Stock Ratings / Technology / CRDO / financials

ON (54) CBRS (66) Q (55) GFS (60) ⌘ Pro Terminal →

Credo Technology Group Holding Ltd (CRDO) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$150.99 -8.65% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $148.35

Credo Technology Group Holding Ltd (CRDO) carries a Roarable Rating of C- (Hold) with 61/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

📊 Historical Track Record: Scores of 61/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.5% avg 90D alpha vs SPY) →

ROARABLE C- • HOLD / WATCH Cap $31.07B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on CRDO Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is CRDO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Credo Technology Group Holding Ltd (NASDAQ: CRDO) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 61/100 at a spot price of $150.99 (-8.65% 1D, market cap $31.07B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 9/20. Across 714 tracked Technology issuers, CRDO ranks #214 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does CRDO compare to ON and CBRS in the Technology sector?

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Within the Technology sector (Semiconductors), CRDO carries a Roarable C- (61/100 RQD), trailing P/E of 65.8x, gross margin of 68.0%, and ROIC of 14.1%. By comparison, ON (ON Semiconductor Corporation) holds a D+ grade (54/100 RQD, P/E N/A, ROIC 0.8%, cap $29.29B) and CBRS (Cerebras Systems Inc.) posts a C+ grade (66/100 RQD, P/E 21.7x, ROIC 58.3%, cap $27.36B). Among the 5-stock peer group, CBRS leads on earnings multiple (21.7x) while CBRS leads on capital efficiency (58.3% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for CRDO?

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Per CRDO's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-05-02, CIK 0001807794), Credo Technology Group Holding Ltd generated $1.34B in revenue (+205.7% YoY), $472.3M in net income, and $407.0M in free cash flow against $2.04B in total assets and $84.8M in total debt. Key quantitative strengths: Strong cash generator (68% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $148.35 (-1.75%)🧬 Disciplined Float (+0.80% YoY Shares)⚙️ Cash Engine: 15/20 (B) • 30.5% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 61/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.5% avg 90D alpha vs SPY • 53.9% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C-

2-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk B

Each axis scored 0–20

12M PRICE TARGET CONE+1.4% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for CRDO)Realized 20D OHLCV Swing Band: ±12.5%

Deterministic 5-Pillar Attribution (61/100 Composite)

🔍 WHY CRDO SCORES 61/100 (C-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (30% of score)

Altman Z-Score 26.00 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 8/9

▲ #2 Bullish Driver: Cash Engine Quality+15/20 pts (25% of score)

SEC XBRL FY 2025 (10-K): 30.5% FCF Margin ($407.0M FCF) & 68% Gross Margin

▼ #1 Drag / Risk Factor: Whale & Options Positioning8/20 pts (-12 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-12 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B-$198.31-13.5% Next Q

Q2 (-2Q)

Grade B-$171.51-2.4% Next Q

Q3 (-1Q)

Grade C+$167.43-9.8% Next Q

Current

Grade C-$150.99+0.5% Hist 90D α

Trajectory: B- (69) → C- (61)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the CRDO Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 61/100 (C-) score, CRDO faces multiple-compression risk if 65.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Company executives have done more routine share selling than personal cash buying lately.

⚠️ Forensic Kill-Switch #2

Priced at 66x earnings—high expectations leave less room for a lukewarm quarter.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($185.94) or 200D SMA ($181.22) invalidates the momentum regime and cuts Target Base ($153.03) toward Bear Floor ($119.36).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $CRDO• $4.8M Crowd Pool • Kalshi / Polymarket Composite

Contract: “CRDO Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”

YES 61%NO 39%Trade / Inspect Odds →

VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How CRDO Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$407.0M (30.5% FCF Margin)

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow

FY23

Rev $193.0M

FY24

Rev $436.8M

FY25

Rev $1.34B

Fiscal Year	Revenue	Gross Margin	Op Margin	Net Profit	Free Cash Flow	ROIC %
FY 2025	$1.34B	68%	33.3%	$472.3M	$407.0M	49.3%
FY 2024	$436.8M	64.8%	8.5%	$52.2M	$29.0M	8%
FY 2023	$193.0M	68%	-19.2%	-$28.4M	$24.1M	-0.3%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring CRDO)

✓Walkthrough of CRDO's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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CRDO // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -16.14%🛡️ HOLDING TREND SUPPORT

