Key Highlights
- The stock often gets overshadowed by larger players in the AI race.
- However, even after surging 180% in 2025 on exploding data-center demand, Credo just got a major Wall Street endorsement.
- Goldman started coverage with a buy rating and a $165 price target, which represents approximately 27% upside from recent levels.
- In the note, Goldman made its thesis clear.
- The call is significant because it goes to the heart of the issue for one of AI infrastructure’s biggest debates.

