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Credo Technology Group Holding Ltd (CRDO) — chart, structure and Closelook read

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Company snapshot — Credo Technology Group Holding Ltd

CRDO in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Credo builds high-speed connectivity products that link servers and switches inside data centres, covering optical and electrical Ethernet and PCIe connections. It sells active electrical cables, optical transceivers, retimers and DSPs that clean up and redirect signals, plus SerDes chiplets and licensable interface designs. Customers are the systems and network-equipment makers assembling data-centre and AI clusters. It is incorporated in the Cayman Islands.
Where it sits in the stack
In Rubin, our index of the AI build-out supply chain, Credo sits in Layer 5, Connectivity & Materials, within the High-Speed Interconnects sleeve — optical transceivers, switching silicon and networking IP that turn separate GPUs into a working cluster. It supplies the physical links carrying traffic between accelerators, so its business tracks how many GPUs get wired together rather than GPU volume itself.
Who it is priced against
Closelook's peer group for Credo is built around custom silicon and optical interconnect, putting it with Marvell, Broadcom, Nvidia and Astera Labs.
Why Closelook tracks it
Credo is a Rubin Build-Out 100 constituent and carries a Closelook score, with quality its strongest module and valuation its weakest. The Midday 10 edition has quoted it during a semiconductor sell-off, naming it an AI-infrastructure-adjacent stock marked down with the rest of the complex.
What the diary watches
Whether orders for high-speed interconnect gear keep pace with new AI cluster builds, since that link between GPU count and cabling demand is what the diary follows here.

Credo Technology Group Holding Ltd (CRDO) trades on US exchanges, classified under Technology, and sits in Layer 5 of the build-out stack. Constituent of Rubin Build-Out 100.

The Closelook company score reads 60/100 composite (momentum 49, quality 80, valuation 17) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for CRDO, from the same nightly bakes the boards use. Research diary readings, not advice.

The Street on this name 3 analyst actions on the wire · latest: price target by Rosenblatt, 2026-09-02 · last print 2026-09-01

The Street on this name

Analyst actions and the latest print for CRDO from the Closelook wires — third-party opinions on the record, not our readings.

  • Price target Rosenblatt — target 235 Target set to $235 (+38.1% to spot) 2026-09-02
  • Price target Evercore ISI — target 292 from 325 Target cut to $292 from $325 (+71% to spot) 2026-09-02
  • Price target BofA Securities — target 275 Target set to $275 (+33.1% to spot) 2026-09-02
  • Latest print EPS 1.20 against 1.17 expected — a +2.6% beat 2026-09-01

3 actions on the analyst wire since 2026-08-13: 3 target changes. Analyst wire → · Earnings wire →

Who it is priced against Custom silicon and optical interconnect · 4 names with week and year-to-date

Peer group

Custom silicon and optical interconnect

Curated competitor set — who the market prices this name against, not just who shares its sector.

Compared against CRDO on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Versus its index Rubin Build-Out 100 — the name, its sleeve and the index over day, week and month

Versus its index

The name against its Closelook index and its own sleeve — equal-weight, nightly closes.

Rubin Build-Out 100 · as of 2026-09-16

DayWeekMonth3 months
CRDO+7.4%−3.8%−42.9%−32.5%
High-Speed Interconnects+4.6%−6.1%−9.2%—
Rubin Build-Out 100+1.9%−5.3%−7.4%—

Against the index: 1.5 pts ahead on the week, 35.5 pts behind on the month; against its High-Speed Interconnects sleeve 33.7 pts behind on the month.

Returns from the index workers’ nightly closes; equal-weight sleeves. A relative reading from the research diary, not advice.

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 45/100 · S&P 500 fund at 42, above its 200-day averageEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-16
  • Factor regime Momentum leadership cooling, still above trendMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 91th percentile of the window, -0.7% over 20 sessions. Factor regime → 2026-09-16
  • Sector × region Technology in US: −2.1% week · −3.4% month · −1.2% quarter · +32.1% yearThe Sector Engine cell this name lives in, from XLK.US; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-09-16
  • Sovereign pressure Index 0.17 · up 0.22 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-16

FAQ · from the current data · as of 2026-09-17

Quick answers

What is Credo Technology Group Holding Ltd (CRDO)?