2026-11-02O $173.7H $173.7L $151.0C $151.0VOL 7.10M

RES: $254.6SUP: $142.5SMA50: $185.9SMA200: $181.2

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

CRDO Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 CRDO Butterfly Map → + Track CRDO →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

44.1%/yr Implied 5Y Growth

vs. +180.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on CRDO today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for CRDO. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for CRDO today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (CRDO)

Technology Rank #214 of 714 ⚔️ ON vs CRDO Full Matrix →

1. Head-to-Head Technology Peer Comparison (CRDO vs. ON, CBRS, Q, GFS)

Industry: Semiconductors (95 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Credo Technology Group Holding Ltd (CRDO) ranks #214 by composite RQD confidence (61/100, grade C-) and #85 by equity capitalization ($31.07B). Within this direct 5-issuer industry benchmark cohort, CBRS leads on earnings valuation at 21.7x trailing P/E, while CBRS leads on capital efficiency and profitability with 58.3% ROIC and — gross margin. CBRS currently holds the highest overall quantitative score in the immediate peer group at 66/100 (C+) compared with CRDO at 61/100 (C-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
CRDO ACTIVE Credo Technology Group Holding Ltd	C-	61/100	65.8x	68.0%	14.1%	-8.65%	$31.07B	Benchmark Subject
ON ON Semiconductor Corporation	D+	54/100	—	33.1%	0.8%	-4.74%	$29.29B	/on-vs-crdo →
CBRS Cerebras Systems Inc.	C+	66/100	21.7x	—	58.3%	-5.19%	$27.36B	/cbrs-vs-crdo →
Q Qnity Electronics Inc.	D+	55/100	35.2x	46.2%	7.8%	-4.88%	$25.66B	/q-vs-crdo →
GFS GlobalFoundries Inc.	C-	60/100	21.7x	—	14.9%	-8.61%	$25.56B	/gfs-vs-crdo →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-05-02 • CIK 0001807794

In its most recent audited fiscal period (FY2025, filed 2026-05-02), Credo Technology Group Holding Ltd (CRDO) reported GAAP revenue of $1.34B (+205.7% vs. FY2024 revenue of $436.8M , and +591.9% cumulative change since FY2023) , GAAP net income of $472.3M, operating cash flow of $464.3M, and free cash flow of $407.0M (+1302.4% YoY). On the balance sheet, CRDO closed FY2025 with $2.04B in total assets against $84.8M in total debt (Altman Z-Score: 26.00, Piotroski F-Score: 8/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2026-05-02	$1.34B	$472.3M	$464.3M	$407.0M	$2.04B	$84.8M
FY2024 (FY)	2025-05-03	$436.8M	$52.2M	$65.1M	$29.0M	$719.9M	$45.8M
FY2023 (FY)	2024-04-27	$193.0M	-$28.4M	$32.7M	$24.1M	$17.09B	$4.00B

3. CRDO Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is CRDO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does CRDO compare to ON and CBRS in the Technology sector?

What are the biggest fundamental strengths and SEC risk factors for CRDO?

Where is CRDO trading relative to its 50-day, 200-day, and 52-week technical levels?

CRDO last traded at $150.99 (-8.65% on volume of 12,557,425 shares), positioning the stock -18.80% below its 50-day simple moving average ($185.94) and -16.68% below its 200-day simple moving average ($181.22). Across its 52-week range of $86.49 to $308.67, CRDO sits at the 29.0% percentile with a 14-day RSI of 44.7 (NEUTRAL RANGE) and an implied next-earnings move of ±12.5% ($132.12 to $169.86).

CRDO Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Credo Technology Group Holding Ltd (CRDO)?

In FY 2025 (10-K), CRDO converted $1.3B of revenue into a 68% gross margin, 33.3% operating margin, and $407.0M in free cash flow (30.5% FCF margin).

Direct Sub-Reports: CRDO RQD Cockpit CRDO 12M Forecast CRDO Earnings & Move CRDO Dividends & DRIP CRDO Insiders & 13F CRDO Whale Options CRDO Profit Sankey CRDO News & Why

Sector Peer Dials

Compare →

ON D+

ON Semiconductor Corporation

54 /100

CBRS C+

Cerebras Systems Inc.

66 /100

Q D+

Qnity Electronics Inc.

Microchip Technology Incorporated

68 /100

STM D+

STMicroelectronics N.V.

