Investors have been worried about the threat of co-packaged optics on Credo's active electrical cables business ...

Credo Technology Group Holding Ltd (NASDAQ:CRDO) doesn't report earnings until March, but the chip stock is already enjoying tailwinds from the company's preliminary third-quarter revenue beat and raised forecast. On track for its fourth-straight gain and third-straight double-digit percentage pop, CRDO was last seen up 11.2% to trade at $137.04. Prior to the extended rebound over the past few days, Credo Technology stock hit a Feb. 5, six-month low of $94.19. Though the shares are down 4.5% year to date, t ...

Credo Technology Group Holding Ltd. ( CRDO ) is up over 18% in pre-market trading on Tuesday after the company reported preliminary fiscal Q3 '26 revenue on Monday after the bell. Credo is one of theI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service ...

Key Takeaways Credo expects Q3 FY26 revenue of $404-$408M, beating its prior $335-$345M guidance by a wide margin.CRDO saw demand accelerate late in the quarter, driven by hyperscale data centers and connectivity products.Credo projects over 200% FY26 revenue growth, mid-single-digit sequential growth into FY27, and 45% margins.Credo Technology Group Holding Ltd. (CRDO) delivered a powerful surprise to the market with its preliminary revenue results for the third quarter of fiscal 2026.  The company’s perfo ...

分组1 - The market is currently not focused on Credo Technology's past performance, as it is already well understood that the company can grow revenue quickly [1] - Pythia Research emphasizes a multidisciplinary approach to identify high-potential stocks in the technology sector, combining financial analysis with behavioral finance and alternative metrics [1] - The research strategy aims to uncover breakout opportunities before they gain mainstream attention, focusing on investor behavior and market sentiment to identify emerging trends [1] 分组2 - The analysis highlights that markets are influenced by perception, emotion, and bias, rather than purely on fundamentals, leading to persistent inefficiencies [1] - The company seeks to identify disconnects where investor belief lags behind reality, particularly in businesses with unconventional growth paths [1] - The focus is on conviction plays with a favorable risk/reward profile, aiming for limited downside and explosive upside potential [1]

Market Overview - U.S. stock futures rose on Tuesday following a positive close on Monday, with major benchmark indices showing higher futures [1] - Investors are anticipating a significant amount of economic data on Tuesday, including retail sales and employment costs, which will influence the Federal Reserve's interest rate decisions [1] Economic Indicators - The 10-year Treasury bond yielded 4.18%, while the two-year bond was at 3.48%, indicating market expectations for interest rates [2] - The CME Group's FedWatch tool indicates an 82.3% likelihood that the Federal Reserve will keep interest rates unchanged in March [2] Index Performance - Dow Jones increased by 0.13%, S&P 500 by 0.18%, Nasdaq 100 by 0.15%, and Russell 2000 by 0.26% on Monday [3] Company Insights - Koninklijke Philips NV (NYSE:PHG) gained 6.01% after reporting positive fourth-quarter results, maintaining a stronger price trend across all time frames despite a poor quality ranking [7] - Ford Motor Co. (NYSE:F) rose 0.29% with analysts projecting quarterly earnings of $0.19 per share on revenue of $41.83 billion, maintaining a strong price trend and value ranking [8] - Credo Technology Group (CRDO) shows a weaker price trend in the short and medium terms but a strong long-term trend with a solid growth ranking [3] - Oracle (ORCL) has a weaker price trend across all time frames and a poor value ranking according to Benzinga's Edge Stock Rankings [4] - Clear Channel Outdoor Holdings (CCO) maintains a strong price trend across all time frames [5] Analyst Insights - LPL Financial strategists express a positive outlook for the global economy, particularly for Emerging Markets (EM), which are expected to outperform with projected earnings growth of 29% in 2026, compared to 14% for the U.S. [10][12] - The U.S. economy is anticipated to avoid a recession, supported by enthusiasm around AI and easing monetary policy from the Fed, with a modest slowdown expected in early 2026 followed by a rebound later in the year [11] Upcoming Economic Data - Key economic data to be released includes January's NFIB optimism index, fourth quarter employment cost index, delayed import price index, and U.S. retail sales [15]

Roth Capital sets a price target of $200 for CRDO, indicating a potential increase of about 62.06%.Credo Technology Group Holding Ltd announces preliminary revenue results for Q3 fiscal year 2026, expecting to report revenue between $404 million and $408 million.CRDO's current stock price is $123.41, with a year's high of $213.80 and a low of $29.09, showcasing significant market volatility.Credo Technology Group Holding Ltd, trading on NASDAQ under the symbol CRDO, is a company that specializes in innovati ...

Major U.S. stock benchmarks closed higher on Monday, with the Dow Jones Industrial Average edging up 0.04% to 50,135.87, the S&P 500 rising 0.47% to 6,964.82, and the Nasdaq climbing 0.9% to 23,238.67.These are the top stocks that gained the attention of retail traders and investors through the day.Kyndryl Holdings, Inc. (NYSE:KD)Kyndryl Holdings stock tumbled 54.92% to close at $10.59, trading between an intraday high of $11.43 and a low of $10.10, with the stock sitting at its 52-week trough of $10.10 ver ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________ FORM 8-K _________________________ CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 9, 2026 _________________________ Credo Technology Group Holding Ltd (Exact name of registrant as specified in its charter) _________________________ Cayman Islands 001-41249 N/A (State or other jurisdiction of incorporation) (Commiss ...

随着人工智能和数据中心建设的加速推进，2025年光通信行业迎来了前所未有的高速增长。市场研究机 构Cignal AI报告显示，2025年光器件市场营收将创历史新高，数通板块的营收预计超过180亿美元，光 模块营收则达到近60亿美元。从2024年到2029年，数通光模块市场营收预计将以超过20%的复合年增长 率持续增长，2029年末将达到近290亿美元。 智通财经APP获悉，周一，光通讯概念股延续强势，Credo Technology(CRDO.US)涨近8%， Lumentum(LITE.US)涨6%再创历史新高，康宁(GLW.US)涨逾5%，Ciena(CIEN.US)涨4%。 ...