Quick Read – CRDO tripled revenue to $1.3B in fiscal 2026 while posting 49.6% operating margins, making it the purest AI data center wiring play available. – Credo’s AECs are 1,000x more reliable and use half the power of optical, a moat AVGO and MRVL can’t replicate. – 17…
alysts rate CRDO a buy with a $270 price target as Q1 FY2027 guidance points to continued sequential revenue growth. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Credo Technology Group didn’t make the cut. Grab the names FREE today
I keep hitting the “Buy” button on Credo Technology Group (NASDAQ:CRDO) because I have not found another pure-play way to own the wiring of the AI data center at this scale. Every rack of GPUs a hyperscaler stands up needs high-speed connectivity that does not drop links, does not burn extra watts, and does not require the whole cluster to be babysat. Credo sells exactly that, and the fiscal 2026 numbers tell me the buyers are ordering with both hands.
The Thesis in Plain English Credo makes Active Electrical Cables, retimers, optical DSPs, SerDes chiplets and memory connectivity for AI clusters, supporting port speeds up to 1.6 terabits per second. Fabless, vertically integrated and now printing hyperscaler-grade margins. CEO Bill Brennan put it cleanly on the Q4 call: “Fiscal 2026 marked another defining year for Credo.