Astera Labs（ALAB *）株式概要Astera Labs, Inc.は、クラウドおよびAIインフラ向けの半導体ベースの接続ソリューションを設計、製造、販売している。 詳細ALAB * ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長6/6過去の実績5/6財務の健全性6/6配当金0/6報酬収益は年間31.53%増加すると予測されています 過去1年間で収益は546.5%増加しました リスク分析MX市場と比較して、過去 3 か月間の株価の変動が非常に大きいすべてのリスクチェックを見るALAB * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$4.92k23.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-102m3b2016201920222025202620282031Revenue US$3.2bEarnings US$862.1mAdvancedSet Fair ValueView all narrativesAstera Labs, Inc. 競合他社GLOBALFOUNDRIESSymbol: NasdaqGS:GFSMarket cap: US$36.6bRenesas ElectronicsSymbol: TSE:6723Market cap: JP¥6.4tGigaDevice SemiconductorSymbol: SHSE:603986Market cap: CN¥317.3bON SemiconductorSymbol: NasdaqGS:ONMarket cap: US$41.5b価格と性能株価の高値、安値、推移の概要Astera Labs過去の株価現在の株価US$4,924.7952週高値US$4,948.4052週安値US$1,650.00ベータ3.361ヶ月の変化44.85%3ヶ月変化118.88%1年変化179.18%3年間の変化n/a5年間の変化n/aIPOからの変化359.52%最新ニュースお知らせ • May 08Astera Labs, Inc. Provides Earnings Guidance for the Second Quarter ending June 30, 2026Astera Labs, Inc. provided earnings guidance for the second quarter ending June 30, 2026. For the quarter, the company expects Revenue within a range of $355 million to $365 million, GAAP diluted earnings per share of approximately $0.44 to $0.46 on weighted-average diluted shares outstanding of approximately 184 million.お知らせ • May 07Astera Labs Announces Scorpio X-Series 320 Lane Smart Fabric SwitchAstera Labs, Inc. announced the Scorpio X-Series 320 Lane Smart Fabric Switch, the industry's largest open, memory-semantic fabric switch engineered to improve token economics and support large scale-up clusters with minimal latency. Astera Labs also announced an expanded Scorpio P-Series PCIe fabric switch family—now spanning 32 to 320 lane configurations—designed to give data center architects at AI labs, hyperscalers, and neo-clouds the flexibility to rapidly scale compute capacity across diverse accelerators for training and serving frontier AI models. Scorpio's software-defined architecture is designed to integrate seamlessly with leading merchant and custom silicon, enabling AI labs and hyperscalers to integrate and deploy new accelerator platforms for both training and inference. Its memory-semantic connectivity enables accelerators to access fabric resources through native load/store operations, eliminating software overhead and improving fabric efficiency at scale. Scorpio X-Series delivers simplified high-radix scale-up topologies, cutting hops and reducing end-to-end latency across the cluster. Newly introduced Hypercast and In-Network Compute engines accelerate collective operations by up to 2x to maximize GPU utilization and tokens-per-watt performance. Rounding out the family, the Scorpio P-Series complements the X-Series in front-end network and AI compute system deployments, to deliver resiliency, dynamic configurability, and broad interoperability. COSMOS software unifies the platform with purpose-built resiliency and serviceability, delivering non-disruptive firmware updates, OpenBMC management, and real-time telemetry. Hypercast and In-Network Compute are configured through COSMOS, extending its capabilities to now include platform performance optimizations. These capabilities are designed to maximize uptime, accelerator utilization, and ensure operational reliability for continuous production workloads while accelerating rack validation and compressing time-to-deployment. COSMOS extends across Astera Labs' complete rack-scale portfolio of fabric switches, copper connectivity, and optical solutions, enabling composable AI infrastructure from a single unified management software stack. The Scorpio X-Series 320 Lane Smart Fabric Switch is shipping into a merchant scale-up switch silicon market projected to reach $20 billion by 2030, with production ramp in Second Half 2026. Astera Labs will showcase the Scorpio X-Series 320 Lane and its complete rack-scale connectivity portfolio at Computex 2026 (Taipei, June 2-5), including industry-first PCIe 6 scale-up optics demonstrations leveraging COSMOS for end-to-end link management.Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.47 (vs US$0.20 in 1Q 2025)First quarter 2026 results: EPS: US$0.47 (up from US$0.20 in 1Q 2025). Revenue: US$308.4m (up 93% from 1Q 2025). Net income: US$80.3m (up 152% from 1Q 2025). Profit margin: 26% (up from 20% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Global Semiconductor industry.お知らせ • Apr 26Astera Labs, Inc., Annual General Meeting, Jun 04, 2026Astera Labs, Inc., Annual General Meeting, Jun 04, 2026. Location: offices of, astera labs, inc., at 2345 north first street, san jose, california 95131., san jose. United Statesお知らせ • Apr 09Ultra Accelerator Link Consortium Publishes Four Specifications Defining In-Network Compute, Chiplets, Manageability and 200G PerformanceUltra Accelerator Link Consortium, the industry standards organization developing the open scale-up interconnect for next-generation AI workloads, announced the ratification of the next UALink Specification, which encompasses three major additions – In-Network Compute, Chiplet Definition, and Manageability. The new specifications support the deployment of UALink solutions in multi-workload environments, while simultaneously helping improve UALink technology efficiency, performance for AI workloads and ease of implementation. The UALink Consortium provides a standardized foundation for accelerator connectivity at scale, helping drive innovation, increase deployment flexibility and support the rapidly growing performance demands of next-generation AI workloads. The new specification update is facilitated through UALink Consortium’s open governance model, which fosters innovation while enabling a robust, multi-vendor supply chain, providing system designers and cloud providers with the necessary flexibility to deploy interoperable solutions without vendor lock-in. New UALink Specifications: UALink Common Specification 2.0 introduces In-Network Compute for UALink technology, facilitating computation and communication between accelerators. Reduces latency, saves bandwidth, and improves scaling efficiency for distributed training and inference for AI solutions for complex and multi-workload environments for UALink systems. UALink 200G Data Link and Physical Layers (DL/PL) Specification 2.0 split the DL/PL Specification from the UALink Common Specification to enable UALink to move quickly as new physical layers and speeds are needed by the industry without requiring changes to the other specifications. UALink Manageability Specification 1.0 introduces UALink as a system with centralized control and management planes. Utilizes standardized protocols, modeling and APIs like gNMI, Yang, SAI and Redfish. UALink Chiplet Specification 1.0 defines the necessary information to integrate UALink technology into chiplet-based SoCs, including interfaces, form factors, flow control and chiplet management standardization. Fully compliant with the UCIe 3.0 Specification for simplified integration into existing chiplet ecosystems. All of the UALink specifications are available for public download.お知らせ • Apr 03Astera Labs, Inc. to Report Q1, 2026 Results on May 05, 2026Astera Labs, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026最新情報をもっと見るRecent updatesお知らせ • May 08Astera Labs, Inc. Provides Earnings Guidance for the Second Quarter ending June 30, 2026Astera Labs, Inc. provided earnings guidance for the second quarter ending June 30, 2026. For the quarter, the company expects Revenue within a range of $355 million to $365 million, GAAP diluted earnings per share of approximately $0.44 to $0.46 on weighted-average diluted shares outstanding of approximately 184 million.お知らせ • May 07Astera Labs Announces Scorpio X-Series 320 Lane Smart Fabric SwitchAstera Labs, Inc. announced the Scorpio X-Series 320 Lane Smart Fabric Switch, the industry's largest open, memory-semantic fabric switch engineered to improve token economics and support large scale-up clusters with minimal latency. Astera Labs also announced an expanded Scorpio P-Series PCIe fabric switch family—now spanning 32 to 320 lane configurations—designed to give data center architects at AI labs, hyperscalers, and neo-clouds the flexibility to rapidly scale compute capacity across diverse accelerators for training and serving frontier AI models. Scorpio's software-defined architecture is designed to integrate seamlessly with leading merchant and custom silicon, enabling AI labs and hyperscalers to integrate and deploy new accelerator platforms for both training and inference. Its memory-semantic connectivity enables accelerators to access fabric resources through native load/store operations, eliminating software overhead and improving fabric efficiency at scale. Scorpio X-Series delivers simplified high-radix scale-up topologies, cutting hops and reducing end-to-end latency across the cluster. Newly introduced Hypercast and In-Network Compute engines accelerate collective operations by up to 2x to maximize GPU utilization and tokens-per-watt performance. Rounding out the family, the Scorpio P-Series complements the X-Series in front-end network and AI compute system deployments, to deliver resiliency, dynamic configurability, and broad interoperability. COSMOS software unifies the platform with purpose-built resiliency and serviceability, delivering non-disruptive firmware updates, OpenBMC management, and real-time telemetry. Hypercast and In-Network Compute are configured through COSMOS, extending its capabilities to now include platform performance optimizations. These capabilities are designed to maximize uptime, accelerator utilization, and ensure operational reliability for continuous production workloads while accelerating rack validation and compressing time-to-deployment. COSMOS extends across Astera Labs' complete rack-scale portfolio of fabric switches, copper connectivity, and optical solutions, enabling composable AI infrastructure from a single unified management software stack. The Scorpio X-Series 320 Lane Smart Fabric Switch is shipping into a merchant scale-up switch silicon market projected to reach $20 billion by 2030, with production ramp in Second Half 2026. Astera Labs will showcase the Scorpio X-Series 320 Lane and its complete rack-scale connectivity portfolio at Computex 2026 (Taipei, June 2-5), including industry-first PCIe 6 scale-up optics demonstrations leveraging COSMOS for end-to-end link management.Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.47 (vs US$0.20 in 1Q 2025)First quarter 2026 results: EPS: US$0.47 (up from US$0.20 in 1Q 2025). Revenue: US$308.4m (up 93% from 1Q 2025). Net income: US$80.3m (up 152% from 1Q 2025). Profit margin: 26% (up from 20% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Global Semiconductor industry.