2026-10-13 Product Bull
CRDO and AMD Demo OmniConnect Weaver, Breaking Memory Wall Leverages AMD FPGA-based accelerators to provide cheap high-bandwidth memory for AI chips without software changes
D1 -1.3% · since -14.4%
2026-10-12 → 10-13 Product Bull
CRDO Launches SRMO Standardization for AI Data Center Optics Drives micro-emitter optics standardization in OCP, targeting 2027 approval, broadening platform opportunity
D1 -7.3% · since -15.5%
› 2 waves of this story2026-10-12 New product for AI data centers; multiple X reposts but only one independent fact source (company release), medium confidence2026-10-13 Drives micro-emitter optics standardization in OCP, targeting 2027 approval, broadening platform opportunity2026-10-10 Analyst Bull
CRDO Bullish on AI Connectivity Growth Seeking Alpha rates cautious buy with $274 target; Fool highlights AI cluster connectivity demand
D1 -7.3% · since -15.5%
2026-10-08 Company Bull
CRDO Bullish Calls Mount as AI Infrastructure Demand Drives Growth Multiple sources cite retimer momentum and AEC/optics platform expansion; Q1'27 revenue up 114.7% YoY
D1 -3.7% · +5d -15.7%
2026-10-05 Company Bear
CRDO Shares Fall 4.8% on Insider Selling Insider sale pushes stock down to $206.35 low, volume elevated
D1 -2.8% · +5d -5.5%
2026-10-02 Analyst Bull
TD Cowen Maintains Buy on Credo Technology, PT $300 Analyst reiterates bullish stance; stock up 10% on the day
D1 +4.0% · +5d -1.0%
2026-10-01 Capital Bear
CRDO Executives Sell Shares; COO & CEO Cash Out Over $23M COO sold 100k shares (~$20.63M); CEO sold 16,672 shares (~$2.5M)
D1 +7.9% · +5d +0.8%
2026-10-01 Insider selling
Insider selling $10.3M (1) D1 +7.9% · +5d +0.8%
2026-09-26 Other Bull
CRDO retail investors share winning trades, up 31% from recent dip buys Multiple independent X users post CRDO entry prices and gains, indicating strong retail interest and confidence
D1 -8.7% · +5d +10.3%
2026-09-25 Insider selling
Insider selling $20.6M (1) D1 +7.7% · +5d +3.6%
2026-09-23 Other Bull
CRDO Rebounds 26-30% in a Week, Attracting Bullish Flows Multiple traders note sharp rebound from lows, call options up ~140%, indicating improving sentiment
D1 +0.7% · +5d +0.5%
2026-09-16 → 09-22 Product Bull
CRDO Launches 1.6T Optics, Targets $600M+ FY27 Optical Revenue Stifel reiterates Buy with $350 PT, sees lumpy AEC orders not deceleration, no capacity constraint for FY27 ZF Optics
D1 +7.4% · +5d +20.1%
› 6 waves of this story2026-09-16 New platform with real-time telemetry to prevent link flaps; mgmt sees >$600M revenue2026-09-17 New module integrates in-house DSP and SiPho; 1.6T AEC shipments raised to 7M, boosting AI networking position2026-09-17 Stock down ~50% from highs after product launch; AI spending sustainability in focus2026-09-18 Showcasing next-gen optical interconnects at ECOC 2026 for AI scale-out fabrics2026-09-22 New 224G ZeroFlap transceivers support 1.6T ports, boosting AI scale-out interconnects2026-09-22 Stifel reiterates Buy with $350 PT, sees lumpy AEC orders not deceleration, no capacity constraint for FY27 ZF Optics2026-08-31 → 09-21 Earnings Bull
CRDO Maintained Outperform by Mizuho, PT Cut to $245 Mizuho sees strong 2027 demand drivers, but cuts PT on lower peer multiples
D1 -2.8% · +5d -25.8%
› 7 waves of this story2026-08-31 Multiple sources flag earnings as key event this week2026-09-02 Revenue and EPS beat, but after-hours drop; focus on Q2 guide and margins2026-09-03 Revenue $479M and EPS $1.20 beat, but stock fell 8% after hours and continued dropping; focus on optics and guidance2026-09-03 Q1 revenue $479M up 115% YoY, Q2 guide above consensus, but customer concentration concerns weigh2026-09-04 Analysts see overreaction, but margin pressure raises concerns2026-09-09 Post-earnings selloff seen as overdone; strong AI optical demand supports long-term growth2026-09-21 Mizuho sees strong 2027 demand drivers, but cuts PT on lower peer multiples2026-09-20 Company
