Best Dip Buys With 'Year Of The Fire Horse' Potential

Pre-Market Stock Futures: Futures are trading lower on Thursday, as Walmart's forward outlook was disappointing. Risk-on was back on Wednesday, as the stock market, which is off to its worst start of the year versus global markets since 1995, rebounded. A combination of positive economic data, strong earnings, and relief from AI financing jitters helped... Here Are Thursday's Top Wall Street Analyst Research Calls: Analog Devices, Chewy, Credo Technology, eBay, Fiverr, Shopify, Verizon, and More.

Credo Technology Group (CRDO) earns a Buy rating, driven by surging demand for its AEC products and robust AI/data center tailwinds. CRDO delivered record Q2 results, with revenue up 272% YoY and non-GAAP EPS up 857%, reflecting exceptional operating leverage and profitability. Management pre-announced a significant Q3 revenue upgrade, signaling continued momentum and likely further bullish guidance revisions.

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In this article, I analyze CRDO, for which 2026 is set to be a period of record growth in both cash flow and earnings. You will discover not only CRDO's competitive strengths but also its key risks, particularly those stemming from rival activities. While many view rising CAPEX as a risk to the AI industry, for CRDO, it is the primary fuel for growth.

To invest in chipmakers, look to Nvidia and TSMC. The data center buildout will benefit companies like Nebius Group, Digital Realty Trust, and Credo Technology Group.

Credo Technology Group (CRDO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Fluence Energy's industrial-scale battery systems deliver the clean, stable power that AI data centers require. Credo Technology's high-speed copper cables match fiber-optic performance at a fraction of the power consumption.

I reiterate my buy on Credo Technology Group after the company upgraded FQ3'26 revenue guidance to $404–$408M vs. $335–$345M previously. AEC shipments powered over 95% of last quarter's product sales yoy increase. In my view, that's the near-term growth engine, with Weaver (H2 2026) as upside optionality. The big overhang is optics, especially if hyperscalers shift toward optical networking by 2027 and the company fails to pivot quickly enough.

Credo Technology remains a Buy, with business momentum accelerating on robust AI data center demand and a diversified five-pillar connectivity platform. CRDO raised Q3 FY2026 revenue guidance, now projecting 200%+ Y/Y growth to $1.3B and FY2027 revenue near $2B, with net margins guided at 45%. Recent fears over Nvidia's ‘cableless' design are misplaced; CRDO's AECs remain essential for inter-rack connectivity, preserving its expanding TAM.