Credo Technology Group Holding Ltd (CRDO) and Marvell Technology, Inc (MRVL) are semiconductor companies focused on high-speed connectivity solutions for AI-driven data centers. Both companies are experiencing significant growth in the face of rapid AI proliferation, with CRDO’s revenue for fiscal 2025 reaching $436.8 million, up 126% year-over-year, and Marvell’s data center revenues hitting $1.44 billion, a 76% increase.
CRDO showed particularly strong growth in the fourth quarter, with revenues soaring 179.7% to $170 million. The company projects revenues for the first quarter of fiscal 2026 between $185 million and $195 million, signaling a 12% increase at the midpoint. Meanwhile, MRVL has seen 76% of its total revenue in the last quarter coming from data centers, primarily driven by demand for AI silicon and networking chips.
Over the past month, CRDO’s stock has gained 38.2%, compared to MRVL’s 20.2%. Currently, CRDO has a Zacks Rank #1 (Strong Buy), while Marvell holds a Zacks Rank #3 (Hold), indicating that CRDO may be the preferable investment option at this time.
