Astera Labs (ALAB) 주식 개요
는 대만과 미국에서 클라우드 및 AI 인프라를 위한 반도체 기반 연결 솔루션을 설계, 제조 및 판매하는 회사입니다. 자세히 보기
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Astera Labs, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$303.76 |
| 52주 최고가 | US$499.48 |
| 52주 최저가 | US$97.89 |
| 베타 | 3.78 |
| 1개월 변동 | 5.10% |
| 3개월 변동 | -27.17% |
| 1년 변동 | 23.88% |
| 3년 변동 | n/a |
| 5년 변동 | n/a |
| IPO 이후 변동 | 389.70% |
최근 뉴스 및 업데이트
새로운 내러티브 • Sep 11
Astera Labs Owns The Bottleneck That Isn't Physical — And That Cuts Both Ways
The story behind this stock Astera Labs is the position that breaks my own rule, and I want to start there rather than defend it later. Every other holding I own is built on physical scarcity.
내러티브 업데이트 • Sep 08
ALAB: AI Infrastructure Euphoria Will Eventually Restrain Future Upside Potential
Astera Labs now carries an updated analyst fair value estimate of $223.17, up from $155.00, as analysts factor in higher modeled revenue growth alongside stronger conviction in AI infrastructure demand and product ramps such as Scorpio-X and scale-up switching fabrics. Analyst Commentary Recent Street research on Astera Labs shows a cluster of higher price targets and mostly positive earnings commentary, especially around the Scorpio and Scorpio X switch ramps, PCIe retimers, and broader AI infrastructure exposure.Seeking Alpha • Aug 30
Astera Labs Has Found Its Next Growth Engine
Summary Astera's Q2 revenue grew 104% YoY, while Q3 guidance implies roughly 40% sequential growth as Scorpio accelerates. Scorpio should become Astera's largest product family one quarter early, with future content exceeding $1,000 per XPU. UALink, optics, Leo, and COSMOS could compound Astera's content opportunity across switching, memory connectivity, and workload orchestration. ALAB trades at 75.4x FY1 earnings, but that multiple compresses to 37.6x FY3 as expected earnings scale rapidly. Read the full article on Seeking AlphaRecent updates
새로운 내러티브 • Sep 11
Astera Labs Owns The Bottleneck That Isn't Physical — And That Cuts Both Ways
The story behind this stock Astera Labs is the position that breaks my own rule, and I want to start there rather than defend it later. Every other holding I own is built on physical scarcity.내러티브 업데이트 • Sep 08
ALAB: AI Infrastructure Euphoria Will Eventually Restrain Future Upside Potential
Astera Labs now carries an updated analyst fair value estimate of $223.17, up from $155.00, as analysts factor in higher modeled revenue growth alongside stronger conviction in AI infrastructure demand and product ramps such as Scorpio-X and scale-up switching fabrics. Analyst Commentary Recent Street research on Astera Labs shows a cluster of higher price targets and mostly positive earnings commentary, especially around the Scorpio and Scorpio X switch ramps, PCIe retimers, and broader AI infrastructure exposure.Seeking Alpha • Aug 30
Astera Labs Has Found Its Next Growth Engine
Summary Astera's Q2 revenue grew 104% YoY, while Q3 guidance implies roughly 40% sequential growth as Scorpio accelerates. Scorpio should become Astera's largest product family one quarter early, with future content exceeding $1,000 per XPU. UALink, optics, Leo, and COSMOS could compound Astera's content opportunity across switching, memory connectivity, and workload orchestration. ALAB trades at 75.4x FY1 earnings, but that multiple compresses to 37.6x FY3 as expected earnings scale rapidly. Read the full article on Seeking Alpha
새로운 내러티브 • Aug 28
Astera Labs - A Great Story But At What Price
What the company does Astera Labs designs semiconductor chips, board modules and management software that ensure very high‑speed data links inside servers and cloud data centres. Their products sit between processors, memory and accelerator cards to clean, boost and manage signals so components can run reliably at the fastest standards over practical distances.
내러티브 업데이트 • Aug 25
ALAB: AI Infrastructure Demand Will Support Future Data Center Connectivity Upside
Astera Labs' analyst fair value estimate has moved from $472.68 to $500, with analysts pointing to stronger expected AI infrastructure demand, the ongoing Scorpio X switch ramp, and broader PCIe and optical adoption as key drivers behind the higher target. Analyst Commentary Recent research on Astera Labs has turned more constructive, with a series of higher price targets and one upgrade to a more positive rating.
