Credo Technology: Why the AI Secret Tip Belongs on Every Watchlist After the Earnings Report
Credo achieved record results in the second quarter of 2026, driven by strong growth in architecture, engineering, and construction (AEC) and an increasing customer diversification.
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Credo Technology sent a clear signal to the market with the release of its quarterly results on December 1, 2025. The company, which specializes in high-speed connectivity solutions for data centers, is rapidly transforming from a semiconductor underdog to an essential beneficiary of the global AI infrastructure wave. The latest report delivered an impressive "beat and raise": Revenue of $268 million significantly exceeded consensus estimates from analysts, while the company also recorded explosive year-over-year growth of over 270%. Equally impressive...
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