CRDO
Credo Technology Group Holding Ltd$155.33 +8.04 (+5.46%)
Oct 26 4:00 PM ET · prev $147.29
Market cap
$30.6B
Large cap
Consensus
Buy
93% Buy or better · 29 analysts
Median target
$292.00
+88% · range $235.00–315.00
1 year
+0.2%
from $154.96 · Oct 27
30 days
−19.4%
from $192.67
52-week range
$87.81–302.52
−49% from high · low Mar 30
Avg volume 20D
8.38M
shares / day
Short interest
11.28M
≈6.0% of shares · +31.0%
Days to cover
1.3
at average volume
Insider net
−$15.3M
0 buyers · 4 sellers · since Oct 8
New fund stakes
18
Q2 2026 13F · 1 exit
Reddit crowd
69°
Warm · 20 mentions this week
SecBot read BEARISH 18 reports · 90 days
Balance 9 bearish · 1 bullish · 8 neutral oldest → newest, height = score
Avg score ·High conf. 4/18
Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
No data for this timeframe.
- A May 1 Rothschild & Co initiates
- A Jun 22 Evercore ISI Group initiates
- I Jun 30 18 funds open new positions (13F)
- R Jul 16 Credo Technology Group's COO sold ~$13.2M in a single day (July 15),…
- R Sep 1 Credo Technology reported Q1 FY2027 revenue of $479.0M (beat consens…
- X Sep 15 Short interest jumps 29.0% to 8.61M
- X Sep 30 Short interest jumps 31.0% to 11.28M
- S Oct 8 to Oct 20 5 days of insider sells: $15.3M by 4 insiders, avg $184.63
Signal stack
Where each data set points today.
- InsidersBEARISH
4 insiders sold $15.3M.
- InstitutionsBULLISH
Q2 2026: 96 added (18 new), 58 trimmed or exited. Largest new: Hrt Financial $377.4M, Qube Research & Technologies $365.0M.
- AnalystsBULLISH
27 of 29 rate it Buy or better. Every target is above the price.
- Short sellersBUILDING
Short interest +31.0% to 11.28M shares. 1.3 days to cover, ≈6.0% of shares.
- TrendDOWNTREND
20% below its 50-day average.
- SocialBULLISH
Crowd 69° (warm) this week from 20 mentions: 9 bullish, 0 bearish. No setup call.
Who's buying
13F· Q2 202618
new positions
1
exit
$1.4B
in new stakes · top 7 shown
| Fund | Move | Value |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | TRIM | $876.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | $723.3M |
| JENNISON ASSOCIATES LLC | DOUBLED | $722.1M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $543.3M |
| FMR LLC | TRIM | $480.8M |
| Rafferty Asset Management, LLC | ADD | $412.1M |
| HRT FINANCIAL LP | NEW | $377.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | $376.8M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
29 analysts 93% rate it Buy or better
12-month targets · 19 analysts
$155.33 $235.00 $292.00 $315.00
Price is below the lowest target. Median implies +88%.Targets as of Oct 26, 2026.
