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Posted by
Two Blokes Jun 4 -
Filed in
Stock
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Credo Technology Group Holding Ltd's growth runway just got cleared for takeoff, as management eyes two additional hyperscalers in the second half of FY26. Customer concentration risk with Amazon is now offset, as management's diversification strategy pushes sequential revenue growth in Q4 and supports guide for 1QFY26. Credo is now guiding for Q1 2026 revenue to hit $185.00M-$195.00M versus consensus of $162.00M.
