Crdo stock forecast 2025 benefits from secular tailwinds as

CRDO stock forecast 2025 benefits from secular tailwinds as fiber optic adoption accelerates in enterprise networking, enhancing CRDO’s competitive moat. Risks : Every company has them, and we've spotted 2 warning signs for Credo Technology Group Holding you should know about. Credo’s strong portfolio is helping it address the growing need of rack scale interconnectivity densities in the AI and machine learning (ML) infrastructure. CRDO’s Ethernet solutions help multiple physical devices to work on growing sizes of AI/ML model at high speed and low latency. Its Ethernet solutions offering includes active electrical cables, optical Digital Signal Processor (DSPs), line card retimers, SerDes chiplets and SerDes IP licenses for port speeds ranging from 100 G (Gigabits per second) up to 1.6 terabits per second. Credo’s Active Electrical Cables (AECs) helps in maintaining signal integrity and optimizing power efficiency that helps in delivering unparalleled reliability as data speeds continue to increase. In second-quarter fiscal 2025, AEC’s record revenues were driven by strong demand from its two top customers and an emerging hyperscaler. AECs work better than laser-based optics, offering lower power, reduced cost and greater reliability. Its latest 800G ZeroFlaps AECs for AI back-end networks support lengths of up to 7 meters. CRDO’s DSP solutions are benefiting from strong demand for 50G and 100 G per lane solutions, including AOCs and transceivers, supporting port speeds from 100G to 800 G. Credo expects strong potential for its 200G per lane solution. Credo’s line card retimers are benefiting from strong demand for 400G and 800G applications. It continues to see growth opportunities as line card retimers are getting adopted for scale app networks in AI appliances and for 100G per lane switching applications. Institutional sentiment around CRDO stock forecast 2025 is upbeat, supported by accumulating positions in Q1–Q3