Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract t ...

Core Insights - Credo Technologies (NASDAQ: CRDO) demonstrates strong performance in the AI sector, with its fiscal year 2026 Q2 results indicating that the AI trade remains robust [2][3] - The company is positioned as a key supplier of optical connectivity components essential for AI infrastructure, benefiting from the growing demand for high-speed connectivity driven by major players like NVIDIA and AMD [2] Financial Performance - Credo Technologies reported a remarkable Q2 FY2026, with net revenue reaching $268.03 million, reflecting a 272% year-over-year increase and a 20% sequential growth [5] - The company achieved an adjusted gross margin of 67.7% and an adjusted net margin of 47.7%, alongside a 30% increase in operating income [6] Guidance and Market Sentiment - The company provided strong Q3 guidance, forecasting revenue of $340 million, which represents a 26% sequential gain and is 150% higher than the previous year, exceeding analyst consensus by 50% [7] - Institutional ownership exceeds 80%, indicating strong investor confidence, and analysts have raised price targets for the stock, with some reaching up to $240 [3]

2025年12月2日公司披露FY26Q2（25.8~25.10）业绩，公司FY26Q2实现营收2.68亿美元，同比增长272%，环比增长 20%，GAAP/Non-GAAP毛利率分别为67.5%/67.7%，GAAP/Non-GAAP净利润分别为8264、1.28亿美元，分别同 比转正/+943%。良好的业绩指引导致周二盘前大涨超18%！ 3）Weaver解决方案，通过112GVSRSerDes实现XPU与普通DRAM连接的带宽提升8倍，内存容量提升30 倍，有望应用于实时AI视频生成与自动驾驶，并可以避免HBM的供给端限制。公司预计新产品将有望带来未来 超过100亿美元的TAM规模。 业绩指引： FY26Q3业绩指引预计实现收入3.35-3.45亿美元（中值3.4亿美元，环比+27%，同比+152%)； GAAP毛利率预计为63.8%-65.8%。FY26全年收入由9.6亿美金上修至超过11.8亿美金（同比+170%）， FY26全年非GAAP净利率由40%上修至45%。 经营分析 AEC仍然为公司主要增长动力，客户多元化持续推进。公司本季度共有四家客户营收占比超10%，占比分别为 42%、24%、16%、 ...

U.S. stock futures rose on Tuesday after declining on Monday. Futures of major benchmark indices were higher.On Monday, the month of December kicked off with benchmark indices declining after a five-day winning streak.Meanwhile, the UK and the U.S. reached a landmark agreement to eliminate tariffs on British pharmaceutical products being exported to America. The U.S. has also pledged not to challenge the UK's pharmaceutical pricing practices in any sector investigations for the remainder of President Donald ...

Credo Technology(CRDO.US)盘前大涨近16%报197.85美元。公司2026财年Q2实现营收2.68亿美元，环比 增长20.2%，同比增长272.1%，这是Credo历史上最强劲的季度业绩，反映了全球最大人工智能训练和 推理集群的持续扩建。Q2实现GAAP净利润8260万美元，非GAAP净利润1.278亿美元。 公司预计2026财年第三季度营收在3.35亿美元至3.45亿美元之间；GAAP毛利率预计在63.8%至65.8% 之 间，非GAAP毛利率预计在64.0%至66.0%之间。 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for future performance [4]. Core Insights - The company reported a significant revenue increase of 272% year-over-year for FY26Q2, with revenues reaching $268 million. The gross margins were reported at 67.5% (GAAP) and 67.7% (Non-GAAP), with net profits of $82.64 million (GAAP) and $128 million (Non-GAAP), marking a substantial turnaround with a year-over-year increase of 943% [2]. - The company expects FY26Q3 revenues to be between $335 million and $345 million, with projected annual revenue growth of 170% for FY26. Long-term gross margins are anticipated to be between 63% and 65% [2]. - AEC remains the primary growth driver for the company, with a diversified customer base. Four customers contributed over 10% of revenue, accounting for 42%, 24%, 16%, and 11% respectively [3]. - The company is advancing its PCIe-related new products, which are expected to significantly increase the Total Addressable Market (TAM) and ensure sustained long-term growth. New products include ZeroFlap optical solutions, Active LED Cables (ALC), and Weaver solutions, with a potential TAM exceeding $10 billion [3]. Financial Projections - Revenue projections for FY26 and FY27 are $1.192 billion and $1.569 billion respectively, reflecting year-over-year growth rates of 173% and 32%. GAAP net profits are expected to be $280 million and $360 million for the same periods [4][9]. - The company’s EBITDA is projected to reach $319.58 million in FY26 and $406.14 million in FY27, indicating strong operational performance [9][10].

Core Insights - Credo Technology Group Holding Ltd. specializes in innovative and energy-efficient connectivity solutions for AI-driven applications, cloud computing, and hyperscale networks, with a stock price increase of 526% since September 2024 due to accelerated revenue growth throughout 2025 [1] Financial Performance - On December 1, 2025, Credo reported earnings per share of $0.67, exceeding the estimated $0.49 by over 36%, with revenue reaching approximately $268 million compared to the estimated $247.6 million, marking a substantial increase from $72 million in the same period last year [2] Valuation Metrics - The company's price-to-earnings (P/E) ratio is approximately 235.15, indicating a premium valuation, while the price-to-sales ratio is about 49.32 and the enterprise value to sales ratio is 48.98, reflecting the overall valuation including debt and cash [3] - Credo maintains a strong financial position with a low debt-to-equity ratio of 0.02, indicating minimal reliance on debt financing, and a current ratio of 7.41, demonstrating strong liquidity [3] - The company's earnings yield is 0.43%, providing a modest return on its earnings [3]

When management claims a company has achieved a record performance, investors sit up and take notice.Reversing its downward trend from regular trading hours today, Credo Technology (CRDO 3.64%) stock is surging higher in after-hours trading despite falling 3.6% during regular market hours. Reporting second-quarter 2026 financial results after the market closed this afternoon, the provider of connectivity solutions for artificial intelligence (AI) applications significantly surpassed analysts' expectations o ...

分组1 - Credo Technology Group Holding Ltd. reported quarterly earnings of $0.67 per share, exceeding the Zacks Consensus Estimate of $0.49 per share, and showing a significant increase from $0.07 per share a year ago, resulting in an earnings surprise of +36.73% [1] - The company achieved revenues of $268.03 million for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 13.95%, and compared to revenues of $72.03 million in the same quarter last year [2] - Credo Technology Group has consistently outperformed consensus EPS estimates over the last four quarters, achieving this four times [2] 分组2 - The stock has increased approximately 164.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.51 on revenues of $248.11 million, and for the current fiscal year, it is $2.04 on revenues of $967.88 million [7] - The Zacks Industry Rank for Electronics - Semiconductors is currently in the bottom 41% of over 250 Zacks industries, indicating potential challenges for the sector [8]

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 quarterly period ended November 1, 2025 or ☐ TRANSITION 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 ...