Is Credo (CRDO) Using Its 3M Patent Deal To Quietly Redefine Its AI Connectivity Edge?

Simply Wall St.01-29

In January 2026, Credo Technology Group Holding entered into a patent license and mutual covenant agreement with 3M Company, allowing 3M to use certain Credo patents covering active electrical cable ...

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This agreement underscores the commercial relevance of Credo’s connectivity intellectual property in AI-oriented data center infrastructure, strengthening its position within the broader semiconductor ecosystem. Next, we’ll examine how Credo’s active electrical cable patent license with 3M may influence its investment narrative in AI infrastructure. These 14 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.AdvertisementWhat Is Credo Technology Group Holding's Investment Narrative?To own Credo, you really have to believe in a long runway for AI-focused connectivity, where high-speed, power-efficient data movement remains a bottleneck for hyperscale data centers. The 3M patent license fits that story neatly: it reinforces that Credo’s active electrical cable IP is relevant enough for a large industrial player to pay for access, even if the financial impact of this specific deal is unlikely to move the needle against quarterly revenue guidance of about US$335 million to US$345 million. Near term, the bigger swing factors still look like execution on its new AI-oriented product pipeline and how the market digests a share price that has pulled back sharply after a very large three year total return, while trading on a rich earnings multiple. At the same time, elevated valuation, volatile trading and recent insider selling remain front-of-mind risks. However, investors should not overlook how recent insider selling interacts with today’s rich valuation. \nCredo Technology Group Holding's share price has been on the slide but might be dropping deeper into value territory. Find out whether it's a bargain at this price.Exploring Other PerspectivesCRDO 1-Year Stock Price Chart Twenty seven Simply Wall St Community fair value estimates for Credo span roughly US$25 to US$260, showing just how far apart individual views can be. When you set that against a stock that has risen very significantly over three years and now trades at a premium earnings multiple, it underlines why many market participants are weighing near term AI connectivity momentum against execution and volatility risks. This spread of opinions invites you to compare several viewpoints before deciding where you sit on Credo’s story.Explore 27 other fair value estimates on Credo Technology Group Holding - why the stock might be worth less than half the current price!Build Your Own Credo Technology Group Holding NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Credo Technology Group Holding research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.Our free Credo Technology Group Holding research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Credo Technology Group Holding's overall financial health at a glance.Seeking Other Investments?Our daily scans reveal stocks with breakout potential. Don't miss this chance:Uncover the next big thing with financially sound penny stocks that balance risk and reward.Outshine the giants: these 24 early-stage AI stocks could fund your retirement.AI is about to change healthcare. These 110 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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