Update shared on07 Aug 2025
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.
- Astera Labs was dropped from multiple value-focused Russell indices, including the Russell 1000, 2500, 3000, Small Cap Comp, and Midcap Value benchmarks.
- Astera Labs and Alchip Technologies formed a strategic partnership to deliver validated, interoperable solutions for hyperscaler AI infrastructure, advancing industry standards like CXL, Ethernet, NVLink Fusion, PCIe, and UALink.
- Astera Labs is collaborating with NVIDIA to provide scale-up connectivity for the NVLink Fusion ecosystem, expanding its Intelligent Connectivity Platform for high-bandwidth, low-latency AI infrastructure and demonstrating leadership in PCIe 6 interoperability.
Valuation Changes
Summary of Valuation Changes for Astera Labs
- The Consensus Analyst Price Target has significantly risen from $105.40 to $156.44.
- The Future P/E for Astera Labs has significantly risen from 93.58x to 111.12x.
- The Net Profit Margin for Astera Labs has significantly risen from 22.15% to 25.18%.
Disclaimer
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