247 Wallst
11 Nov 2026, 14:33 UTC · 1h ago
Prediction: The AI Stock Wall Street Could Be Underestimating for 2027
Impact · against what's priced in
The article provides no new fundamental catalysts for Credo or Nvidia, as its bullish projections for Credo's 2027 optical revenue and growth are already identified as items the market is currently declining to price in. The significant price drop in CRDO reflects a shift in market sentiment rather than a change in the underlying growth assumptions provided in the text.
- CRDO+0.00
Already priced in
- The price assumes
Optical revenue exceeding $600 million in FY2027
The management's expectation of over $600 million in optical revenue for fiscal 2027 is a milestone the market is already explicitly declining to pay for.
What CRDO's price assumes · Sep 4
