UALink And PCIe Advancements Will Accelerate AI Infrastructure Deployment

Published
21 Apr 25
Updated
08 Aug 25
AnalystConsensusTarget's Fair Value
US$156.44
14.7% overvalued intrinsic discount
08 Aug
US$179.43
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1Y
351.6%
7D
30.1%

Author's Valuation

US$156.4

14.7% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 Aug 25
Fair value Increased 48%

The sharp upward revision in Astera Labs' consensus price target reflects improved profitability, as evidenced by a higher net profit margin and increased future P/E expectations, resulting in a new fair value of $156.44. What's in the News Astera Labs provided Q3 2025 earnings guidance, expecting revenue of $203–210 million, GAAP gross margin of approximately 75%, and GAAP diluted EPS of $0.23–$0.24 on about 180 million shares.

Shared on01 May 25
Fair value Decreased 22%

Shared on24 Apr 25
Fair value Increased 33%

AnalystConsensusTarget has increased revenue growth from 37.0% to 44.3%, increased future PE multiple from 94.7x to 113.0x and decreased shares outstanding growth rate from 0.1% to 0.0%.