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Compute Stack AI Platforms Power Buildout Robotics
CRDO Compute / Networking

Credo Technology

AI interconnect + retimers

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Credo is tightly aligned with AI cluster buildout through active electrical cables, retimers, and high-speed connectivity.

Price $103.40
1D change -3.45%
Market cap $19.07B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric CRDO
Price $103.40
1D Change -3.45%
Market Cap $19.07B
Enterprise Value $17.79B
Trailing P/E 56.8
Forward P/E 21.9
Price / Sales 17.9
EV / Revenue 16.7
Revenue Growth 201.5%
Earnings Growth 412.5%
Gross Margin 67.8%
Operating Margin 36.8%
Net Margin 31.8%
ROE 27.5%
Free Cash Flow $172.2M
FCF Margin 16.1%
Debt / Equity 0.88x
Current Ratio 0.11x
Dividend Yield —
Next Earnings Jun 01, 2026
Quarterly Revenue $407.0M
Revenue QoQ +51.9%
Quarterly Net Income $157.1M
Net Income QoQ +90.2%

CRDO thesis lens

AI interconnect + retimers

Why it could benefit

  • Credo is tightly aligned with AI cluster buildout through active electrical cables, retimers, and high-speed connectivity.
  • Those components matter more as AI racks push bandwidth higher and reach limitations show up.
  • It is a more direct bottleneck play than many larger diversified chip names.

Moat / edge

  • Specialized focus on high-speed connectivity problems.
  • Product portfolio tied to real bottlenecks in scale-up and scale-out architectures.
  • Good leverage to bandwidth growth without needing to win the whole system.

What to watch

  • AEC and retimer adoption across major AI platforms.
  • Revenue concentration by customer and program.
  • How quickly next-gen 224G products move into production.

Key risks

  • A narrow focus can create volatility when product cycles shift.
  • Results can be driven by a relatively small number of design wins.