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Credo TechnologyCRDO

Data centers · NASDAQ · USA

$211.86
Down 3.7% todayClose

Up 52.9% this year but −11.0% since June 26, behind the AI sector at +7.5%. Credo Technology supplies 2 mapped companies.

Market cap
$39.8B
This year
+52.9%
1 year
+60.4%
P/E
74.0
P/S
25.0
P/B
14.6

Price vs the AI sector

since Jun 26CRDOAI sector, equal weight
Credo Technology (CRDO) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. CRDO: −11.0% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−40%−20%0%+20%Jun 26AugSepOct 8CRDO −11.0%Sector +7.5% Credo Technology (CRDO) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. CRDO: −11.0% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−40%−20%0%+20%Jun 26AugSepOct 8CRDO−11.0%Sector+7.5%

Supply chain

2 customers
SUPPLIERS →→ CUSTOMERSNone mappedAmazon (AMZN)AMZNAmazon−2.3%Microsoft (MSFT)MSFTMicrosoft−1.3%CRDOCredo Technology

Customers 2

Open the full chain →

About Credo Technology

Inside the rack, GPUs and switches are joined by active electrical cables and SerDes chips. That narrow gap is Credo's entire market.

Theme exposure

ConnectivityAI hardwareActive electrical cablesSerDes chipsRack connectivity

Products

  • Active electrical cables (AEC)
  • SerDes & retimer chips

Competitors

Risks

  • Very high valuation
  • Few large customers

Same segment: Data centers

Servers, networking, optics and data center capacity that tie AI infrastructure together. Segment 4 of 8 in the AI & digital infrastructure value chain.

CiscoCSCO−2.1%Dell TechnologiesDELL−0.8%Arista NetworksANET−2.3%AmphenolAPH−2.5%EquinixEQIX−2.0%HPEHPE−1.5%Digital RealtyDLR−2.4%CoherentCOHR−9.6%

Compare CRDO

Side by side with the largest companies in the same segment.

CRDO vs CSCOCRDO vs DELLCRDO vs ANETCRDO vs APHCRDO vs EQIXCRDO vs HPE

See where Credo Technology sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

Open the AI value chain →