내러티브 업데이트 • Aug 11
ALAB: AI Networking Demand Will Support Premium Inference Connectivity Expectations
Astera Labs' analyst fair value estimate has shifted from about $245 to about $392, with analysts pointing to stronger modeled revenue growth, higher profit margins, and ongoing momentum in Scorpio X and AI networking demand as key drivers behind higher price targets across the Street. Analyst Commentary Recent research on Astera Labs points to a wide range of views on how sustainable the current growth trajectory and valuation might be.분석 기사 • Aug 05
Need To Know: Analysts Are Much More Bullish On Astera Labs, Inc. (NASDAQ:ALAB)
Astera Labs, Inc. ( NASDAQ:ALAB ) shareholders will have a reason to smile today, with the analysts making substantial...내러티브 업데이트 • Jul 28
ALAB: AI Data Center Connectivity Demand Will Support Future Hyperscaler Interconnect Upside
Astera Labs' analyst fair value estimate has been revised upward from $442.68 to $472.68, as analysts point to updated expectations for AI related demand, a larger potential revenue contribution from Amazon and other hyperscalers, and recalibrated profit margin and P/E assumptions following a wave of higher Street price targets across the semiconductor group. Analyst Commentary Recent research on Astera Labs highlights a cluster of higher price targets and mostly positive framing around AI related demand, hyperscaler exposure and the company’s execution on its product roadmap.내러티브 업데이트 • Jul 13
ALAB: AI Data Center Connectivity Demand Will Support Future Server Interconnect Upside
Astera Labs' analyst fair value estimate has shifted from about $250 to roughly $443 as multiple firms lifted price targets into the $297 to $460 range. Analysts are generally pointing to firm compute and networking fundamentals, AI related product cycles and updated industry models as key drivers.내러티브 업데이트 • Jun 29
ALAB: AI Inference Shift And Homegrown Chips Will Constrain Future Upside
Astera Labs' analyst fair value estimate has been revised from $171.40 to $155.00, with analysts pointing to higher modeled revenue growth, a slightly firmer discount rate, and updated long term P/E assumptions following a broad round of price target increases across the Street. Analyst Commentary Recent Street research on Astera Labs shows a wide range of views on how the stock is priced, with several firms revising price targets and ratings as they update industry models and AI related assumptions.내러티브 업데이트 • Jun 15
ALAB: AI Datacenter Spending Slowdown Will Pressure Rich Inference Connectivity Expectations
Astera Labs' analyst fair value estimate moves from $204.47 to $244.97 as analysts factor in higher assumed future P/E multiples and updated AI workload trends, while also applying a slightly higher discount rate and slightly lower projected revenue growth and profit margins. Analyst Commentary Recent Street research around Astera Labs reflects both enthusiasm for the company’s AI exposure and a growing focus on valuation risk as expectations reset.내러티브 업데이트 • Jun 01
ALAB: AI Inference Shift And Homegrown Chips Will Pressure Future Returns
Analysts have nudged their fair value estimate for Astera Labs higher from $166.28 to $171.40, reflecting updated assumptions around AI infrastructure demand and the company’s role in supporting the shift toward more cost focused inference workloads. Analyst Commentary Street research around Astera Labs is mixed, with several firms lifting price targets while others are turning more cautious.내러티브 업데이트 • May 15
ALAB: Copper Exposure And Optical Shift Risks Will Reshape Future Returns
Astera Labs' analyst price targets moved higher, with the fair value estimate shifting from $158.76 to $166.28 as analysts cited raised targets across multiple firms and ongoing interest in the company’s role in AI silicon solutions. Analyst Commentary Recent research reports show a wide range of opinions on Astera Labs, even as many firms adjust price targets.내러티브 업데이트 • Apr 29
ALAB: AI Silicon Pure Play Exposure Will Support Future Server Interconnect Demand
Analysts have maintained the average price target for Astera Labs at $250, with some raising and others trimming their targets as they evaluate AI silicon exposure, potential competitive pressure on copper-focused solutions, and updated assumptions for growth, profitability, and future P/E levels. Analyst Commentary Street research has been active around Astera Labs, with a mix of price target adjustments and fresh coverage tied to AI silicon exposure, copper versus optical positioning, and expectations for growth, profitability, and future P/E levels.내러티브 업데이트 • Apr 14
ALAB: AI Silicon Pure Play Positioning Will Drive Future Infrastructure Demand
