Investing.comQwen · 实盘不做把握 2/10不做原因:无增量信息
北京时间·🕒 发布 04:29:21·⟳ 抓取 04:30:23 +1m02s·⚡ 决策 09-02 04:56:12 +25m49s·55.6 天前
Credo Technology FY2027 Q1财报超预期但盘后下跌，Investing.com转载同一事件
Investing.com文章是Credo Technology FY2027 Q1财报的又一篇转载报道，与过去1小时内已处理的SEC EDGAR 8-K（20:30 UTC）、Seeking Alpha（20:26 UTC）、公司IR页（20:23 UTC）和Twitter（20:16 UTC）四条记录为同一具体催化，所有关键数字完全一致，无任何新增金额、指引修正、电话会信息或官方确认/否认。
📄 原文Investing.com↗ 原文
Credo Technology shares fall over 4% despite topping Q1 estimates
Wall Street slides to kick off historically worst month as oil prices, yields rise SAN JOSE, Calif. - Credo Technology…
不做 Credo Technology（CRDO.US）
同一具体催化（FY2027 Q1财报）已在过去1小时内被4条不同来源处理并判定不做：beat幅度仅低个位数、经营利润低于预期、盘后已下跌5-7%且美股已收盘。本条Investing.com文章无新增事实，属重复消息。
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研究档案
结论摘要
Credo Technology FY2027 Q1财报（收入$479M beat ~$7M、EPS $1.20 beat ~$0.03、Q2指引$525-535M beat ~$14M）已在20:16-20:30 UTC被4条不同来源处理，均判定不做：beat幅度温和、经营利润低于预期、盘后已下跌5-7%、美股已收盘无法按常规价成交。本条Investing.com文章为同一事件的AI生成报道，无新增事实，属于重复消息。
🔎 新鲜度:最早出现 2026-09-01 · 扩散 high · price-in 风险 high ↗
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工具执行结果 · 成功 1 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 674 ms
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原文全文
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Wall Street slides to kick off historically worst month as oil prices, yields rise
SAN JOSE, Calif. - Credo Technology Group Holding Ltd (NASDAQ:CRDO) reported first quarter fiscal 2027 results that exceeded analyst expectations, though shares fell 4.8% after hours following the announcement.
The connectivity solutions provider posted adjusted earnings per share of $1.20, beating the analyst estimate of $1.16. Revenue reached $479 million, surpassing the consensus estimate of $470.38 million and representing a 114.7% increase YoY.
Bill Brennan, Credo’s President and Chief Executive Officer, stated, "During the first quarter of fiscal 2027, Credo delivered revenue of $479.0 million and adjusted net income of $236.3 million, representing 115% and 140% year-over-year growth respectively."
For the second quarter of fiscal 2027, the company issued revenue guidance of $525 million to $535 million. The midpoint of $530 million exceeds the analyst consensus of $516.5 million. The company expects adjusted gross margin between 67.0% and 69.0% for the upcoming quarter.
The company reported GAAP diluted net income per share of $0.67 and adjusted diluted net income per share of $1.20 for the first quarter. GAAP gross margin came in at 64.5%, while adjusted gross margin reached 68.0%. Adjusted operating expenses totaled $95.2 million, compared to GAAP operating expenses of $188.4 million.
Credo ended the quarter with cash and short-term investments of $764.3 million. The company’s revenue grew 9.6% quarter over quarter. GAAP net income for the period was $129.4 million, while adjusted net income reached $236.3 million.
Brennan added that the company’s portfolio now spans connectivity from millimeters to kilometers, with solutions across optics and copper for AI infrastructure and data center applications.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
SAN JOSE, Calif. - Credo Technology Group Holding Ltd (NASDAQ:CRDO) reported first quarter fiscal 2027 results that exceeded analyst expectations, though shares fell 4.8% after hours following the announcement.
The connectivity solutions provider posted adjusted earnings per share of $1.20, beating the analyst estimate of $1.16. Revenue reached $479 million, surpassing the consensus estimate of $470.38 million and representing a 114.7% increase YoY.
Bill Brennan, Credo’s President and Chief Executive Officer, stated, "During the first quarter of fiscal 2027, Credo delivered revenue of $479.0 million and adjusted net income of $236.3 million, representing 115% and 140% year-over-year growth respectively."
For the second quarter of fiscal 2027, the company issued revenue guidance of $525 million to $535 million. The midpoint of $530 million exceeds the analyst consensus of $516.5 million. The company expects adjusted gross margin between 67.0% and 69.0% for the upcoming quarter.
The company reported GAAP diluted net income per share of $0.67 and adjusted diluted net income per share of $1.20 for the first quarter. GAAP gross margin came in at 64.5%, while adjusted gross margin reached 68.0%. Adjusted operating expenses totaled $95.2 million, compared to GAAP operating expenses of $188.4 million.
Credo ended the quarter with cash and short-term investments of $764.3 million. The company’s revenue grew 9.6% quarter over quarter. GAAP net income for the period was $129.4 million, while adjusted net income reached $236.3 million.
Brennan added that the company’s portfolio now spans connectivity from millimeters to kilometers, with solutions across optics and copper for AI infrastructure and data center applications.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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