Taiwan Semiconductor Posts Record Revenue, Stock Rises
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy CRDO?
Source: CNBC
- TSMC's Record Performance: Taiwan Semiconductor's January revenue reached NT$401.3 billion, a 37% year-over-year increase, marking a record high that propelled its stock up by 3%, indicating strong demand and competitiveness in the global semiconductor market.
- DuPont Exceeds Earnings Expectations: DuPont reported adjusted earnings of 46 cents per share for Q4, surpassing the 43 cents expected by analysts, with revenue of $1.69 billion meeting expectations, leading to a 2% stock increase, reflecting robust financial performance and market confidence.
- CVS Health's Conservative Guidance: CVS Health maintained its 2026 revenue guidance of at least $400 billion, below the $409.77 billion expected by analysts, resulting in a 3% stock decline, indicating market concerns about future growth despite exceeding Q4 earnings expectations.
- Credo Technology Raises Guidance: Credo Technology announced ahead of earnings that it would raise its Q3 FY2026 revenue guidance to between $404 million and $408 million, significantly above the previous target of $335 million to $345 million, causing its stock to surge by 17%, reflecting optimistic market expectations for growth.
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Analyst Views on CRDO
Wall Street analysts forecast CRDO stock price to rise
12 Analyst Rating
12 Buy
0 Hold
0 Sell
Strong Buy
Current: 121.780
Low
165.00
Averages
219.44
High
250.00
Current: 121.780
Low
165.00
Averages
219.44
High
250.00
About CRDO
Credo Technology Group Holding Ltd is a Cayman Islands-based holding company. The Company delivers high-speed solutions to break bandwidth barriers on every wired connection in the data infrastructure market. It provides high-speed connectivity solutions that deliver improved power efficiency as data rates and corresponding bandwidth requirements increase exponentially throughout the data infrastructure market. Its connectivity solutions are optimized for optical and electrical Ethernet applications, including the emerging 100 gigabits per second (G), 200G, 400G, 800G and the emerging 1.6 terabits per second (T) port markets. Its products are based on its Serializer/Deserializer (SerDes) and Digital Signal Processor (DSP) technologies. Its product families include integrated circuits (ICs) for the optical and line card markets, active electrical cables (AECs) and SerDes Chiplets. The Company’s intellectual property (IP) solutions consist primarily of SerDes IP licensing.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Fluence Growth Potential: Fluence Energy's battery modules provide stable power for data centers, with projected sales growth of 57% over the next two years despite flat revenues, indicating strong market demand and potential order opportunities.
- Data Center Project Development: Fluence is currently developing 36 GWh of data center projects, and while these potential sales are not yet included in the official order backlog, they highlight the company's significant position in the rapidly growing AI data center market.
- Credo Technological Innovation: Credo Technology's high-performance networking tools achieve data flows of up to 0.8 Tbps through its Active Electrical Cables, significantly reducing power consumption and cooling requirements, catering to the urgent demand for efficiency in data centers.
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See More
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