AI Connectivity Focus: Recent social media commentary centers on Credo Technology's positioning in high-speed interconnects for expanding AI data centers. Analysts note the company's dominance in copper-based solutions alongside its push into optics through recent acquisitions. Discussions emphasize how these technologies support the scaling of GPU clusters regardless of specific chip providers.
Growth Metrics Highlighted: Participants point to Credo's reported revenue expansion exceeding 80 percent year-over-year, driven by demand for active electrical cables and related components. Some observers reference the firm's asset-light model and margin improvements as factors sustaining momentum amid hyperscaler investments. Conversations also touch on potential challenges like customer concentration in the sector.
Long-Term Outlook Debated: Broader threads explore the multi-year buildout of AI infrastructure and Credo's role in enabling 800G and 1.6T networking transitions. Commentators discuss how the company benefits from ongoing capital expenditures without needing to select individual winners in the silicon space. Overall exchanges reflect strong interest in connectivity plays within the semiconductor space.
Note: This discussion summary was generated from an AI condensation of post data.
Credo Technology Insider Trading Activity
Credo Technology insiders have traded $CRDO stock on the open market 301 times in the past 6 months. Of those trades, 0 have been purchases and 301 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 185 sales selling 425,983 shares for an estimated $76,829,969.
- YAT TUNG LAM (Chief Operating Officer) has made 0 purchases and 38 sales selling 112,358 shares for an estimated $24,542,156.
- WILLIAM JOSEPH BRENNAN (Pres & Chief Executive Officer) has made 0 purchases and 47 sales selling 150,298 shares for an estimated $21,534,972.
- DANIEL W. FLEMING (Chief Financial Officer) has made 0 purchases and 25 sales selling 60,080 shares for an estimated $13,499,139.
- JAMES LAUFMAN (Chief Legal Officer, Secretary) has made 0 purchases and 3 sales selling 20,000 shares for an estimated $4,080,575.
- CLYDE HOSEIN sold 3,451 shares for an estimated $905,283
- SYLVIA ACEVEDO sold 2,208 shares for an estimated $465,888
- FARIBA DANESH sold 1,100 shares for an estimated $259,979
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Credo Technology Revenue
Credo Technology had revenues of $437M in Q4 2026. This is an increase of 157.02% from the same period in the prior year.
You can track CRDO financials on Quiver Quantitative's CRDO stock page.
You can access data on CRDO stock through the Quiver Quantitative API.
Credo Technology Congressional Stock Trading
Members of Congress have traded $CRDO stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 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. sold up to $15,000 on 06/30.
- SENATOR MARKWAYNE MULLIN sold up to $50,000 on 02/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Credo Technology Hedge Fund Activity
We have seen 495 institutional investors add shares of Credo Technology stock to their portfolio, and 357 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CORIENT PRIVATE WEALTH LLC removed 3,596,199 shares (-99.9%) from their portfolio in Q1 2026, for an estimated $337,575,200
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,424,856 shares (-63.6%) from their portfolio in Q1 2026, for an estimated $227,621,232
- SRS INVESTMENT MANAGEMENT, LLC added 2,394,163 shares (+2143.8%) to their portfolio in Q1 2026, for an estimated $224,740,080
- POINT72 ASSET MANAGEMENT, L.P. added 1,916,943 shares (+34.5%) to their portfolio in Q1 2026, for an estimated $179,943,439
- WELLINGTON MANAGEMENT GROUP LLP added 1,347,164 shares (+65.2%) to their portfolio in Q1 2026, for an estimated $126,458,284
- BLACKROCK, INC. removed 1,245,744 shares (-5.9%) from their portfolio in Q1 2026, for an estimated $116,937,989
- POLAR CAPITAL HOLDINGS PLC removed 1,100,727 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $103,325,243
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Credo Technology Analyst Ratings
Wall Street analysts have issued reports on $CRDO in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rothschild & Co issued a "Buy" rating on 05/01/2026
To track analyst ratings and price targets for Credo Technology, check out Quiver Quantitative's $CRDO forecast page.
Credo Technology Price Targets
Multiple analysts have issued price targets for $CRDO recently. We have seen 13 analysts offer price targets for $CRDO in the last 6 months, with a median target of $270.0.
Here are some recent targets:
- Vivek Arya from B of A Securities set a target price of $340.0 on 06/23/2026
- Tore Svanberg from Stifel set a target price of $350.0 on 06/22/2026
- Mark Lipacis from Evercore ISI Group set a target price of $325.0 on 06/22/2026
- N. Quinn Bolton from Needham set a target price of $275.0 on 06/02/2026
- Vijay Rakesh from Mizuho set a target price of $290.0 on 06/02/2026
- Mike Genovese from Rosenblatt set a target price of $215.0 on 06/02/2026
- Blayne Curtis from Jefferies set a target price of $270.0 on 06/02/2026
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.