Recent actions
| Date | Firm | Rating |
|---|---|---|
| Oct 15, 2026 | Rosenblatt MAINTAIN | Neutral |
| Oct 5, 2026 | Stifel MAINTAIN | Buy |
| Sep 21, 2026 | Mizuho MAINTAIN | Outperform |
| Sep 2, 2026 | JP Morgan MAINTAIN | Overweight |
| Sep 2, 2026 | Evercore ISI Group MAINTAIN | Outperform |
| Sep 2, 2026 | Rosenblatt MAINTAIN | Neutral |
Congressional trades
CRDO trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 2 sells
| Date | Member | Type | Amount |
|---|---|---|---|
| Jul 2, 2026 | Gilbert Cisneros D· HOUSE· CREDO TECH GROUP HOLDING LTD | SELL | $1,001 - $15,000 |
| Jun 30, 2026 | Gilbert Cisneros D· HOUSE· CREDO TECH GROUP HOLDING LTD | SELL | $1,001 - $15,000 |
Insider ledger
Form 4$0
bought · 0 insiders
$15.3M
sold · 4 insiders
| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 20, 2026 | Cheng Chi Fung Chief Technology Officer | SELL | $113.5K |
| Oct 20, 2026 | Cheng Chi Fung Chief Technology Officer | SELL | $1.1M |
| Oct 20, 2026 | Cheng Chi Fung Chief Technology Officer | SELL | $176.5K |
| Oct 20, 2026 | Cheng Chi Fung Chief Technology Officer | SELL | $66.4K |
| Oct 20, 2026 | Cheng Chi Fung Chief Technology Officer | SELL | $261.0K |
| Oct 20, 2026 | Cheng Chi Fung Chief Technology Officer | SELL | $578.5K |
| Oct 20, 2026 | Cheng Chi Fung Chief Technology Officer | SELL | $98.2K |
| Oct 20, 2026 | Cheng Chi Fung Chief Technology Officer | SELL | $98.3K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Reddit mentions per day, 14 days
Crowd this week 69° Warm 9 bullish · 0 bearish
Mentions, 7 days 20 4 in posts · 16 in comments
Recent posts
Insider buying and selling this week
5 upvotes · 0 comments
Insider buying and selling this week
1 upvotes · 0 comments
Looking for some honest feedback
1 upvotes · 0 comments
Before the close, longs at support
1 upvotes · 0 comments
Recent comments
“This month… worst month as can remember…”. So I assume you are fairly young. I went thru covid drawdown (2020 March), Great Recession (2008 Sept to early 2009), and Dot Com bust in 2000. I’m retired and been in the market for 35 years. (Some commenters here probably not even 35) I still have 90% in individual AI names… AAOI, LITE, COHR, MU, AMD, CRDO, AVGO, GOOGL, MRTA, TSM, PANW, ZS, CRM, NOW, NVDA (in $10 2020), CRWD (in IPO date 2019) and others… I read some of the comments here… some are va
Became rash because of a few early winners to be fair, RKLB and SLS gave me a lot of green in the beginning. Sold RKLB fairly early at around 110 for 60% profit, but made a mistake doubling down on SLS when I was 80% up and then buying the dip way too high. Think I came out mostly break even all in all but that story is what basically woke me up to what I was getting into, which felt a bit like a gambling addiction.
Think I'l put a few things on paper when I get home but all in all, I'l look to
I did see that news’s. Fun fact: MRVL also tried to take market share form CRDO on AEC. They failed.
I don’t see how MXL will compete with CRDO
May want to look into MXL cutting into CRDO’s market share.
I’m in on CRDO from 92 and sold all the way up to 300, still have a big position. But I’m not as thrilled with their future unless they deliver on optical in the next 2 quarters.
Short side
FINRA· Sep 30, 202611,275,244
shares short
+31.0%
vs prior settlement
1.3
days to cover
≈6.0%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 22, 2026 SEC Oct 21, 2026 SEC
CEO William Brennan and CTO Chi Fung Cheng sold a combined ~$345K in open-market sales over a 7-day window. The CEO's…
CLUSTER — Impact 4/10
Three CRDO insiders, including the CEO and CTO, sold a total of $695K in shares over a week. The sales are small…
CLUSTER — Impact 3/10
Oct 20, 2026 Insider
Cheng Chi Fung sold 700 shares
Chief Technology Officer @ $162.09 ($113.5K)
Oct 20, 2026 Insider
Cheng Chi Fung sold 6,190 shares
Chief Technology Officer @ $174.28 ($1.1M)
Oct 20, 2026 Insider
Oct 14, 2026 SEC Cheng Chi Fung sold 1,000 shares
Chief Technology Officer @ $176.50 ($176.5K)
Two C-suite insiders at Credo Technology Group (CFO and CTO) sold a combined $1.13M in open-market sales over a 7-day…
CLUSTER — Impact 5/10
Sep 30, 2026 Short interest report
Short Interest: CRDO up 31% to 11.3M shares
Settlement 2026-09-30 | Days to cover: 1.29 | ≈6.00% of shares outstanding (est.)
Aug 19, 2026 Event
Credo Technology Group, Ltd. v. Credo.AI Corp.
