CRDO at a glance
Credo Technology Group Holding Ltd (CRDO, SEC CIK 1807794) filed its latest 10-K annual report on June 15, 2026, a 10-Q quarterly report on September 2, 2026, an 8-K current report on September 1, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended May 2, 2026 (FY2026), Credo Technology Group Holding Ltd (CRDO) reported revenue of $1.3 billion (up 205.7% from FY2025) and net income of $472.3 million. Diluted EPS was $2.51.
- As of June 30, 2026, 41 institutional investment managers tracked by SignalX reported holding Credo Technology Group Holding Ltd (CRDO) shares worth $16.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Laufman James on October 1, 2026 of 5,000 shares at $205.00 per share.
- In the last 90 days, CRDO insiders reported 0 open-market purchases ($0) and 145 open-market sales ($126.2M) on Form 4, a net sale of $126.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.3B
- +205.7% vs prior year
- Insiders · 90 days
- 0 buys · 145 sells
- Net −$126.2M
- 13F holders
- 41 funds
- $16.3B · +5 vs prior quarter
- Latest 8-K
- Sep 1, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended May 2, 2026
Risk Factors
- Regulatory risk: Uncertain impact of the EU Artificial Intelligence Act effective Aug 2, 2024 imposing risk-based AI governance on generative AI technology
- Geopolitical risk: Taiwan foundry dependence with heightened PRC-Taiwan tensions risks disrupting manufacturing capacity critical to semiconductor production
- Operational risk: Sole foundry reliance on TSMC and assembly/test contractors like Amkor, with 9-12 months needed to qualify alternative suppliers
- Competitive risk: Intense competition from Broadcom, Marvell, and Astera Labs with risk of losing design wins due to competitors’ superior resources
- Financial risk: Revenue concentration with top 10 customers accounting for ~90%, exposing results to order cancellations or delays without long-term purchase commitments
Business Overview
- Core business: High-speed copper and optical interconnect products leveraging proprietary SerDes and DSP tech for AI data infrastructure connectivity
- New products: Introduced Bluebird 200G/lane DSP (3nm node), OmniConnect platform with Weaver memory fanout gearbox, microLED-based Active LED Cables (ALCs)
- Strategic shift: Emphasis on AI-driven data center interconnect solutions with enhanced reliability (ZeroFlap optics), expanded portfolio addressing memory bandwidth bottlenecks
- Notable metric: Revenue $1.3B in fiscal 2026, up nearly 3x from $436.8M in 2025; R&D spend increased to $279.4M from $146.9M YoY; 616 engineers as of May 2, 2026
- Unique fact: First to deliver 800G DSP for linear receive optics and pioneered the ZeroFlap system approach addressing AI cluster link flaps with telemetry and remote management
Management Discussion & Analysis
- Revenue $1.335B, up 205.7% YoY from $436.8M, driven by AEC product volume shipments at hyperscale data centers
- Gross margin 68.0% vs 64.8%, operating margin 33.3% vs 8.5%, net income margin 35.4% vs 11.9% fiscal 2026 and 2025 respectively
- Best segment: AEC products contributing over 99% of revenue increase, no specific worst segment disclosed
- Operating cash flow $464.3M vs $65.1M; capital expenditures $57.3M; acquisitions $112.9M; financing raised $736.3M via ATM offering
- Management expects ongoing R&D investments and expanding customer base, raising potential risks from revenue concentration and capital needs
AI summary of the CRDO 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 1, 2026
Risk Factors
- No material changes from May 2, 2026 Form 10-K risk factors
- Carried-forward business, financial, operational, and market risks remain applicable
- No newly added regulatory, legal, or compliance risk disclosed this quarter
- CEO Rule 10b5-1 plan permits sale of up to 440,000 ordinary shares through September 14, 2027
AI summary of the CRDO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal-quarter results for period ended August 1, 2026
- Press release issued September 1, 2026
Item EX-99.1: Item EX-99.1
- Q1 FY2027 revenue $479.0M, up 9.6% sequentially and 114.7% year over year, confirming strong AI-infrastructure demand
- Non-GAAP net income $236.3M, up 140% year over year, with diluted EPS $1.20 versus $0.52
Item 2.02: Results of Operations and Financial Condition
- FY2026 results covered year ended May 2, 2026
- Press release issued June 1, 2026, with financial details furnished as Exhibit 99.1
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO William Brennan awarded 1,437,000 performance-based PSUs, vesting across six 239,500-share tranches through June 30, 2031
- Hurdles require revenue from $2.5B to $7.5B and sustained stock prices from $244.70 to $489.40
Item 7.01: Regulation FD Disclosure
- Acquisition of DustPhotonics remains subject to closing and successful integration
- Potential earnout obligations depend on achieving specified financial milestones
Item 3.02: Unregistered Sales of Equity Securities
