Astera Labs (ALAB) Aktienübersicht
Astera Labs, Inc. entwickelt, produziert und verkauft halbleiterbasierte Konnektivitätslösungen für Cloud- und KI-Infrastrukturen in Taiwan und den Vereinigten Staaten. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 0/6 |
| Künftiges Wachstum | 6/6 |
| Vergangene Leistung | 5/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
ALAB Community Fair Values
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Analyst Price Targets
Astera Labs, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$391.74 |
| 52-Wochen-Hoch | US$440.99 |
| 52-Wochen-Tief | US$85.85 |
| Beta | 3.96 |
| 1 Monat Veränderung | 14.26% |
| 3 Monate Veränderung | 290.69% |
| 1 Jahr Veränderung | 330.39% |
| 3 Jahre Veränderung | n/a |
| 5 Jahre Veränderung | n/a |
| Veränderung seit IPO | 531.53% |
Aktuelle Nachrichten und Updates
Narrativ-Update • Jun 15
ALAB: AI Datacenter Spending Slowdown Will Pressure Rich Inference Connectivity Expectations
Astera Labs' analyst fair value estimate moves from $204.47 to $244.97 as analysts factor in higher assumed future P/E multiples and updated AI workload trends, while also applying a slightly higher discount rate and slightly lower projected revenue growth and profit margins. Analyst Commentary Recent Street research around Astera Labs reflects both enthusiasm for the company’s AI exposure and a growing focus on valuation risk as expectations reset.Seeking Alpha • Jun 15
Astera Labs Owns The AI Bottleneck Nobody Talks About
Summary Astera Labs (ALAB) is positioned to benefit as networking becomes the next AI data center bottleneck, with a 'Buy' rating justified by robust growth prospects. ALAB's product suite—especially the Scorpio X-Series and P-Series—targets hyperscaler demand for composable, high-performance networking, unlocking significant TAM expansion. I anticipate revenues to exceed $5 billion by 2030, outpacing consensus due to rapid adoption of Scorpio and platform lock-in via COSMOS telemetry. Despite high valuation and execution risks, ALAB's critical role in AI infrastructure and sustained growth potential warrant a long-term investment. Read the full article on Seeking AlphaRecent updates
Narrativ-Update • Jun 15
ALAB: AI Datacenter Spending Slowdown Will Pressure Rich Inference Connectivity Expectations
Astera Labs' analyst fair value estimate moves from $204.47 to $244.97 as analysts factor in higher assumed future P/E multiples and updated AI workload trends, while also applying a slightly higher discount rate and slightly lower projected revenue growth and profit margins. Analyst Commentary Recent Street research around Astera Labs reflects both enthusiasm for the company’s AI exposure and a growing focus on valuation risk as expectations reset.Seeking Alpha • Jun 15
Astera Labs Owns The AI Bottleneck Nobody Talks About
Summary Astera Labs (ALAB) is positioned to benefit as networking becomes the next AI data center bottleneck, with a 'Buy' rating justified by robust growth prospects. ALAB's product suite—especially the Scorpio X-Series and P-Series—targets hyperscaler demand for composable, high-performance networking, unlocking significant TAM expansion. I anticipate revenues to exceed $5 billion by 2030, outpacing consensus due to rapid adoption of Scorpio and platform lock-in via COSMOS telemetry. Despite high valuation and execution risks, ALAB's critical role in AI infrastructure and sustained growth potential warrant a long-term investment. Read the full article on Seeking Alpha
Narrativ-Update • Jun 01
ALAB: AI Inference Shift And Homegrown Chips Will Pressure Future Returns
Analysts have nudged their fair value estimate for Astera Labs higher from $166.28 to $171.40, reflecting updated assumptions around AI infrastructure demand and the company’s role in supporting the shift toward more cost focused inference workloads. Analyst Commentary Street research around Astera Labs is mixed, with several firms lifting price targets while others are turning more cautious.Narrativ-Update • May 15
ALAB: Copper Exposure And Optical Shift Risks Will Reshape Future Returns
Astera Labs' analyst price targets moved higher, with the fair value estimate shifting from $158.76 to $166.28 as analysts cited raised targets across multiple firms and ongoing interest in the company’s role in AI silicon solutions. Analyst Commentary Recent research reports show a wide range of opinions on Astera Labs, even as many firms adjust price targets.