Astera Labs' consensus analyst price target is unchanged at $250, as analysts balance mixed short term sentiment around copper exposure with continued support from new coverage that highlights the company's role as an AI silicon pure play and its potential for moat like customer stickiness. Analyst Commentary Research views on Astera Labs cluster around two key themes: short term caution on copper related exposure and longer term optimism around its positioning in AI focused silicon.내러티브 업데이트 • Mar 31
ALAB: AI Silicon Exposure And Roadmap Execution Will Drive Future Returns
Analysts have nudged their fair value estimate for Astera Labs higher from $153.00 to about $158.76. This reflects updated views on its AI silicon exposure, mixed Street price target revisions, and differing opinions on the durability of its margins and future P/E multiples.내러티브 업데이트 • Mar 17
ALAB: AI Silicon Pure Play Exposure Will Drive Future Upside
Astera Labs' analyst price target has been updated toward $250.00, with analysts pointing to the company's AI silicon exposure and potential moat-like stickiness across generative AI workloads as key drivers behind their views. Analyst Commentary Recent Street research around Astera Labs has centered on its role in AI silicon and how that could shape the company’s position in generative AI data centers.내러티브 업데이트 • Mar 03
ALAB: Hyperscale AI Connectivity And Optical Conference Risks Will Shape Returns
Astera Labs' fair value estimate has shifted modestly higher to $204.47, as analysts weigh mixed price target changes and conference related catalyst risks against updated assumptions for growth, margins, and future P/E expectations. Analyst Commentary Recent research coverage on Astera Labs reflects a split view, with some firms adjusting price targets higher and others trimming expectations, as well as a short term conference related risk flag around the Optical Fiber Communication event.분석 기사 • Feb 19
Growth Investors: Industry Analysts Just Upgraded Their Astera Labs, Inc. (NASDAQ:ALAB) Revenue Forecasts By 13%
Astera Labs, Inc. ( NASDAQ:ALAB ) shareholders will have a reason to smile today, with the analysts making substantial...내러티브 업데이트 • Feb 17
ALAB: AI Infrastructure Ramps And Hyperscaler Ties Will Drive Future Upside
Astera Labs' analyst fair value estimate has moved from $209.88 to $249.30 as analysts factor in higher modeled revenue growth, a lower assumed future P/E multiple, and a wide range of recent price target changes across major banks. Analyst Commentary Recent Street research shows a split tape on Astera Labs, with some high profile firms trimming targets while others lean into a more upbeat view.분석 기사 • Feb 13
Astera Labs, Inc.'s (NASDAQ:ALAB) Share Price Is Still Matching Investor Opinion Despite 30% Slump
Astera Labs, Inc. ( NASDAQ:ALAB ) shares have had a horrible month, losing 30% after a relatively good period...내러티브 업데이트 • Feb 03
ALAB: AI Infrastructure Roadmap And Margin Profile Will Shape Future Returns
Analysts lifted their fair value estimate for Astera Labs from US$125.73 to US$153.00, pointing to updated expectations for lower future P/E assumptions, a higher long term profit margin profile and a slightly higher discount rate, with Street research highlighting exposure to generative AI and new product ramps alongside differing views on valuation risk. Analyst Commentary Recent Street research on Astera Labs highlights a mix of optimism around generative AI exposure and new product ramps, alongside pockets of caution on valuation and long term execution risks.내러티브 업데이트 • Jan 20
ALAB: Hyperscale AI Connectivity And Mixed Customer Signals Will Shape Future Returns
Astera Labs' analyst price target has moved modestly higher to about $199.15, as analysts factor in updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E following recent bullish initiations and target raises from several firms. Analyst Commentary Recent research on Astera Labs offers a mix of optimism and caution, with price target changes and rating resets reflecting different views on how much of the story is already reflected in the current share price.내러티브 업데이트 • Jan 06
ALAB: Hyperscale AI Connectivity Upside Will Offset Product And Standards Transition Risks
Analysts trimmed their fair value estimate for Astera Labs by about US$2 to roughly US$197, reflecting a slightly higher discount rate and marginally lower future P/E assumptions, as they balance cautious views on product transitions and structural challenges with supportive research citing potential upside from AI connectivity demand and key hyperscaler relationships. Analyst Commentary Recent Street research on Astera Labs reflects a mixed setup, with analysts split between enthusiasm for AI connectivity upside and caution around product transitions and competitive risks.내러티브 업데이트 • Dec 16
ALAB: Hyperscale AI Demand Will Drive Future Upside Despite Competitive Transition Risks
