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Mizuho Reiterates Outperform Rating on Credo Tech (CRDO)

Thu, 15 Oct 2026 07:32:15 -0400

Mizuho analyst Vijay Rakesh reiterated an Outperform rating and $245.00 price target on Credo Tech (NASDAQ: CRDO).

The analyst commented: "We hosted meetings with CRDO CEO Bill Brennan and CFO Dan Fleming at OCP. Key Takeaways: 1) 1.6T Active Light Cable (ALC) with μVCSEL announced at 50m reach, using ~200 fibers and 30% less power, while being 10x lighter vs. AEC (Ex-1), targeting 2027E volume deployments, μVCSEL adds to existing μLED-based ALC in development, 2) μEmitter roadmap with optical backplane 6.4T NPO potentially ramping in 2027E, lowering power 60% vs. copper, 3) ZFO and NPO with DustPhotonics and SPCX a tailwind

Form 4 Credo Technology Group For: Oct 13 Filed by: ACEVEDO SYLVIA

Wed, 14 Oct 2026 16:30:00 -0400

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Form 4 Credo Technology Group For: Oct 13 Filed by: Kelleher Brian

Wed, 14 Oct 2026 16:29:00 -0400

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Form 4 Credo Technology Group For: Oct 13 Filed by: HOSEIN CLYDE

Wed, 14 Oct 2026 16:29:00 -0400

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Form 4 Credo Technology Group For: Oct 13 Filed by: DANESH FARIBA

Wed, 14 Oct 2026 16:29:00 -0400

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Form 4 Credo Technology Group For: Oct 13 Filed by: Khaira Manpreet

Wed, 14 Oct 2026 16:29:00 -0400

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Form 4 Credo Technology Group For: Oct 12 Filed by: Cheng Chi Fung

Wed, 14 Oct 2026 16:28:00 -0400

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Form 4 Credo Technology Group For: Oct 12 Filed by: Sutardja, Pantas

Wed, 14 Oct 2026 16:28:00 -0400

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Form 144 Credo Technology Group Filed by: Cheng Chi Fung

Tue, 13 Oct 2026 16:30:00 -0400

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Form 4 Credo Technology Group For: Oct 08 Filed by: Fleming Daniel W.

Tue, 13 Oct 2026 16:01:00 -0400

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Credo Technology shares fall amid insider selling filings

Tue, 13 Oct 2026 10:02:22 -0400

Credo Technology Group Inc shares dropped 5.7% in morning trading Tuesday, closing at $189.44 as the stock extended losses for a second straight session following last week's product announcements.

The decline came as new SEC filings disclosed Tuesday morning showed continued insider selling activity. Forms filed for Director and Chief Operating Officer Yat Tung Lam, including a Form 4 and a separate Form 144, added to a series of share disposals by company executives in recent weeks.

The selling has occurred under pre-arranged Rule 10b5-1 trading plans and included transactions by the company's chief technology officer and chief operating officer. The volume

Stifel Reiterates Buy Rating on Credo Tech (CRDO)

Tue, 13 Oct 2026 09:40:39 -0400

Stifel analyst Tore Svanberg reiterated a Buy rating and $310.00 price target on Credo Tech (NASDAQ: CRDO).

The analyst commented, "At OCP, Credo unveiled its 1.6T ZF ALC, its first micro-emitter product, with shipments beginning in CY27, consistent with prior expectations for FY28E initial revenue. The pluggable cable targets scaleout and front-end links up to 50m and uses microVCSELs rather than the previously expected microLEDs.Scale-Up Roadmap: Credo is demoing a 6.4T NPO module in a blind-mate optical backplane built with SENKO, which it says delivers up to 10x the bandwidth of copper backplanes. It also launched the SRMO workstream within OCP

Credo demos memory expansion tech on AMD Versal at OCP Summit

Tue, 13 Oct 2026 09:04:26 -0400

Credo Technology Group Holding Ltd (NASDAQ: CRDO) announced it is demonstrating its OmniConnect Weaver memory fanout gearbox on an AMD Versal AI Edge Series Gen 2 adaptive SoC evaluation board at the 2026 OCP Global Summit in San Jose.

According to a press release, Credo and AMD have built a working emulation platform running OmniConnect Weaver memory disaggregation on the AMD Versal AI Edge Series Gen 2 adaptive SoC architecture. The platform enables terabyte-class LPDDR memory with high capacity and bandwidth to a programmable-logic XPU over VSR links, using standard organic packaging without a silicon interposer.