CRDO Sees Mixed Analyst Views Amid Post-Earnings Volatility Strong results but valuation debate persists; bulls add on dips
D1 +6.5% · +5d +2.9%
2026-09-11 → 09-15 Other Bull
CRDO down 40% in month, dip buyers and Mizuho see buying opportunity Mizuho sees pullback as buying opp; investors and retail add on weakness
D1 +1.6% · +5d +7.9%
› 2 waves of this story2026-09-11 Multiple independent investors added on dips, reflecting long-term confidence in AI connectivity2026-09-15 Mizuho sees pullback as buying opp; investors and retail add on weakness2026-09-14 Product Bull
CRDO to debut OmniConnect platform at AI Infra Summit New platform targets inference memory wall, marking first public look at next growth category
D1 -7.9% · +5d +24.8%
2026-09-09 Capital Bull
HSBC Boosts CRDO Stake by 50.2%, Analysts Bullish on AI Optical HSBC's stake increase and analyst upgrades signal confidence in AI data center demand
D1 +0.1% · +5d -3.8%
2026-09-05 Other Bull
CRDO Listed as S&P 500 Inclusion Candidate, Market Attention Rises Multiple X accounts cite CRDO as S&P candidate, potential index fund demand
D1 -1.7% · +5d -10.3%
2026-09-02 8-K filing
8-K: Item 2.02, Item 9.01 D1 -20.0% · +5d -3.0%
2026-09-01 Earnings
Earnings report Q1 FY27 营收创纪录达 $479M，环比增长 10%，同比增长 115%，连续第七个季度实现三位数同比增长。
D1 -8.6% · +5d -18.7%
2026-08-11 Product Bull
CRDO Launches OCP Initiative to Address AI Memory Bottlenecks Company plans to standardize AI interconnect within OCP, beyond HBM
D1 +3.2% · +5d -0.7%
2026-08-05 → 08-08 Regulation Bull
US mulls ban on Chinese optical transceivers; CRDO gets JPM attention & new page signal JPM cites FCC draft ban; CRDO gated page hints at new product, reinforcing beneficiary narrative
D1 -5.6% · +5d +19.4%
› 5 waves of this story2026-08-05 Draft ban on Chinese optical transceivers in US AI data centers seen as validation for US-based optical suppliers.2026-08-06 Trump's ban plan raises concerns over CRDO's China assembly, yet sector rallies2026-08-08 JPM notes FCC drafting rule to ban Chinese optical transceivers from US data centers, favoring US suppliers2026-08-08 JPM notes FCC draft rule; CRDO published a gated page, reinforcing its beneficiary position2026-08-08 JPM cites FCC draft ban; CRDO gated page hints at new product, reinforcing beneficiary narrative2026-08-06 Capital Bull
Empowered Funds Boosts CRDO Stake by 95.7% Empowered Funds increased CRDO holdings by 95.7% in Q1, showing institutional confidence
D1 +2.6% · +5d +15.4%
2026-08-04 Product Bull
Credo to Showcase AI Memory and Storage Connectivity at FMS 2026 Announced participation at FMS Aug 4-6, featuring OmniConnect Weaver, targeting up to 25x memory density vs HBM4
D1 +9.0% · +5d +4.1%
2026-08-03 Capital Bull
Centaurus Financial Makes New $426K Stake in CRDO New institutional purchase in Q1 signals continued interest
D1 +5.5% · +5d +9.9%
2026-07-21 → 08-02 Analyst Bull
CRDO Upgraded to Buy, Valuation Attractive at 30x Forward Earnings July 21 sale reduces holdings by 0.46%, insider cash-out
D1 +5.6% · +5d -14.1%
› 2 waves of this story2026-07-21 Seeking Alpha upgrades after 40% pullback, valuation now attractive2026-08-02 July 21 sale reduces holdings by 0.46%, insider cash-out2026-08-02 Capital Bear
CRDO CTO Sells Shares Worth $6.1M Co-founder and CTO Lawrence Cheng disposed of 27,500 shares on July 21, reducing holdings by 0.46%
D1 +5.5% · +5d +9.9%
2026-07-31 Insider selling Bear
Insider selling $28.2M (2) D1 +2.9% · +5d +20.7%
