Credo Technology Group Holding Ltd(CRDO)Stock Analysis
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Pending next ranking run
This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
CRDO Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Credo Technology Group Holding Ltd (CRDO), a Technology sector company. CRDO is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q4 2026), Credo Technology Group Holding Ltd reports quarterly revenue of $437.0M, net income of $169.1M, an operating margin of 35.7%. Top institutional holders of CRDO by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, Point72 Asset Management, L.P., based on the most recent SEC filings. CRDO trades on the Nasdaq exchange and files with the SEC under CIK 1807794. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CRDO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Credo Technology Group Holding Ltd directly from SEC EDGAR.
Revenue
Q4 2026
$437.0M
Net Income
Q4 2026
$169.1M
Free Cash Flow
Q4 2026
$177.5M
Operating Margin
Q4 2026
35.7%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+205.7% YoYNet Income
+805.0% YoYOperating Income
+1098.7% YoYEPS (Diluted)
+765.5% YoYTotal Assets
+183.7% YoYOp. Cash Flow
+613.4% YoY| Metric | FY 2026 | FY 2025 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.34B +205.7% | $436.8M +137.1% | $184.2M +73.0% | $106.5M +81.4% | $58.7M +9.0% | $53.8M |
| Net Income | $472.3M +805.0% | $52.2M +415.4% | $-16.5M +25.4% | $-22.2M +19.4% | $-27.5M -2170.1% | $1.3M |
| Operating Income | $445.0M +1098.7% | $37.1M +274.8% | $-21.2M +3.3% | $-22.0M +12.9% | $-25.2M -1318.4% | $2.1M |
| EPS (Diluted) | $2.51 +765.5% | $0.29 +363.6% | $-0.11 +56.0% | $-0.25 -25.0% | $-0.20 | $0.00 |
| Total Assets | $2.30B +183.7% | $809.3M +103.7% | $397.3M +5.7% | $375.7M +141.6% | $155.5M | — |
| Operating Cash Flow | $464.3M +613.4% | $65.1M +364.4% | $-24.6M +20.2% | $-30.8M +27.2% | $-42.4M -313.2% | $-10.3M |
AI Insight: CRDO Financial Trends
Revenue nearly tripled from Q3 2024 to Q2 2026, with operating margin sustainably above 35% and operating cash flow surging to $182M.
• Revenue accelerated from $60M (Q3 2024) to $437M (Q2 2026), compounding 105% YoY. Operating margin expanded to 35.7% (Q2 2026) vs. negative 23% (Q3 2024).
• Operating cash flow swung from -$7M (Q3 2024) to +$182M (Q2 2026). Net income rose from -$10M loss to $169M profit.
• Equity base strengthened from $553M to $2,064M, reflecting 273% growth alongside profitability inflection.
⚠ Sequential revenue growth decelerated: +7% (Q1 to Q2 2026) vs. +87% (Q3 to Q4 2025). Monitor sustainability of hypergrowth trajectory.
⚠ No debt disclosed; equity spike in Q4 2025–Q1 2026 suggests capital raise. Track dilution and use-of-proceeds execution.
AI Insight: CRDO Ratio Trends
Credo swung from -24.2% operating margin loss in Q3 2024 to sustained 35%+ profitability, driven by scaling efficiency across all return metrics.
• Operating margin surged from -24.2% (Q3 2024) to 36.8% (Q1 2026); NPM expanded 54.6pp over same period.
• ROIC accelerated from -10.4% (Q3 2024) to 32.4% (Q1 2026); sustained 30%+ ROIC in last two quarters.
• ROE climbed from -6.9% (Q3 2024) to 34.0% (Q1 2026); consistent improvement across all profitability metrics.
⚠ Operating margin declined 1.1pp Q1–Q2 2026 (36.8% to 35.7%); monitor for inflection or normalization.
⚠ ROE dipped 1.2pp Q1–Q2 2026 despite margin resilience; asset efficiency softened slightly.
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Available Research
13F Pro tracks comprehensive data for Credo Technology Group Holding Ltd including:
Top Institutional Holders of CRDO
BlackRock, Inc.
$1.9B19,819,402 shVANGUARD PORTFOLIO MANAGEMENT LLC
$844.7M8,998,192 shPoint72 Asset Management, L.P.
$702.1M7,479,599 shVANGUARD CAPITAL MANAGEMENT LLC
$679.1M7,234,488 shJANE STREET GROUP, LLC
$649.0M6,913,900 shSTATE STREET CORP
$457.4M4,872,361 shGEODE CAPITAL MANAGEMENT, LLC
$412.3M4,379,982 shWELLINGTON MANAGEMENT GROUP LLP
$320.3M3,411,895 shALLIANCEBERNSTEIN L.P.
$285.6M1,984,516 shFMR LLC
$256.0M2,727,499 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.9B | 19,819,402 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $844.7M | 8,998,192 |
| Point72 Asset Management, L.P. | $702.1M | 7,479,599 |
| VANGUARD CAPITAL MANAGEMENT LLC | $679.1M | 7,234,488 |
| JANE STREET GROUP, LLC | $649.0M | 6,913,900 |
| STATE STREET CORP | $457.4M | 4,872,361 |
| GEODE CAPITAL MANAGEMENT, LLC | $412.3M | 4,379,982 |
| WELLINGTON MANAGEMENT GROUP LLP | $320.3M | 3,411,895 |
| ALLIANCEBERNSTEIN L.P. | $285.6M | 1,984,516 |
| FMR LLC | $256.0M | 2,727,499 |
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Popular Research
Is CRDO a good stock to buy?
13F Pro's AI-powered analysis of Credo Technology Group Holding Ltd (CRDO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CRDO are available on the CRDO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own CRDO?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CRDO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Credo Technology Group Holding Ltd's investment landscape.