Robeco Institutional Asset Management B.V. Has $10.29 Million Position in Credo Technology Group Holding Ltd. $CRDO

Robeco Institutional Asset Management B.V. cut its stake in shares of Credo Technology Group Holding Ltd. (NASDAQ:CRDO) by 29.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 70,665 shares of the company’s stock after selling 29,940 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Credo Technology Group were worth $10,290,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in CRDO. JPMorgan Chase & Co. lifted its holdings in Credo Technology Group by 36.5% during the 2nd quarter. JPMorgan Chase & Co. now owns 6,508,934 shares of the company’s stock valued at $602,662,000 after purchasing an additional 1,739,844 shares during the last quarter. Alliancebernstein L.P. raised its stake in shares of Credo Technology Group by 66.0% in the second quarter. Alliancebernstein L.P. now owns 3,064,891 shares of the company’s stock valued at $283,778,000 after acquiring an additional 1,218,504 shares during the last quarter. 1832 Asset Management L.P. acquired a new position in shares of Credo Technology Group in the 2nd quarter worth approximately $82,479,000. Swedbank AB grew its position in Credo Technology Group by 29.5% during the 1st quarter. Swedbank AB now owns 3,219,125 shares of the company’s stock worth $129,280,000 after acquiring an additional 733,811 shares during the last quarter. Finally, Invesco Ltd. grew its position in Credo Technology Group by 160.7% during the 2nd quarter. Invesco Ltd. now owns 1,118,119 shares of the company’s stock worth $103,527,000 after acquiring an additional 689,202 shares during the last quarter. Institutional investors own 80.46% of the company’s stock.

Key Credo Technology Group News

Here are the key news stories impacting Credo Technology Group this week:

• Positive Sentiment: Needham named Credo a 2026 “top pick,” calling it an attractive way to play the AI/data?center connectivity ramp — a high?profile analyst endorsement likely lifted investor sentiment and buying. Credo Stock Jumps After Analyst Makes the AI Play a ‘Top Pick’ for 2026
• Positive Sentiment: Unusually large volume in call options indicates bullish speculative positioning and demand for upside exposure, supporting near?term price strength. Investors Buy High Volume of Call Options on Credo Technology Group (NASDAQ:CRDO)
• Positive Sentiment: Coverage pieces highlighting Credo as a “must?buy” AI/semiconductor name and stories explaining the 7.3% move draw attention to the company’s strong AEC (Active Electrical Cable) adoption and AI tailwinds. Those narratives are attracting momentum traders. Why Credo Technology Group Holding Ltd’s (CRDO) Stock Is Up 7.30%
• Positive Sentiment: Analyst/sector pieces that group Credo with other top-ranked semiconductor/AI beneficiaries (NVDA, MU) reinforce the view that rising semiconductor and data?center spend should sustain revenue momentum. 4 Top?Ranked Tech Stocks to Buy as Semiconductor Rally Continues
• Neutral Sentiment: Wall?Street commentary continues to treat Credo as an up?and?coming name; Bank of America lowered its price target from $240 to $200 but kept a Buy — mixed signal (lower target but maintained conviction). Is Credo Technology (CRDO) One of the Best Up and Coming Stocks to Buy According to Wall Street?
• Negative Sentiment: Material insider selling from top executives: CEO William Brennan and CFO Daniel Fleming sold multiple blocks of shares (early Jan filings), reducing their holdings by several percent — a development that can weigh on sentiment despite company fundamentals. SEC filings available. CEO Form 4 CFO Form 4
• Negative Sentiment: Additional reported insider selling (CTO) and media notes that the stock briefly traded down after insider sales highlight that insiders are taking chips off the table, which could cap gains if selling continues. Insider Selling: CTO Sells $4.3M in Stock Trading Down After Insider Selling

Insider Activity

In other Credo Technology Group news, CTO Chi Fung Cheng sold 30,000 shares of the company’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $143.61, for a total transaction of $4,308,300.00. Following the completion of the sale, the chief technology officer owned 6,418,961 shares in the company, valued at approximately $921,826,989.21. The trade was a 0.47% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, COO Yat Tung Lam sold 370,000 shares of the firm’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $153.19, for a total value of $56,680,300.00. Following the completion of the transaction, the chief operating officer owned 400,000 shares in the company, valued at $61,276,000. This represents a 48.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 1,122,684 shares of company stock worth $172,412,801. Corporate insiders own 11.84% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the company. Weiss Ratings reissued a “hold (c)” rating on shares of Credo Technology Group in a research note on Monday, December 29th. Mizuho upped their price target on shares of Credo Technology Group from $165.00 to $225.00 and gave the stock an “outperform” rating in a research report on Tuesday, December 2nd. JPMorgan Chase & Co. started coverage on shares of Credo Technology Group in a report on Friday, October 17th. They set an “overweight” rating and a $165.00 price objective on the stock. Susquehanna raised their price objective on shares of Credo Technology Group from $165.00 to $175.00 and gave the company a “positive” rating in a research report on Wednesday, October 22nd. Finally, New Street Research set a $240.00 target price on shares of Credo Technology Group in a research report on Tuesday, December 2nd. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $217.08.

Credo Technology Group Trading Up 6.2%

Shares of NASDAQ:CRDO opened at $150.42 on Friday. Credo Technology Group Holding Ltd. has a 1-year low of $29.09 and a 1-year high of $213.80. The stock has a market capitalization of $27.17 billion, a P/E ratio of 131.95 and a beta of 2.66. The business has a 50-day moving average price of $154.28 and a two-hundred day moving average price of $136.55.

Credo Technology Group (NASDAQ:CRDO) last issued its earnings results on Monday, December 1st. The company reported $0.67 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.49 by $0.18. The company had revenue of $268.03 million for the quarter, compared to analyst estimates of $234.99 million. Credo Technology Group had a net margin of 26.63% and a return on equity of 25.28%. The company’s revenue for the quarter was up 272.1% on a year-over-year basis. During the same quarter last year, the firm earned $0.07 EPS. As a group, equities analysts predict that Credo Technology Group Holding Ltd. will post 0.13 EPS for the current year.

Credo Technology Group Profile

Credo Technology Group, Inc (NASDAQ: CRDO) is a fabless semiconductor company that develops high?speed connectivity solutions for cloud, enterprise and telecommunications infrastructure. The company focuses on semiconductors and related IP that enable reliable, low?latency movement of large volumes of data between servers, switches and optical modules in data centers and network equipment.

Credo’s product portfolio centers on high?speed analog and mixed?signal devices designed to preserve signal integrity and extend reach over copper and optical links.