Astera Labs, Inc.

NasdaqGS:ALAB Lagerbericht

Marktkapitalisierung: US$36.7b

Astera Labs Zukünftiges Wachstum

Future Kriterienprüfungen 6/6

Astera Labs wird ein jährliches Gewinn- und Umsatzwachstum von 31.5% bzw. 25.9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 28.6% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 23.2% betragen.

Wichtige Informationen

31.5%

Wachstumsrate der Gewinne

28.60%

EPS-Wachstumsrate

Semiconductor Gewinnwachstum26.3%
Wachstumsrate der Einnahmen25.9%
Zukünftige Eigenkapitalrendite23.19%
Analystenabdeckung

Good

Zuletzt aktualisiert06 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Seeking Alpha • May 06

Astera Labs: Superb Q1, But Faster Times Ahead

Summary Astera Labs delivered a Q1 quadruple beat, raising Q2 guidance at least 16% above consensus, and remains a critical AI connectivity supplier for hyperscalers. Management expects the X-series switch to become ALAB's largest product line by year-end, with a robust roadmap targeting scale-up networks and optical solutions. Gross margins expanded to 76.3% in Q1, with Q2 guidance implying modest contraction, but inventory management and demand signals support continued margin strength. ALAB trades at a forward EV/sales multiple of ~26-28x, with potential for 20% upside as growth estimates may be revised higher following strong Q1 and Q2 outlooks. Read the full article on Seeking Alpha
Analyse-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.
Analyse-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.
Neue Analyse • Apr 13

Astera Labs, Inc. (ALAB): The "Nervous System" of AI and the PCIe 6.0 Supercycle

Astera Labs, Inc. (ALAB) closed the April 13, 2026, session at $166.80 USD on the NASDAQ, soaring 11.9% on the day amid a massive revaluation of the AI hardware stack.
Analyse-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.
Analyse-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.
Analyse-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...
Analyse-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...
Analyse-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.
Analyse-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.
Analyse-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.
Analyse-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.
Analyse-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.
Analyse-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...
Analyse-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.
Analyse-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.
Analyse-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.
Analyse-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.
Analyse-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...
Analyse-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.
Analyseartikel • May 08

Astera Labs, Inc. Just Beat EPS By 342%: Here's What Analysts Think Will Happen Next

Astera Labs, Inc. ( NASDAQ:ALAB ) investors will be delighted, with the company turning in some strong numbers with its...
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Neue Analyse • Apr 21

CXL And AI Solutions Will Redefine Next Generation Connectivity

Expansion into AI infrastructure and CXL technology positions Astera Labs for revenue growth and market share gain through innovative product lines like Leo and Scorpio.
Seeking Alpha • Apr 15

Astera Labs: Buy The Trade War Pullback, Strong Buy

Summary Astera Labs is well-positioned for 2025 with revenue contributions from all four product lines, driven by strong demand from hyperscalers and AI infrastructure needs. Significant investments in R&D and headcount in 2024 set the stage for robust growth, making the current stock correction a compelling entry point. Key business drivers include internally developed platforms, ramp-up of AI racks with third-party GPUs, and compute applications for data centers. I maintain a Strong Buy rating with a target price of $124, anticipating strong performance from Aries, Taurus, Leo, and especially Scorpio product lines. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13

Astera Labs: A Stellar Growth Opportunity

Summary Astera Labs is developing a portfolio of high-speed network connectivity semiconductors to serve the AI data center market. It has centered its products around powerful software that allows hyperscalers to monitor data speeds, errors, or frictions in the network, thereby improving accelerator efficiencies. A solid management team is executing well and delivering product growth above its addressable market. The balance sheet is healthy, and the firm is already generating positive free cash flow. While there is a path for upside potential, assessing a valuation for such a rapidly growing company is challenging. I consequently rate the company as a HOLD. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:ALAB - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20282,7297491,0381,02814
12/31/20272,17252473276823
12/31/20261,52436739845923
3/31/20261,001268343383N/A
12/31/2025853219282319N/A
9/30/2025723199229264N/A
6/30/2025606100210249N/A
3/31/202549041108144N/A
12/31/2024396-83102137N/A
9/30/2024306-9492111N/A
6/30/2024230-894448N/A
3/31/2024163-102-11-5N/A
12/31/2023116-26-15-13N/A
12/31/202280-58-40-36N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: ALABDas prognostizierte Gewinnwachstum (31.5% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: ALABDie Erträge des Unternehmens (31.5% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.4% pro Jahr).

Hohe Wachstumserträge: ALABEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: ALABDie Einnahmen des Unternehmens (25.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.4% pro Jahr).

Hohe Wachstumseinnahmen: ALABDie Einnahmen des Unternehmens (25.9% pro Jahr) werden voraussichtlich schneller wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: ALABDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (23.2%)

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/07 07:22
Aktienkurs zum Tagesende2026/05/06 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

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.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* 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

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

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Analysten-Quellen

Astera Labs, Inc. wird von 29 Analysten beobachtet. 23 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.

AnalystEinrichtung
Thomas O'MalleyBarclays
Karl AckermanBNP Paribas
Vivek AryaBofA Global Research