Earnings Beat Sparks Buzz: Recent discussions on X about Credo Technology Group Holding Ltd (CRDO) are dominated by the company’s stellar Q2 earnings report, which significantly exceeded expectations. Posts highlight a revenue surge of over 270% year-over-year and an EPS that crushed estimates, fueling a stock price jump of around 16-18% in pre-market trading. Many are impressed by the strong guidance for the upcoming quarter, projecting further growth.
Analyst Upgrades Fuel Optimism: Conversations on X also focus on analyst upgrades following the earnings release, with several firms raising price targets significantly. There’s chatter about new customer ramps and innovative product solutions driving this momentum, as noted in posts on the platform. The consensus among users suggests confidence in Credo’s role in high-performance connectivity and AI infrastructure.
Note: This discussion summary was generated from an AI condensation of post data.
Credo Technology Group Holding Ltd Insider Trading Activity
Credo Technology Group Holding Ltd insiders have traded $CRDO stock on the open market 273 times in the past 6 months. Of those trades, 0 have been purchases and 273 have been sales.
Here’s a breakdown of recent trading of $CRDO stock by insiders over the last 6 months:
- CHI FUNG CHENG (Chief Technology Officer) has made 0 purchases and 116 sales selling 994,641 shares for an estimated $117,516,534.
- WILLIAM JOSEPH BRENNAN (Pres & Chief Executive Officer) has made 0 purchases and 92 sales selling 375,904 shares for an estimated $48,280,535.
- LIP BU TAN has made 0 purchases and 15 sales selling 541,545 shares for an estimated $47,445,826.
- YAT TUNG LAM (Chief Operating Officer) has made 0 purchases and 28 sales selling 230,000 shares for an estimated $34,648,780.
- DANIEL W. FLEMING (Chief Financial Officer) has made 0 purchases and 9 sales selling 136,448 shares for an estimated $17,660,948.
- JAMES LAUFMAN (Chief Legal Officer, Secretary) has made 0 purchases and 3 sales selling 25,000 shares for an estimated $2,540,721.
- PANTAS SUTARDJA, has made 0 purchases and 8 sales selling 8,158 shares for an estimated $1,205,416.
- MANPREET KHAIRA sold 5,000 shares for an estimated $748,361
- CLYDE HOSEIN sold 2,000 shares for an estimated $156,973
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Credo Technology Group Holding Ltd Revenue
Credo Technology Group Holding Ltd had revenues of $268M in Q2 2026. This is an increase of 272.08% from the same period in the prior year.
You can track CRDO financials on Quiver Quantitative's CRDO stock page.
Credo Technology Group Holding Ltd Congressional Stock Trading
Members of Congress have traded $CRDO stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CRDO stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 10/30.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 06/03.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Credo Technology Group Holding Ltd Hedge Fund Activity
We have seen 379 institutional investors add shares of Credo Technology Group Holding Ltd stock to their portfolio, and 291 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 4,544,587 shares (+563.8%) to their portfolio in Q3 2025, for an estimated $661,737,313
- BLACKROCK, INC. added 2,674,627 shares (+18.1%) to their portfolio in Q3 2025, for an estimated $389,452,437
- MORGAN STANLEY removed 1,818,795 shares (-57.1%) from their portfolio in Q3 2025, for an estimated $264,834,739
- NORGES BANK removed 1,627,579 shares (-93.3%) from their portfolio in Q2 2025, for an estimated $150,697,539
- CAPITAL RESEARCH GLOBAL INVESTORS removed 1,537,071 shares (-41.0%) from their portfolio in Q3 2025, for an estimated $223,812,908
- BANK OF AMERICA CORP /DE/ added 1,406,752 shares (+161.5%) to their portfolio in Q3 2025, for an estimated $204,837,158
- NEUBERGER BERMAN GROUP LLC removed 1,333,871 shares (-73.1%) from their portfolio in Q3 2025, for an estimated $194,224,956
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Credo Technology Group Holding Ltd Analyst Ratings
Wall Street analysts have issued reports on $CRDO in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 12/02/2025
- Susquehanna issued a "Positive" rating on 10/22/2025
- Barclays issued a "Overweight" rating on 10/07/2025
- William Blair issued a "Outperform" rating on 09/18/2025
- Roth Capital issued a "Buy" rating on 09/04/2025
- TD Cowen issued a "Buy" rating on 09/04/2025
- Stifel issued a "Buy" rating on 09/02/2025
To track analyst ratings and price targets for Credo Technology Group Holding Ltd, check out Quiver Quantitative's $CRDO forecast page.
Credo Technology Group Holding Ltd Price Targets
Multiple analysts have issued price targets for $CRDO recently. We have seen 9 analysts offer price targets for $CRDO in the last 6 months, with a median target of $175.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $225.0 on 12/02/2025
- N. Quinn Bolton from Needham set a target price of $220.0 on 12/02/2025
- Thomas O'Malley from Barclays set a target price of $220.0 on 12/02/2025
- Vivek Arya from B of A Securities set a target price of $240.0 on 12/02/2025
- Christopher Rolland from Susquehanna set a target price of $175.0 on 10/22/2025
- Joseph Cardoso from JP Morgan set a target price of $165.0 on 10/17/2025
- Joshua Buchalter from TD Cowen set a target price of $160.0 on 09/04/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
