盘后飙升15%！“光互联巨头”Credo Q3营收指引碾压预期，预计全财年增长超200%

Core Viewpoint - Credo has significantly raised its revenue guidance for Q3 of FY2026, expecting revenue between $404 million and $408 million, far exceeding market expectations of $341 million, driven by surging demand for AI data center products [1][4][5] Group 1: Financial Performance - The company anticipates a year-over-year revenue growth of over 200% for the current fiscal year, indicating a strong expansion phase [5] - The Q3 revenue forecast represents a 19% increase from the previous guidance midpoint of $340 million and is 22% higher than the previous lower guidance of $335 million [12] - Following the announcement, Credo's stock price surged by 15% in after-hours trading, reflecting strong market confidence [6][8] Group 2: Market Demand and Product Offering - The explosive growth in Credo's performance is attributed to the urgent demand for high-speed, energy-efficient connectivity products driven by AI data centers [15] - Credo specializes in providing innovative connectivity solutions with speeds up to 1.6T, including AEC (Active Electrical Cable) technology, which is crucial for high-speed data transmission in AI server networks [16][17] - Major clients include tech giants like Amazon, Microsoft, and xAI, indicating strong market validation for Credo's products [17] Group 3: Analyst Sentiment - Wall Street analysts maintain a positive outlook on Credo, with Needham reiterating a "buy" rating and setting a target price of $220, citing the increasing adoption of AEC technology [18] - Rosenblatt Securities adopts a more cautious stance, assigning a "neutral" rating with a target price of $170, highlighting potential valuation risks [19]