公司评级与目标价调整 - Roth Capital将Credo Technology股票评级上调至“买入” [1] - 目标价从160美元上调至170美元 [2][6] - 当前股价约为144.06美元 [1] 战略收购与产品发展 - 公司收购了专注于MicroLED技术的Hyperlume [2] - 此次收购旨在多元化销售并增强产品组合 [2][6] - 收购将加强公司在机架级解决方案方面的能力 支持更快的800G/1.6T速度 [2] - 预计将加速公司在高速连接领域的领导地位并带来新增长机会 [3] 股价表现与市场数据 - 当前股价为143.39美元 当日下跌1.79%（2.62美元） [4][6] - 当日交易区间在142.57美元至150.25美元之间 [4] - 过去52周股价波动巨大 高点为176.70美元 低点为29.09美元 [4] - 公司市值约为248亿美元 [5][6] - 当日成交量为1,844,705股 [5]

SAN JOSE, Calif.--(BUSINESS WIRE)--Credo to Acquire Hyperlume, Inc.; Addition of MicroLED Technology Capabilities Accelerates Credo Leadership in High-Speed Connectivity. ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for momentum i ...

Key Takeaways Credo unveiled 224G PAM4 IP on TSMC's N3, doubling speeds over 112G PAM4.CRDO's Bluebird DSP delivers 224Gbps per lane under 20W for AI data centers.The firm sees around 120% revenue growth in fiscal 2026 despite macro challenges.Credo Technology Group Holding Ltd ((CRDO) recently introduced its 224G PAM4 SerDes Intellectual Property (IP), fabricated on TSMC’s industry-leading N3 technology. The move to 224G PAM4 per lane data transmission is a significant step. It provides the networking back ...

Key Takeaways CRDO is driving growth with AEC, hyperscaler demand and optical DSP momentum in AI infrastructure.MRVL's data center revenues surged 69% year over year, fueled by custom silicon and electro-optics.CRDO shares jumped 76% in three months, while MRVL slipped 1.7% over the same period.Credo Technology Group Holding Ltd. (CRDO) and Marvell Technology, Inc. (MRVL) are semiconductor companies that specialize in high-speed connectivity solutions essential for AI-driven data centers.Amid rapid artifici ...

文章核心观点 - 分析师重申对Credo Technology Group Holding Ltd的买入评级 该股票自评级以来已上涨72% [1] 分析师背景与立场 - 分析师为全职投资者 专注于科技行业 拥有金融专业商务学士学位（优秀）[1] - 分析师声明未持有任何所提及公司的股票、期权或类似衍生品头寸 且在接下来72小时内无相关建仓计划 [1] - 文章内容为分析师个人观点 未获得除Seeking Alpha以外任何形式的报酬 与所提及公司无业务关系 [1]

Volvo expanding production operations in the United States and Philo joins us now with the company's CEO. Good morning, Phil. Good morning, Andrew.Hoken Samuelson back in the saddle again and we're talking again. Uh, now that you've returned as CEO of this company, um, we're going to talk about what your future plans are here in a bit. How did Volvo lose its way over the last couple of years.Yes, sales are up 1%, but what's been limiting your your potential. No, I wouldn't say we lose our way. maybe a bit u ...

Renaissance Investment Management, an investment management company, released its Q2 2025 “Small Cap Growth Strategy” investor letter. A copy of the letter can be downloaded here. The stock market was highly volatile in the second quarter. The unexpected tariff announcement panicked the market, causing stock prices to drop 7% from April 2 to April 7. The market experienced a dramatic recovery following the Trump Administration's backing away from some of its more extreme tariff proposals. Sound corporate e ...

US stocks appear set for another winning week in an overall positive follow-up reaction to the Federal Reserve’s first interest rate cut this year.Heading into Friday’s session, the S&P 500 advanced 0.72% on the week. The Dow added 0.67%, while the Nasdaq leapt 1.49%. All three of the major US indexes are trading at all-time highs. The S&P 500 and Nasdaq are looking to notch their third consecutive winning week.Despite an initial negative response to the 25-basis point cut on Wednesday, markets rebounded st ...

Key Takeaways Credo expects its optical business to double revenue again in fiscal 2026.The Bluebird DSP enables 1.6Tbps optical transceivers under 20 watts.Credo forecasts about 120% year-over-year revenue growth in fiscal 2026.Credo Technology Group Holding Ltd’s (CRDO) is witnessing rapid momentum in its optical business, with management projecting that revenues from this business will double once again in fiscal 2026. The company’s optical digital signal processor (DSP) portfolio is designed to meet the ...