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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
CRDO AI Data Center Fabric

Credo Technology

AI interconnect + retimers

Detail page

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

Price $212.07
1D change +4.63%
Market cap $39.55B
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.

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Metric CRDO
Price $212.07
1D Change +4.63%
Market Cap $39.55B
Enterprise Value $38.13B
Trailing P/E 80.6
Forward P/E 23.5
PEG Ratio —
Price / Sales 29.6
EV / Revenue 28.6
Revenue Growth 157.0%
Earnings Growth 343.2%
Gross Margin 68.0%
Operating Margin 35.7%
Net Margin 35.4%
ROE 34.4%
Free Cash Flow $250.8M
FCF Margin 18.8%
Debt / Equity 1.23x
Current Ratio 0.10x
Dividend Yield 0.00%
Next Earnings —
Quarterly Revenue $437.0M
Revenue QoQ +7.4%
Quarterly Net Income $169.1M
Net Income QoQ +7.6%

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.