智通财经APP获悉，周五，Credo Technology(CRDO.US)逆市上涨。截至发稿，该股涨超4%，报226.48美元。消息面上，公司2026财年第四季度营收同比飙升逾150%，同时管理层预计2027财年全年营收将同比增长约80%。
Needham将Credo 2027财年营收预测从23.5亿美元上调至24.5亿美元，并重申“买入”评级，同时将目标价从220美元上调至275美元。摩根大通维持Credo“增持”(Overweight)评级，并将目标价由230美元上调至250美元。Roth Capital将该公司目标价从200美元大幅上调至300美元，并维持“买入”评级。
光通信概念股多数走高，Applied Optoelectronics(AAOI.US)涨超1.6%，Lumemtum(LITE.US)涨超1.7%；迈威尔科技(MRVL.US)跌超6%。
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