{"data":{"ticker":"CRDO","slug":"credo-technology","name":"Credo Technology Group","exchange":"NASDAQ","sector":"Technology","headquarters":"San Jose, California","ceo":"William J. Brennan","employees":807,"website":"https://credosemi.com","founded":"2008","layers":[{"slug":"networking","name":"Networking & Optics"}],"exposure":{"score":88,"tier":"Core","rationale":"Credo sells active electrical cables, retimers, and SerDes chips that connect GPUs and switches inside AI data centers at 800G speeds. Hyperscaler AI cluster deployments drive the vast majority of revenue, making the company close to a pure play on the buildout."},"quote":{"price":120.51,"change24hPct":7.28,"change7dPct":-20.19,"change30dPct":-43.12,"change1yPct":-26.34,"high52w":302.52,"low52w":87.81,"marketCap":22650085376,"peRatio":42.73,"eps":2.82,"volume24h":1160536607},"nextEarningsDate":"2026-11-30","summary":"Credo Technology Group makes high-speed connectivity products for data centers. It sells active electrical cables, retimers, and SerDes chips, the components that keep signals clean as data races between GPUs and switches at 800G speeds and beyond.","explainer":["Credo Technology Group makes high-speed connectivity products for data centers. It sells active electrical cables, retimers, and SerDes chips, the components that keep signals clean as data races between GPUs and switches at 800G speeds and beyond.","Its product line includes HiWire active electrical cables, line card retimers, SerDes PHY chips, and 800G connectivity solutions. These parts solve a physical problem AI created: at the speeds AI clusters run, ordinary copper connections degrade, and Credo's silicon keeps them reliable.","Founded in 2008 and headquartered in San Jose, California, Credo trades on the NASDAQ, is led by CEO Bill Brennan, and employs roughly 810 people."],"buildoutRole":"Credo sits in the Networking & Optics layer, inside the racks of the AI buildout. Every GPU cluster needs thousands of high-speed links between accelerators and switches, and Credo's active electrical cables, retimers, and SerDes chips carry those signals at 800G. Hyperscaler AI cluster deployments drive the vast majority of its revenue, which makes it one of the most concentrated connectivity plays on the buildout. Supercycle scores it close to a pure play.","faq":[{"q":"What does Credo Technology do?","a":"Credo makes high-speed connectivity products: active electrical cables, retimers, and SerDes chips that carry data between GPUs and switches inside data centers at 800G speeds."},{"q":"How is Credo exposed to AI?","a":"Almost entirely. Hyperscaler AI cluster deployments drive the vast majority of its revenue. Supercycle scores it 88 out of 100, close to a pure play on the buildout."},{"q":"What are Credo's main products?","a":"HiWire active electrical cables, line card retimers, SerDes PHY chips, and 800G connectivity solutions for AI data centers."},{"q":"Is CRDO a pure play AI stock?","a":"Close to it. Its products serve data center connectivity broadly, but AI cluster deployments dominate demand, earning a score of 88 out of 100 on Supercycle's leaderboard."},{"q":"Who leads Credo and where is it based?","a":"CEO Bill Brennan leads Credo from San Jose, California. The company was founded in 2008, trades on the NASDAQ, and employs roughly 810 people."}],"history1y":[{"date":"2026-09-28","close":192.67},{"date":"2026-09-29","close":192.35},{"date":"2026-09-30","close":194.79},{"date":"2026-10-01","close":210.17},{"date":"2026-10-02","close":218.64},{"date":"2026-10-05","close":212.48},{"date":"2026-10-06","close":220.83},{"date":"2026-10-07","close":220.01},{"date":"2026-10-08","close":211.86},{"date":"2026-10-09","close":216.55},{"date":"2026-10-12","close":200.84},{"date":"2026-10-13","close":198.31},{"date":"2026-10-14","close":179.23},{"date":"2026-10-15","close":178.5},{"date":"2026-10-16","close":169.7},{"date":"2026-10-19","close":172.81},{"date":"2026-10-20","close":171.51},{"date":"2026-10-21","close":182.28},{"date":"2026-10-22","close":162.77},{"date":"2026-10-23","close":147.29},{"date":"2026-10-26","close":151.15},{"date":"2026-10-27","close":167.43},{"date":"2026-10-28","close":173.69},{"date":"2026-10-29","close":165.29},{"date":"2026-10-30","close":150.99},{"date":"2026-11-02","close":140.02},{"date":"2026-11-03","close":150.91},{"date":"2026-11-04","close":136.5},{"date":"2026-11-05","close":112.33},{"date":"2026-11-06","close":120.51}],"incomeStatements":[{"ticker":"CRDO","report_period":"2026-12-31","fiscal_period":"2026-FY","period":"annual","currency":"USD","revenue":1335116000,"cost_of_revenue":426767000,"gross_profit":908349000,"operating_expense":0,"operating_income":445005000,"net_income":472279000,"earnings_per_share":2.51,"earnings_per_share_diluted":2.51,"research_and_development":279381000,"selling_general_and_administrative_expenses":183963000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"CRDO","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":436775000,"cost_of_revenue":153866000