Credo Technology Set to Announce Q1 2026 Earnings on September 3rd
PorAinvest
martes, 2 de septiembre de 2025, 5:38 pm ET1 min de lectura
CRDO--
Over the past two years, Credo Technology has consistently beaten EPS estimates, with an average earnings surprise of 27.1% [1]. The company's strong portfolio, comprising active electrical cables (AECs), optical DSPs, and retimers, is expected to drive revenue growth. Expansion beyond intra-rack into rack-to-rack use cases has further fueled AEC momentum, with ZeroFlap AECs offering improved reliability compared to laser-based optical solutions [1].
Credo's Optical DSP business is also poised for growth, with the company anticipating expansion of customer diversity across lane rates, port speeds, and applications [1]. The launch of ultra-low-power 100-gig per lane optical DSPs built on 5-nanometer technology has set new industry benchmarks for power efficiency [1].
Despite these positive trends, investors should consider several risks. Credo's operating expenses surged 19% sequentially in the fiscal fourth quarter, primarily due to higher headcount, and are expected to be between $54 million and $56 million in the current quarter [1]. Additionally, the company faces intense competition from semiconductor giants like Broadcom Inc. (AVGO) and Marvell Technology, Inc. (MRVL), and overreliance on a few clients for revenue growth presents a significant headwind [1].
CRDO shares have surged 116.2% in the past three months, significantly outperforming its peers and the broader market [1]. However, the company's valuation is considered stretched, with a forward 12-month Price/Sales ratio of 26.02, higher than the sector's multiple of 8.83 [1].
References:
[1] https://www.tradingview.com/news/zacks:cedc51cd7094b:0-credo-technology-to-report-q1-earnings-how-to-play-the-stock/
Credo Technology is set to announce Q1 2026 earnings on September 3rd. The consensus EPS estimate is $0.36, an increase of 800% YoY, and the revenue estimate is $190.63M, up 219.3% YoY. Over the past 2 years, Credo Technology has consistently beaten EPS estimates.
Credo Technology Group Holding Ltd. (CRDO) is scheduled to release its first-quarter fiscal 2026 earnings on September 3rd. The Zacks Consensus Estimate for the bottom line in the to-be-reported quarter is pegged at $0.36, representing an 800% year-over-year (YoY) increase from the prior year's $0.04 [1]. The consensus estimate for total revenues is pinned at $190.63 billion, implying a 219.3% YoY increase [1].Over the past two years, Credo Technology has consistently beaten EPS estimates, with an average earnings surprise of 27.1% [1]. The company's strong portfolio, comprising active electrical cables (AECs), optical DSPs, and retimers, is expected to drive revenue growth. Expansion beyond intra-rack into rack-to-rack use cases has further fueled AEC momentum, with ZeroFlap AECs offering improved reliability compared to laser-based optical solutions [1].
Credo's Optical DSP business is also poised for growth, with the company anticipating expansion of customer diversity across lane rates, port speeds, and applications [1]. The launch of ultra-low-power 100-gig per lane optical DSPs built on 5-nanometer technology has set new industry benchmarks for power efficiency [1].
Despite these positive trends, investors should consider several risks. Credo's operating expenses surged 19% sequentially in the fiscal fourth quarter, primarily due to higher headcount, and are expected to be between $54 million and $56 million in the current quarter [1]. Additionally, the company faces intense competition from semiconductor giants like Broadcom Inc. (AVGO) and Marvell Technology, Inc. (MRVL), and overreliance on a few clients for revenue growth presents a significant headwind [1].
CRDO shares have surged 116.2% in the past three months, significantly outperforming its peers and the broader market [1]. However, the company's valuation is considered stretched, with a forward 12-month Price/Sales ratio of 26.02, higher than the sector's multiple of 8.83 [1].
References:
[1] https://www.tradingview.com/news/zacks:cedc51cd7094b:0-credo-technology-to-report-q1-earnings-how-to-play-the-stock/
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