56 /100

CRDO Core Snapshot

Market Cap $31.07B

Trailing / Fwd P/E 65.8x / 55.3x

Gross Profit Margin 68.0%

Return on Capital (ROIC) 14.1%

Free Cash Flow Yield 1.31%

12M Base Price Target $153.03

FREE TRADER TOOLS

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Drop 3–5 tickers into our live Portfolio X-Ray to spot hidden accounting time-bombs and see your composite RQD dial.

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CRDO Wire

Why It Moved →

Peer / Ecosystem Wire Credo Technology Group Holding Ltd - Investor Relations • 7h ago

Credo Technology Group Holding Ltd - Investor Relations

Direct Company Event Yahoo Finance • 10h ago

Is Credo Technology Group (CRDO) Outperforming Other Computer and Technology Stocks This Year?

Direct Company Event Moomoo • 13h ago

Why Credo Technology Group (CRDO) Stock Is Down Today

Peer / Ecosystem Wire Trefis • 16h ago

What Has The Market Missed In Credo Technology Stock’s Drop?

Peer / Ecosystem Wire The Motley Fool • 19h ago

Prediction: $5,000 Invested in Credo Technology Could Be Worth This Much by 2029

ROARABLE RATING BRIEF • RQD 61/100 (C-) ✓ STAGE-C NUMBER FIREWALL VERIFIED

CRDO — Credo Technology Group Holding Ltd: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:12:18Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, CRDO scores 61 out of 100, a letter grade of C-, with a verdict of "Roarable Hold — Cautious Neutral." Across the five pillars, the fundamental cash engine scores 15 of 20 (ROIC 14.1%; FCF yield 1.31%), institutional whale/13F flow scores 8 of 20, insider conviction (Form 4 and Congressional PTR cluster flow) scores 9 of 20, macro regime fit scores 11 of 20 (Beta 1.34; sector sensitivity), and forensic balance sheet scores 18 of 20 (Altman Z 26; Piotroski F 8/9; Debt/Equity 0.04).

The pattern is uneven. The strongest pillar is the forensic balance sheet, which indicates low leverage and strong reported scores on the two distress-and-quality screens. The weakest signals are institutional flow and insider conviction, which together suggest that sophisticated and insider capital is not providing strong confirmation at current levels. The cash-engine score is moderate: the ROIC figure is respectable, but the 1.31% FCF yield means the stock's price already reflects substantial expected growth. The macro pillar shows elevated sensitivity to market swings given the 1.34 beta.

For a prospective investor, the upside case rests on continued earnings expansion and the balance-sheet strength cushioning downside. The valuation tradeoff is significant: a 65.8 trailing P/E and 60.6 EV/EBITDA leave little margin for execution slips. The rating's "Hold" verdict reflects this balance of a strong balance sheet against a rich valuation and weak confirmation from institutional and insider flows. This is an analytical summary of the source data, not personalized financial advice.

Snapshot

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
165.29	$31.07B	65.8	55.3	60.6	2.51	0%	1.34	$86.49 - $308.67	14.1%

Business

Credo Technology Group Holding Ltd is a NASDAQ-listed issuer in the Technology sector, operating in Semiconductors. Per the profile, its market capitalization is $31.1B. Not available in source data: specific product lines, customer base, and revenue-generation model beyond the sector and industry classification.

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025 (filed 2026-05-02)	$1335.1M	$445.0M	$472.3M	N/A	$407.0M	$1220.5M	$84.8M
FY 2024 (filed 2025-05-03)	$436.8M	$37.1M	$52.2M	N/A	$29.0M	$299.2M	$45.8M
FY 2023 (filed 2024-04-27)	$193.0M	$-37.1M	$-28.4M	N/A	$24.1M	N/A	$3998.3M

Per the SEC financials, revenue grew from $193.0M in FY 2023 to $1335.1M in FY 2025, and net income moved from a $-28.4M loss to $472.3M. Per the market data, gross margin is 68%, operating margin 33.3%, and net margin 35.4%, with ROIC of 14.1%. Per the Roarable RQD rating, the Altman Z-Score is 26 and the Piotroski F-Score is 8/9, with Debt/Equity of 0.04. The FY 2023 debt figure of $3998.3M is reported in the source but is not reconciled against later periods in the source data.

