Schwab Network 对 $CRDO 的判断变化

2026-09-02看跌
Wednesday's First Moves: GTLB Surges, CRDO & MDB Fall on Earnings
CRDO股价下跌,原因是利润率压缩和高估值,尽管营收增长。

那 Credo Technology 呢?那只股票下跌了。是的,那只股票也下跌了,尽管业绩超出预期,这是另一个在业绩公布前预期就更高的例子。所以门槛很高,尤其是在连接性方面。这是“卖铲子”故事的一部分。

所以,Credo 股价目前下跌 11% 到 12%。再次,投资者只是期待更多。然后还有关于利润率的问题。

How about we have Credo Technology? That one's down. >> Yeah, that one is also down despite an earnings beat here and this is another one where expectations were higher going into its results. So the bar is high especially about connectivity. This is a part of the picks and shovels story here. So, Credo shares down 11 12% right now. Um, again, investors were just looking for more. And then there's also the question about uh margins here.