Credo expects $600M optical revenue by FY2027, with 206% revenue growth in FY2026 and strong future outlook.

Credo Technology Group reported a 206% surge in revenue to $1.34 billion for fiscal 2026, alongside a more than fivefold increase in non-GAAP net income. The company projects over $600 million in optical revenue by fiscal 2027, signaling a strategic shift beyond traditional AEC products. Management also guided for over 80% revenue growth in FY2027 while maintaining gross margins between 67% and 69%. Nvidia's focus on networking and optics supports Credo's long-term growth potential, making it a compelling opportunity for investors anticipating exponential growth in this sector.