お知らせ • Apr 26Astera Labs, Inc., Annual General Meeting, Jun 04, 2026Astera Labs, Inc., Annual General Meeting, Jun 04, 2026. Location: offices of, astera labs, inc., at 2345 north first street, san jose, california 95131., san jose. United Statesお知らせ • Apr 09Ultra Accelerator Link Consortium Publishes Four Specifications Defining In-Network Compute, Chiplets, Manageability and 200G PerformanceUltra Accelerator Link Consortium, the industry standards organization developing the open scale-up interconnect for next-generation AI workloads, announced the ratification of the next UALink Specification, which encompasses three major additions – In-Network Compute, Chiplet Definition, and Manageability. The new specifications support the deployment of UALink solutions in multi-workload environments, while simultaneously helping improve UALink technology efficiency, performance for AI workloads and ease of implementation. The UALink Consortium provides a standardized foundation for accelerator connectivity at scale, helping drive innovation, increase deployment flexibility and support the rapidly growing performance demands of next-generation AI workloads. The new specification update is facilitated through UALink Consortium’s open governance model, which fosters innovation while enabling a robust, multi-vendor supply chain, providing system designers and cloud providers with the necessary flexibility to deploy interoperable solutions without vendor lock-in. New UALink Specifications: UALink Common Specification 2.0 introduces In-Network Compute for UALink technology, facilitating computation and communication between accelerators. Reduces latency, saves bandwidth, and improves scaling efficiency for distributed training and inference for AI solutions for complex and multi-workload environments for UALink systems. UALink 200G Data Link and Physical Layers (DL/PL) Specification 2.0 split the DL/PL Specification from the UALink Common Specification to enable UALink to move quickly as new physical layers and speeds are needed by the industry without requiring changes to the other specifications. UALink Manageability Specification 1.0 introduces UALink as a system with centralized control and management planes. Utilizes standardized protocols, modeling and APIs like gNMI, Yang, SAI and Redfish. UALink Chiplet Specification 1.0 defines the necessary information to integrate UALink technology into chiplet-based SoCs, including interfaces, form factors, flow control and chiplet management standardization. Fully compliant with the UCIe 3.0 Specification for simplified integration into existing chiplet ecosystems. All of the UALink specifications are available for public download.お知らせ • Apr 03Astera Labs, Inc. to Report Q1, 2026 Results on May 05, 2026Astera Labs, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to Mex$1,854, the stock trades at a forward P/E ratio of 62x. Average forward P/E is 26x in the Semiconductor industry globally. Total returns to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,385 per share.Recent Insider Transactions • Feb 22General Counsel & Secretary recently sold Mex$10m worth of stockOn the 17th of February, Philip Mazzara sold around 5k shares on-market at roughly Mex$2,126 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$2.7b more than they bought in the last 12 months.Recent Insider Transactions • Feb 20General Counsel & Secretary recently sold Mex$10m worth of stockOn the 17th of February, Philip Mazzara sold around 5k shares on-market at roughly Mex$2,126 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$2.7b more than they bought in the last 12 months.Reported Earnings • Feb 11Full year 2025 earnings released: EPS: US$1.32 (vs US$0.64 loss in FY 2024)Full year 2025 results: EPS: US$1.32 (up from US$0.64 loss in FY 2024). Revenue: US$852.5m (up 115% from FY 2024). Net income: US$219.1m (up US$302.6m from FY 2024). Profit margin: 26% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Global Semiconductor industry.お知らせ • Feb 11+ 1 more updateAstera Labs, Inc. Announces Chief Financial Officer Changes, Effective March 2, 2026Astera Labs, Inc. appointed Desmond Lynch, age 46, as Chief Financial Officer, effective March 2, 2026. Desmond Lynch previously served as Senior Vice President, Finance and Chief Financial Officer of Rambus Inc. from August 2022 until February 2026 and served as the Vice President of Finance and Investor Relations of Rambus from 2020 until 2022. In addition, Desmond Lynch served as Vice President, Finance of Knowles Corporation, an audio solutions company, from 2019 to 2020. Previously, Desmond Lynch served as Vice President, Finance/Senior Director, Financial Planning and Analysis at Renesas Electronics Corporation/Integrated Device Technology, Inc., an analog and mixed signal semiconductor company, from 2016 to 2019. Desmond Lynch also served as Director, Financial Planning and Analysis at Atmel Corporation, a semiconductor company, from 2010 to 2016, prior to its acquisition by Microchip Technology. Desmond Lynch received a bachelor's degree in Accounting and Finance from the University of Glasgow, Scotland, in 2000, and is a Chartered Accountant with the Institute of Chartered Accountants of Scotland. On February 4, 2026, Michael Tate notified the Company of his retirement as Chief Financial Officer of the Company, effective March 2, 2026. Mr. Tate remains an employee of the Company and will transition to a role as Strategic Advisor to the CEO until September 1, 2026.お知らせ • Jan 23Astera Labs, Inc. Broadens Scorpio X-Series Smart Fabric Switch Roadmap to Address Expanding Scale-Up Market OpportunitiesAstera Labs, Inc. announced an expanded portfolio roadmap that will feature new capabilities, including support for increased radix, platform-specific protocols, in-network computing, Hypercast technology, and optical connectivity. Close collaboration with hyperscalers and initial platform deployments have revealed new opportunities for the merchant scale-up switching market which is projected to reach $20 billion by 2030. Building upon Scorpio X-Series' initial momentum, Astera Labs is accelerating investment in the Scorpio X-Series roadmap to further capitalize on this high-growth market opportunity. The shift toward next-generation AI workloads is fundamentally changing scale-up connectivity requirements. Single clusters are now scaling to hundreds of thousands of AI accelerators that support expanding context windows and multi-turn agentic workflows, with each hyperscaler approaching these challenges with unique architectural approaches optimized for their specific workload profiles. These diverse requirements demand various connectivity solutions--from different radix configurations to multiple platform-specific protocols, optical connectivity enablement, and advanced traffic management capabilities. Hyperscalers are seeking flexible, purpose-built connectivity solutions optimized for their unique architectural approaches and application needs. By collaborating with hyperscalers and ecosystem partners, Astera Labs enables organizations to unlock the full potential of modern AI. Astera Labs' Intelligent Connectivity Platform integrates CXL®?, Ethernet, NVLink, PCIe®?, and UALink™? semiconductor-based technologies with the company's COSMOS software suite to unify diverse components into cohesive, flexible systems that deliver end-to-end scale-up, and scale-out connectivity. The company's custom connectivity solutions business complements its standards-based portfolio, enabling customers to deploy tailored architectures to meet their unique infrastructure requirements.お知らせ • Jan 21Astera Labs, Inc. Announces Appointment of Germaine Cota as Chief Accounting Officer, Effective January 20, 2026On January 20, 2026, Astera Labs, Inc. announced that Germaine Cota, age 45, has been appointed to the position of Chief Accounting Officer,and will serve as the Company’s principal accounting officer for purposes of the Company’s filings with the SEC, effective January 20, 2026. Ms. Cota previously served as Senior Vice President, Finance & Accounting, and the principal accounting officer of BILL Holdings, Inc., a financial operations software company, from January 2022 until January 2026; Chief Accounting Officer and Treasurer at 8x8, Inc., a business communications company, from November 2020 until January 2022, and as Vice President, Corporate Controller, from January 2020 until November 2020. Prior to 8x8, Inc., Ms. Cota served as Chief Financial Officer at Mercari, Inc., an e-commerce company, from August 2018 until January 2020, as Assistant Controller at LinkedIn Corporation, a professional social networking company, from May 2017 until August 2018, and held several other financial and accounting roles at LinkedIn between April 2013 and May 2017. Prior to LinkedIn, Ms. Cota spent nearly 10 years in assurance and advisory services at Ernst & Young, LLP. Ms. Cota holds a B.S. degree in Accounting from Santa Clara University and is a Certified Public Accountant in California.お知らせ • Jan 12Astera Labs, Inc. (NasdaqGS:ALAB) completed the acquisition of Aixscale Photonics Gmbh.Astera Labs, Inc. (NasdaqGS:ALAB) entered into a definitive agreement to acquire Aixscale Photonics Gmbh on October 22, 2025. The transaction is subject to customary closing conditions. Astera Labs, Inc. (NasdaqGS:ALAB) completed the acquisition of Aixscale Photonics Gmbh on January 12, 2026.お知らせ • Jan 09Astera Labs, Inc. to Report Q4, 2025 Results on Feb 10, 2026Astera Labs, Inc. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026お知らせ • Dec 03Astera Labs Expands Connectivity Portfolio with Custom SolutionsAstera Labs, Inc. announced plans to deliver custom connectivity solutions, a new offering designed to address the increasing complexity and diversity of next-generation AI infrastructure featuring multiple types of computing resources to optimize performance, energy efficiency, and cost for a wide range of workloads. Building on the May 2025 announcement of joining the NVIDIA NVLink Fusion Ecosystem, the company is now focused on collaborating with hyperscaler partners to develop custom solutions designed to support NVLink connectivity. As AI infrastructure grows increasingly complex, hyperscalers need custom connectivity solutions tailored to their unique architectural requirements and workload-specific performance goals. Astera Labs aims to address this demand with custom connectivity solutions--an additive and complementary extension to the company's industry-standards-based Intelligent Connectivity Platform. Custom solutions enable infrastructure providers to design heterogeneous systems that integrate diverse accelerators into unified, high-performance rack-scale platforms. The new custom connectivity solutions will leverage Astera Labs' proven expertise in delivering purpose-built connectivity solutions and COSMOS software-defined architecture for the world's leading hyperscalers and AI platform providers. Newly acquired capabilities, including photonic chiplet technology, are expected to enhance the company's vision to provide a total offering for hyperscalers deploying standard, custom, and hybrid AI infrastructure.Recent Insider Transactions • Nov 20General Counsel & Secretary recently sold Mex$12m worth of stockOn the 17th of November, Philip Mazzara sold around 5k shares on-market at roughly Mex$2,656 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$3.5b more than they bought in the last 12 months.お知らせ • Nov 19Astera Labs, Inc. Announces its Leo CXL Smart Memory Controllers Enable Customers to Evaluate Compute Express Link®? Memory Expansion Capabilities for Their Specific Workments in the Azure M-Series Virtual Machines (VMs) PreviewAstera Labs, Inc. announced its Leo CXL Smart Memory Controllers enable customers to evaluate Compute Express Link®? (CXL®?) memory expansion capabilities for their specific workloads in the Azure M-series virtual machines (VMs) preview. Microsoft's Azure M-series VMs is the industry's first announced deployment of CXL-attached memory, addressing the growing demands of memory-intensive workloads, including in-memory databases. As organizations process increasingly large datasets, traditional server architectures face a fundamental bottleneck known as the "memory wall." CXL technology breaks through this barrier by enabling memory expansion beyond the limitations of CPU-attached DRAM, providing cloud providers and enterprises with the flexibility to scale memory capacity and performance. Leo CXL Smart Memory Cont controllers support CXL 2.0 with up to 2TB of memory capacity per controller, enabling cloud providers to scale server memory capacity by more than 1.5x.1 This addresses enterprise workloads such as in-memory databases and big data analytics, while also enabling AI inference applications, KV Cache storage forLLMs, machine learning workloads, and recommendation systems where large-scale memory capacity significantly reduces total cost of ownership.Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.54 (vs US$0.048 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.54 (up from US$0.048 loss in 3Q 2024). Revenue: US$230.6m (up 104% from 3Q 2024). Net income: US$91.1m (up US$98.7m from 3Q 2024). Profit margin: 40% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Global Semiconductor industry.お知らせ • Nov 05Astera Labs, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2025Astera Labs, Inc. provided earnings guidance for the fourth quarter ending December 31, 2025. For the quarter, the company expects revenue within a range of $245 million to $253 million, GAAP gross margin of approximately 75%, GAAP diluted earnings per share of approximately $0.20 weighted-average diluted shares outstanding of approximately 183 million.お知らせ • Oct 23Astera Labs, Inc. (NasdaqGS:ALAB) entered into a definitive agreement to acquire Aixscale Photonics Gmbh.Astera Labs, Inc. (NasdaqGS:ALAB) entered into a definitive agreement to acquire Aixscale Photonics Gmbh on October 22, 2025. The transaction is subject to customary closing conditions.お知らせ • Oct 14Astera Labs Showcases Rack-Scale AI Ecosystem Momentum at OCP Global SummitAstera Labs, Inc. announced from the 2025 OCP Global Summit comprehensive ecosystem collaborations that demonstrate growing industry momentum around open standards for AI Infrastructure 2.0--where entire racks function as unified computing platforms rather than collections of individual servers. Through live demonstrations and technical sessions, Astera Labs will showcase the breadth of support for solutions built with PCIe, UALink, Ethernet, CXL, and OpenBMC standards. At OCP Global Summit 2025, Astera Labs' technical experts are presenting six sessions covering topics including hyperscalers deployment strategies and PCIe 6 security considerations, while live demos at Booth #B33 highlight rack-scale AI connectivity solutions. These ecosystem collaborations are building momentum across key areas of rack-scale deployments: GPU and CPU connectivity for optimal compute performance; Advanced cabling and connector solutions for robust signal integrity; ODM manufacturing expertise for scalable deployment; Intelligent management solutions for operational efficiency. Comprehensive design enablement tools for faster market adoption.お知らせ • Oct 08Astera Labs, Inc. to Report Q3, 2025 Results on Nov 04, 2025Astera Labs, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025Recent Insider Transactions • Aug 13Independent Director recently sold Mex$162m worth of stockOn the 8th of August, Stefan Dyckerhoff sold around 50k shares on-market at roughly Mex$3,231 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$162m. Insiders have been net sellers, collectively disposing of Mex$2.2b more than they bought in the last 12 months.Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.31 (vs US$0.049 loss in 2Q 2024)Second quarter 2025 results: EPS: US$0.31 (up from US$0.049 loss in 2Q 2024). Revenue: US$191.9m (up 150% from 2Q 2024). Net income: US$51.2m (up US$58.8m from 2Q 2024). Profit margin: 27% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry.お知らせ • Aug 06Astera Labs, Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2025Astera Labs, Inc. provided earnings guidance for the third quarter ending September 30, 2025. For the quarter, the company expects revenue within a range of $203 million to $210 million, GAAP gross margin of approximately 75%, GAAP diluted earnings per share in a range of approximately $0.23 to $0.24 on weighted-average diluted shares outstanding of approximately 180 million.お知らせ • Jul 09Astera Labs, Inc. to Report Q2, 2025 Results on Aug 05, 2025Astera Labs, Inc. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025お知らせ • Jun 30+ 5 more updatesAstera Labs, Inc.(NasdaqGS:ALAB) dropped from Russell 2500 Value IndexAstera Labs, Inc.(NasdaqGS:ALAB) dropped from Russell 2500 Value IndexRecent Insider Transactions • May 23Co-Founder recently sold Mex$162m worth of stockOn the 16th of May, Jitendra Mohan sold around 91k shares on-market at roughly Mex$1,774 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$212m. Jitendra has been a net seller over the last 12 months, reducing personal holdings by Mex$804m.Reported Earnings • May 07First quarter 2025 earnings released: EPS: US$0.20 (vs US$1.77 loss in 1Q 2024)First quarter 2025 results: EPS: US$0.20 (up from US$1.77 loss in 1Q 2024). Revenue: US$159.4m (up 144% from 1Q 2024). Net income: US$31.8m (up US$124.8m from 1Q 2024). Profit margin: 20% (up from net loss in 1Q 2024). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry.お知らせ • May 07Astera Labs, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2025Astera Labs, Inc. provided earnings guidance for the second quarter Ending June 30, 2025. Based on current business trends and conditions, the company estimates revenue within a range of $170 million to $175 million. GAAP diluted earnings per share within a range of approximately $0.10 to $0.11 on weighted-average diluted shares outstanding of approximately 178 million.Buy Or Sell Opportunity • May 05Now 22% overvaluedOver the last 90 days, the stock has fallen 16% to Mex$1,443. The fair value is estimated to be Mex$1,182, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 242% over the last year. Earnings per share has grown by 10%.お知らせ • May 02Astera Labs, Inc. Ramps Production of PCIe 6 Connectivity Portfolio Supercharging Advanced AI and Cloud Infrastructure DeploymentsAstera Labs, Inc. announced its purpose-built PCIe 6 connectivity portfolio is ramping production to fast-track deployments of modern AI platforms at scale. Now featuring gearbox connectivity solutions alongside fabric switches, retimers, and active cable modules, Astera Labs' expanding PCIe 6 portfolio provides a comprehensive connectivity platform to deliver unparalleled performance, utilization, and scalability for next-generation AI and general-compute systems. Along with Astera Labs' demonstrated PCIe 6 connectivity over optical media, the portfolio will provide even greater AI rack-scale distance optionality. The transition to PCIe 6 is fueled by the insatiable demand for higher compute, memory, networking, and storage data throughput, ensuring advanced AI accelerators and GPUs operate at peak efficiency. PCIe 6 technology is critical to provide the high bandwidth, low latency interconnects needed to keep the latest GPUs fully utilized for maximum scaling of AI workloads. Astera Labs' comprehensive PCIe 6 portfolio of purpose-built silicon, modules, and boards is ramping to production across multiple, diverse AI platforms that are ready to deploy in real systems with leading hyperscale customers. NEW Aries 6 PCIe Smart Gearbox - the industry's first purpose-built PCIe gearbox solution that intelligently bridges the performance gap between the latest PCIe 6 devices and existing PCIe 5 ecosystem. Aries 6 Gearbox solves the challenge of degraded-performance in mixed-generation systems, ensuring full utilization of high-speed lanes and accelerating the deployment of next-generation AI platforms while optimizing rack-scale TCO. Scorpio P-Series Smart Fabric Switches - the industry's first PCIe 6 fabric switches architected for mixed traffic AI head node connectivity deliver predictable, high-performance data flows between GPUs, CPUs, NICs, and SSDs. Astera Labs' optical DSP technology easily integrates into AOC modules and optical transceivers, supporting future optical connectivity standards through software-defined configurability. The expanded PCIe 6 portfolio integrates with the COnnectivity System Management and Optimization Software (COSMOS) suite to deliver a smart, customizable connectivity backbone with unprecedented data center observation, enhanced security, and extensive fleet management capabilities. COSMOS enables unmatched insights into the state and health of accelerated computing platforms to ensure maximum uptime and availability. Astera Labs' PCIe-based solutions are rigorously tested in the company's Cloud-Scale Interop Lab and in customer platforms with leading PCIe hosts and endpoints across multiple PCIe generations and topologies. This essential interoperability and performance testing enables customers to design with confidence, minimize operation risk, and reduce overall development time and costs.お知らせ • Apr 26Astera Labs, Inc., Annual General Meeting, Jun 05, 2025Astera Labs, Inc., Annual General Meeting, Jun 05, 2025. Location: 601 marshall street, redwood city 94063, calfornia United Statesお知らせ • Apr 11Astera Labs, Inc. to Report Q1, 2025 Results on May 06, 2025Astera Labs, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025お知らせ • Mar 19Astera Labs Optimizes Connectivity for NVIDIA Blackwell-Based MGX Platforms at ScaleAstera Labs, Inc. announced its Scorpio Smart Fabric Switches for PCIe® 6-ready NVIDIA Blackwell-based MGX™ platforms will deliver leading performance through a modular design that scales across different NVIDIA MGX configurations. Additionally, Astera Labs empowers customers to perform in-house testing through its accelerated test and interop development kit, featuring whitepapers, reference designs, comprehensive SDKs, simulation models, and extensive interoperability and performance testing in the Cloud-Scale Interop Lab. Comprehensive design-in collateral is available now for customers to integrate Scorpio P-Series – the industry’s first PCIe 6 fabric switch – and Aries PCIe/CXL® Smart DSP Retimers into their MGX platform design. The NVIDIA MGX platform enables manufacturers to quickly build customizable, efficient AI, HPC, and cloud servers by integrating key NVIDIA components, reducing development time and cost, while supporting diverse use cases. This unlocks the following benefits: Optimized data ingest for each NVIDIA Blackwell unit in the MGX platform; Increased GPU utilization with predictable, secure, and high-performance data flows; Robust interoperability and line-rate with a diverse ecosystem of PCIe 6 and PCIe 5 host and endpoint partners validated in the Cloud-Scale Interop Lab; Proven line-rate PCIe 6 performance with Micron PCIe 6 SSDs and other interop partners; Faster time-to-market and lower development cost with a modular switch configuration; Improved energy efficiency with maximum performance per watt; and Future-proofed switch boards for seamless transition to PCIe 6 data rates. Enhanced Rack-Level Management with Visibility Down to the PCIe Lane-Level with COSMOS: When scaling the NVIDIA MGX platform into rack-level solutions, Astera Labs’ COSMOS rack-scale management software provides extensive data center observability, telemetry, and diagnostics, which are critical to maximizing GPU utilization and uptime. Built on a foundation of millions of deployed devices in AI and cloud infrastructure, the COSMOS software suite unlocks unprecedented data link visibility, enhanced security, and extensive fleet management capabilities when combining Scorpio Smart Fabric Switches with Aries Smart DSP Retimers.お知らせ • Mar 14Astera Labs, Inc. Expands Interoperability Leadership to Propel Next-Gen PCIe 6.x EcosystemAstera Labs, Inc. announced the expansion of its Cloud-Scale Interop Lab to accelerate time-to-market of PCIe®? 