The COO's massive single-day liquidation is the key signal. While the dollar amount is small relative to market cap, the pattern of a top executive selling ~$13.2M in a single day is highly unusual and suggests potential concerns. Monitor for any upcoming 8-K filings, earnings pre-announcements, or material changes in business outlook. The CTO and CFO sales, while smaller, add to the bearish cluster picture.
Price Chart
Executive Summary
Credo Technology Group's COO sold ~$13.2M in a single day (July 15), and the CTO and CFO sold an additional $1.16M in the prior week. The COO's massive single-day sale is highly unusual and represents a material insider sell cluster at a $38.8B market cap company. This cluster of selling by top executives, particularly the COO's $13.2M liquidation, is a bearish signal that warrants close attention.
Key Financial Metrics
Key Facts
- COO Lam Yat Tung sold ~$13.2M in open-market sales on July 15, 2026, across 20 separate transactions at prices ranging from ~$218 to ~$236.
- CTO Cheng Chi Fung sold $883K on July 14, 2026.
- CFO Fleming Daniel W. sold $277K on July 8, 2026.
- Total insider selling in the cluster window: ~$14.4M, representing ~0.04% of the $38.8B market cap.
- The COO's single-day sale of ~$13.2M is the dominant event, far exceeding the CTO and CFO sales combined.
Financial Impact
Total insider selling of ~$14.4M, with the COO alone accounting for ~$13.2M in a single day. This is ~0.04% of market cap, but the concentration and seniority of the seller make it notable.
Risk Factors
- Potential undisclosed negative business developments prompting insider sales.
- Risk of further insider selling if the COO's sale was part of a planned exit or reflects deteriorating fundamentals.
- High valuation (93% analyst bullish consensus) may amplify downside if negative news emerges.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-CRDO-1784279454236 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 5d ago | Insider Cluster | $147.29 | awaiting T+20 | — | $151.15 (−2.62%) |
Oct 21, 2026 5d ago | Insider Cluster | $162.77 | awaiting T+20 | — | $151.15 (−7.14%) |
Oct 14, 2026 12d ago | Insider Cluster | $178.50 | awaiting T+20 | — | $151.15 (+15.32%) |
Oct 13, 2026 13d ago | 144 | $179.23 | awaiting T+20 | — | $151.15 (−15.66%) |
Oct 13, 2026 13d ago | 144 | $198.31 | awaiting T+20 | — | $151.15 (−23.78%) |
Oct 13, 2026 14d ago | Insider Cluster | $179.23 | awaiting T+20 | — | $151.15 (+15.66%) |
Oct 8, 2026 18d ago | 144 | $216.55 | awaiting T+20 | — | $151.15 (−30.20%) |
Oct 5, 2026 21d ago | Insider Cluster | $220.83 | awaiting T+20 | — | $151.15 (+31.55%) |
Oct 1, 2026 25d ago | Insider Cluster | $218.64 | awaiting T+20 | — | $151.15 (−30.87%) |
Oct 1, 2026 25d ago | Insider Cluster | $218.64 | awaiting T+20 | — | $151.15 (+30.87%) |
US Market Status
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