Recent chatter on X about Credo Technology Group (CRDO) has been ignited by the company's announcement of joining the Arm Total Design ecosystem to develop custom silicon for AI data centers. Many users are pointing to this strategic partnership as a potential catalyst for growth, especially given the stock's premarket surge following the news. The focus remains on how this move could position Credo at the forefront of AI infrastructure innovation.
Additionally, discussions have highlighted Credo’s recent product unveilings, such as the ZeroFlap optical transceiver portfolio for high-speed networks, which has drawn significant attention in the tech community. Posts on X reflect enthusiasm about the company's trajectory, with some noting its impressive revenue growth in past quarters as a sign of strong momentum. The conversation continues to revolve around whether Credo can sustain this pace in the competitive AI and cloud computing landscape.
Note: This discussion summary was generated from an AI condensation of post data.
Credo Technology Group Congressional Stock Trading
Members of Congress have traded $CRDO stock 1 times in the past 6 months. Of those trades, 1 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 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 Insider Trading Activity
Credo Technology Group insiders have traded $CRDO stock on the open market 205 times in the past 6 months. Of those trades, 0 have been purchases and 205 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 101 sales selling 1,049,641 shares for an estimated $101,580,517.
- LIP BU TAN has made 0 purchases and 15 sales selling 541,545 shares for an estimated $47,445,826.
- WILLIAM JOSEPH BRENNAN (Pres & Chief Executive Officer) has made 0 purchases and 64 sales selling 307,888 shares for an estimated $36,634,137.
- DANIEL W. FLEMING (Chief Financial Officer) has made 0 purchases and 9 sales selling 136,448 shares for an estimated $17,660,948.
- YAT TUNG LAM (Chief Operating Officer) has made 0 purchases and 5 sales selling 80,000 shares for an estimated $11,482,770.
- 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 7 sales selling 3,750 shares for an estimated $286,892.
- 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 Hedge Fund Activity
We have seen 324 institutional investors add shares of Credo Technology Group stock to their portfolio, and 199 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CITADEL ADVISORS LLC removed 2,942,475 shares (-81.1%) from their portfolio in Q2 2025, for an estimated $272,443,760
- POINT72 ASSET MANAGEMENT, L.P. removed 2,093,238 shares (-33.8%) from their portfolio in Q2 2025, for an estimated $193,812,906
- JPMORGAN CHASE & CO added 1,739,844 shares (+36.5%) to their portfolio in Q2 2025, for an estimated $161,092,155
- NORGES BANK removed 1,627,579 shares (-93.3%) from their portfolio in Q2 2025, for an estimated $150,697,539
- DRIEHAUS CAPITAL MANAGEMENT LLC added 1,463,996 shares (+inf%) to their portfolio in Q2 2025, for an estimated $135,551,389
- MORGAN STANLEY added 1,327,887 shares (+71.6%) to their portfolio in Q2 2025, for an estimated $122,949,057
- CAPITAL RESEARCH GLOBAL INVESTORS added 1,257,214 shares (+50.5%) to their portfolio in Q2 2025, for an estimated $116,405,444
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Credo Technology Group Analyst Ratings
Wall Street analysts have issued reports on $CRDO in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- Mizuho issued a "Outperform" rating on 08/14/2025
- Susquehanna issued a "Positive" rating on 07/22/2025
To track analyst ratings and price targets for Credo Technology Group, check out Quiver Quantitative's $CRDO forecast page.
Credo Technology Group Price Targets
Multiple analysts have issued price targets for $CRDO recently. We have seen 8 analysts offer price targets for $CRDO in the last 6 months, with a median target of $157.5.
Here are some recent targets:
- Thomas O'Malley from Barclays set a target price of $165.0 on 10/07/2025
- Christopher Rolland from Susquehanna set a target price of $165.0 on 09/04/2025
- Joshua Buchalter from TD Cowen set a target price of $160.0 on 09/04/2025
- Suji Desilva from Roth Capital set a target price of $160.0 on 09/04/2025
- Vijay Rakesh from Mizuho set a target price of $155.0 on 09/04/2025
- Tore Svanberg from Stifel set a target price of $155.0 on 09/04/2025
- N. Quinn Bolton from Needham set a target price of $150.0 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.