The analyst price target for Astera Labs has been nudged higher to approximately $199.37 from about $198.32, as analysts factor in accelerating earnings from Scorpio X, growing hyperscaler demand and Trainium driven AI connectivity tailwinds, partly offset by competitive and structural challenges. Analyst Commentary Street research reflects a divided but generally constructive stance on Astera Labs, with opinions split between those emphasizing accelerating growth in AI connectivity and those focused on execution and competitive risks in the company’s product transitions.내러티브 업데이트 • Dec 02
ALAB: Expanding Hyperscale Demand Will Drive Revenue Upside With UALink Momentum Ahead
Astera Labs' analyst price target has been modestly raised from $196.83 to $198.32. Analysts cite improved revenue growth projections and ongoing traction in hyperscale connectivity markets as key drivers for the update.내러티브 업데이트 • Nov 18
ALAB: Expanding Hyperscale Relationships Will Drive Revenue Upside Into 2025
Astera Labs' analyst price target saw a notable increase, rising by nearly $8 to $196.83. Analysts cite the company's accelerating revenue growth, expanding profit margins, and strong momentum with key hyperscale customers as supporting factors for the more optimistic outlook.분석 기사 • Nov 08
Astera Labs, Inc.'s (NASDAQ:ALAB) Stock Retreats 27% But Revenues Haven't Escaped The Attention Of Investors
Astera Labs, Inc. ( NASDAQ:ALAB ) shares have had a horrible month, losing 27% after a relatively good period...내러티브 업데이트 • Nov 03
ALAB: Product Transition And Competitive Threats Will Shape Connectivity Ecosystem Outlook
Analysts have slightly increased their fair value estimate for Astera Labs, raising the price target by less than $1 to $189.11 per share. Ongoing product transitions and stable hyperscaler interest support moderate optimism despite competitive pressures.내러티브 업데이트 • Oct 20
UALink And PCIe Advancements Will Accelerate AI Infrastructure Deployment
Analysts have raised their fair value estimate for Astera Labs by $2 to $188, citing continued strength in AI connectivity in light of shifting competitive dynamics and new product launches. Analyst Commentary Recent research updates provide a nuanced perspective on Astera Labs’ future performance and valuation.내러티브 업데이트 • Oct 05
UALink And PCIe Advancements Will Accelerate AI Infrastructure Deployment
The analyst price target for Astera Labs has been raised from $182.63 to $186.22. Analysts cite continued strong revenue momentum and new product launches as factors supporting a higher valuation, despite persistent competitive and valuation concerns.내러티브 업데이트 • Sep 18
UALink And PCIe Advancements Will Accelerate AI Infrastructure Deployment
Astera Labs’ consensus price target has risen to $182.62 as analysts cite strong adoption of the Scorpio P PCIe switch, broader AI platform exposure, and growing per-system revenues, partially tempered by valuation concerns. Analyst Commentary Bullish analysts highlight the successful ramp-up of the Scorpio P PCIe switch, contributing to revenue upside, particularly for AI rack scale-out applications.주주 수익률
| ALAB | US Semiconductor | US 시장 | |
|---|---|---|---|
| 7D | 4.3% | 0.2% | 0.5% |
| 1Y | 23.9% | 48.7% | 12.0% |
수익률 대 산업: ALAB은 지난 1년 동안 48.7%의 수익을 기록한 US Semiconductor 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: ALAB은 지난 1년 동안 12%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| ALAB volatility | |
|---|---|
| ALAB Average Weekly Movement | 14.9% |
| Semiconductor Industry Average Movement | 11.3% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: ALAB의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: ALAB의 주간 변동성(15%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2017 | 756 | Jitendra Mohan | www.asteralabs.com |
는 대만과 미국에서 클라우드 및 AI 인프라를 위한 반도체 기반 연결 솔루션을 설계, 제조 및 판매하는 회사입니다. 마이크로컨트롤러와 센서의 매트릭스를 통합하는 반도체 기반의 고속 혼합 신호 연결 제품 및 COSMOS로 구성된 지능형 연결 플랫폼을 제공합니다. 이 회사는 링크, 플릿 및 RAS 관리 기능을 통해 클라우드 규모의 대규모 플릿을 위한 리소스를 관리하고 최적화할 수 있는 연결 시스템 관리 및 최적화 소프트웨어인 COSMOS 소프트웨어 제품군을 제공합니다.
Astera Labs, Inc. 기초 지표 요약
| ALAB 기초 통계 | |
|---|---|
| 시가총액 | US$50.93b |
| 순이익 (TTM) | US$369.49m |
| 매출 (TTM) | US$1.20b |
142.6x
주가수익비율(P/E)43.8x
주가매출비율(P/S)ALAB는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ALAB 손익계산서 (TTM) | |
|---|---|
| 매출 | US$1.20b |
| 매출원가 | US$298.92m |
| 총이익 | US$903.00m |
| 기타 비용 | US$533.50m |
| 순이익 | US$369.49m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 2.13 |
| 총이익률 | 75.13% |
| 순이익률 | 30.74% |
| 부채/자본 비율 | 0% |
ALAB의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/18 21:50 |
| 종가 | 2026/09/18 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
Astera Labs, Inc.는 31명의 분석가가 다루고 있습니다. 이 중 24명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Thomas O'Malley | Barclays |
| Karl Ackerman | BNP Paribas |
| Vivek Arya | BofA Global Research |