The companies say application software runs

Credo demos memory expansion tech on AMD Versal at OCP Summit

Tue, 13 Oct 2026 09:04:26 -0400

The companies say application software runs

Credo Breaks the Memory Wall Using AMD Programmable Logic-Based AI Accelerators

Tue, 13 Oct 2026 09:00:00 -0400

Credo Demonstrates OmniConnect Running on AMD Versal™ Adaptive SoC Architecture to Offer System Integrators Terabyte-Class Memory Capacity and Bandwidth Without Waiting on Custom Silicon

SAN JOSE, Calif.--(BUSINESS WIRE)-- Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, today announced that it is showcasing high-performance memory scaling for programmable logic-based AI accelerators this week at the 2026 OCP Global Summit in San Jose. Credo will demonstrate its OmniConnect Weaver memory fanout gearbox in a programmable logic-based environment, enabling high memory bandwidth

Credo Breaks the Memory Wall Using AMD Programmable Logic-Based AI Accelerators

Tue, 13 Oct 2026 09:00:00 -0400

Credo Demonstrates OmniConnect Running on AMD Versal™ Adaptive SoC Architecture to Offer System Integrators Terabyte-Class Memory Capacity and Bandwidth Without Waiting on Custom Silicon

Form 144 Credo Technology Group Filed by: Cheng Chi Fung

Tue, 13 Oct 2026 08:29:00 -0400

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Form 144 Credo Technology Group Filed by: Sutardja, Pantas

Tue, 13 Oct 2026 08:23:00 -0400

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Credo launches optical interconnect standard effort under OCP

Mon, 12 Oct 2026 18:37:41 -0400

Credo Technology Group Holding Ltd (NASDAQ: CRDO) announced the launch of the Short-Reach Micro-Emitter Optics (SRMO) Workstream under the Open Compute Project (OCP), aimed at developing a specification for a new class of high-speed data center interconnects.

The workstream includes an unnamed leading hyperscaler along with optical technology companies AFL, ams OSRAM, BizLink, Foxlink, Heraeus Covantics, SENKO, and YOFC. The specification is targeted for OCP approval in 2027 and will address link power, efficiency, signaling, parallelism, physical form factors, connector footprint, link budget, and compliance.

The effort centers on micro-emitter technology, which uses arrays of micron-scale light sources operating in parallel rather

Credo launches optical interconnect standard effort under OCP

Mon, 12 Oct 2026 18:37:41 -0400

The effort centers on micro-emitter technology, which uses arrays of micron-scale light sources operating in parallel rather

Credo Launches Short-Reach Micro-Emitter Optics (SRMO) Standardization for AI Data Center Scale-Up and Scale-Out Applications

Mon, 12 Oct 2026 18:20:00 -0400

Joined by Initial Participants Including Leading Hyperscaler and Optical Technology Solution Providers AFL, ams OSRAM, BizLink, Foxlink, Heraeus Covantics, SENKO, and YOFC Under the OCP Networking Project

SAN JOSE, Calif.--(BUSINESS WIRE)-- Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, alongside prominent optical technology providers, today announced the launch of the Short-Reach Micro-Emitter Optics (SRMO) Workstream dedicated to developing a specification within the Open Compute Project (OCP) Community that will define a new class of high-speed

Credo Launches Short-Reach Micro-Emitter Optics (SRMO) Standardization for AI Data Center Scale-Up and Scale-Out Applications

Mon, 12 Oct 2026 18:20:00 -0400

SAN JOSE, Calif.--(BUSINESS WIRE)-- Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, alongside prominent optical technology providers, today announced the launch of the Short-Reach Micro-Emitter Optics (SRMO) Workstream dedicated to developing a specification within the Open Compute Project (OCP) Community that will define a new class of high-speed

Credo Technology shares fall despite new product launch

Mon, 12 Oct 2026 10:55:06 -0400

Credo Technology Group shares dropped 5.3% in morning trading on Monday to $205.17 after the company unveiled a new product at the OCP Global Summit.

The company announced its 1.6T ZeroFlap active light cable, an optical interconnect designed for AI scale-out networks. The product uses approximately 30% less power than comparable active electrical cables and works for distances of up to 50 meters. Commercial shipments are not expected until 2027.

Multiple executives sold shares in early October through pre-arranged Rule 10b5-1 plans. The company's CTO, COO, and other executives sold millions of dollars in shares as part of transactions tied to tax

Credo unveils 1.6T optical cable for AI data centers, shipping 2027

Mon, 12 Oct 2026 09:02:03 -0400

Credo Technology Group Holding Ltd (NASDAQ: CRDO) has announced its 1.6T ZeroFlap active light cable (ALC), which the company claims is the first row-scale, wide-parallel optical interconnect solution for AI scale-out and front-end networks.

According to a company statement, the ZeroFlap ALC is based on a dense array of micro-emitters and photodetectors coupled with flexible, lightweight fiber bundles. The cable is designed to draw 12W per cable-end in a pluggable form factor, which the company says is roughly 30% less power than comparable active electrical cables (AECs). The product is also described as 10 times lighter than AECs, with a targeted

Credo unveils 1.6T optical cable for AI data centers, shipping 2027

Mon, 12 Oct 2026 09:02:03 -0400