next, with revenues targeted to more than triple year-on-year. In a statement, the company said it expects revenues to grow by “more t ...

Core Viewpoint - The article discusses the initiation of coverage on Credo Technology Group Holding Ltd (CRDO) stock with a "Buy" rating, highlighting its rapid price increase since February 2024 [1]. Group 1: Company Overview - Credo Technology Group Holding Ltd (CRDO) has been identified as a promising investment opportunity due to its recent stock price performance [1]. Group 2: Analyst Insights - The analysis is conducted by a chief investment analyst at a family office, emphasizing the importance of filtering vast amounts of information to identify critical investment ideas [1]. - The investing group, Beyond the Wall Investing, provides insights similar to those prioritized by institutional market participants [1].

Group 1 - The article discusses the abrupt halt in the stock performance of Credo Technology Group Holding Ltd. (CRDO) for investors who entered in December 2025, indicating a distinct peak formation [1] - The author is recognized as a Top Analyst by TipRanks and Seeking Alpha, focusing on technology, software, and internet sectors, as well as growth and GARP strategies [1] - The investment strategy emphasizes identifying attractive risk/reward opportunities with robust price action to potentially generate alpha above the S&P 500 [1] Group 2 - The investment group Ultimate Growth Investing specializes in identifying high-potential opportunities across various sectors, focusing on stocks with strong growth potential and contrarian plays [1] - The approach combines price action analysis with fundamental analysis, avoiding overhyped stocks while capitalizing on undervalued stocks with recovery potential [1] - The article does not provide any specific investment recommendations or advice regarding the suitability of investments for particular investors [2]