Narrativ-Update • Apr 29
ALAB: AI Silicon Pure Play Exposure Will Support Future Server Interconnect Demand
Analysts have maintained the average price target for Astera Labs at $250, with some raising and others trimming their targets as they evaluate AI silicon exposure, potential competitive pressure on copper-focused solutions, and updated assumptions for growth, profitability, and future P/E levels. Analyst Commentary Street research has been active around Astera Labs, with a mix of price target adjustments and fresh coverage tied to AI silicon exposure, copper versus optical positioning, and expectations for growth, profitability, and future P/E levels.Narrativ-Update • Apr 14
ALAB: AI Silicon Pure Play Positioning Will Drive Future Infrastructure Demand
Astera Labs' consensus analyst price target is unchanged at $250, as analysts balance mixed short term sentiment around copper exposure with continued support from new coverage that highlights the company's role as an AI silicon pure play and its potential for moat like customer stickiness. Analyst Commentary Research views on Astera Labs cluster around two key themes: short term caution on copper related exposure and longer term optimism around its positioning in AI focused silicon.Narrativ-Update • Mar 31
ALAB: AI Silicon Exposure And Roadmap Execution Will Drive Future Returns
Analysts have nudged their fair value estimate for Astera Labs higher from $153.00 to about $158.76. This reflects updated views on its AI silicon exposure, mixed Street price target revisions, and differing opinions on the durability of its margins and future P/E multiples.Narrativ-Update • Mar 17
ALAB: AI Silicon Pure Play Exposure Will Drive Future Upside
Astera Labs' analyst price target has been updated toward $250.00, with analysts pointing to the company's AI silicon exposure and potential moat-like stickiness across generative AI workloads as key drivers behind their views. Analyst Commentary Recent Street research around Astera Labs has centered on its role in AI silicon and how that could shape the company’s position in generative AI data centers.Narrativ-Update • Mar 03
ALAB: Hyperscale AI Connectivity And Optical Conference Risks Will Shape Returns
Astera Labs' fair value estimate has shifted modestly higher to $204.47, as analysts weigh mixed price target changes and conference related catalyst risks against updated assumptions for growth, margins, and future P/E expectations. Analyst Commentary Recent research coverage on Astera Labs reflects a split view, with some firms adjusting price targets higher and others trimming expectations, as well as a short term conference related risk flag around the Optical Fiber Communication event.Analyseartikel • Feb 19
Growth Investors: Industry Analysts Just Upgraded Their Astera Labs, Inc. (NASDAQ:ALAB) Revenue Forecasts By 13%
Astera Labs, Inc. ( NASDAQ:ALAB ) shareholders will have a reason to smile today, with the analysts making substantial...Narrativ-Update • Feb 17
ALAB: AI Infrastructure Ramps And Hyperscaler Ties Will Drive Future Upside
Astera Labs' analyst fair value estimate has moved from $209.88 to $249.30 as analysts factor in higher modeled revenue growth, a lower assumed future P/E multiple, and a wide range of recent price target changes across major banks. Analyst Commentary Recent Street research shows a split tape on Astera Labs, with some high profile firms trimming targets while others lean into a more upbeat view.Analyseartikel • Feb 13
Astera Labs, Inc.'s (NASDAQ:ALAB) Share Price Is Still Matching Investor Opinion Despite 30% Slump
Astera Labs, Inc. ( NASDAQ:ALAB ) shares have had a horrible month, losing 30% after a relatively good period...Narrativ-Update • Feb 03
ALAB: AI Infrastructure Roadmap And Margin Profile Will Shape Future Returns
Analysts lifted their fair value estimate for Astera Labs from US$125.73 to US$153.00, pointing to updated expectations for lower future P/E assumptions, a higher long term profit margin profile and a slightly higher discount rate, with Street research highlighting exposure to generative AI and new product ramps alongside differing views on valuation risk. Analyst Commentary Recent Street research on Astera Labs highlights a mix of optimism around generative AI exposure and new product ramps, alongside pockets of caution on valuation and long term execution risks.Narrativ-Update • Jan 20
