Broadcom bolsters copper outlook: Social media erupted with optimism as Credo Technology shares climbed more than 11% after Broadcom confirmed major AI clients will stick to copper cables through 2028. Enthusiasts pointed to this delay in optics adoption as a boon for Credo's high-speed connectivity dominance. Call option volumes surged over 600%, underscoring the fervor.
Earnings volatility lingers: Just days after a sharp 14% drop on in-line guidance despite triple-digit revenue growth, traders now celebrate the rebound. Posts contrasted booming hyperscaler demand with prior valuation worries that halved the stock from highs. Many view the pullback as a buying chance amid AI infrastructure buildout.
Growth narrative persists: Conversations emphasize Credo's accelerating revenues and expanding margins in data center solutions. While long-term photonics risks surface occasionally, short-term tailwinds dominate chatter. Investors eye sustained AI capex as key to resolving recent divergences.
Note: This discussion summary was generated from an AI condensation of post data.
Credo Technology Group Insider Trading Activity
Credo Technology Group insiders have traded $CRDO stock on the open market 365 times in the past 6 months. Of those trades, 0 have been purchases and 365 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 158 sales selling 807,500 shares for an estimated $121,959,856.
- YAT TUNG LAM (Chief Operating Officer) has made 0 purchases and 39 sales selling 600,000 shares for an estimated $91,327,330.
- WILLIAM JOSEPH BRENNAN (Pres & Chief Executive Officer) has made 0 purchases and 148 sales selling 335,424 shares for an estimated $49,122,402.
- DANIEL W. FLEMING (Chief Financial Officer) has made 0 purchases and 7 sales selling 124,932 shares for an estimated $17,223,875.
- LIP BU TAN has made 0 purchases and 3 sales selling 45,000 shares for an estimated $7,551,935.
- JAMES LAUFMAN (Chief Legal Officer, Secretary) has made 0 purchases and 2 sales selling 20,000 shares for an estimated $2,900,019.
- PANTAS SUTARDJA, has made 0 purchases and 3 sales selling 8,158 shares for an estimated $1,246,048.
- MANPREET KHAIRA has made 0 purchases and 2 sales selling 7,000 shares for an estimated $1,098,361.
- SYLVIA ACEVEDO has made 0 purchases and 3 sales selling 4,075 shares for an estimated $697,389.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Credo Technology Group Revenue
Credo Technology Group had revenues of $407M in Q3 2026. This is an increase of 201.49% from the same period in the prior year.
You can track CRDO financials on Quiver Quantitative's CRDO stock page.
Credo Technology Group Congressional Stock Trading
Members of Congress have traded $CRDO stock 5 times in the past 6 months. Of those trades, 2 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $CRDO stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 3 times. They made 0 purchases and 3 sales worth up to $150,000 on 02/04, 12/18.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 01/20, 10/30 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Credo Technology Group Hedge Fund Activity
We have seen 461 institutional investors add shares of Credo Technology Group stock to their portfolio, and 338 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CORIENT PRIVATE WEALTH LLC added 3,597,318 shares (+239024.5%) to their portfolio in Q4 2025, for an estimated $517,618,087
- BLACKROCK, INC. added 3,586,875 shares (+20.5%) to their portfolio in Q4 2025, for an estimated $516,115,443
- JPMORGAN CHASE & CO removed 1,904,946 shares (-24.7%) from their portfolio in Q4 2025, for an estimated $274,102,679
- D. E. SHAW & CO., INC. removed 1,680,028 shares (-51.9%) from their portfolio in Q4 2025, for an estimated $241,739,228
- AMUNDI added 1,554,338 shares (+28478.2%) to their portfolio in Q4 2025, for an estimated $223,653,694
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,539,094 shares (-28.8%) from their portfolio in Q4 2025, for an estimated $221,460,235
- JANUS HENDERSON GROUP PLC added 1,422,391 shares (+841.9%) to their portfolio in Q4 2025, for an estimated $204,667,840
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 4 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
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 $200.0.
Here are some recent targets:
- Christopher Rolland from Susquehanna set a target price of $170.0 on 03/03/2026
- Mike Genovese from Rosenblatt set a target price of $125.0 on 03/03/2026
- N. Quinn Bolton from Needham set a target price of $220.0 on 03/03/2026
- Vijay Rakesh from Mizuho set a target price of $200.0 on 03/03/2026
- Suji Desilva from Roth Capital set a target price of $200.0 on 02/10/2026
- Vivek Arya from B of A Securities set a target price of $240.0 on 12/02/2025
- Thomas O'Malley from Barclays set a target price of $220.0 on 12/02/2025
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.