Recent Catalysts & News Wire Analysis

Per the recent news feed, six items are tagged for CRDO. Two carry a CATALYST label (an Investor Relations market wire is tagged YELLOW; a Seeking Alpha piece titled with a rating upgrade is tagged GREEN as CATALYST), one a Yahoo Finance comparison tagged GREEN as CATALYST-adjacent in tone, and one a Trefis piece tagged RED under RISK WATCH on the stock's drop. Other items include a Moomoo report on the stock being down and a Motley Fool long-horizon piece. Per the feed, the stock's price change was -4.84%. The supply-chain graph reports no sector link and no proprietary signals. The news headlines themselves do not provide quantified catalyst details.

Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples

Per the Butterfly Supply-Chain Graph, the supply chain is "NONE" with no butterfly links and no proprietary signals. Not available in source data: upstream suppliers, downstream customers, and sector correlations. Investors should treat any second-order ripple analysis as unresolved by the current data; the sector classification (Technology / Semiconductors) and the beta of 1.34 are the only available indicators of sensitivity to sector movements.

Open Questions

What drives the gap between FY 2024 and FY 2025 revenue and net income, and is that growth recurring?
How is FY 2023 debt of $3998.3M reconciled with the much lower debt figures in later periods?
What are the EPS figures for each fiscal year, given that the reported EPS fields are N/A?
What is the consensus analyst rating and price target, given that no analyst data is provided?
What are the upstream suppliers and downstream customers that would transmit demand or supply shocks to CRDO?

CRDO Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Credo Technology Group Holding Ltd (CRDO) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to CRDO Debate Forum (3) ↓

🟡 MARKET WIRE Credo Technology Group Holding Ltd - Investor Relations • 7h ago

Credo Technology Group Holding Ltd - Investor Relations

Credo Technology Group Holding Ltd - Investor Relations report covering Credo Technology Group Holding Ltd (CRDO) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 10h ago

Is Credo Technology Group (CRDO) Outperforming Other Computer and Technology Stocks This Year?

Yahoo Finance report covering Credo Technology Group Holding Ltd (CRDO) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Moomoo • 13h ago

Why Credo Technology Group (CRDO) Stock Is Down Today

Moomoo report covering Credo Technology Group Holding Ltd (CRDO) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH Trefis • 16h ago

What Has The Market Missed In Credo Technology Stock’s Drop?

Trefis report covering Credo Technology Group Holding Ltd (CRDO) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE The Motley Fool • 19h ago

Prediction: $5,000 Invested in Credo Technology Could Be Worth This Much by 2029

The Motley Fool report covering Credo Technology Group Holding Ltd (CRDO) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Seeking Alpha • 22h ago

Credo: The Reset Is Done (Rating Upgrade) (NASDAQ:CRDO)

Seeking Alpha report covering Credo Technology Group Holding Ltd (CRDO) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Credo Stock at a Premium Valuation: Opportunity or Stay Cautious?

Yahoo Finance report covering Credo Technology Group Holding Ltd (CRDO) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE The Motley Fool • 1d ago

Where Will Credo Technology Be in 3 Years?

The Motley Fool report covering Credo Technology Group Holding Ltd (CRDO) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

CRDO Bull vs. Bear Conversation Board — What's Your Call at $150.99?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON CRDO 🐻 50% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $178.51 (+8.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is CRDO (C- • RQD 61/100) a Buy at $165.29?

Welcome to the CRDO (Credo Technology Group Holding Ltd) Roar Pit. Current RQD Composite is 61/100 (Roarable Hold — Cautious Neutral) in Semiconductors. Bulls point to capital efficiency (14.1% ROIC), while bears focus on valuation multiple compression (65.8x trailing P/E). Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

FO ForensicBear Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $133.88 (-19.0%)

Spot @ $165.29

Pump the brakes on CRDO — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on CRDO, but look at what you are paying: 65.8x trailing P/E with 68.0% gross margins. Unless Credo Technology Group Holding Ltd expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

MA MacroHawk_NYC Verified K Arena Trader 🐂 BULLISH 🎯 Target: $193.39 (+17.0%)

Spot @ $165.29

CRDO cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on CRDO, the market is fixating on short-term headline noise in Semiconductors and ignoring the balance sheet and cash flow trajectory. At $165.29 (52-wk range $86.49 - $308.67), any beat on forward guidance forces shorts and underweight funds to chase.