CRDOCredo Technology Group Holding Ltd(CRDO)Stock Analysis

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13F Pro Quality Score

Not in ranked universe

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% YoY
$1.34BFY 2026
FY22 $106.5MFY23 $184.2MFY25 $436.8MFY26 $1.34B

Net Income

+805.0% YoY
$472.3MFY 2026
FY22 $-22.2MFY23 $-16.5MFY25 $52.2MFY26 $472.3M

Operating Income

+1098.7% YoY
$445.0MFY 2026
FY22 $-22.0MFY23 $-21.2MFY25 $37.1MFY26 $445.0M

EPS (Diluted)

+765.5% YoY
$2.51FY 2026
FY22 $-0.25FY23 $-0.11FY25 $0.29FY26 $2.51

Total Assets

+183.7% YoY
$2.30BFY 2026
FY22 $375.7MFY23 $397.3MFY25 $809.3MFY26 $2.30B

Op. Cash Flow

+613.4% YoY
$464.3MFY 2026
FY22 $-30.8MFY23 $-24.6MFY25 $65.1MFY26 $464.3M

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:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of CRDO

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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.