2026년 2월 20일 · Unknown · financial · 출처 Yahoo Finance
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Credo Technology Group Holding’s fair value estimate has been trimmed from $214.27 to $208.38, while the discount rate has been adjusted slightly from 10.42% to 10.38%. This reflects a more fine-tuned view of risk and return. At the same time, the model now uses 51.32% for revenue growth instead of 46.78%. This ties the updated narrative to analyst work that combines increased confidence in the company’s long-term opportunity set with a more measured stance on valuation. If you want to keep up with how this kind of fair value work shapes the story around Credo over time, you can look for practical ways to track these narrative shifts as they occur.
Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Credo Technology Group Holding.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
Goldman Sachs started coverage on Credo Technology Group Holding on 19 Feb 2026 with a Buy rating and a US$165 price target, which it states implies 27% upside. This signals a constructive stance on where the shares trade relative to its own view of fair value. Goldman highlights Credo’s focus on high speed, short range wired connectivity products for datacenters, pointing to the company’s active electrical cables as a key product that, in its view, can offer lower cost, high bandwidth, and high reliability compared with alternative short range connectivity options. In the same research, Goldman notes what it calls a favorable near term setup, with its estimates sitting above consensus. This suggests that at least one major firm is incorporating stronger execution and growth into its models than the broader analyst group.
🐻 Bearish Takeaways
Rosenblatt started Credo with a neutral view on 21 Jan 2026, which tempers the overall bullish tone and signals that not all firms see a clear case for taking on more risk at current levels. Roth Capital and Barclays have both updated price targets for Credo. While the full details are not provided, the presence of target changes around the same period suggests some analysts are actively reassessing upside, risk, and valuation as new information comes through.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!NasdaqGS:CRDO 1-Year Stock Price Chart
What's in the News
Credo issued third quarter fiscal 2026 revenue guidance in a range of US$335.0 million to US$345.0 million, giving investors a view of expected sales for the period based on company forecasts. The company later revised its third quarter fiscal 2026 revenue outlook to US$404 million to US$408 million, which sits above the high end of its prior guidance range and points to a meaningfully different revenue expectation for that quarter. Credo also provided earnings guidance looking toward the end of fiscal 2026 and into fiscal 2027, indicating expectations for mid single digit sequential revenue growth and very large year over year revenue growth for the current fiscal year. On the product front, Credo announced that its Toucan PCIe retimer earned PCI-SIG compliance at 32.0 GT/s with validation at PCIe 5.0 speeds. The company also introduced the Blue Heron 224G AI scale up retimer, aimed at UALink, ESUN, and Ethernet protocols for extended links in AI scale up platforms, using a 3nm process and 224G SerDes.
Story Continues
How This Changes the Fair Value For Credo Technology Group Holding
Fair Value: trimmed from US$214.27 to US$208.38, a modest reduction of about 2.7% in the modelled estimate. Discount Rate: adjusted slightly from 10.42% to 10.38%, reflecting only a small change in the required return assumption. Revenue Growth: increased from 46.78% to 51.32%, indicating higher projected top line expansion in the updated work. Profit Margin: raised from 34.86% to 35.55%, pointing to somewhat stronger expected profitability. Future P/E: reduced from 72.65x to 62.01x, implying a lower assumed valuation multiple in the new framework.
🔔 Never Miss an Update: Follow The Narrative
Narratives are simply the story behind the numbers, your view on a company’s future revenue, earnings, margins, and fair value. On Simply Wall St’s Community page, millions of investors use Narratives to connect a company’s story to a forecast and then to a fair value, so they can compare that to today’s price and decide when to act. As news, guidance, or earnings arrive, these Narratives update automatically, keeping your thesis and fair value view in sync with new information.
If you want to see how this thinking fits together for Credo Technology Group Holding, follow the original Narrative on Simply Wall St here: CRDO: Future Returns Will Ride On AI Datacenter Connectivity Execution, where you can track:
How reliance on a few large cloud customers and pulled forward AI demand shapes Credo’s revenue concentration and volatility risks. Whether expectations for high future growth, margins, and a 2028 P/E of 88.2x stay realistic as protocol adoption, competition, and costs evolve. How new data on revenue, earnings, and fair value alters the balance between long term AI datacenter connectivity potential and execution risks.
To keep your own view current as the story and fair value work change, you can use Curious how numbers become stories that shape markets? Explore Community Narratives and track how other investors are updating their Narratives on Credo Technology Group Holding.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situa…