Robeco Institutional Asset Management B.V. Sells 29,940 Shares of Credo Technology Group Holding Ltd. $CRDO

Robeco Institutional Asset Management B.V. trimmed its position in shares of Credo Technology Group Holding Ltd. (NASDAQ:CRDO) by 29.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor 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 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. GAMMA Investing LLC lifted its holdings in Credo Technology Group by 6.7% during the third quarter. GAMMA Investing LLC now owns 1,891 shares of the company’s stock worth $275,000 after acquiring an additional 118 shares in the last quarter. Nisa Investment Advisors LLC raised its position in shares of Credo Technology Group by 3.5% during the second quarter. Nisa Investment Advisors LLC now owns 3,684 shares of the company’s stock worth $341,000 after purchasing an additional 126 shares during the period. Blue Trust Inc. lifted its holdings in shares of Credo Technology Group by 3.9% during the 2nd quarter. Blue Trust Inc. now owns 4,108 shares of the company’s stock valued at $380,000 after purchasing an additional 154 shares in the last quarter. Signaturefd LLC grew its position in shares of Credo Technology Group by 32.4% in the 2nd quarter. Signaturefd LLC now owns 703 shares of the company’s stock valued at $65,000 after purchasing an additional 172 shares during the period. Finally, Main Management ETF Advisors LLC increased its stake in Credo Technology Group by 1.7% during the 2nd quarter. Main Management ETF Advisors LLC now owns 11,728 shares of the company’s stock worth $1,086,000 after purchasing an additional 192 shares in the last quarter. Institutional investors own 80.46% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on CRDO shares. Wolfe Research set a $240.00 price target on shares of Credo Technology Group in a research note on Tuesday, December 2nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Credo Technology Group in a research report on Monday, December 29th. Zacks Research raised shares of Credo Technology Group from a “hold” rating to a “strong-buy” rating in a research note on Thursday, December 4th. Susquehanna increased their target price on Credo Technology Group from $165.00 to $175.00 and gave the stock a “positive” rating in a report on Wednesday, October 22nd. Finally, Wall Street Zen upgraded Credo Technology Group from a “hold” rating to a “buy” rating in a report on Sunday, September 28th. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $217.08.

More 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 at Credo Technology Group

In other Credo Technology Group news, COO Yat Tung Lam sold 370,000 shares of the firm’s stock in a transaction that occurred 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 directly owned 400,000 shares in the company, valued at $61,276,000. This trade represents a 48.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CTO Chi Fung Cheng sold 55,000 shares of the company’s stock in a transaction that occurred on Monday, October 13th. The stock was sold at an average price of $148.08, for a total value of $8,144,400.00. Following the sale, the chief technology officer owned 6,778,961 shares in the company, valued at approximately $1,003,828,544.88. This represents a 0.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,122,684 shares of company stock valued at $172,412,801 over the last three months. Insiders own 11.84% of the company’s stock.

Credo Technology Group Trading Up 6.2%

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

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