Credo Technology Group Holding Ltd

NASDAQ•CRDO

CEO: Mr. William J. Brennan

Sector: Technology

Industry: Communication Equipment

Listing Date: 2022-01-27

Credo Technology Group Holding Ltd provides various high-speed connectivity Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally. Its products include HiWire active electrical cables, optical digital signal processors, low-power line card PHY, serializer/deserializer (SerDes) chiplets, and SerDes IP, as well as integrated circuits, active electrical cables. The company also offers intellectual property solutions consist of SerDes IP licensing. It sells its products to hyperscalers, original equipment manufacturers, original design manufacturers and optical module manufacturers, as well as into the enterprise and HPC markets. The company was founded in 2008 and is based in Grand Cayman, Cayman Islands.

Contact Information

c/o Maples Corporate Services Limited, Ugland House PO Box 309, Grand Cayman, 1-1104, Cayman Islands

408-664-9329

credosemi.com

Market Cap

$40.29B

P/E (TTM)

117.1

50.9

Dividend Yield

52W High

$218.95

52W Low

$59.00

52W Range

100%

Rank46Top 59.5%

3.5

F-Score

Modified Piotroski Analysis

Based on 6-year fundamentals

Weak • 3.5 / 9 points

Scoring Range (0-9)

8-9: Excellent Value

6-7: Strong Fundamentals

4-5: Average Quality

0-3: Weak Performance

Data Period: 2020-2025

Financial Dashboard

Q3 2026 Data

Revenue

$407.01M+0.00%

4-Quarter Trend

EPS

$0.86+0.00%

4-Quarter Trend

FCF

$139.70M+0.00%

4-Quarter Trend

2026 Q3 Earnings Highlights

Key Highlights

Revenue Soars 236 Percent Nine months revenue reached $898.1M, marking a substantial 236.7% increase compared to prior period.

Net Income Substantial Growth Net income for nine months totaled $303.2M, a significant improvement from $15.6M reported previously.

Cash Position Strengthened Cash and equivalents totaled $1.220B as of January 31, 2026, reflecting strong operating cash generation.

Gross Margin Expansion Noted Gross margin improved 4.7 percentage points to 68.0% for the nine months ended January 31, 2026.

Risk Factors

Customer Revenue Concentration Substantial majority of revenue derived from limited number of customers; concentration expected to continue.

Macroeconomic Volatility Risks Current macroeconomic environment requires increased judgment for estimates, carrying higher variability and volatility.

Future Financing Uncertainty Future capital needs depend on growth; management cannot assure additional financing will be available if required.

New Product Success Reliance Expectations rely heavily on success, cost management, and timing of new product development and launches.

Outlook

Hyperlume Acquisition Completed Acquired Hyperlume for $92.0M consideration to expand microLED technology for AI infrastructure deployments.

Raised Capital Via ATM Received $736.3M net proceeds from At-The-Market offering during the nine months ended January 31, 2026.

Remaining Obligations Visibility Contracted but unsatisfied performance obligations totaled $31.8M expected to be recognized over next 12 months.

Expanded US Headquarters Lease Entered new US headquarters lease agreements extending coverage through calendar year 2036.

Peer Comparison

Revenue (TTM)

HPE

$35.79B

+14.9%

SMCI

$33.70B

+56.2%

JBL

$32.67B

+19.0%

Gross Margin (Latest Quarter)

PSTG

69.9%

+2.2pp

KEYS

68.6%

-1.1pp

CRDO

68.5%

+4.4pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
NOK	$83.55B	71.9	5.1%	8.9%
CIEN	$82.54B	361.1	8.3%	27.0%
KEYS	$59.44B	57.1	17.4%	23.5%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

33.8%

Strong Growth

4Q Net Income CAGR

62.5%

Profitability Improved

Cash Flow Stability

100%

Strong Cash Flow

Deep Research

Next earnings:Jun 1, 2026

EPS:$1.03

Revenue:$431.79M

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data