Credo is well placed if the US restricts Chinese optical transceivers from 3.2T, because it now has a full non-Chinese optical stack. Its $750M DustPhotonics acquisition brought in-house silicon photonics for 800G, 1.6T and 3.2T, including co-packaged optics, alongside its own DSPs and SerDes. If optics supply tightens, more short links stay on copper, which is Credo's AEC business. Management already expected optical lines to top $600M next year before this. x.com 

Credo is shifting from a cable company to an optics-led growth story, and its beat-and-raise confirms real AI infrastructure demand. Q1 revenue was $479M versus $435M expected, and Q2 guidance of $525–535M topped the $465M consensus, with 68% non-GAAP margins. Credo reiterated over $600M of FY27 optical revenue, with ZeroFlap optics, PICs and optical DSPs each above $100M. Its Pilot software cuts AI cluster bring-up from 6–8 weeks to 5–6 days. The top four customers drove 84% of Q1 revenue. … Show more

Credo's post-earnings selloff is overdone, reflecting normalizing hypergrowth and first-quarter DustPhotonics costs rather than any demand break. Q1 revenue rose 115% to $479M, its seventh straight triple-digit quarter, Q2 guidance of $525-535M beat the Street, and FY27 optical revenue is targeted at $600M+ as optics outgrows AECs. Management sees thousands of dollars of Credo content per GPU. Risks include customer concentration, Broadcom and Marvell in optical DSPs, and new AEC rivals. x.com  … Show more

Credo solves AI clusters' biggest pain points, network reliability and power consumption, and is now adding a second growth curve in optics. Its active electrical cables deliver 1,000x the link reliability of optical transceivers at lower power and cost, critical as clusters scale to millions of GPUs. With DustPhotonics closed, management expects ZeroFlap optics, silicon photonics chips and optical DSPs each to exceed $100 million in FY2027 revenue, taking optics past $600 million. x.com 

Credo is worth buying on its post-earnings dip. 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

Optical transceiver demand exceeds supply, and 1.6T lifts revenue per module for suppliers able to qualify capacity. Applied Optoelectronics raised at least $1.62B through 2026 ATMs; its last reported monthly capacity was 200,000 modules versus a year-end target above 650,000. Credo expects over $600M in FY2027 revenue across optical DSPs, PICs and modules, not modules alone. Shipments, yields and margins must prove out. Lumentum and Coherent already price in much expected growth. x.com 

Credo was wrongly dismissed as a copper-era connectivity play, and analysts are finally recognizing its optical roadmap. Per @wallstengine, Evercore ISI initiated at Outperform with a $325 target, saying Credo will increasingly be seen as a broad copper and optical AI-connectivity play through optical DSPs, silicon photonics ICs, microLED cables and especially ZFOptics modules, taking the same systems approach as with AECs. The market had decimated it in late 2025 as a horse-and-buggy name. … Show more

Credo's growth rides surging AI interconnect demand, and management expects revenue to grow more than 85% in FY27. F1Q27 revenue rose 115% to $479 million, EPS of $1.20 slightly beat, and F2Q27 guidance is $525-535 million. Active electrical cables remain the near-term engine as adoption broadens across hyperscalers and neoclouds; FY27 optical revenue is still expected above $600 million, though a higher optical mix dilutes gross margin. The $227 target rests on 20x FY28 EPS of $11.40. x.com 

The shift from copper to light inside AI data centers is accelerating, and near-packaged optics is pulling optical demand forward. Lumentum's CEO said NPO demand looks bigger than CPO and arrived sooner, and he sees about $40 per share of fiscal 2028 earnings power, above sell-side estimates, with none of it in the numbers yet. Coherent's CEO said CPO and NPO engagement has jumped, with comparable content per socket. NVIDIA has moved its Spectrum-X CPO switch into full production. x.com