The insider selling cluster is too small to be informative. Traders should not read bearish intent into these routine sales. Focus on CRDO's next quarterly report for any change in AI networking demand trajectory.
Price Chart
Executive Summary
Five CRDO insiders (including the CEO, CTO, and Chief Legal Officer) sold a total of $4.56M in open-market transactions over a 7-day window following the company's June 1 earnings release. However, the total sales represent only ~0.01% of CRDO's $43.8B market cap—well below the threshold for material insider activity. These sales are likely routine portfolio diversification or tax-planning moves, not a signal of bearish conviction.
Key Financial Metrics
Key Facts
- Five insiders sold shares totaling $4.56M from June 3-9, 2026
- CEO William Brennan sold 5,713 shares for ~$1.18M on June 5
- CTO Chi Fung Cheng sold 7,250 shares for ~$1.54M on June 3
- Total sales equal only ~0.01% of CRDO's $43.8B market cap
- Sales occurred shortly after CRDO reported Q4 FY2026 revenue of $437M (+157% YoY) and guided Q1 revenue below consensus
Financial Impact
Insider sales of $4.56M are trivial relative to $43.8B market cap (0.01%)
Risk Factors
- Insider selling could accelerate if the stock continues its strong upward momentum
- The Q1 revenue guidance miss may pressure the stock if upcoming orders disappoint
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-1781214414832 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | Insider Cluster | $149.60 | awaiting T+1 | — | $151.15 (−1.04%) |
Oct 21, 2026 5d ago | Insider Cluster | $162.77 $147.29 | ▼ −9.51% | ▼ −8.99% | $151.15 (−7.14%) |
Oct 14, 2026 12d ago | Insider Cluster | $178.50 $169.70 | ▲ +4.93% | ▲ +3.82% | $151.15 (+15.32%) |
Oct 13, 2026 13d ago | 144 | $179.23 $178.50 | ▼ −0.40% | ▼ −0.69% | $151.15 (−15.66%) |
Oct 13, 2026 13d ago | 144 | $198.31 $179.23 | ▼ −9.62% | ▼ −8.54% | $151.15 (−23.78%) |
Oct 13, 2026 13d ago | Insider Cluster | $179.23 $178.50 | ▲ +0.40% | ▲ +0.69% | $151.15 (+15.66%) |
Oct 8, 2026 17d ago | 144 | $216.55 $200.84 | ▼ −7.25% | ▼ −7.19% | $151.15 (−30.20%) |
Oct 5, 2026 21d ago | Insider Cluster | $220.83 $220.01 | ▲ +0.37% | ▲ +0.13% | $151.15 (+31.55%) |
Oct 1, 2026 24d ago | Insider Cluster | $218.64 $212.48 | ▼ −2.82% | ▼ −3.49% | $151.15 (−30.87%) |
Oct 1, 2026 24d ago | Insider Cluster | $218.64 $212.48 | ▲ +2.82% | ▲ +3.49% | $151.15 (+30.87%) |
US Market Status
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