AI Connectivity Surge: Social media buzz around Credo Technology Stock (CRDO) centers on its pivotal role in addressing connectivity bottlenecks as AI compute proliferates. Traders note the company's robust revenue growth exceeding 200% year-over-year, fueling optimism amid recent price advances. Discussions portray CRDO as a key enabler in data center expansion.
DustPhotonics Acquisition: The $750 million purchase of DustPhotonics has ignited fervent debate, viewed as a strategic leap into silicon photonics for high-speed optical links. Enthusiasts highlight its potential to scale optical revenue beyond $500 million by fiscal 2027, blending copper and optical strengths. Analysts' raised price targets underscore the deal's accretive impact on future earnings.
Momentum Builds: Recent trading sessions show CRDO climbing toward all-time highs, with mentions of unusual options activity and inclusion in growth indices. Participants emphasize sustained AI demand and technical breakouts, despite past pullbacks. The narrative reflects confidence in CRDO's trajectory within the semiconductor landscape.
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 321 times in the past 6 months. Of those trades, 0 have been purchases and 321 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 151 sales selling 617,434 shares for an estimated $86,639,920.
- YAT TUNG LAM (Chief Operating Officer) has made 0 purchases and 36 sales selling 526,360 shares for an estimated $80,489,782.
- WILLIAM JOSEPH BRENNAN (Pres & Chief Executive Officer) has made 0 purchases and 119 sales selling 319,294 shares for an estimated $43,000,160.
- JAMES LAUFMAN (Chief Legal Officer, Secretary) has made 0 purchases and 2 sales selling 20,000 shares for an estimated $3,144,100.
- DANIEL W. FLEMING (Chief Financial Officer) has made 0 purchases and 7 sales selling 21,062 shares for an estimated $2,800,355.
- SYLVIA ACEVEDO has made 0 purchases and 3 sales selling 4,075 shares for an estimated $697,389.
- PANTAS SUTARDJA, has made 0 purchases and 2 sales selling 3,750 shares for an estimated $596,287.
- MANPREET KHAIRA sold 2,000 shares for an estimated $350,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Credo Technology Revenue
Credo Technology 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 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 Hedge Fund Activity
We have seen 440 institutional investors add shares of Credo Technology stock to their portfolio, and 316 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 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:
- Mizuho issued a "Outperform" rating on 12/02/2025
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 9 analysts offer price targets for $CRDO in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- James Schneider from Goldman Sachs set a target price of $170.0 on 04/16/2026
- Mike Genovese from Rosenblatt set a target price of $175.0 on 04/15/2026
- N. Quinn Bolton from Needham set a target price of $220.0 on 04/15/2026
- Blayne Curtis from Jefferies set a target price of $175.0 on 04/13/2026
- Vijay Rakesh from Mizuho set a target price of $200.0 on 03/03/2026
- Christopher Rolland from Susquehanna set a target price of $170.0 on 03/03/2026
- Suji Desilva from Roth Capital set a target price of $200.0 on 02/10/2026
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.