Credo Technology Group Holding Ltd trades as CRDO on the US exchange (US) and is classified under Technology in the Closelook research universe, as of the registry build of 2026-09-17.

Is CRDO in a Closelook index?

Yes — Credo Technology Group Holding Ltd is a constituent of Rubin Build-Out 100, as of 2026-09-17.

What is Credo Technology Group Holding Ltd's Closelook composite score?

60 out of 100, with momentum 49, quality 80 and valuation 17 sub-scores, as of 2026-09-17. Scores are Closelook's own research readings, not ratings or investment advice.

Where does CRDO trade against its moving averages?

Up 7.4% at the close: one of the day's strongest moves. As of 2026-09-16 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

How is CRDO doing against its Closelook index?

Over the past month Credo Technology Group Holding Ltd is −42.9% against −7.4% for the Rubin Build-Out 100 — 35.5 points behind its index, as of 2026-09-16. Its High-Speed Interconnects sleeve is −9.2% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.

What does Credo Technology Group Holding Ltd do?

Credo builds high-speed connectivity products that link servers and switches inside data centres, covering optical and electrical Ethernet and PCIe connections. It sells active electrical cables, optical transceivers, retimers and DSPs that clean up and redirect signals, plus SerDes chiplets and licensable interface designs. Customers are the systems and network-equipment makers assembling data-centre and AI clusters. Closelook's peer group for Credo is built around custom silicon and optical interconnect, putting it with Marvell, Broadcom, Nvidia and Astera Labs.

Where does Credo Technology Group Holding Ltd sit in the AI build-out?

In Rubin, our index of the AI build-out supply chain, Credo sits in Layer 5, Connectivity & Materials, within the High-Speed Interconnects sleeve — optical transceivers, switching silicon and networking IP that turn separate GPUs into a working cluster. It supplies the physical links carrying traffic between accelerators, so its business tracks how many GPUs get wired together rather than GPU volume itself. Credo is a Rubin Build-Out 100 constituent and carries a Closelook score, with quality its strongest module and valuation its weakest. The Midday 10 edition has quoted it during a semiconductor sell-off, naming it an AI-infrastructure-adjacent stock marked down with the rest of the complex.

What has Wall Street done on Credo Technology Group Holding Ltd recently?

The most recent analyst action on Credo Technology Group Holding Ltd on the Closelook wire is a price target by Rosenblatt on 2026-09-02 (target 235). 3 actions on the analyst wire since 2026-08-13: 3 target changes. Its latest earnings print on the wire, 2026-09-01: EPS 1.20 against 1.17 expected — a +2.6% beat. Analyst actions are third-party opinions recorded by the wire, not Closelook readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

Where has Closelook written about Credo Technology Group Holding Ltd?

Credo Technology Group Holding Ltd appears in 5 Closelook pieces, most recently Morning 10: Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505 (2026-09-17); Morning 10: Snowflake jumps 20%, Broadcom stalls, Dell soars 16% — the market is paying for faster growth, not for beats (2026-09-03); Morning 10: Great numbers, falling stocks — the market has stopped rewarding even record earnings (2026-09-02). What Closelook said most recently: CRDO sheds 13.09% to 245.79, another AI-infrastructure-adjacent name getting marked down hard as the semi complex sells off in earnest. (Midday 10, 2026-08-18). The "Mentioned on Closelook" block on this page lists the long reads, the reference entries and the dailies that name it.

What does this page show?

A live price chart with SMA overlays and drawing tools for CRDO, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

Mentioned on Closelook 5 pieces · newest: Morning 10, “Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505” (2026-09-17)

Mentioned on Closelook

Where CRDO appears in the diary — 5 pieces, newest first. Every link is our own writing.

Dailies

Related in the Closelook universe