异动解读 | 机构集体上调目标价叠加半导体板块普涨,Credo Technology盘前大涨5.70%

异动解读
Jun 11

Credo Technology Group Holding Ltd(股票代码:CRDO)今日盘前股价大幅上涨5.70%,引起了市场的广泛关注。

消息面上,多家华尔街机构近日集体上调了该公司的目标价。Needham将目标价上调至275美元并重申“买入”评级,摩根大通上调至250美元并维持“增持”评级,Roth Capital更是大幅上调至300美元。机构看多的主要依据是公司第四财季业绩表现强劲,营收同比增长157%至4.37亿美元,调整后每股收益1.16美元,超出市场预期12.6%。此外,公司管理层对光互联产品线的未来收入预期乐观,预计将合计贡献超过6亿美元的收入。

与此同时,半导体板块今日整体表现强势,美光科技上涨超过4%,迈威尔科技上涨超过3%,板块的普涨格局为Credo Technology的股价提供了额外的上行动力。

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