ALAB: Hyperscale AI Connectivity And Mixed Customer Signals Will Shape Future Returns
Astera Labs' analyst price target has moved modestly higher to about $199.15, as analysts factor in updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E following recent bullish initiations and target raises from several firms. Analyst Commentary Recent research on Astera Labs offers a mix of optimism and caution, with price target changes and rating resets reflecting different views on how much of the story is already reflected in the current share price.Narrativ-Update • Jan 06
ALAB: Hyperscale AI Connectivity Upside Will Offset Product And Standards Transition Risks
Analysts trimmed their fair value estimate for Astera Labs by about US$2 to roughly US$197, reflecting a slightly higher discount rate and marginally lower future P/E assumptions, as they balance cautious views on product transitions and structural challenges with supportive research citing potential upside from AI connectivity demand and key hyperscaler relationships. Analyst Commentary Recent Street research on Astera Labs reflects a mixed setup, with analysts split between enthusiasm for AI connectivity upside and caution around product transitions and competitive risks.Narrativ-Update • Dec 16
ALAB: Hyperscale AI Demand Will Drive Future Upside Despite Competitive Transition Risks
The analyst price target for Astera Labs has been nudged higher to approximately $199.37 from about $198.32, as analysts factor in accelerating earnings from Scorpio X, growing hyperscaler demand and Trainium driven AI connectivity tailwinds, partly offset by competitive and structural challenges. Analyst Commentary Street research reflects a divided but generally constructive stance on Astera Labs, with opinions split between those emphasizing accelerating growth in AI connectivity and those focused on execution and competitive risks in the company’s product transitions.Narrativ-Update • Dec 02
ALAB: Expanding Hyperscale Demand Will Drive Revenue Upside With UALink Momentum Ahead
Astera Labs' analyst price target has been modestly raised from $196.83 to $198.32. Analysts cite improved revenue growth projections and ongoing traction in hyperscale connectivity markets as key drivers for the update.Narrativ-Update • Nov 18
ALAB: Expanding Hyperscale Relationships Will Drive Revenue Upside Into 2025
Astera Labs' analyst price target saw a notable increase, rising by nearly $8 to $196.83. Analysts cite the company's accelerating revenue growth, expanding profit margins, and strong momentum with key hyperscale customers as supporting factors for the more optimistic outlook.Analyseartikel • Nov 08
Astera Labs, Inc.'s (NASDAQ:ALAB) Stock Retreats 27% But Revenues Haven't Escaped The Attention Of Investors
Astera Labs, Inc. ( NASDAQ:ALAB ) shares have had a horrible month, losing 27% after a relatively good period...Narrativ-Update • Nov 03
ALAB: Product Transition And Competitive Threats Will Shape Connectivity Ecosystem Outlook
Analysts have slightly increased their fair value estimate for Astera Labs, raising the price target by less than $1 to $189.11 per share. Ongoing product transitions and stable hyperscaler interest support moderate optimism despite competitive pressures.Narrativ-Update • Oct 20
UALink And PCIe Advancements Will Accelerate AI Infrastructure Deployment
Analysts have raised their fair value estimate for Astera Labs by $2 to $188, citing continued strength in AI connectivity in light of shifting competitive dynamics and new product launches. Analyst Commentary Recent research updates provide a nuanced perspective on Astera Labs’ future performance and valuation.Narrativ-Update • Oct 05
UALink And PCIe Advancements Will Accelerate AI Infrastructure Deployment
