Credo Technology Group Holding Ltd. (CRDO)

Over the past six months, Credo's stock surged approximately 54.5% due to the AI infrastructure cycle. In December 2025, Credo reported record revenue and EPS, providing optimistic guidance for the third fiscal quarter. However, the stock experienced a 16% decline due to investor concerns, which were later clarified by Mizuho Securities. Despite positive financial results, significant insider selling has occurred. As of early January 2026, the stock has shown renewed positive movement due to strong performance and favorable analyst coverage.

Specific information detailing the demand seasonality for Credo Technology Group Holding Ltd.'s products and services is not explicitly available. The company's performance is closely tied to the AI infrastructure cycle and data center build-outs, which may introduce its own demand fluctuations rather than traditional seasonal patterns.

Credo Technology Group Holding Ltd. specializes in high-speed connectivity solutions for the data infrastructure market, focusing on Application Specific Semiconductors and Connectivity Products. The company's products are optimized for optical and electrical Ethernet applications, supporting emerging 100G, 200G, 400G, 800G, and 1.6T port markets, and are built upon its SerDes and DSP technologies. Credo sells its products to hyperscalers, OEMs, ODMs, optical module manufacturers, and into the enterprise and HPC markets.

Credo Technology Group Holding Ltd. has a global geographic presence, with operations and markets in Hong Kong, the United States, Mainland China, Taiwan, and other regions worldwide. The company is headquartered in Grand Cayman, Cayman Islands.

Credo Technology Group Holding Ltd. has generally maintained a strong brand reputation over the past year, driven by its role in the AI infrastructure market and its high-speed connectivity solutions. Investor concern regarding potential share loss at Amazon was quickly clarified, mitigating any negative reputational impact.

Credo Technology Group Holding Ltd. has a significant institutional ownership base, with institutional investors owning between 75% and 80.46% of the company's outstanding shares. Major institutional shareholders include BlackRock, Inc., and Vanguard Group Inc. Key individual owners include Lip Bu Tan, Yat Tung Lam, Chi Fung Cheng, and Pantas Sutardja. There has been significant insider selling in recent months.