6.x AI platforms powered by Scorpio Smart Fabric Switches. Rigorous interoperability and performance testing of Scorpio P-Series Fabric Switches with a wide-range of PCIe 6.x exercisers, analyzers, GPUs, CPUs, NICs, SSDs, and Switches across multiple PCIe generations and topologies enables customers to design with confidence, minimize interoperation risk, and reduce overall development time and costs. Higher bandwidth PCIe 6.x technology is essential to maximize GPU, CPU, and AI accelerator performance for AI workloads in hyperscale systems, but its adoption introduces new connectivity challenges with increased speed, mixed generation complexity, and scale. To address these challenges, Scorpio P-Series FabricSwitches and Aries 6 PCIe/CXL®? Smart DSP Retimers undergo rigorous PCIe link, RAS, and system testing in complex PCIe topologies over varying channel insertion loss budgets. Unlike interop programs that are one-dimensional, Scorpio and Aries are tested running real-world applications on production-ready systems with leading root complexes, endpoints, and operating systems. This development extends Astera Labs' leadership in system interoperability and builds upon recent ecosystem milestones, including the company's first public demonstration of end-to-end PCIe 6.x interoperability between Scorpio P-Series Fabric switches and Micron's PCIe 6.x SSD using GPU-Direct Storage at DesignCon 2025.お知らせ • Mar 04Astera Labs, Inc. Appoints Dr. Craig Barratt to Board of DirectorsAstera Labs, Inc. announced the appointment of Dr. Craig Barratt to its Board of Directors. Dr. Barratt is a seasoned technology industry veteran with decades of experience as an impactful leader and board member at networking, semiconductor, and medical device companies. Dr. Barratt served as President, CEO, and a Director of Atheros Communications, Inc., a fabless semiconductor company and Silicon Valley success story that developed wireless and wired communication technologies. During his tenure, he led the company through an IPO until its acquisition by Qualcomm, when he then took up the position of President at Qualcomm Atheros, the networking and connectivity subsidiary of Qualcomm. Dr. Barratt is also the former Senior Vice President and General Manager of the Connectivity Group at Intel Corporation, since its acquisition of Barefoot Networks, Inc., where he led the computer networking company as President and CEO. Prior to Barefoot Networks, he held several roles at Google, Inc., including Senior Vice President, Access and Energy. Dr. Barratt currently chairs the board of Intuitive Surgical, Inc. – a medical device technology market leader – and previously served on the board of IonQ Inc. He holds doctorate and Master of Science degrees in electrical engineering from Stanford University, as well as undergraduate degrees in electrical engineering and in pure mathematics and physics from the University of Sydney.Recent Insider Transactions • Mar 03Chief Financial Officer recently sold Mex$212m worth of stockOn the 26th of February, Michael Tate sold around 126k shares on-market at roughly Mex$1,686 per share. This transaction amounted to 8.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$642m. Michael has been a net seller over the last 12 months, reducing personal holdings by Mex$308m.Recent Insider Transactions • Feb 21Chief Financial Officer recently sold Mex$64m worth of stockOn the 18th of February, Michael Tate sold around 34k shares on-market at roughly Mex$1,863 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by Mex$96m.Reported Earnings • Feb 11Full year 2024 earnings released: US$0.64 loss per share (vs US$0.71 loss in FY 2023)Full year 2024 results: US$0.64 loss per share. Revenue: US$396.3m (up 242% from FY 2023). Net loss: US$83.4m (loss widened 218% from FY 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Global Semiconductor industry.お知らせ • Feb 11Astera Labs, Inc. Provides Earnings Guidance for the First Quarter of Fiscal Year 2025Astera Labs, Inc. provided earnings guidance for the first quarter of fiscal year 2025. Revenue within a range of $151 million to $155 million. GAAP diluted earnings per share within a range of approximately $0.03 to $0.04 on weighted-average diluted shares outstanding of approximately 180 million.Breakeven Date Change • Feb 10Forecast breakeven date moved forward to 2025The 13 analysts covering Astera Labs previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$13.6m in 2025. Average annual earnings growth of 71% is required to achieve expected profit on schedule.Breakeven Date Change • Jan 24Forecast breakeven date moved forward to 2025The 13 analysts covering Astera Labs previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$20.6m in 2025. Average annual earnings growth of 70% is required to achieve expected profit on schedule.お知らせ • Jan 10Astera Labs, Inc. to Report Q4, 2024 Results on Feb 10, 2025Astera Labs, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 10, 2025Recent Insider Transactions • Nov 21Chief Financial Officer recently sold Mex$14m worth of stockOn the 18th of November, Michael Tate sold around 7k shares on-market at roughly Mex$1,843 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$91m. Michael has been a net seller over the last 12 months, reducing personal holdings by Mex$32m.Breakeven Date Change • Nov 20Forecast breakeven date moved forward to 2025The 12 analysts covering Astera Labs previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$23.0m in 2025. Average annual earnings growth of 70% is required to achieve expected profit on schedule.Recent Insider Transactions • Nov 12Independent Director recently sold Mex$91m worth of stockOn the 6th of November, Stefan Dyckerhoff sold around 50k shares on-market at roughly Mex$1,818 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$116m more than they bought in the last 12 months.Breakeven Date Change • Nov 06Forecast breakeven date moved forward to 2025The 11 analysts covering Astera Labs previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$24.2m in 2025. Average annual earnings growth of 69% is required to achieve expected profit on schedule.お知らせ • Nov 05Astera Labs, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2024Astera Labs, Inc. provided earnings guidance for the fourth quarter of fiscal year 2024. For the quarter, the company expects revenue within a range of $126 million to $130 million and GAAP diluted earnings per share within a range of approximately $0.04 to $0.06 on weighted-average diluted shares outstanding of approximately 179 million.Reported Earnings • Nov 05Third quarter 2024 earnings releasedThird quarter 2024 results: US$0.048 loss per share. Net loss: US$7.59m (flat on 3Q 2023). Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Global Semiconductor industry.お知らせ • Oct 09Astera Labs, Inc. Introduces New Portfolio of Fabric Switches Purpose-Built for AI Infrastructure At Cloud-ScaleAstera Labs, Inc. announced a new portfolio of fabric switches, including the industry’s first PCIe® 6 switch, built from the ground up for demanding AI workloads in accelerated computing platforms deployed at cloud-scale. The Scorpio Smart Fabric Switch portfolio is optimized for AI dataflows to deliver maximum predictable performance per watt, high reliability, easy cloud-scale deployment, reduced time-to-market, and lower total cost of ownership. The Scorpio Smart Fabric Switch portfolio features two application-specific product lines with a multi-generational roadmap: Scorpio P-Series for GPU-to-CPU/NIC/SSD PCIe 6 connectivity– architected to support mixed traffic head-node connectivity across a diverse ecosystem of PCIe hosts and endpoints. Scorpio X-Series for back-end GPU clustering–architectedto deliver the highest back-end GPU-to-GPU bandwidth with platform-specific customization. Scorpio Smart Fabric Switches expand Astera Labs’ Intelligent Connectivity Platform and integrates with the COnnectivity System Management and Optimization Software (COSMOS) suite to deliver a smart, customizable connectivity backbone with unprecedented data center observability, enhanced security, and extensive fleet management capabilities. Scorpio enables unmatched insights into the state and health of accelerated computing platforms to ensure maximum uptime and availability. Scorpio Smart Fabric Switches are rigorously tested with leading PCIe hosts and endpoints in Astera Labs’ Cloud-Scale Interop Lab and in customer platforms. Scorpio is now shipping in pre-production quantities for head-node PCIe 6 connectivity and ready to propel AI platform deployments utilizing GPUs with reliable plug-and-play interoperability, advanced diagnostics and telemetry, and comprehensive design collateral.お知らせ • Oct 03Astera Labs, Inc. to Report Q3, 2024 Results on Nov 04, 2024Astera Labs, Inc. announced that they will report Q3, 2024 results After-Market on Nov 04, 2024Recent Insider Transactions • Aug 21Chief Financial Officer recently sold Mex$11m worth of stockOn the 16th of August, Michael Tate sold around 14k shares on-market at roughly Mex$780 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by Mex$18m.お知らせ • Aug 08Astera Labs, Inc. Provides Financial Guidance for the Third Quarter of Fiscal 2024Astera Labs, Inc. provided financial guidance for the third quarter of fiscal 2024. For the period, the company expects revenue guidance to a range of $95 million to $100 million. GAAP diluted loss per share within a range of approximately $0.06 to $0.08 on weighted-average diluted shares outstanding of approximately 155 million.お知らせ • Jul 12Astera Labs, Inc. to Report Q2, 2024 Results on Aug 06, 2024Astera Labs, Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024Breakeven Date Change • Jul 02Forecast to breakeven in 2026The 10 analysts covering Astera Labs expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$11.2m in 2026. Average annual earnings growth of 63% is required to achieve expected profit on schedule.株主還元ALAB *MX SemiconductorMX 市場7D28.2%0%0%1Y179.2%0%0%株主還元を見る業界別リターン: ALAB *過去 1 年間で111.1 % の収益を上げたMX Semiconductor業界を上回りました。リターン対市場: ALAB *過去 1 年間で15.9 % の収益を上げたMX市場を上回りました。価格変動Is ALAB *'s price volatile compared to industry and market?ALAB * volatilityALAB * Average Weekly Movement13.7%Semiconductor Industry Average Movement0%Market Average Movement0%10% most volatile stocks in MX Market0%10% least volatile stocks in MX Market0%安定した株価: ALAB *の株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: ALAB *の weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてMXの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2017756Jitendra Mohanwww.asteralabs.comAstera Labs, Inc.は、クラウドおよびAIインフラ向けの半導体ベースの接続ソリューションを設計、製造、販売している。半導体ベースのミックスドシグナルコネクティビティ製品で構成され、マイクロコントローラーとセンサーのマトリックスを統合したインテリジェントコネクティビティプラットフォームとCOSMOSを提供している。同社は、リンク、フリート、RAS管理機能により、クラウドスケールでの大規模フリート向けリソースの管理と最適化を可能にするコネクティビティシステム管理・最適化ソフトウェアであるCOSMOSソフトウェアスイートを提供している。また、PCIe/CXLスマートDSPリタイマーとケーブルモジュール、クラウドとAIインフラ向けのイーサネットスマートケーブルモジュール、CXLメモリ接続コントローラー、スマートファブリックスイッチを提供している。同社はハイパースケーラーやシステムOEMメーカーにサービスを提供している。Astera Labs, Inc.は2017年に法人化され、カリフォルニア州サンタクララを拠点としている。もっと見るAstera Labs, Inc. 基礎のまとめAstera Labs の収益と売上を時価総額と比較するとどうか。ALAB * 基礎統計学時価総額Mex$851.83b収益（TTM）Mex$4.63b売上高(TTM)Mex$17.31b184.1xPER（株価収益率49.2xP/SレシオALAB * は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ALAB * 損益計算書（TTM）収益US$1.00b売上原価US$240.45m売上総利益US$760.99mその他の費用US$493.37m収益US$267.63m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.56グロス・マージン75.99%純利益率26.72%有利子負債／自己資本比率0%ALAB * の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 03:26終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Astera Labs, Inc. 24 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。30 アナリスト機関Thomas O'MalleyBarclaysKarl AckermanBNP ParibasVivek AryaBofA Global Research27 その他のアナリストを表示
お知らせ • May 08Astera Labs, Inc. Provides Earnings Guidance for the Second Quarter ending June 30, 2026Astera Labs, Inc. provided earnings guidance for the second quarter ending June 30, 2026. For the quarter, the company expects Revenue within a range of $355 million to $365 million, GAAP diluted earnings per share of approximately $0.44 to $0.46 on weighted-average diluted shares outstanding of approximately 184 million.