The analyst price target for Astera Labs has been raised from $182.63 to $186.22. Analysts cite continued strong revenue momentum and new product launches as factors supporting a higher valuation, despite persistent competitive and valuation concerns.Narrativ-Update • Sep 18
UALink And PCIe Advancements Will Accelerate AI Infrastructure Deployment
Astera Labs’ consensus price target has risen to $182.62 as analysts cite strong adoption of the Scorpio P PCIe switch, broader AI platform exposure, and growing per-system revenues, partially tempered by valuation concerns. Analyst Commentary Bullish analysts highlight the successful ramp-up of the Scorpio P PCIe switch, contributing to revenue upside, particularly for AI rack scale-out applications.Narrativ-Update • Aug 22
UALink And PCIe Advancements Will Accelerate AI Infrastructure Deployment
Analyst sentiment on Astera Labs has improved due to stronger revenue prospects from AI-related product momentum, diversification, and rising platform content, leading to an increased consensus price target from $156.44 to $166.47. Analyst Commentary Revenue upside driven by the ramp of the Scorpio P PCIe switch for scale-out in AI racks.Analyseartikel • Aug 11
News Flash: Analysts Just Made A Substantial Upgrade To Their Astera Labs, Inc. (NASDAQ:ALAB) Forecasts
Celebrations may be in order for Astera Labs, Inc. ( NASDAQ:ALAB ) shareholders, with the analysts delivering a...Narrativ-Update • Aug 07
UALink And PCIe Advancements Will Accelerate AI Infrastructure Deployment
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.Aktionärsrenditen
| ALAB | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | -6.1% | -8.0% | -2.6% |
| 1Y | 330.4% | 78.0% | 20.0% |
Rendite im Vergleich zur Industrie: ALAB übertraf die Branche US Semiconductor , die im vergangenen Jahr eine Rendite von 78 erzielte.
Rendite vs. Markt: ALAB übertraf den Markt US, der im vergangenen Jahr eine Rendite von 20 erzielte.
Preisvolatilität
| ALAB volatility | |
|---|---|
| ALAB Average Weekly Movement | 14.4% |
| Semiconductor Industry Average Movement | 12.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiler Aktienkurs: Der Aktienkurs von ALAB war in den letzten 3 Monaten im Vergleich zum US -Markt volatil.
Volatilität im Zeitverlauf: ALABDie wöchentliche Volatilität (14%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der US Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2017 | 756 | Jitendra Mohan | www.asteralabs.com |
Astera Labs, Inc. entwickelt, produziert und verkauft halbleiterbasierte Konnektivitätslösungen für Cloud- und KI-Infrastrukturen in Taiwan und den Vereinigten Staaten. Das Unternehmen bietet eine intelligente Konnektivitätsplattform an, die aus halbleiterbasierten Hochgeschwindigkeits- und Mixed-Signal-Konnektivitätsprodukten, die eine Matrix aus Mikrocontrollern und Sensoren integrieren, und COSMOS besteht. Das Unternehmen bietet die COSMOS-Software-Suite, eine Konnektivitätssystem-Management- und Optimierungssoftware, die die Verwaltung und Optimierung von Ressourcen für große Flotten im Cloud-Maßstab über Link-, Flotten- und RAS-Management-Funktionen ermöglicht.
Astera Labs, Inc.'s Grundlagenzusammenfassung
| ALAB grundlegende Statistiken | |
|---|---|
| Marktanteil | US$67.15b |
| Gewinn(TTM) | US$267.63m |
| Umsatz(TTM) | US$1.00b |
250.9x
Kurs-Gewinn-Verhältnis 67.1x
Kurs-Umsatz-VerhältnisIst ALAB zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| ALAB Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$1.00b |
| Kosten der Einnahmen | US$240.45m |
| Bruttogewinn | US$760.99m |
| Sonstige Ausgaben | US$493.37m |
| Gewinn | US$267.63m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 1.56 |
| Bruttomarge | 75.99% |
| Nettogewinnspanne | 26.72% |
| Schulden/Eigenkapital-Verhältnis | 0% |
Wie hat sich ALAB auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/28 02:44 |
| Aktienkurs zum Tagesende | 2026/06/26 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Astera Labs, Inc. wird von 30 Analysten beobachtet. 24 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Thomas O'Malley | Barclays |
| Karl Ackerman | BNP Paribas |
| Vivek Arya | BofA Global Research |