US · Technology · Semiconductors
EPS came in at 0.78 against a street estimate of 0.93 — a miss of 16.1%.
Analysts rate Credo Technology Group Holding Ltd a strong buy (12 buy, 1 hold, 0 sell out of 13) with an average price target of $282.47.
CONFIDENT Credo delivered record Q1 revenue of $479M (+115% YoY, +10% QoQ) with 49.3% net margin. Optical business ramping with $600M+ FY27 target. Guiding Q2 revenue $525–535M. Expects 85%+ FY27 growth driven by optics, AECs, and emerging solutions. Q1 FY27 Analysts pressed on optical mix uncertainty (fiscal '27 vs. '28), supply-chain scaling risks for ZeroFlap, and AEC durability at 1.6T. Management reiterated that fiscal '27 is stepping stone, emphasized 18–24 month supply planning and customer engagement strength, and positioned 1.6T as H2 FY27 contributor with bulk growth in FY28. 2026-09-01…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.54% |
| Vanguard Portfolio Management, LLC | 4.79% |
| Point72 Asset Management, L.P. | 3.98% |
| Vanguard Capital Management, LLC | 3.85% |
| State Street Corp | 2.59% |
| Geode Capital Management, LLC | 2.33% |
| FMR Inc | 1.45% |
| Jennison Associates LLC | 1.41% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 CREDO TECHNOLOGY GROUP HOLDING LTD – Q1 FY2027 SUMMARY HEADLINE NUMBERS • Revenue: $479.0 million (Q1 FY2027), up 115% from $223.1 million (Q1 FY202 | 2026-09-02 |
| Results announced · Q2 FY2027 CREDO TECHNOLOGY GROUP HOLDING LTD – Q1 FY2027 SUMMARY HEADLINE NUMBERS • Revenue: $479.0 million – up 9.6% quarter-over-quarter, up 114.7% year-ove | 2026-09-01 |
| Proxy statement · Q2 FY2027 CREDO TECHNOLOGY GROUP HOLDING LTD — 2026 PROXY SUMMARY CEO COMPENSATION • William J. Brennan (President, CEO, and Director) total compensation for | 2026-08-25 |
| Annual report FY2026 CREDO TECHNOLOGY GROUP HOLDING LTD – FORM 10-K SUMMARY Fiscal Year Ended May 2, 2026 --- HEADLINE NUMBERS • Total Revenue (FY2026): $1.3 billion • | 2026-06-15 |
| Results announced · Q1 FY2027 CREDO TECHNOLOGY GROUP HOLDING LTD – Q4 & FY2026 FINANCIAL SUMMARY HEADLINE NUMBERS • FY2026 Revenue: $1,335.1 million (up 205.7% year-over-year fro | 2026-06-01 |
| Reg FD disclosure · Q4 FY2026 CREDO TECHNOLOGY GROUP - FORM 8-K SUMMARY HEADLINE NUMBERS • Acquisition price: $750 million in cash plus approximately 0.92 million ordinary shares | 2026-04-13 |
| Quarterly report · Q3 FY2026 CREDO TECHNOLOGY GROUP HOLDING LTD - Q1 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Cash position strengthened dramatically: Cash and cash equivalents in | 2026-03-03 |
| Results announced · Q4 FY2026 CREDO TECHNOLOGY GROUP - Q3 FY2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Revenue: $407.0 million in Q3 FY2026 (ended January 31, 2026) - Up 51.9% q | 2026-03-02 |
Readable in the app.
| Announcement | Date |
|---|---|
| Acquisition of DustPhotonics for $750M cash plus stock consideration Credo Technology announced on April 13, 2026, that it agreed to acquire DustPhotonics Ltd., an Israeli company, for approximately $750 million in cash plus 0.92 million Credo shares. The dea | 2026-04-13 |
| Q3 FY2026 revenue preannouncement and Q4 sequential growth guidance updated Credo Technology Group Holding Ltd issued a press release on February 9, 2026, announcing unaudited revenue results for Q3 fiscal 2026 and updating guidance for Q4 fiscal 2026. However, this | 2026-02-09 |
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Google PlayApp StoreData updated 2026-09-18.