Q3 Earnings Surge: Social media discussions highlight Credo Technology's remarkable Q3 fiscal 2026 results, with revenue surging 201% year-over-year amid booming AI infrastructure demand. Traders point to robust guidance and expanding margins as key drivers, positioning the company for sustained growth in high-speed connectivity solutions. New product categories like zero-flap optics are seen as expanding its market opportunity significantly.
Upcoming Earnings Focus: Attention turns to the next earnings report, expected around late April, where participants anticipate further validation of AI-driven momentum. Bank of America inclusion among top AI stocks has amplified optimism, with comparisons to peers underscoring perceived mispricing. While some flag customer concentration risks, diversification progress reassures many observers.
AI Infrastructure Bet: Conversations emphasize Credo's role in powering data center expansions, with chatter around multi-fold upside potential post-earnings. High conviction holders view it as an under-the-radar gem delivering consistent results without excessive hype. Sentiment remains geared toward explosive repricing on fundamental strength.
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 315 times in the past 6 months. Of those trades, 0 have been purchases and 315 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 146 sales selling 644,934 shares for an estimated $91,532,697.
- 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.
- DANIEL W. FLEMING (Chief Financial Officer) has made 0 purchases and 5 sales selling 13,482 shares for an estimated $1,643,403.
- JAMES LAUFMAN (Chief Legal Officer, Secretary) sold 10,000 shares for an estimated $1,500,000
- 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 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 449 institutional investors add shares of Credo Technology stock to their portfolio, and 300 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 2 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
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:
- Blayne Curtis from Jefferies set a target price of $175.0 on 04/13/2026
- Mike Genovese from Rosenblatt set a target price of $125.0 on 03/23/2026
- N. Quinn Bolton from Needham set a target price of $220.0 on 03/03/2026
- Christopher Rolland from Susquehanna set a target price of $170.0 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
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.
