View ValuationAstera Labs 향후 성장Future 기준 점검 6/6Astera Labs (는) 각각 연간 31.8% 및 25.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 28.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 23.2% 로 예상됩니다.핵심 정보31.8%이익 성장률28.13%EPS 성장률Semiconductor 이익 성장20.4%매출 성장률25.9%향후 자기자본이익률23.24%애널리스트 커버리지Good마지막 업데이트07 May 2026최근 향후 성장 업데이트공지 • 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.모든 업데이트 보기Recent updates공지 • 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.공지 • 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 13% growth forecast for the Semiconductor industry in Europe.공지 • 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 StatesBuy Or Sell Opportunity • Apr 10Now 41% overvaluedOver the last 90 days, the stock has fallen 9.6% to €128. The fair value is estimated to be €90.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 69% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 24% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.공지 • 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.공지 • 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, 2026Buy Or Sell Opportunity • Mar 05Now 24% overvaluedOver the last 90 days, the stock has fallen 25% to €104. The fair value is estimated to be €83.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 69% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 24% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.Recent Insider Transactions • Feb 25Co-Founder recently sold €9.9m worth of stockOn the 17th of February, Sanjay Gajendra sold around 95k shares on-market at roughly €105 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Sanjay has been a net seller over the last 12 months, reducing personal holdings by €43m.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 12% growth forecast for the Semiconductor industry in Europe.공지 • 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.Buy Or Sell Opportunity • Feb 07Now 34% overvaluedThe stock has been flat over the last 90 days, currently trading at €139. The fair value is estimated to be €104, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 24% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.공지 • 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.공지 • 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.공지 • 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.공지 • 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, 2026Buy Or Sell Opportunity • Dec 17Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €125. The fair value is estimated to be €103, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 27% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.공지 • 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.Buy Or Sell Opportunity • Nov 26Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at €131. The fair value is estimated to be €109, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 27% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.Recent Insider Transactions • Nov 25Co-Founder recently sold €11m worth of stockOn the 17th of November, Jitendra Mohan sold around 90k shares on-market at roughly €125 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jitendra has been a net seller over the last 12 months, reducing personal holdings by €63m.이익 및 매출 성장 예측BIT:1ALAB - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,7457549208571412/31/20272,1805266917102312/31/20261,546366394433213/31/20261,001268343383N/A12/31/2025853219282319N/A9/30/2025723199229264N/A6/30/2025606100210249N/A3/31/202549041108144N/A12/31/2024396-83102137N/A9/30/2024306-9492111N/A6/30/2024230-894448N/A3/31/2024163-102-11-5N/A12/31/2023116-26-15-13N/A12/31/202280-58-40-36N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1ALAB 의 연간 예상 수익 증가율(31.8%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1ALAB 의 연간 수익(31.8%)이 Italian 시장(10.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1ALAB 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 1ALAB 의 수익(연간 25.9%)이 Italian 시장(연간 5.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 1ALAB 의 수익(연간 25.9%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1ALAB의 자본 수익률은 3년 후 23.2%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/08 23:42종가2026/05/08 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Astera Labs, Inc.는 29명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Thomas O'MalleyBarclaysKarl AckermanBNP ParibasVivek AryaBofA Global Research26명의 분석가 더 보기
공지 • 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.
공지 • 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.
공지 • 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 13% growth forecast for the Semiconductor industry in Europe.
공지 • 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
Buy Or Sell Opportunity • Apr 10Now 41% overvaluedOver the last 90 days, the stock has fallen 9.6% to €128. The fair value is estimated to be €90.62, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 69% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 24% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
공지 • 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.
공지 • 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
Buy Or Sell Opportunity • Mar 05Now 24% overvaluedOver the last 90 days, the stock has fallen 25% to €104. The fair value is estimated to be €83.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 69% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 24% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
Recent Insider Transactions • Feb 25Co-Founder recently sold €9.9m worth of stockOn the 17th of February, Sanjay Gajendra sold around 95k shares on-market at roughly €105 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Sanjay has been a net seller over the last 12 months, reducing personal holdings by €43m.
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 12% growth forecast for the Semiconductor industry in Europe.
공지 • 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.
Buy Or Sell Opportunity • Feb 07Now 34% overvaluedThe stock has been flat over the last 90 days, currently trading at €139. The fair value is estimated to be €104, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 24% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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
Buy Or Sell Opportunity • Dec 17Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at €125. The fair value is estimated to be €103, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 27% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
공지 • 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.
Buy Or Sell Opportunity • Nov 26Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at €131. The fair value is estimated to be €109, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 71% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 27% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
Recent Insider Transactions • Nov 25Co-Founder recently sold €11m worth of stockOn the 17th of November, Jitendra Mohan sold around 90k shares on-market at roughly €125 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jitendra has been a net seller over the last 12 months, reducing personal holdings by €63m.