Top analysts on Wall Street are spotlighting Credo Technology and Walmart as key growth plays, with strong consensus ratings and targeted price increases. The picks reflect confidence in semiconductor innovation and consumer resilience.
- Credo Technology has a consensus 'Buy' rating with a $78.30 target, implying 24% upside.
- Walmart’s average price target is $156.80, a 15% increase from current levels.
- Credo Technology gained 41% over the past year; Walmart rose 18%.
- Credo is positioned in the high-growth AI and data center semiconductor market.
- Walmart’s e-commerce segment grew at 12% annually over the past two years.
- Both stocks are outperforming their respective sector benchmarks.
Wall Street’s most prominent analysts are increasingly favoring Credo Technology and Walmart as standout growth candidates, according to recent evaluations. Credo Technology, a designer of semiconductor solutions for data centers and high-speed connectivity, has drawn attention for its expanding role in AI infrastructure. Analysts note its strategic position in the $10 billion-plus market for high-performance interconnects, driven by demand from cloud providers and AI developers. Walmart, the retail giant, is also gaining traction as a growth stock amid strong earnings momentum and continued investment in digital transformation. Analysts point to a 7.2% year-over-year increase in same-store sales in the latest quarter and a successful rollout of its AI-powered supply chain tools. The company’s e-commerce segment has grown at a 12% annual rate over the past two fiscal years, underscoring its ability to adapt in a changing retail landscape. Credo Technology currently holds a consensus rating of 'Buy' with a target price of $78.30, implying potential upside of 24% from current levels. Walmart, meanwhile, has seen its average price target rise to $156.80, representing a 15% upside. Both stocks have outperformed their sector benchmarks in the past 12 months, with Credo Technology gaining 41% and Walmart rising 18%. The momentum around these names is influencing trading activity, particularly in the tech and consumer staples sectors. Institutional investors are increasing exposure, and options markets are reflecting elevated implied volatility, suggesting heightened interest. These developments could signal broader shifts toward growth assets with resilient fundamentals.