Astera Labs (ALAB) Resumen de Acciones
Astera Labs, Inc. diseña, fabrica y vende soluciones de conectividad basadas en semiconductores para infraestructuras en la nube y de IA en Taiwán y Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 0/6 |
| Crecimiento futuro | 6/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
ALAB Community Fair Values
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Analyst Price Targets
Competidores de Astera Labs, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$318.43 |
| Máximo en las últimas 52 semanas | US$499.48 |
| Mínimo de 52 semanas | US$97.89 |
| Beta | 3.84 |
| Cambio en 1 mes | -16.84% |
| Variación en 3 meses | 59.38% |
| Cambio de 1 año | 86.34% |
| Variación en 3 años | n/a |
| Variación en 5 años | n/a |
| Variación desde la OPV | 413.35% |
Noticias y actualizaciones recientes
Seeking Alpha • 16h
Astera Labs: The Easy Money Is Gone, But The Story Is Better (Rating Downgrade)
Summary Astera Labs' Q2 revenue surged 104% year over year to $392.4 million, while non-GAAP EPS of $0.80 exceeded consensus by $0.11. Scorpio X entered volume production one quarter early, with PCIe 6 products surpassing 50% of revenue and becoming the primary growth driver. Q3 guidance implies approximately 40% sequential revenue growth, alongside expanding operating margins despite continued investment in future products and software. COSMOS software, CXL controllers, optical connectivity, and Taurus expansion strengthen Astera's transition into a full AI connectivity platform with higher switching costs. Despite trading around 35x 2026 forward sales, expanding content per accelerator and multiple growth vectors continue supporting a bullish long-term outlook. Read the full article on Seeking AlphaArtículo de análisis • 16h
Need To Know: Analysts Are Much More Bullish On Astera Labs, Inc. (NASDAQ:ALAB)
Astera Labs, Inc. ( NASDAQ:ALAB ) shareholders will have a reason to smile today, with the analysts making substantial...Recent updates
Seeking Alpha • 16h
Astera Labs: The Easy Money Is Gone, But The Story Is Better (Rating Downgrade)
Summary Astera Labs' Q2 revenue surged 104% year over year to $392.4 million, while non-GAAP EPS of $0.80 exceeded consensus by $0.11. Scorpio X entered volume production one quarter early, with PCIe 6 products surpassing 50% of revenue and becoming the primary growth driver. Q3 guidance implies approximately 40% sequential revenue growth, alongside expanding operating margins despite continued investment in future products and software. COSMOS software, CXL controllers, optical connectivity, and Taurus expansion strengthen Astera's transition into a full AI connectivity platform with higher switching costs. Despite trading around 35x 2026 forward sales, expanding content per accelerator and multiple growth vectors continue supporting a bullish long-term outlook. Read the full article on Seeking AlphaArtículo de análisis • 16h
Need To Know: Analysts Are Much More Bullish On Astera Labs, Inc. (NASDAQ:ALAB)
Astera Labs, Inc. ( NASDAQ:ALAB ) shareholders will have a reason to smile today, with the analysts making substantial...
Actualización de narrativa • Jul 28
ALAB: AI Data Center Connectivity Demand Will Support Future Hyperscaler Interconnect Upside
Astera Labs' analyst fair value estimate has been revised upward from $442.68 to $472.68, as analysts point to updated expectations for AI related demand, a larger potential revenue contribution from Amazon and other hyperscalers, and recalibrated profit margin and P/E assumptions following a wave of higher Street price targets across the semiconductor group. Analyst Commentary Recent research on Astera Labs highlights a cluster of higher price targets and mostly positive framing around AI related demand, hyperscaler exposure and the company’s execution on its product roadmap.Actualización de narrativa • Jul 13
ALAB: AI Data Center Connectivity Demand Will Support Future Server Interconnect Upside
Astera Labs' analyst fair value estimate has shifted from about $250 to roughly $443 as multiple firms lifted price targets into the $297 to $460 range. Analysts are generally pointing to firm compute and networking fundamentals, AI related product cycles and updated industry models as key drivers.
Actualización de narrativa • Jun 29
ALAB: AI Inference Shift And Homegrown Chips Will Constrain Future Upside
Astera Labs' analyst fair value estimate has been revised from $171.40 to $155.00, with analysts pointing to higher modeled revenue growth, a slightly firmer discount rate, and updated long term P/E assumptions following a broad round of price target increases across the Street. Analyst Commentary Recent Street research on Astera Labs shows a wide range of views on how the stock is priced, with several firms revising price targets and ratings as they update industry models and AI related assumptions.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Rentabilidad de los accionistas
| ALAB | US Semiconductor | Mercado US | |
|---|---|---|---|
| 7D | 6.3% | 15.3% | 5.5% |
| 1Y | 86.3% | 63.1% | 20.8% |
Rentabilidad vs. Industria: ALAB superó a la industria US Semiconductor, que obtuvo un rendimiento del 63.1% el año pasado.
Rentabilidad vs. Mercado: ALAB superó al mercado US, que obtuvo un rendimiento del 20.8% el año pasado.
Volatilidad de los precios
| ALAB volatility | |
|---|---|
| ALAB Average Weekly Movement | 17.1% |
| Semiconductor Industry Average Movement | 13.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: El precio de las acciones de ALAB ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ALAB(17%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2017 | 756 | Jitendra Mohan | www.asteralabs.com |
Astera Labs, Inc. diseña, fabrica y vende soluciones de conectividad basadas en semiconductores para infraestructuras en la nube y de IA en Taiwán y Estados Unidos. Ofrece una plataforma de conectividad inteligente, compuesta por productos de conectividad basados en semiconductores, de alta velocidad y señal mixta que integran una matriz de microcontroladores y sensores, y COSMOS. La empresa ofrece el paquete de software COSMOS, un software de gestión y optimización de sistemas de conectividad que permite la gestión y optimización de recursos para grandes flotas a escala de nube mediante capacidades de gestión de enlaces, flotas y RAS.
Resumen de fundamentos de Astera Labs, Inc.
| Estadísticas fundamentales de ALAB | |
|---|---|
| Capitalización bursátil | US$55.24b |
| Beneficios(TTM) | US$369.49m |
| Ingresos (TTM) | US$1.20b |
149.5x
Ratio precio-beneficio (PE)46.0x
Ratio precio-ventas (PS)¿Está ALAB sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ALAB | |
|---|---|
| Ingresos | US$1.20b |
| Coste de los ingresos | US$298.92m |
| Beneficio bruto | US$903.00m |
| Otros gastos | US$533.50m |
| Beneficios | US$369.49m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 2.13 |
| Margen bruto | 75.13% |
| Margen de beneficio neto | 30.74% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado ALAB a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/06 05:21 |
| Precio de las acciones al final del día | 2026/08/05 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Astera Labs, Inc. está cubierta por 31 analistas. 24 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Thomas O'Malley | Barclays |
| Karl Ackerman | BNP Paribas |
| Vivek Arya | BofA Global Research |