AI Connectivity Spotlight: Social media chatter centers on Credo's role supplying high-speed links essential to AI data centers, with analysts noting its rapid ascent to a multi-billion-dollar valuation amid surging demand. Observers point to the firm's competitive edge in power-efficient solutions as it challenges established players in the sector.
Valuation and Growth Debate: Recent threads examine the company's impressive revenue trajectory and robust margins, though some flag elevated multiples as a point of caution for new positions. Participants emphasize monitoring upcoming earnings for signs of sustained momentum in the AI supply chain.
Technical Outlook: Traders flag potential breakout patterns in the stock alongside peers in semiconductor and tech indices, citing volatility and key support levels as factors to watch in coming sessions.
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 276 times in the past 6 months. Of those trades, 0 have been purchases and 276 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 179 sales selling 430,983 shares for an estimated $70,714,261.
- WILLIAM JOSEPH BRENNAN (Pres & Chief Executive Officer) has made 0 purchases and 71 sales selling 218,314 shares for an estimated $30,219,881.
- DANIEL W. FLEMING (Chief Financial Officer) has made 0 purchases and 15 sales selling 52,500 shares for an estimated $11,635,367.
- 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 has made 0 purchases and 3 sales selling 4,408 shares for an estimated $816,084.
- YAT TUNG LAM (Chief Operating Officer) has made 0 purchases and 2 sales selling 6,360 shares for an estimated $645,222.
- FARIBA DANESH sold 1,100 shares for an estimated $259,979
- PANTAS SUTARDJA, sold 1,875 shares for an estimated $241,256
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 3 times in the past 6 months. Of those trades, 1 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. has traded it 2 times. They made 1 purchase worth up to $15,000 on 01/20 and 1 sale worth 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 411 institutional investors add shares of Credo Technology stock to their portfolio, and 343 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.
