Opinions
Jim Cramer - Mad Money
Credo Technology
CRDO-Q
BUY ON WEAKNESS
Sep 26, 2025
N/A
Stock price when the opinion was issued
Technology
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It debuted in January 2022, and has been up 1,126% since 2024. CRDO competes with Broadcom, Marvell and other cable suppliers. Part of the data centre food chain, which explains their rise. Revenue growth was 126% in 2025. The most recent quarter saw +274% YOY and 31% over the prior quarter. EPS beat and they raised guidance. He projects 274% revenue growth YOY. CRDO has strong earnings growth. Caveats: business is concentrated on few customers, 66% from only one, though has declined recently. Still, they rely on two customers, Amazon and Microsoft, so if either scales back, CRDO is toast. Also, lately there has been some insider selling though it makes sense to take profits at these levels. Seriously buy around $120.