Core Insights - WPG Americas Inc. has formed a strategic partnership with Credo Technology Group to enhance its offerings in high-performance, low-power connectivity solutions [1][3] - The collaboration aims to meet the growing demand for high-speed data transmission across various industries, including hyperscale data centers, telecommunications, and cloud computing [3][4] Company Overview - WPG Americas Inc. is headquartered in San Jose, CA, and is part of WPG Holdings, a $27.4 billion global distributor of semiconductors and electronic components [4] - Founded in November 2007, WPG Americas focuses on providing total solutions and innovative technologies to its diverse customer base [4] Credo Technology Group - Credo specializes in high-speed connectivity solutions designed to address the increasing bandwidth demands in modern networking environments [2][5] - The company's product offerings include optical DSPs, linecard gearboxes, retimers, MACsec PHYs, Chiplets, and Active Electrical Cables, known for their performance and energy efficiency [2][5] - Credo's mission is to break bandwidth barriers in the data infrastructure market, focusing on improving power efficiency and reliability as data rates increase [5]

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]

公司指引 FY25Q4 营收 1.55~1.65 亿美元，中枢同比增长 163%，环 比增 长 19% ，预 计 FY25Q4 GAAP、Non-GAAP 毛 利率 分别为 62.7%~64.7%、63.0%~65.0%。 经营分析 公司 FY25Q3 营收增长主要来自大客户需求增长，公司 FY25Q3 最 大客户营收占比达到 86%，其余客户占比较低主要是订单交付节奏 导致。公司预计 FY25Q4 将有 3~4 个客户营收占比超过 10%。另外 公司产品在新客户进展积极，公司 AEC 正在另外两家大型云厂商 测试，预计将在 FY26 实现量产出货。 产品品类方面，公司积极拓展 PCIe 相关产品。公司预计将在今年 GTC 展示 PCIe AEC 产品，公司 PCIe retimer 已经支持完整的 PCIe 标准，并且已经成功导入一家大型 AI 服务器 ODM 企业，预计将在 CY26 产生收入。 盈利预测、估值与评级 业绩简评 公司发布 FY25Q3（24.11~25.1）业绩，公司 FY25Q3 实现营收 1.35 亿美元，同比增长 154.4%，环比增长 87.4%。公司 FY25Q3 GAAP 毛利 ...

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]