お知らせ • May 07Astera Labs Announces Scorpio X-Series 320 Lane Smart Fabric SwitchAstera Labs, Inc. announced the Scorpio X-Series 320 Lane Smart Fabric Switch, the industry's largest open, memory-semantic fabric switch engineered to improve token economics and support large scale-up clusters with minimal latency. Astera Labs also announced an expanded Scorpio P-Series PCIe fabric switch family—now spanning 32 to 320 lane configurations—designed to give data center architects at AI labs, hyperscalers, and neo-clouds the flexibility to rapidly scale compute capacity across diverse accelerators for training and serving frontier AI models. Scorpio's software-defined architecture is designed to integrate seamlessly with leading merchant and custom silicon, enabling AI labs and hyperscalers to integrate and deploy new accelerator platforms for both training and inference. Its memory-semantic connectivity enables accelerators to access fabric resources through native load/store operations, eliminating software overhead and improving fabric efficiency at scale. Scorpio X-Series delivers simplified high-radix scale-up topologies, cutting hops and reducing end-to-end latency across the cluster. Newly introduced Hypercast and In-Network Compute engines accelerate collective operations by up to 2x to maximize GPU utilization and tokens-per-watt performance. Rounding out the family, the Scorpio P-Series complements the X-Series in front-end network and AI compute system deployments, to deliver resiliency, dynamic configurability, and broad interoperability. COSMOS software unifies the platform with purpose-built resiliency and serviceability, delivering non-disruptive firmware updates, OpenBMC management, and real-time telemetry. Hypercast and In-Network Compute are configured through COSMOS, extending its capabilities to now include platform performance optimizations. These capabilities are designed to maximize uptime, accelerator utilization, and ensure operational reliability for continuous production workloads while accelerating rack validation and compressing time-to-deployment. COSMOS extends across Astera Labs' complete rack-scale portfolio of fabric switches, copper connectivity, and optical solutions, enabling composable AI infrastructure from a single unified management software stack. The Scorpio X-Series 320 Lane Smart Fabric Switch is shipping into a merchant scale-up switch silicon market projected to reach $20 billion by 2030, with production ramp in Second Half 2026. Astera Labs will showcase the Scorpio X-Series 320 Lane and its complete rack-scale connectivity portfolio at Computex 2026 (Taipei, June 2-5), including industry-first PCIe 6 scale-up optics demonstrations leveraging COSMOS for end-to-end link management.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.47 (vs US$0.20 in 1Q 2025)First quarter 2026 results: EPS: US$0.47 (up from US$0.20 in 1Q 2025). Revenue: US$308.4m (up 93% from 1Q 2025). Net income: US$80.3m (up 152% from 1Q 2025). Profit margin: 26% (up from 20% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Global Semiconductor industry.
お知らせ • Apr 26Astera Labs, Inc., Annual General Meeting, Jun 04, 2026Astera Labs, Inc., Annual General Meeting, Jun 04, 2026. Location: offices of, astera labs, inc., at 2345 north first street, san jose, california 95131., san jose. United States
お知らせ • Apr 09Ultra Accelerator Link Consortium Publishes Four Specifications Defining In-Network Compute, Chiplets, Manageability and 200G PerformanceUltra Accelerator Link Consortium, the industry standards organization developing the open scale-up interconnect for next-generation AI workloads, announced the ratification of the next UALink Specification, which encompasses three major additions – In-Network Compute, Chiplet Definition, and Manageability. The new specifications support the deployment of UALink solutions in multi-workload environments, while simultaneously helping improve UALink technology efficiency, performance for AI workloads and ease of implementation. The UALink Consortium provides a standardized foundation for accelerator connectivity at scale, helping drive innovation, increase deployment flexibility and support the rapidly growing performance demands of next-generation AI workloads. The new specification update is facilitated through UALink Consortium’s open governance model, which fosters innovation while enabling a robust, multi-vendor supply chain, providing system designers and cloud providers with the necessary flexibility to deploy interoperable solutions without vendor lock-in. New UALink Specifications: UALink Common Specification 2.0 introduces In-Network Compute for UALink technology, facilitating computation and communication between accelerators. Reduces latency, saves bandwidth, and improves scaling efficiency for distributed training and inference for AI solutions for complex and multi-workload environments for UALink systems. UALink 200G Data Link and Physical Layers (DL/PL) Specification 2.0 split the DL/PL Specification from the UALink Common Specification to enable UALink to move quickly as new physical layers and speeds are needed by the industry without requiring changes to the other specifications. UALink Manageability Specification 1.0 introduces UALink as a system with centralized control and management planes. Utilizes standardized protocols, modeling and APIs like gNMI, Yang, SAI and Redfish. UALink Chiplet Specification 1.0 defines the necessary information to integrate UALink technology into chiplet-based SoCs, including interfaces, form factors, flow control and chiplet management standardization. Fully compliant with the UCIe 3.0 Specification for simplified integration into existing chiplet ecosystems. All of the UALink specifications are available for public download.
お知らせ • Apr 03Astera Labs, Inc. to Report Q1, 2026 Results on May 05, 2026Astera Labs, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026
お知らせ • May 08Astera Labs, Inc. Provides Earnings Guidance for the Second Quarter ending June 30, 2026Astera Labs, Inc. provided earnings guidance for the second quarter ending June 30, 2026. For the quarter, the company expects Revenue within a range of $355 million to $365 million, GAAP diluted earnings per share of approximately $0.44 to $0.46 on weighted-average diluted shares outstanding of approximately 184 million.
お知らせ • May 07Astera Labs Announces Scorpio X-Series 320 Lane Smart Fabric SwitchAstera Labs, Inc. announced the Scorpio X-Series 320 Lane Smart Fabric Switch, the industry's largest open, memory-semantic fabric switch engineered to improve token economics and support large scale-up clusters with minimal latency. Astera Labs also announced an expanded Scorpio P-Series PCIe fabric switch family—now spanning 32 to 320 lane configurations—designed to give data center architects at AI labs, hyperscalers, and neo-clouds the flexibility to rapidly scale compute capacity across diverse accelerators for training and serving frontier AI models. Scorpio's software-defined architecture is designed to integrate seamlessly with leading merchant and custom silicon, enabling AI labs and hyperscalers to integrate and deploy new accelerator platforms for both training and inference. Its memory-semantic connectivity enables accelerators to access fabric resources through native load/store operations, eliminating software overhead and improving fabric efficiency at scale. Scorpio X-Series delivers simplified high-radix scale-up topologies, cutting hops and reducing end-to-end latency across the cluster. Newly introduced Hypercast and In-Network Compute engines accelerate collective operations by up to 2x to maximize GPU utilization and tokens-per-watt performance. Rounding out the family, the Scorpio P-Series complements the X-Series in front-end network and AI compute system deployments, to deliver resiliency, dynamic configurability, and broad interoperability. COSMOS software unifies the platform with purpose-built resiliency and serviceability, delivering non-disruptive firmware updates, OpenBMC management, and real-time telemetry. Hypercast and In-Network Compute are configured through COSMOS, extending its capabilities to now include platform performance optimizations. These capabilities are designed to maximize uptime, accelerator utilization, and ensure operational reliability for continuous production workloads while accelerating rack validation and compressing time-to-deployment. COSMOS extends across Astera Labs' complete rack-scale portfolio of fabric switches, copper connectivity, and optical solutions, enabling composable AI infrastructure from a single unified management software stack. The Scorpio X-Series 320 Lane Smart Fabric Switch is shipping into a merchant scale-up switch silicon market projected to reach $20 billion by 2030, with production ramp in Second Half 2026. Astera Labs will showcase the Scorpio X-Series 320 Lane and its complete rack-scale connectivity portfolio at Computex 2026 (Taipei, June 2-5), including industry-first PCIe 6 scale-up optics demonstrations leveraging COSMOS for end-to-end link management.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.47 (vs US$0.20 in 1Q 2025)First quarter 2026 results: EPS: US$0.47 (up from US$0.20 in 1Q 2025). Revenue: US$308.4m (up 93% from 1Q 2025). Net income: US$80.3m (up 152% from 1Q 2025). Profit margin: 26% (up from 20% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Global Semiconductor industry.
