Credo Technology Group Holding Ltd. (CRDO) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The upward trend in estimate revisions for this company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation betw ...

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Core Insights - Credo Technology Group Holding Ltd (CRDO) stock has increased by 50.2% over the past month, outperforming the Electronic-Semiconductors sector's growth of 18.8% and the broader Computer and Technology sector's growth of 10.3% [1][8] - The company's fiscal Q4 revenues surged 179.7% year over year to $170 million, driven by strong product sales and AI demand [3][8] - CRDO expects fiscal 2026 revenues to exceed $800 million, indicating an 85% year-over-year growth [11][8] Financial Performance - CRDO's fiscal 2025 revenues rose 126% year over year to $436.8 million, with significant contributions from product sales [3][8] - The company anticipates first-quarter fiscal 2026 revenues between $185 million and $195 million, representing a 12% increase at the midpoint [11] - Non-GAAP gross margin is projected to be between 64-66%, with operating expenses estimated at $54 million to $56 million [11] Product and Market Dynamics - The Active Electrical Cables (AEC) product line has shown double-digit sequential growth, particularly in the data center market, due to its reliability compared to traditional optical solutions [4] - CRDO's Optical Digital Signal Processors (DSPs) are gaining momentum, with expectations for increased customer diversity and revenue growth [5][8] - The demand for PCIe and Ethernet retimers is robust, particularly in AI server applications, indicating a strong market position for CRDO [9][10] Competitive Positioning - CRDO's stock performance has significantly outpaced competitors like Broadcom, Marvell, and Cirrus Logic, which have seen gains of 22.3%, 14.2%, and 3.4%, respectively [15] - The company is trading at a forward 12-month Price/Sales ratio of 18.03, higher than the sector average of 8.21, indicating a premium valuation [16] Analyst Sentiment - Analysts have revised earnings estimates upwards in the past 60 days, reflecting increased confidence in CRDO's growth trajectory [12] - The company maintains a Zacks Rank 1 (Strong Buy), supported by strong business momentum and positive guidance [18]

Company Performance - Commvault Systems (CVLT) has gained approximately 24% year-to-date, significantly outperforming the average gain of 0.2% in the Computer and Technology sector [4] - The Zacks Consensus Estimate for CVLT's full-year earnings has increased by 7.6% over the past 90 days, indicating improved analyst sentiment and earnings outlook [3] - Commvault Systems is currently ranked 2 (Buy) in the Zacks Rank system, suggesting a favorable position for potential investors [3] Industry Comparison - Commvault Systems belongs to the Computer - Software industry, which consists of 30 individual stocks and is currently ranked 49 in the Zacks Industry Rank [5] - The average gain for stocks in the Computer - Software industry this year is 8.2%, indicating that CVLT is performing better than its peers in this specific industry [5] - In contrast, Credo Technology Group Holding Ltd. (CRDO), another stock in the Computer and Technology sector, has a year-to-date return of 8.6% and is ranked 1 (Strong Buy) in the Zacks Rank [4][5] Sector Overview - The Computer and Technology sector includes 608 individual stocks and is currently ranked 5 in the Zacks Sector Rank [2] - The sector's performance is evaluated based on the average Zacks Rank of individual stocks, which is derived from earnings estimates and revisions [2][3] - Investors are encouraged to monitor both Commvault Systems and Credo Technology Group Holding Ltd. for their potential to maintain solid performance in the sector [6]

Group 1: Credo Technology Group - Credo Technology Group is a provider of high-performance serial connectivity solutions for various markets including hyperscale datacenter, 5G carrier, enterprise networking, artificial intelligence, and high-performance computing [1] - The company has a Zacks Rank of 1 (Strong Buy) and its current year earnings estimate has increased by 19.4% over the last 60 days [1] - Credo's shares have gained 73.6% over the last three months, significantly outperforming the S&P 500's gain of 3.6% [2] Group 2: Ferguson plc - Ferguson plc is a distributor of plumbing and heating products primarily serving professional contractors and consumers in the USA, UK, Nordics, Canada, and Central Europe [2] - The company also holds a Zacks Rank of 1 and has seen a 1.7% increase in its current year earnings estimate over the last 60 days [2] - Ferguson's shares have increased by 29.3% over the last three months, again outperforming the S&P 500's gain of 3.6% [3]

Group 1 - The company Credo (CRDO) has shown significant growth potential, with its stock price increasing by 60% since the beginning of the year [1] - The article reflects a positive sentiment towards the company's future performance, indicating strong investor interest [1] Group 2 - There is a potential for initiating a long position in CRDO, AMZN, and MFST within the next 72 hours, suggesting a bullish outlook on these stocks [2] - The article is authored independently, with no compensation received from the companies mentioned, indicating an unbiased perspective [2]

Credo Technology Group TodayCRDOCredo Technology Group$76.10 -0.36 (-0.47%) 52-Week Range$22.50▼$86.69Price Target$78.60Add to WatchlistCredo Technology Group’s NASDAQ: CRDO stock price surged 25% following its FQ4 earnings release and guidance update, and it will likely set a new all-time high soon. The results were strong and affirmed the company’s growing importance in the data center, high-performance computing, and AI industries. Once dependent on Amazon NASDAQ: AMZN and Amazon Web Services for its bu ...

Group 1 - Credo Technology Group Holding Ltd (NASDAQ: CRDO) is a significant player in the optical and high-speed connectivity sector [2] - The company has raised its revenue guidance for Q1 2026, projecting revenue between $185.00 million and $195.00 million [2]

Group 1 - The company operates on a principle that emphasizes simplicity and common sense as drivers of success [1] - The hedge fund is built with a clear purpose, disciplined focus, and aims for consistent alpha generation [1] - The investment approach is fully quantitative, relying on a model that provides stock tickers and recommendations without human interference [1] Group 2 - The motto "invest first, investigate later" reflects the company's strategy of purchasing based on model suggestions before conducting further research [1] - The company discourages human influence in stock selection to ensure decisions are data-driven and free from individual bias [1]

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