Astera Labs (ALAB) Aperçu de l'action
Astera Labs, Inc. conçoit, fabrique et vend des solutions de connectivité à base de semi-conducteurs pour l'infrastructure cloud et IA à Taïwan et aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 0/6 |
| Croissance future | 6/6 |
| Performances passées | 5/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
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Astera Labs, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$284.53 |
| Plus haut sur 52 semaines | US$499.48 |
| Plus bas sur 52 semaines | US$97.89 |
| Bêta | 3.78 |
| Variation sur 1 mois | -8.80% |
| Variation sur 3 mois | -22.50% |
| Variation sur 1 an | 22.17% |
| Variation sur 3 ans | n/a |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | 358.70% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Sep 08
ALAB: AI Infrastructure Euphoria Will Eventually Restrain Future Upside Potential
Astera Labs now carries an updated analyst fair value estimate of $223.17, up from $155.00, as analysts factor in higher modeled revenue growth alongside stronger conviction in AI infrastructure demand and product ramps such as Scorpio-X and scale-up switching fabrics. Analyst Commentary Recent Street research on Astera Labs shows a cluster of higher price targets and mostly positive earnings commentary, especially around the Scorpio and Scorpio X switch ramps, PCIe retimers, and broader AI infrastructure exposure.Seeking Alpha • Aug 30
Astera Labs Has Found Its Next Growth Engine
Summary Astera's Q2 revenue grew 104% YoY, while Q3 guidance implies roughly 40% sequential growth as Scorpio accelerates. Scorpio should become Astera's largest product family one quarter early, with future content exceeding $1,000 per XPU. UALink, optics, Leo, and COSMOS could compound Astera's content opportunity across switching, memory connectivity, and workload orchestration. ALAB trades at 75.4x FY1 earnings, but that multiple compresses to 37.6x FY3 as expected earnings scale rapidly. Read the full article on Seeking Alpha
Nouveau récit • Aug 28
Astera Labs - A Great Story But At What Price
What the company does Astera Labs designs semiconductor chips, board modules and management software that ensure very high‑speed data links inside servers and cloud data centres. Their products sit between processors, memory and accelerator cards to clean, boost and manage signals so components can run reliably at the fastest standards over practical distances.
Mise à jour du récit • Aug 25
ALAB: AI Infrastructure Demand Will Support Future Data Center Connectivity Upside
Astera Labs' analyst fair value estimate has moved from $472.68 to $500, with analysts pointing to stronger expected AI infrastructure demand, the ongoing Scorpio X switch ramp, and broader PCIe and optical adoption as key drivers behind the higher target. Analyst Commentary Recent research on Astera Labs has turned more constructive, with a series of higher price targets and one upgrade to a more positive rating.Recent updates
Mise à jour du récit • Sep 08
ALAB: AI Infrastructure Euphoria Will Eventually Restrain Future Upside Potential
Astera Labs now carries an updated analyst fair value estimate of $223.17, up from $155.00, as analysts factor in higher modeled revenue growth alongside stronger conviction in AI infrastructure demand and product ramps such as Scorpio-X and scale-up switching fabrics. Analyst Commentary Recent Street research on Astera Labs shows a cluster of higher price targets and mostly positive earnings commentary, especially around the Scorpio and Scorpio X switch ramps, PCIe retimers, and broader AI infrastructure exposure.Seeking Alpha • Aug 30
Astera Labs Has Found Its Next Growth Engine
Summary Astera's Q2 revenue grew 104% YoY, while Q3 guidance implies roughly 40% sequential growth as Scorpio accelerates. Scorpio should become Astera's largest product family one quarter early, with future content exceeding $1,000 per XPU. UALink, optics, Leo, and COSMOS could compound Astera's content opportunity across switching, memory connectivity, and workload orchestration. ALAB trades at 75.4x FY1 earnings, but that multiple compresses to 37.6x FY3 as expected earnings scale rapidly. Read the full article on Seeking AlphaNouveau récit • Aug 28
Astera Labs - A Great Story But At What Price
What the company does Astera Labs designs semiconductor chips, board modules and management software that ensure very high‑speed data links inside servers and cloud data centres. Their products sit between processors, memory and accelerator cards to clean, boost and manage signals so components can run reliably at the fastest standards over practical distances.Mise à jour du récit • Aug 25
ALAB: AI Infrastructure Demand Will Support Future Data Center Connectivity Upside
Astera Labs' analyst fair value estimate has moved from $472.68 to $500, with analysts pointing to stronger expected AI infrastructure demand, the ongoing Scorpio X switch ramp, and broader PCIe and optical adoption as key drivers behind the higher target. Analyst Commentary Recent research on Astera Labs has turned more constructive, with a series of higher price targets and one upgrade to a more positive rating.
