CRDOCredo Technology Group Holding Ltd
Price
+28%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality strong, nothing alarming, undemanding price, growing in the filings, the market undecided.
The multibillion-dollar data infrastructure market that we serve is driven largely by hyperscale data centers (hyperscalers) and emerging NeoClouds building AI/Machine Learning (ML) Infrastructure as well as general compute and data centers. The demands for increased bandwidth, better reliability and improved power efficiency have grown as AI model sizes have increased from billions to trillions of parameters and the workload has expanded from training to inference.
In the company’s own words · 10-K filed Jun 15, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Credo Technology Group Holding Ltd (CRDO) reported revenue of $479M in Q1 2027 (quarter ended Aug 1, 2026), up 115% from the same quarter a year earlier. That came with a gross margin of 65% and net income of $129M (27% of revenue). For the full year FY2026, revenue was $1.34B (+206% year on year) and net income $472M. Its largest region in Q4 2026 (quarter ended May 2, 2026) was United States at $314M, 76% of the disclosed total, well ahead of Hong Kong at 20%. The next results filing is expected around Dec 1, 2026, a quarter after the last one.
What the company said
The company's own words from its current reports to the SEC, newest first
- Sep 1, 2026Credo Technology Group Holding Ltd Reports First Quarter of Fiscal Year 2027.Earnings release · press release
- Jun 1, 2026On May 28, 2026, the Board of Directors (the “Board”) of the Company approved a special performance-based equity award for the Company’s Chief Executive Officer, William Brennan, in the form of performance-based restricted stock units (the “Special PSUs”) under the Company’s 2021 Long-Term Incentive Plan (the “Plan”)Earnings release · Form 8-K
- Apr 13, 2026On April 13, 2026, Credo Technology Group Holding Ltd (the “Company”) and Credo Semiconductor, Inc., a California corporation and wholly owned subsidiary of the Company, entered into a share purchase agreement (the “Share Purchase Agreement”) with DustPhotonics Ltd., an Israeli company (“DustPhotonics”), the …Unregistered sale of equity · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q4 2026 · $414.3MThe company’s own SEC segment disclosure.
- United States$314.1M76%
- Hong Kong$81.1M20%
- RESTOFTHEWORLD$17.3M4%
- China$1.8M0%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.