お知らせ • Apr 26Astera Labs, Inc., Annual General Meeting, Jun 04, 2026Astera Labs, Inc., Annual General Meeting, Jun 04, 2026. Location: offices of, astera labs, inc., at 2345 north first street, san jose, california 95131., san jose. United States
お知らせ • Apr 09Ultra Accelerator Link Consortium Publishes Four Specifications Defining In-Network Compute, Chiplets, Manageability and 200G PerformanceUltra Accelerator Link Consortium, the industry standards organization developing the open scale-up interconnect for next-generation AI workloads, announced the ratification of the next UALink Specification, which encompasses three major additions – In-Network Compute, Chiplet Definition, and Manageability. The new specifications support the deployment of UALink solutions in multi-workload environments, while simultaneously helping improve UALink technology efficiency, performance for AI workloads and ease of implementation. The UALink Consortium provides a standardized foundation for accelerator connectivity at scale, helping drive innovation, increase deployment flexibility and support the rapidly growing performance demands of next-generation AI workloads. The new specification update is facilitated through UALink Consortium’s open governance model, which fosters innovation while enabling a robust, multi-vendor supply chain, providing system designers and cloud providers with the necessary flexibility to deploy interoperable solutions without vendor lock-in. New UALink Specifications: UALink Common Specification 2.0 introduces In-Network Compute for UALink technology, facilitating computation and communication between accelerators. Reduces latency, saves bandwidth, and improves scaling efficiency for distributed training and inference for AI solutions for complex and multi-workload environments for UALink systems. UALink 200G Data Link and Physical Layers (DL/PL) Specification 2.0 split the DL/PL Specification from the UALink Common Specification to enable UALink to move quickly as new physical layers and speeds are needed by the industry without requiring changes to the other specifications. UALink Manageability Specification 1.0 introduces UALink as a system with centralized control and management planes. Utilizes standardized protocols, modeling and APIs like gNMI, Yang, SAI and Redfish. UALink Chiplet Specification 1.0 defines the necessary information to integrate UALink technology into chiplet-based SoCs, including interfaces, form factors, flow control and chiplet management standardization. Fully compliant with the UCIe 3.0 Specification for simplified integration into existing chiplet ecosystems. All of the UALink specifications are available for public download.
お知らせ • Apr 03Astera Labs, Inc. to Report Q1, 2026 Results on May 05, 2026Astera Labs, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to Mex$1,854, the stock trades at a forward P/E ratio of 62x. Average forward P/E is 26x in the Semiconductor industry globally. Total returns to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,385 per share.
Recent Insider Transactions • Feb 22General Counsel & Secretary recently sold Mex$10m worth of stockOn the 17th of February, Philip Mazzara sold around 5k shares on-market at roughly Mex$2,126 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$2.7b more than they bought in the last 12 months.
Recent Insider Transactions • Feb 20General Counsel & Secretary recently sold Mex$10m worth of stockOn the 17th of February, Philip Mazzara sold around 5k shares on-market at roughly Mex$2,126 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$2.7b more than they bought in the last 12 months.
Reported Earnings • Feb 11Full year 2025 earnings released: EPS: US$1.32 (vs US$0.64 loss in FY 2024)Full year 2025 results: EPS: US$1.32 (up from US$0.64 loss in FY 2024). Revenue: US$852.5m (up 115% from FY 2024). Net income: US$219.1m (up US$302.6m from FY 2024). Profit margin: 26% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Global Semiconductor industry.
お知らせ • Feb 11+ 1 more updateAstera Labs, Inc. Announces Chief Financial Officer Changes, Effective March 2, 2026Astera Labs, Inc. appointed Desmond Lynch, age 46, as Chief Financial Officer, effective March 2, 2026. Desmond Lynch previously served as Senior Vice President, Finance and Chief Financial Officer of Rambus Inc. from August 2022 until February 2026 and served as the Vice President of Finance and Investor Relations of Rambus from 2020 until 2022. In addition, Desmond Lynch served as Vice President, Finance of Knowles Corporation, an audio solutions company, from 2019 to 2020. Previously, Desmond Lynch served as Vice President, Finance/Senior Director, Financial Planning and Analysis at Renesas Electronics Corporation/Integrated Device Technology, Inc., an analog and mixed signal semiconductor company, from 2016 to 2019. Desmond Lynch also served as Director, Financial Planning and Analysis at Atmel Corporation, a semiconductor company, from 2010 to 2016, prior to its acquisition by Microchip Technology. Desmond Lynch received a bachelor's degree in Accounting and Finance from the University of Glasgow, Scotland, in 2000, and is a Chartered Accountant with the Institute of Chartered Accountants of Scotland. On February 4, 2026, Michael Tate notified the Company of his retirement as Chief Financial Officer of the Company, effective March 2, 2026. Mr. Tate remains an employee of the Company and will transition to a role as Strategic Advisor to the CEO until September 1, 2026.
お知らせ • Jan 23Astera Labs, Inc. Broadens Scorpio X-Series Smart Fabric Switch Roadmap to Address Expanding Scale-Up Market OpportunitiesAstera Labs, Inc. announced an expanded portfolio roadmap that will feature new capabilities, including support for increased radix, platform-specific protocols, in-network computing, Hypercast technology, and optical connectivity. Close collaboration with hyperscalers and initial platform deployments have revealed new opportunities for the merchant scale-up switching market which is projected to reach $20 billion by 2030. Building upon Scorpio X-Series' initial momentum, Astera Labs is accelerating investment in the Scorpio X-Series roadmap to further capitalize on this high-growth market opportunity. The shift toward next-generation AI workloads is fundamentally changing scale-up connectivity requirements. Single clusters are now scaling to hundreds of thousands of AI accelerators that support expanding context windows and multi-turn agentic workflows, with each hyperscaler approaching these challenges with unique architectural approaches optimized for their specific workload profiles. These diverse requirements demand various connectivity solutions--from different radix configurations to multiple platform-specific protocols, optical connectivity enablement, and advanced traffic management capabilities. Hyperscalers are seeking flexible, purpose-built connectivity solutions optimized for their unique architectural approaches and application needs. By collaborating with hyperscalers and ecosystem partners, Astera Labs enables organizations to unlock the full potential of modern AI. Astera Labs' Intelligent Connectivity Platform integrates CXL®?, Ethernet, NVLink, PCIe®?, and UALink™? semiconductor-based technologies with the company's COSMOS software suite to unify diverse components into cohesive, flexible systems that deliver end-to-end scale-up, and scale-out connectivity. The company's custom connectivity solutions business complements its standards-based portfolio, enabling customers to deploy tailored architectures to meet their unique infrastructure requirements.
お知らせ • Jan 21Astera Labs, Inc. Announces Appointment of Germaine Cota as Chief Accounting Officer, Effective January 20, 2026On January 20, 2026, Astera Labs, Inc. announced that Germaine Cota, age 45, has been appointed to the position of Chief Accounting Officer,and will serve as the Company’s principal accounting officer for purposes of the Company’s filings with the SEC, effective January 20, 2026. Ms. Cota previously served as Senior Vice President, Finance & Accounting, and the principal accounting officer of BILL Holdings, Inc., a financial operations software company, from January 2022 until January 2026; Chief Accounting Officer and Treasurer at 8x8, Inc., a business communications company, from November 2020 until January 2022, and as Vice President, Corporate Controller, from January 2020 until November 2020. Prior to 8x8, Inc., Ms. Cota served as Chief Financial Officer at Mercari, Inc., an e-commerce company, from August 2018 until January 2020, as Assistant Controller at LinkedIn Corporation, a professional social networking company, from May 2017 until August 2018, and held several other financial and accounting roles at LinkedIn between April 2013 and May 2017. Prior to LinkedIn, Ms. Cota spent nearly 10 years in assurance and advisory services at Ernst & Young, LLP. Ms. Cota holds a B.S. degree in Accounting from Santa Clara University and is a Certified Public Accountant in California.
お知らせ • Jan 12Astera Labs, Inc. (NasdaqGS:ALAB) completed the acquisition of Aixscale Photonics Gmbh.Astera Labs, Inc. (NasdaqGS:ALAB) entered into a definitive agreement to acquire Aixscale Photonics Gmbh on October 22, 2025. The transaction is subject to customary closing conditions. Astera Labs, Inc. (NasdaqGS:ALAB) completed the acquisition of Aixscale Photonics Gmbh on January 12, 2026.
お知らせ • Jan 09Astera Labs, Inc. to Report Q4, 2025 Results on Feb 10, 2026Astera Labs, Inc. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026
お知らせ • Dec 03Astera Labs Expands Connectivity Portfolio with Custom SolutionsAstera Labs, Inc. announced plans to deliver custom connectivity solutions, a new offering designed to address the increasing complexity and diversity of next-generation AI infrastructure featuring multiple types of computing resources to optimize performance, energy efficiency, and cost for a wide range of workloads. Building on the May 2025 announcement of joining the NVIDIA NVLink Fusion Ecosystem, the company is now focused on collaborating with hyperscaler partners to develop custom solutions designed to support NVLink connectivity. As AI infrastructure grows increasingly complex, hyperscalers need custom connectivity solutions tailored to their unique architectural requirements and workload-specific performance goals. Astera Labs aims to address this demand with custom connectivity solutions--an additive and complementary extension to the company's industry-standards-based Intelligent Connectivity Platform. Custom solutions enable infrastructure providers to design heterogeneous systems that integrate diverse accelerators into unified, high-performance rack-scale platforms. The new custom connectivity solutions will leverage Astera Labs' proven expertise in delivering purpose-built connectivity solutions and COSMOS software-defined architecture for the world's leading hyperscalers and AI platform providers. Newly acquired capabilities, including photonic chiplet technology, are expected to enhance the company's vision to provide a total offering for hyperscalers deploying standard, custom, and hybrid AI infrastructure.
Recent Insider Transactions • Nov 20General Counsel & Secretary recently sold Mex$12m worth of stockOn the 17th of November, Philip Mazzara sold around 5k shares on-market at roughly Mex$2,656 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$3.5b more than they bought in the last 12 months.
