Credo's repeatedly conservative guidance and quarterly beats suggest analysts understate next year's EBIT. It trades at 15x their estimate, but likely 12-13x next year's EBIT if management's guidance holds. Management has executed as well as almost any company in recent years, and the multiple could easily end up closer to 10x than 15x. x.com 

Credo remains a long-held bullish position two years on, built on high-speed connectivity products that data centers need for AI, cloud and high-performance networking. Its Active Electrical Cables integrate electronics to boost signal strength over short to medium distances, and its optical DSPs cover speeds from 100G to 1.6T, addressing growing demand for faster data transfer. x.com 

Credo needs a slightly lower price before adding. FY28 EPS of about $10, a 70% growth rate from today, would support a $350 stock at 35x, a 0.5x PEG. x.com 

Credo could be at an optimal entry point after falling more than 25% in a week despite a good earnings report the market seemingly disliked. It provides critical AI infrastructure connectivity that moves data very fast between clusters, and is projected to grow extremely quickly for the next few years. x.com 

Credo is one of the cheapest AI growth stocks, trading around 26x forward earnings after a hard correction while revenue grew 115% to $479M and full-year growth is guided above 85%. Margin worries mostly reflect DustPhotonics amortization and stock comp; non-GAAP gross margin held near 68%. DustPhotonics adds a second engine in optics, with over $600M expected this year, and Credo's low-laser designs can ship through the laser shortage. One customer at about a third of revenue is the main risk. … Show more

Credo is a trade rather than a long-term hold because co-packaged optics is the technology that closes the copper-to-optics gap its retimers and active electrical cables fill. If CPO ramps faster than expected in the 2027 architecture cycle, those products get designed out. That is not a 2026 problem, but it is why a decelerating hyper-growth chipmaker can't keep a 15x sales multiple forever. Customer concentration, which hit the stock before, adds risk, and Credo fits no AI endgame theme. x.com  … Show more

Credo's valuation is not absurd relative to its growth. The latest selloff is another overreaction. x.com  x.com 

Credo's 45% drop from its high was about customer concentration and valuation, not demand, making it a great long-term buy. The latest quarter beat on revenue and guidance: revenue grew 115% to $479M, a seventh straight quarter of triple-digit growth, and management guided to more than 85% growth for the fiscal year. Optical revenue is targeted to pass $600M this year, on top of the AEC business five hyperscalers already buy. x.com 

Credo's results were underwhelming for a company that added $32 billion in market value in a few months, and shorts may punish the stock. Per @WisemanCap, fiscal Q4 EPS of $1.16 beat the $1.02 estimate and revenue of $437 million was just above estimates, while Q1 fiscal 2027 revenue guidance of $465-476 million was roughly in line with the $464.7 million consensus. x.com  x.com 

Celestica's conservative guidance and program pipeline leave room for further revenue upside. Its 2027 outlook is $40B, 90% above the $21B 2026 outlook, which has risen four times; a beat looks possible. StockedgeN cites 60-70 new programs, and only a few need to convert to matter at Celestica's scale. Complex racks force it up the value chain. At about 15x next-twelve-month earnings, the stock looks cheap, though a dip may be a better entry. Organic growth takes priority over buybacks. x.com  … Show more