- Acquisition consideration includes $750M cash plus approximately 0.92M Credo ordinary shares
- Potential contingent consideration of up to approximately 3.21M additional shares tied to financial milestones
Item EX-99.1: Item EX-99.1
- $750M cash plus approximately 0.92M Credo shares upfront, with up to approximately 3.21M contingent shares
- DustPhotonics adds Silicon Photonics PICs spanning 400G, 800G, and 1.6T, with a roadmap to 3.2T
AI summaries of CRDO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CRDO
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Brennan William Joseph | F | Oct 5, 2026 | 6,149 | $218.64 |
| Fleming Daniel W. | F | Oct 5, 2026 | 2,460 | $218.64 |
| Fleming Daniel W. | F | Oct 2, 2026 | 2,460 | $210.17 |
| Lam Yat Tung | F | Oct 2, 2026 | 3,180 | $210.17 |
| Brennan William Joseph | F | Oct 2, 2026 | 6,149 | $210.17 |
| Laufman James | Sell | Oct 1, 2026 | 5,000 | $205.00 |
| Lam Yat Tung | Sell | Oct 1, 2026 | 50,000 | $205.22 |
| Lam Yat Tung | G | Sep 30, 2026 | 75,000 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $436.8M | $1.3B |
| Gross Profit | - | $282.9M | $908.3M |
| Operating Income | - | $37.1M | $445.0M |
| Net Income | - | $52.2M | $472.3M |
| Gross Margin | - | 64.8% | 68.0% |
| Op. Margin | - | 8.5% | 33.3% |
| Net Margin | - | 11.9% | 35.4% |
| Balance Sheet | |||
| Total Assets | $601.9M | $809.3M | $2.3B |
| Equity | - | $681.6M | $2.1B |
| ROE | - | 7.7% | 22.9% |
| Per Share | |||
| EPS | - | $0.29 | $2.51 |
| Cash Flow | |||
| Operating CF | - | $65.1M | $464.3M |
| CapEx | $15.7M | $36.1M | $57.3M |
Source: XBRL data in Credo Technology Group Holding Ltd (CRDO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CRDO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 41 | $16.28B |
| Q1 2026 | 36 | $5.95B |
| Q4 2025 | 35 | $10.30B |
| Q3 2025 | 35 | $12.06B |
| Q2 2025 | 30 | $6.09B |
| Q1 2025 | 27 | $1.93B |
| Q4 2024 | 22 | $2.55B |
| Q3 2024 | 19 | $557.2M |
- Millennium Management+1.28M (+179%)
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- JPMorgan Chase & Co+490.8K (+60%)
- Renaissance Technologies LLC+481.9K (+133%)
- Bank of America Corp+262.5K (+14%)
- BlackRock−2.06M (-10%)
- FMR LLC (Fidelity)−959.4K (-35%)
- Bridgewater Associates LP−849.2K (-83%)
- Vanguard Portfolio Management LLC−775.3K (-9%)
- State Street Corp−651.3K (-13%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 245 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CRDO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 10-Q | Sep 2, 2026 | Aug 1, 2026 | Analysis | |
| 8-K | Sep 1, 2026 | - | Analysis | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 9, 2026 | - | - | - |
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CRDO SEC filings: frequently asked questions
Are CRDO insiders buying or selling?
In the last 90 days, Credo Technology Group Holding Ltd (CRDO) officers, directors and 10% owners reported no open-market purchases and 145 open-market sales worth $126.2 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CRDO stock?
As of June 30, 2026, the largest Credo Technology Group Holding Ltd (CRDO) holders among the 13F filers tracked by SignalX were BlackRock ($4.8 billion), Vanguard Portfolio Management LLC ($2.2 billion), Vanguard Capital Management LLC ($2.0 billion), State Street Corp ($1.1 billion), T. Rowe Price Group ($723.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CRDO's revenue in fiscal year 2026?
For the fiscal year ended May 2, 2026 (FY2026), Credo Technology Group Holding Ltd (CRDO) reported revenue of $1.3 billion (up 205.7% from FY2025) and net income of $472.3 million. Diluted EPS was $2.51. The figures come from the XBRL data in the 10-K.
What are the main risks in CRDO's latest 10-K?
In the 10-K filed June 15, 2026, Credo Technology Group Holding Ltd (CRDO) flagged: Regulatory risk: Uncertain impact of the EU Artificial Intelligence Act effective Aug 2, 2024 imposing risk-based AI governance on generative AI technology. Geopolitical risk: Taiwan foundry dependence with heightened PRC-Taiwan tensions risks disrupting manufacturing capacity critical to semiconductor production. (AI summary of the Risk Factors section.)
What did CRDO report in its latest 8-K?
Credo Technology Group Holding Ltd (CRDO) filed an 8-K on September 1, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal-quarter results for period ended August 1, 2026.
What are the latest CRDO SEC filings?
Credo Technology Group Holding Ltd (CRDO) filed its latest 10-K annual report on June 15, 2026, a 10-Q quarterly report on September 2, 2026, an 8-K current report on September 1, 2026 and a Form 4 insider filing on October 6, 2026.
What is CRDO's SEC CIK number?
Credo Technology Group Holding Ltd (CRDO)'s SEC Central Index Key (CIK) is 1807794. EDGAR lists every CRDO filing under that number.
Ask anything about CRDO
The research agent reads CRDO's filings, financials, insider trades and 13F holders, then answers with sources.