Mise à jour du récit • Aug 11
ALAB: AI Networking Demand Will Support Premium Inference Connectivity Expectations
Astera Labs' analyst fair value estimate has shifted from about $245 to about $392, with analysts pointing to stronger modeled revenue growth, higher profit margins, and ongoing momentum in Scorpio X and AI networking demand as key drivers behind higher price targets across the Street. Analyst Commentary Recent research on Astera Labs points to a wide range of views on how sustainable the current growth trajectory and valuation might be.Article d’analyse • Aug 05
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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Rendement pour les actionnaires
| ALAB | US Semiconductor | US Marché | |
|---|---|---|---|
| 7D | 0.6% | -0.5% | -2.2% |
| 1Y | 22.2% | 50.1% | 13.1% |
Rendement vs Industrie: ALAB a sous-performé le secteur US Semiconductor qui a rapporté 50.1 % au cours de l'année écoulée.
Rendement vs marché: ALAB a dépassé le marché US qui a rapporté 13.1 % au cours de l'année écoulée.
Volatilité des prix
| ALAB volatility | |
|---|---|
| ALAB Average Weekly Movement | 15.0% |
| Semiconductor Industry Average Movement | 11.7% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
Cours de l'action stable: Le cours de l'action de ALAB a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ALAB ( 15% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2017 | 756 | Jitendra Mohan | www.asteralabs.com |
Astera Labs, Inc. conçoit, fabrique et vend des solutions de connectivité à base de semi-conducteurs pour l'infrastructure cloud et IA à Taïwan et aux États-Unis. Elle propose une plateforme de connectivité intelligente, composée de produits de connectivité à semi-conducteurs, à haut débit et à signaux mixtes qui intègrent une matrice de microcontrôleurs et de capteurs, ainsi que COSMOS. La société propose la suite logicielle COSMOS, un logiciel de gestion et d'optimisation du système de connectivité qui permet de gérer et d'optimiser les ressources pour les grandes flottes à l'échelle du nuage grâce à des capacités de gestion des liaisons, des flottes et des RAS.
Astera Labs, Inc. Résumé des fondamentaux
| ALAB statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$52.14b |
| Bénéfices(TTM) | US$369.49m |
| Recettes(TTM) | US$1.20b |
133.6x
Ratio P/E41.1x
Ratio P/SLe site ALAB est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ALAB compte de résultat (TTM) | |
|---|---|
| Recettes | US$1.20b |
| Coût des recettes | US$298.92m |
| Marge brute | US$903.00m |
| Autres dépenses | US$533.50m |
| Les revenus | US$369.49m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 2.13 |
| Marge brute | 75.13% |
| Marge bénéficiaire nette | 30.74% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de ALAB?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/10 23:51 |
| Cours de l'action en fin de journée | 2026/09/10 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Astera Labs, Inc. est couverte par 31 analystes. 24 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Thomas O'Malley | Barclays |
| Karl Ackerman | BNP Paribas |
| Vivek Arya | BofA Global Research |