,"gross_profit":282909000,"operating_expense":0,"operating_income":37124000,"net_income":52183000,"earnings_per_share":0.29,"earnings_per_share_diluted":0.29,"research_and_development":146867000,"selling_general_and_administrative_expenses":98918000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"CRDO","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":192970000,"cost_of_revenue":73539000,"gross_profit":119431000,"operating_expense":0,"operating_income":-37058000,"net_income":-28369000,"earnings_per_share":-0.18,"earnings_per_share_diluted":-0.18,"research_and_development":96296000,"selling_general_and_administrative_expenses":60193000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"CRDO","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","revenue":184194000,"cost_of_revenue":78000000,"gross_profit":106194000,"operating_expense":0,"operating_income":-18828000,"net_income":-16547000,"earnings_per_share":-0.11,"earnings_per_share_diluted":-0.11,"research_and_development":76774000,"selling_general_and_administrative_expenses":48248000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"CRDO","report_period":"2026-12-31","fiscal_period":"2026-FY","period":"annual","currency":"USD","total_assets":2295619000,"current_assets":2001070000,"cash_and_equivalents":1164952000,"total_liabilities":232007000,"current_liabilities":197091000,"total_debt":25448000,"shareholders_equity":2063612000,"retained_earnings":389117000},{"ticker":"CRDO","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":809257000,"current_assets":713534000,"cash_and_equivalents":236328000,"total_liabilities":127675000,"current_liabilities":107711000,"total_debt":16035000,"shareholders_equity":681582000,"retained_earnings":-83162000},{"ticker":"CRDO","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":601932000,"current_assets":530265000,"cash_and_equivalents":66942000,"total_liabilities":61734000,"current_liabilities":44620000,"total_debt":13874000,"shareholders_equity":540198000,"retained_earnings":-135345000},{"ticker":"CRDO","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":397289000,"current_assets":328232000,"cash_and_equivalents":108583000,"total_liabilities":49654000,"current_liabilities":31032000,"total_debt":15499000,"shareholders_equity":347635000,"retained_earnings":-106976000}],"holders13f":[{"slug":"gavin-baker","personName":"Gavin Baker","fundName":"Atreides Management","value":307109056,"portfolioPct":0.027547639959574273,"change":"increased","period":"2026-06-30"},{"slug":"ray-dalio","personName":"Ray Dalio","fundName":"Bridgewater Associates","value":48677962,"portfolioPct":0.0019969555793991514,"change":"trimmed","period":"2026-06-30"}],"news":[{"title":"Credo Just Dropped 26% in Two Days. Is It Time to Sell, or Load Up?","source":null,"url":"https://www.tikr.com/blog/credo-just-dropped-26-in-two-days-is-it-time-to-sell-or-load-up?ref=yahoofinance&tlnk=yf-261106-mw58fwwh&.tsrc=rss","date":"2026-11-06"},{"title":"Credo Sinks Another 14% as Democratic Sweep Stokes “Left-Tail Event” Fears for AI","source":null,"url":"https://www.tikr.com/blog/credo-sinks-another-14-as-democratic-sweep-stokes-left-tail-event-fears-for-ai?ref=yahoofinance&tlnk=yf-261105-m9gv9x9c&.tsrc=rss","date":"2026-11-05"},{"title":"Credo and Oracle Drive AI Optical Innovation: Is CRDO Set to Benefit?","source":null,"url":"https://finance.yahoo.com/technology/ai/articles/credo-oracle-drive-ai-optical-115500422.html?.tsrc=rss","date":"2026-11-05"},{"title":"Chip Stocks Feeling Blue After Democratic Party Victories","source":null,"url":"https://finance.yahoo.com/m/b85debf9-a8a5-3505-a5ba-812ad44e0e07/chip-stocks-feeling-blue.html?.tsrc=rss","date":"2026-11-04"},{"title":"Credo Technology Group Holding (CRDO) Secures OCP Approval For Two Optical Telemetry Standards","source":null,"url":"https://finance.yahoo.com/technology/ai/articles/credo-technology-group-holding-crdo-211330667.html?.tsrc=rss","date":"2026-11-04"},{"title":"Credo Technology Group Holding (CRDO) Stock Looks Below Fair Value On Cash Flow","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/credo-technology-group-holding-crdo-201257671.html?.tsrc=rss","date":"2026-11-04"},{"title":"Credo Sinks 10% as Democratic Sweep Hits AI Data Center Stocks: “Biggest Worry”","source":null,"url":"https://www.tikr.com/blog/credo-sinks-10-as-democratic-sweep-hits-ai-data-center-stocks-biggest-worry?ref=yahoofinance&tlnk=yf-261104-q6q34365&.tsrc=rss","date":"2026-11-04"},{"title":"Credo Stock Dips 27% in the Past Month: What Should Investors Do Next?","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/credo-stock-dips-27-past-175000052.html?.tsrc=rss","date":"2026-11-04"}]},"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.557Z","tier":"free","source":"https://supercyclehq.com/stock/credo-technology","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/CRDO","html":"https://supercyclehq.com/stock/credo-technology","md":"https://supercyclehq.com/stock/credo-technology.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}