CREDO TECHNOLOGY GROUP HOLDING LTD
boothcheck covers CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• The engineering claim is unusually specific and unusually checkable: the 10-K says the company's ⟦"proprietary SerDes and DSP technologies enable us to achieve similar performance to leading competitors' products but at a lower cost and more highly available legacy node (n-1 advantage)"⟧, which is a cost position rather than a performance one. • What the buyer pays for that is about 123 times company-wide operating profit, a level that requires growth at the fastest pace the business can self-
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690 institutional managers reported holding CRDO in 13F filings for the quarter ended 2026-03-31. Together they hold about 71% of the company; the top 10 hold 35%. 125 opened new positions that quarter. Held by BlackRock, Vanguard Group, Point72, among others. On the short side, 9.5M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CRDO's share count grew 166.4% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at CRDO over the trailing three years. Absence is a fact about the company, not a signal. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CRDO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-24 | +20.9% | -10.3% |
| 2023-08-30 | -2.6% | -10.5% |
| 2023-12-01 | -3.4% | +14.6% |
| 2024-02-29 | -0.6% | -19.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CRDO's latest 8-K filings: 2026-09-01 (items 2.02, 9.01); 2026-06-01 (items 2.02, 5.02, 9.01); 2026-04-13 (items 3.02, 7.01, 9.01); 2026-03-02 (items 2.02, 9.01); 2026-02-09 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.