Credo Technology Group Holding Ltd (CRDO)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-04
$136.50-9.55%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-11-04
Research Workspace
Put CRDO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Semiconductors is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Quarterly revenue growth: Revenue: $479M.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 4% on a typical day and fell roughly 55% in its worst 12-month stretch.
View RiskCRDO's AI infrastructure expansion must keep compounding to justify the price. Recent financial performance is holding in the top half of its industry. The stock trades at 37 times earnings versus a 50 times peer median. This multiple is below the peer median, yet the price looks expensive. Our model puts the next-quarter miss probability near 21 percent. The primary pillar is under pressure with quarterly revenue at $479 million. Peer multiples imply a price about 11% below where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-11-04. CRDO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 20 analysts currently covering CRDO (as of Nov 2026).
Based on 7 Wall Street analysts offering 12-month price targets for CRDO in the last 4 months.
Continue this research
Compare CRDO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CRDO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductors — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put CRDO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Price targets indicate significant growth potential.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $136.50
The last 12 months of price, then the range of analyst 12-month targets from today’s $136.50.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive revenue growth through product expansion and acquisitions
Achieving PCI-SIG compliance supports product expansion in AI.
Advances: Drive revenue growth through product expansion and acquisitions
Expansion of ZeroFlap portfolio enhances product offerings.
Threatens: Improve operating income and profitability
Margin pressure could impact profitability.
Advances: Improve operating income and profitability
Earnings beat indicates improved profitability.
Advances: Drive revenue growth through product expansion and acquisitions
Q2 revenue guidance supports growth trajectory.
Threatens: Drive revenue growth through product expansion and acquisitions
Sales growth not translating to stock performance.
