Credo Technology Group
CRDO
About: Credo Technology Group Holding Ltd delivers high-speed solutions to break bandwidth barriers on every wired connection in the data infrastructure market. It provides secure, high-speed connectivity solutions that deliver improved power and cost efficiency as data rates and corresponding bandwidth requirements increase exponentially throughout the data infrastructure market. It has a geographic presence in Hong Kong, the United States, Mainland China, Taiwan, and the Rest of the World.
Employees: 622
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
223% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 47
130% more capital invested
Capital invested by funds: $5.09B [Q1] → $11.7B (+$6.62B) [Q2]
100% more funds holding in top 10
Funds holding in top 10: 7 [Q1] → 14 (+7) [Q2]
24% more funds holding
Funds holding: 413 [Q1] → 511 (+98) [Q2]
23% more repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 145
0.44% more ownership
Funds ownership: 74.01% [Q1] → 74.45% (+0.44%) [Q2]
42% less call options, than puts
Call options by funds: $345M | Put options by funds: $595M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Roth Capital
Suji Desilva
|
$160
|
Buy
Maintained
|
4 Sep 2025 |
TD Cowen
Joshua Buchalter
|
$160
|
Buy
Maintained
|
4 Sep 2025 |
Stifel
Tore Svanberg
|
$155
|
Buy
Maintained
|
4 Sep 2025 |
Mizuho
Vijay Rakesh
|
$155
|
Outperform
Maintained
|
4 Sep 2025 |
Barclays
Thomas O'Malley
|
$165
|
Overweight
Maintained
|
4 Sep 2025 |
Susquehanna
Christopher Rolland
|
$165
|
Positive
Maintained
|
4 Sep 2025 |
Needham
N. Quinn Bolton
|
$150
|
Buy
Maintained
|
4 Sep 2025 |
Financial journalist opinion
Based on 35 articles about CRDO published over the past 30 days