お知らせ • Nov 19Astera Labs, Inc. Announces its Leo CXL Smart Memory Controllers Enable Customers to Evaluate Compute Express Link®? Memory Expansion Capabilities for Their Specific Workments in the Azure M-Series Virtual Machines (VMs) PreviewAstera Labs, Inc. announced its Leo CXL Smart Memory Controllers enable customers to evaluate Compute Express Link®? (CXL®?) memory expansion capabilities for their specific workloads in the Azure M-series virtual machines (VMs) preview. Microsoft's Azure M-series VMs is the industry's first announced deployment of CXL-attached memory, addressing the growing demands of memory-intensive workloads, including in-memory databases. As organizations process increasingly large datasets, traditional server architectures face a fundamental bottleneck known as the "memory wall." CXL technology breaks through this barrier by enabling memory expansion beyond the limitations of CPU-attached DRAM, providing cloud providers and enterprises with the flexibility to scale memory capacity and performance. Leo CXL Smart Memory Cont controllers support CXL 2.0 with up to 2TB of memory capacity per controller, enabling cloud providers to scale server memory capacity by more than 1.5x.1 This addresses enterprise workloads such as in-memory databases and big data analytics, while also enabling AI inference applications, KV Cache storage forLLMs, machine learning workloads, and recommendation systems where large-scale memory capacity significantly reduces total cost of ownership.
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.54 (vs US$0.048 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.54 (up from US$0.048 loss in 3Q 2024). Revenue: US$230.6m (up 104% from 3Q 2024). Net income: US$91.1m (up US$98.7m from 3Q 2024). Profit margin: 40% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Global Semiconductor industry.
お知らせ • Nov 05Astera Labs, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2025Astera Labs, Inc. provided earnings guidance for the fourth quarter ending December 31, 2025. For the quarter, the company expects revenue within a range of $245 million to $253 million, GAAP gross margin of approximately 75%, GAAP diluted earnings per share of approximately $0.20 weighted-average diluted shares outstanding of approximately 183 million.
お知らせ • Oct 23Astera Labs, Inc. (NasdaqGS:ALAB) entered into a definitive agreement to acquire Aixscale Photonics Gmbh.Astera Labs, Inc. (NasdaqGS:ALAB) entered into a definitive agreement to acquire Aixscale Photonics Gmbh on October 22, 2025. The transaction is subject to customary closing conditions.
お知らせ • Oct 14Astera Labs Showcases Rack-Scale AI Ecosystem Momentum at OCP Global SummitAstera Labs, Inc. announced from the 2025 OCP Global Summit comprehensive ecosystem collaborations that demonstrate growing industry momentum around open standards for AI Infrastructure 2.0--where entire racks function as unified computing platforms rather than collections of individual servers. Through live demonstrations and technical sessions, Astera Labs will showcase the breadth of support for solutions built with PCIe, UALink, Ethernet, CXL, and OpenBMC standards. At OCP Global Summit 2025, Astera Labs' technical experts are presenting six sessions covering topics including hyperscalers deployment strategies and PCIe 6 security considerations, while live demos at Booth #B33 highlight rack-scale AI connectivity solutions. These ecosystem collaborations are building momentum across key areas of rack-scale deployments: GPU and CPU connectivity for optimal compute performance; Advanced cabling and connector solutions for robust signal integrity; ODM manufacturing expertise for scalable deployment; Intelligent management solutions for operational efficiency. Comprehensive design enablement tools for faster market adoption.
お知らせ • Oct 08Astera Labs, Inc. to Report Q3, 2025 Results on Nov 04, 2025Astera Labs, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025
Recent Insider Transactions • Aug 13Independent Director recently sold Mex$162m worth of stockOn the 8th of August, Stefan Dyckerhoff sold around 50k shares on-market at roughly Mex$3,231 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$162m. Insiders have been net sellers, collectively disposing of Mex$2.2b more than they bought in the last 12 months.
Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.31 (vs US$0.049 loss in 2Q 2024)Second quarter 2025 results: EPS: US$0.31 (up from US$0.049 loss in 2Q 2024). Revenue: US$191.9m (up 150% from 2Q 2024). Net income: US$51.2m (up US$58.8m from 2Q 2024). Profit margin: 27% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry.
お知らせ • Aug 06Astera Labs, Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2025Astera Labs, Inc. provided earnings guidance for the third quarter ending September 30, 2025. For the quarter, the company expects revenue within a range of $203 million to $210 million, GAAP gross margin of approximately 75%, GAAP diluted earnings per share in a range of approximately $0.23 to $0.24 on weighted-average diluted shares outstanding of approximately 180 million.
お知らせ • Jul 09Astera Labs, Inc. to Report Q2, 2025 Results on Aug 05, 2025Astera Labs, Inc. announced that they will report Q2, 2025 results After-Market on Aug 05, 2025
お知らせ • Jun 30+ 5 more updatesAstera Labs, Inc.(NasdaqGS:ALAB) dropped from Russell 2500 Value IndexAstera Labs, Inc.(NasdaqGS:ALAB) dropped from Russell 2500 Value Index
Recent Insider Transactions • May 23Co-Founder recently sold Mex$162m worth of stockOn the 16th of May, Jitendra Mohan sold around 91k shares on-market at roughly Mex$1,774 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$212m. Jitendra has been a net seller over the last 12 months, reducing personal holdings by Mex$804m.
Reported Earnings • May 07First quarter 2025 earnings released: EPS: US$0.20 (vs US$1.77 loss in 1Q 2024)First quarter 2025 results: EPS: US$0.20 (up from US$1.77 loss in 1Q 2024). Revenue: US$159.4m (up 144% from 1Q 2024). Net income: US$31.8m (up US$124.8m from 1Q 2024). Profit margin: 20% (up from net loss in 1Q 2024). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Semiconductor industry.
お知らせ • May 07Astera Labs, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2025Astera Labs, Inc. provided earnings guidance for the second quarter Ending June 30, 2025. Based on current business trends and conditions, the company estimates revenue within a range of $170 million to $175 million. GAAP diluted earnings per share within a range of approximately $0.10 to $0.11 on weighted-average diluted shares outstanding of approximately 178 million.
Buy Or Sell Opportunity • May 05Now 22% overvaluedOver the last 90 days, the stock has fallen 16% to Mex$1,443. The fair value is estimated to be Mex$1,182, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 242% over the last year. Earnings per share has grown by 10%.
お知らせ • May 02Astera Labs, Inc. Ramps Production of PCIe 6 Connectivity Portfolio Supercharging Advanced AI and Cloud Infrastructure DeploymentsAstera Labs, Inc. announced its purpose-built PCIe 6 connectivity portfolio is ramping production to fast-track deployments of modern AI platforms at scale. Now featuring gearbox connectivity solutions alongside fabric switches, retimers, and active cable modules, Astera Labs' expanding PCIe 6 portfolio provides a comprehensive connectivity platform to deliver unparalleled performance, utilization, and scalability for next-generation AI and general-compute systems. Along with Astera Labs' demonstrated PCIe 6 connectivity over optical media, the portfolio will provide even greater AI rack-scale distance optionality. The transition to PCIe 6 is fueled by the insatiable demand for higher compute, memory, networking, and storage data throughput, ensuring advanced AI accelerators and GPUs operate at peak efficiency. PCIe 6 technology is critical to provide the high bandwidth, low latency interconnects needed to keep the latest GPUs fully utilized for maximum scaling of AI workloads. Astera Labs' comprehensive PCIe 6 portfolio of purpose-built silicon, modules, and boards is ramping to production across multiple, diverse AI platforms that are ready to deploy in real systems with leading hyperscale customers. NEW Aries 6 PCIe Smart Gearbox - the industry's first purpose-built PCIe gearbox solution that intelligently bridges the performance gap between the latest PCIe 6 devices and existing PCIe 5 ecosystem. Aries 6 Gearbox solves the challenge of degraded-performance in mixed-generation systems, ensuring full utilization of high-speed lanes and accelerating the deployment of next-generation AI platforms while optimizing rack-scale TCO. Scorpio P-Series Smart Fabric Switches - the industry's first PCIe 6 fabric switches architected for mixed traffic AI head node connectivity deliver predictable, high-performance data flows between GPUs, CPUs, NICs, and SSDs. Astera Labs' optical DSP technology easily integrates into AOC modules and optical transceivers, supporting future optical connectivity standards through software-defined configurability. The expanded PCIe 6 portfolio integrates with the COnnectivity System Management and Optimization Software (COSMOS) suite to deliver a smart, customizable connectivity backbone with unprecedented data center observation, enhanced security, and extensive fleet management capabilities. COSMOS enables unmatched insights into the state and health of accelerated computing platforms to ensure maximum uptime and availability. Astera Labs' PCIe-based solutions are rigorously tested in the company's Cloud-Scale Interop Lab and in customer platforms with leading PCIe hosts and endpoints across multiple PCIe generations and topologies. This essential interoperability and performance testing enables customers to design with confidence, minimize operation risk, and reduce overall development time and costs.
お知らせ • Apr 26Astera Labs, Inc., Annual General Meeting, Jun 05, 2025Astera Labs, Inc., Annual General Meeting, Jun 05, 2025. Location: 601 marshall street, redwood city 94063, calfornia United States
お知らせ • Apr 11Astera Labs, Inc. to Report Q1, 2025 Results on May 06, 2025Astera Labs, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025
お知らせ • Mar 19Astera Labs Optimizes Connectivity for NVIDIA Blackwell-Based MGX Platforms at ScaleAstera Labs, Inc. announced its Scorpio Smart Fabric Switches for PCIe® 6-ready NVIDIA Blackwell-based MGX™ platforms will deliver leading performance through a modular design that scales across different NVIDIA MGX configurations. Additionally, Astera Labs empowers customers to perform in-house testing through its accelerated test and interop development kit, featuring whitepapers, reference designs, comprehensive SDKs, simulation models, and extensive interoperability and performance testing in the Cloud-Scale Interop Lab. Comprehensive design-in collateral is available now for customers to integrate Scorpio P-Series – the industry’s first PCIe 6 fabric switch – and Aries PCIe/CXL® Smart DSP Retimers into their MGX platform design. The NVIDIA MGX platform enables manufacturers to quickly build customizable, efficient AI, HPC, and cloud servers by integrating key NVIDIA components, reducing development time and cost, while supporting diverse use cases. This unlocks the following benefits: Optimized data ingest for each NVIDIA Blackwell unit in the MGX platform; Increased GPU utilization with predictable, secure, and high-performance data flows; Robust interoperability and line-rate with a diverse ecosystem of PCIe 6 and PCIe 5 host and endpoint partners validated in the Cloud-Scale Interop Lab; Proven line-rate PCIe 6 performance with Micron PCIe 6 SSDs and other interop partners; Faster time-to-market and lower development cost with a modular switch configuration; Improved energy efficiency with maximum performance per watt; and Future-proofed switch boards for seamless transition to PCIe 6 data rates. Enhanced Rack-Level Management with Visibility Down to the PCIe Lane-Level with COSMOS: When scaling the NVIDIA MGX platform into rack-level solutions, Astera Labs’ COSMOS rack-scale management software provides extensive data center observability, telemetry, and diagnostics, which are critical to maximizing GPU utilization and uptime. Built on a foundation of millions of deployed devices in AI and cloud infrastructure, the COSMOS software suite unlocks unprecedented data link visibility, enhanced security, and extensive fleet management capabilities when combining Scorpio Smart Fabric Switches with Aries Smart DSP Retimers.
