Bloom Energy (BE) and Credo Technology (CRDO) fell sharply after being removed from the Russell 2000 index due to market cap limits. Despite the drop, both companies remain fundamentally strong, benefiting from AI infrastructure demand and recent earnings growth. Analyst David H. Lerner views this as a tactical buying opportunity, expecting short-term volatility but a rebound as profit growth accelerates and the Q2 earnings season approaches. He uses a disciplined strategy including trimming at highs and buying on dips to manage risk.
Micron's recent earnings report emphasized strong demand for data center memory and storage driven by AI, alongside growing challenges in bandwidth, latency, and power efficiency. These bottlenecks create a significant opportunity for Credo Technolog...
Credo Technology's stock has surged 86.94% year to date, reaching $268.99, close to the 24/7 Wall St. price target of $263.97, leading to a hold rating with 90% confidence. The company reported strong Q4 FY26 revenue growth of 157% year-over-year and...