Court ruling (cand) — Docket: 3:24-cv-02032
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Sep 30, 2026
Short interest
Short Interest: CRDO up 31% to 11.3M shares
Settlement 2026-09-30 | Days to cover: 1.29 | ≈6.00% of shares outstanding (est.)
Sep 15, 2026
Short interest
Short Interest: CRDO up 29% to 8.6M shares
Settlement 2026-09-15 | Days to cover: 1.00 | ≈4.58% of shares outstanding (est.)
Sep 1, 2026
Earnings date
CRDO Q1 2027 Earnings Scheduled — 2026-09-01
Aug 19, 2026
Enforcement
Credo Technology Group, Ltd. v. Credo.AI Corp.
Court ruling (cand) — Docket: 3:24-cv-02032
Jul 9, 2026
Enforcement
Credo Technology Group, Ltd. v. Credo.AI Corp.
Court ruling (cand) — Docket: 3:24-cv-02032
SecBot reports
43 filings · 3 bullish · 15 bearish · 25 neutral- BEARISH CLUSTEROct 22, 2026
CEO William Brennan and CTO Chi Fung Cheng sold a combined ~$345K in open-market sales over a…
The CEO's concentrated $2.9M open-market sale without a 10b5-1 plan is a modest bearish signal. Monitor for any subsequent 8-K filings or earnings pre-announcements that could explain the timing…
- NEUTRAL CLUSTEROct 21, 2026
Three CRDO insiders, including the CEO and CTO, sold a total of $695K in shares over a week. The…
The dollar amount is too small to signal a material negative view. Monitor for any subsequent larger sales or a pattern of sustained insider selling in future filings.
- BEARISH CLUSTEROct 14, 2026
Two C-suite insiders at Credo Technology Group (CFO and CTO) sold a combined $1.13M in open-market…
Both the CFO and CTO sold shares in open-market transactions without a disclosed 10b5-1 plan, which is a bearish signal. Monitor for any upcoming earnings pre-announcement or material news that may…
- NEUTRAL 144Oct 13, 2026
Director Chi Fung Cheng (through the Cheng Huang Family Trust) filed a Form 144 notice to sell…
The 10b5-1 plan context and repeated weekly sales pattern suggest this is a scheduled liquidity event rather than a reaction to near-term company news. Monitor for any acceleration in sale frequency…
All CRDO filing & press-release reports (43)
- CLUSTER reportOct 22, 2026
- CLUSTER reportOct 21, 2026
- CLUSTER reportOct 14, 2026
- 144 reportOct 13, 2026
- 144 reportOct 13, 2026
- CLUSTER reportOct 13, 2026
- 144 reportOct 8, 2026
- CLUSTER reportOct 5, 2026
- CLUSTER reportOct 1, 2026
- CLUSTER reportOct 1, 2026
- CLUSTER reportSep 29, 2026
- CLUSTER reportSep 25, 2026
- CLUSTER reportSep 23, 2026
- CLUSTER reportSep 21, 2026
- CLUSTER reportSep 16, 2026
- 8-K reportSep 1, 2026
- COURT-RULING reportAug 19, 2026
- CLUSTER reportAug 4, 2026
- CLUSTER reportJul 23, 2026
- CLUSTER reportJul 16, 2026
- CLUSTER reportJul 13, 2026
- CLUSTER reportJul 13, 2026
- COURT-RULING reportJul 9, 2026
- CLUSTER reportJul 9, 2026
- CLUSTER reportJul 2, 2026
- CLUSTER reportJul 2, 2026
- COURT-RULING reportFeb 4, 2026
- CLUSTER reportJun 11, 2026
- CLUSTER reportJun 11, 2026
- 144 reportJun 9, 2026
- CLUSTER reportJun 9, 2026
- CLUSTER reportJun 8, 2026
- 8-K reportJun 1, 2026
- 144 reportJun 4, 2026
- CLUSTER reportApr 15, 2026
- CLUSTER reportApr 14, 2026
- CLUSTER reportApr 10, 2026
- 144 reportApr 15, 2026
- 8-K reportApr 13, 2026
- CLUSTER reportApr 5, 2026
- CLUSTER reportMar 31, 2026
- CLUSTER reportMar 11, 2026
- CLUSTER reportMar 11, 2026