お知らせ • Mar 14Astera Labs, Inc. Expands Interoperability Leadership to Propel Next-Gen PCIe 6.x EcosystemAstera Labs, Inc. announced the expansion of its Cloud-Scale Interop Lab to accelerate time-to-market of PCIe®? 6.x AI platforms powered by Scorpio Smart Fabric Switches. Rigorous interoperability and performance testing of Scorpio P-Series Fabric Switches with a wide-range of PCIe 6.x exercisers, analyzers, GPUs, CPUs, NICs, SSDs, and Switches across multiple PCIe generations and topologies enables customers to design with confidence, minimize interoperation risk, and reduce overall development time and costs. Higher bandwidth PCIe 6.x technology is essential to maximize GPU, CPU, and AI accelerator performance for AI workloads in hyperscale systems, but its adoption introduces new connectivity challenges with increased speed, mixed generation complexity, and scale. To address these challenges, Scorpio P-Series FabricSwitches and Aries 6 PCIe/CXL®? Smart DSP Retimers undergo rigorous PCIe link, RAS, and system testing in complex PCIe topologies over varying channel insertion loss budgets. Unlike interop programs that are one-dimensional, Scorpio and Aries are tested running real-world applications on production-ready systems with leading root complexes, endpoints, and operating systems. This development extends Astera Labs' leadership in system interoperability and builds upon recent ecosystem milestones, including the company's first public demonstration of end-to-end PCIe 6.x interoperability between Scorpio P-Series Fabric switches and Micron's PCIe 6.x SSD using GPU-Direct Storage at DesignCon 2025.
お知らせ • Mar 04Astera Labs, Inc. Appoints Dr. Craig Barratt to Board of DirectorsAstera Labs, Inc. announced the appointment of Dr. Craig Barratt to its Board of Directors. Dr. Barratt is a seasoned technology industry veteran with decades of experience as an impactful leader and board member at networking, semiconductor, and medical device companies. Dr. Barratt served as President, CEO, and a Director of Atheros Communications, Inc., a fabless semiconductor company and Silicon Valley success story that developed wireless and wired communication technologies. During his tenure, he led the company through an IPO until its acquisition by Qualcomm, when he then took up the position of President at Qualcomm Atheros, the networking and connectivity subsidiary of Qualcomm. Dr. Barratt is also the former Senior Vice President and General Manager of the Connectivity Group at Intel Corporation, since its acquisition of Barefoot Networks, Inc., where he led the computer networking company as President and CEO. Prior to Barefoot Networks, he held several roles at Google, Inc., including Senior Vice President, Access and Energy. Dr. Barratt currently chairs the board of Intuitive Surgical, Inc. – a medical device technology market leader – and previously served on the board of IonQ Inc. He holds doctorate and Master of Science degrees in electrical engineering from Stanford University, as well as undergraduate degrees in electrical engineering and in pure mathematics and physics from the University of Sydney.
Recent Insider Transactions • Mar 03Chief Financial Officer recently sold Mex$212m worth of stockOn the 26th of February, Michael Tate sold around 126k shares on-market at roughly Mex$1,686 per share. This transaction amounted to 8.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$642m. Michael has been a net seller over the last 12 months, reducing personal holdings by Mex$308m.
Recent Insider Transactions • Feb 21Chief Financial Officer recently sold Mex$64m worth of stockOn the 18th of February, Michael Tate sold around 34k shares on-market at roughly Mex$1,863 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by Mex$96m.
Reported Earnings • Feb 11Full year 2024 earnings released: US$0.64 loss per share (vs US$0.71 loss in FY 2023)Full year 2024 results: US$0.64 loss per share. Revenue: US$396.3m (up 242% from FY 2023). Net loss: US$83.4m (loss widened 218% from FY 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Global Semiconductor industry.
お知らせ • Feb 11Astera Labs, Inc. Provides Earnings Guidance for the First Quarter of Fiscal Year 2025Astera Labs, Inc. provided earnings guidance for the first quarter of fiscal year 2025. Revenue within a range of $151 million to $155 million. GAAP diluted earnings per share within a range of approximately $0.03 to $0.04 on weighted-average diluted shares outstanding of approximately 180 million.
Breakeven Date Change • Feb 10Forecast breakeven date moved forward to 2025The 13 analysts covering Astera Labs previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$13.6m in 2025. Average annual earnings growth of 71% is required to achieve expected profit on schedule.
Breakeven Date Change • Jan 24Forecast breakeven date moved forward to 2025The 13 analysts covering Astera Labs previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$20.6m in 2025. Average annual earnings growth of 70% is required to achieve expected profit on schedule.
お知らせ • Jan 10Astera Labs, Inc. to Report Q4, 2024 Results on Feb 10, 2025Astera Labs, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 10, 2025
Recent Insider Transactions • Nov 21Chief Financial Officer recently sold Mex$14m worth of stockOn the 18th of November, Michael Tate sold around 7k shares on-market at roughly Mex$1,843 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$91m. Michael has been a net seller over the last 12 months, reducing personal holdings by Mex$32m.
Breakeven Date Change • Nov 20Forecast breakeven date moved forward to 2025The 12 analysts covering Astera Labs previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$23.0m in 2025. Average annual earnings growth of 70% is required to achieve expected profit on schedule.
Recent Insider Transactions • Nov 12Independent Director recently sold Mex$91m worth of stockOn the 6th of November, Stefan Dyckerhoff sold around 50k shares on-market at roughly Mex$1,818 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$116m more than they bought in the last 12 months.
Breakeven Date Change • Nov 06Forecast breakeven date moved forward to 2025The 11 analysts covering Astera Labs previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$24.2m in 2025. Average annual earnings growth of 69% is required to achieve expected profit on schedule.
お知らせ • Nov 05Astera Labs, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2024Astera Labs, Inc. provided earnings guidance for the fourth quarter of fiscal year 2024. For the quarter, the company expects revenue within a range of $126 million to $130 million and GAAP diluted earnings per share within a range of approximately $0.04 to $0.06 on weighted-average diluted shares outstanding of approximately 179 million.
Reported Earnings • Nov 05Third quarter 2024 earnings releasedThird quarter 2024 results: US$0.048 loss per share. Net loss: US$7.59m (flat on 3Q 2023). Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Global Semiconductor industry.
お知らせ • Oct 09Astera Labs, Inc. Introduces New Portfolio of Fabric Switches Purpose-Built for AI Infrastructure At Cloud-ScaleAstera Labs, Inc. announced a new portfolio of fabric switches, including the industry’s first PCIe® 6 switch, built from the ground up for demanding AI workloads in accelerated computing platforms deployed at cloud-scale. The Scorpio Smart Fabric Switch portfolio is optimized for AI dataflows to deliver maximum predictable performance per watt, high reliability, easy cloud-scale deployment, reduced time-to-market, and lower total cost of ownership. The Scorpio Smart Fabric Switch portfolio features two application-specific product lines with a multi-generational roadmap: Scorpio P-Series for GPU-to-CPU/NIC/SSD PCIe 6 connectivity– architected to support mixed traffic head-node connectivity across a diverse ecosystem of PCIe hosts and endpoints. Scorpio X-Series for back-end GPU clustering–architectedto deliver the highest back-end GPU-to-GPU bandwidth with platform-specific customization. Scorpio Smart Fabric Switches expand Astera Labs’ Intelligent Connectivity Platform and integrates with the COnnectivity System Management and Optimization Software (COSMOS) suite to deliver a smart, customizable connectivity backbone with unprecedented data center observability, enhanced security, and extensive fleet management capabilities. Scorpio enables unmatched insights into the state and health of accelerated computing platforms to ensure maximum uptime and availability. Scorpio Smart Fabric Switches are rigorously tested with leading PCIe hosts and endpoints in Astera Labs’ Cloud-Scale Interop Lab and in customer platforms. Scorpio is now shipping in pre-production quantities for head-node PCIe 6 connectivity and ready to propel AI platform deployments utilizing GPUs with reliable plug-and-play interoperability, advanced diagnostics and telemetry, and comprehensive design collateral.
お知らせ • Oct 03Astera Labs, Inc. to Report Q3, 2024 Results on Nov 04, 2024Astera Labs, Inc. announced that they will report Q3, 2024 results After-Market on Nov 04, 2024
Recent Insider Transactions • Aug 21Chief Financial Officer recently sold Mex$11m worth of stockOn the 16th of August, Michael Tate sold around 14k shares on-market at roughly Mex$780 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by Mex$18m.
お知らせ • Aug 08Astera Labs, Inc. Provides Financial Guidance for the Third Quarter of Fiscal 2024Astera Labs, Inc. provided financial guidance for the third quarter of fiscal 2024. For the period, the company expects revenue guidance to a range of $95 million to $100 million. GAAP diluted loss per share within a range of approximately $0.06 to $0.08 on weighted-average diluted shares outstanding of approximately 155 million.
お知らせ • Jul 12Astera Labs, Inc. to Report Q2, 2024 Results on Aug 06, 2024Astera Labs, Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
Breakeven Date Change • Jul 02Forecast to breakeven in 2026The 10 analysts covering Astera Labs expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$11.2m in 2026. Average annual earnings growth of 63% is required to achieve expected profit on schedule.
