Barclays·2026-09-24SectorOverweightU.S. Semiconductors & Semiconductor Capital Equipment ECOC Takeaways: Mixed Bag of Technologies as Customer Roadmaps DivergeU.S. Semiconductors & Semi Cap Equipment·Neutral
Goldman Sachs·2026-09-10CompanyBuy$285Credo Technology Group (CRDO.US): Communacopia + Technology 2026 — Key Takeaways
Goldman Sachs·2026-08-17CompanyBuy$285Credo Technology Group (CRDO.US): FY1Q Preview: Focus on optical ramp and AEC strength in FY27
Goldman Sachs·2026-05-21CompanyBuy$170Credo Technology Group (CRDO.US): FY4Q Preview: Focus on optical ramp and AEC strength in FY27
J.P. Morgan·2026-09-09StrategyRetail Radar Sep 9 – Retail Reassesses Rates, Short-Term Momentum Rotates