$CRDO is one of those rare setups where the numbers look almost too good to be true. Street estimates have EPS going from $0.31 in FY25 to $12.45 by FY29 — that's roughly 40x in four years.
If those numbers hold, this would be one of the most explosive growth trajectories in semis right now. The kind of forecast that either makes early believers look brilliant or becomes a cautionary tale about overly optimistic modeling.
Worth watching how the next few quarters play out. Execution matters more than the spreadsheet.
If those numbers hold, this would be one of the most explosive growth trajectories in semis right now. The kind of forecast that either makes early believers look brilliant or becomes a cautionary tale about overly optimistic modeling.
Worth watching how the next few quarters play out. Execution matters more than the spreadsheet.