Astera Labs Toekomstige groei
Future criteriumcontroles 6/6
Astera Labs zal naar verwachting groeien in winst en omzet met respectievelijk 27.8% en 24.6% per jaar. De winst per aandeel zal naar verwachting groeien met 25.8% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 23.4% zijn.
Belangrijke informatie
27.8%
Groei van de winst
25.80%
Groei van de winst per aandeel
| Semiconductor winstgroei | 26.1% |
| Inkomstengroei | 24.6% |
| Toekomstig rendement op eigen vermogen | 23.44% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 04 May 2026 |
Recente toekomstige groei-updates
Recent updates
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.Astera Labs: The Story Just Re-Entered The Bubble Phase (Rating Downgrade)
Apr 26ALAB: 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.
Astera Labs, Inc. (ALAB): The "Nervous System" of AI and the PCIe 6.0 Supercycle
Astera Labs, Inc. (ALAB) closed the April 13, 2026, session at $166.80 USD on the NASDAQ, soaring 11.9% on the day amid a massive revaluation of the AI hardware stack.
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.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.
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.Growth Investors: Industry Analysts Just Upgraded Their Astera Labs, Inc. (NASDAQ:ALAB) Revenue Forecasts By 13%
Feb 19
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.Astera Labs, Inc.'s (NASDAQ:ALAB) Share Price Is Still Matching Investor Opinion Despite 30% Slump
Feb 13ALAB: 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.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.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.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.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.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.Astera Labs, Inc.'s (NASDAQ:ALAB) Stock Retreats 27% But Revenues Haven't Escaped The Attention Of Investors
Nov 08ALAB: 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.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.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.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.UALink And PCIe Advancements Will Accelerate AI Infrastructure Deployment
Analyst sentiment on Astera Labs has improved due to stronger revenue prospects from AI-related product momentum, diversification, and rising platform content, leading to an increased consensus price target from $156.44 to $166.47. Analyst Commentary Revenue upside driven by the ramp of the Scorpio P PCIe switch for scale-out in AI racks.News Flash: Analysts Just Made A Substantial Upgrade To Their Astera Labs, Inc. (NASDAQ:ALAB) Forecasts
Aug 11UALink And PCIe Advancements Will Accelerate AI Infrastructure Deployment
The sharp upward revision in Astera Labs' consensus price target reflects improved profitability, as evidenced by a higher net profit margin and increased future P/E expectations, resulting in a new fair value of $156.44. What's in the News Astera Labs provided Q3 2025 earnings guidance, expecting revenue of $203–210 million, GAAP gross margin of approximately 75%, and GAAP diluted EPS of $0.23–$0.24 on about 180 million shares.Astera Labs, Inc. Just Beat EPS By 342%: Here's What Analysts Think Will Happen Next
May 08
CXL And AI Solutions Will Redefine Next Generation Connectivity
Expansion into AI infrastructure and CXL technology positions Astera Labs for revenue growth and market share gain through innovative product lines like Leo and Scorpio.Astera Labs: Buy The Trade War Pullback, Strong Buy
Apr 15Astera Labs: A Stellar Growth Opportunity
Mar 13Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 2,389 | 598 | 840 | 781 | 12 |
| 12/31/2027 | 1,889 | 460 | 637 | 655 | 23 |
| 12/31/2026 | 1,358 | 285 | 393 | 419 | 23 |
| 12/31/2025 | 853 | 219 | 282 | 319 | N/A |
| 9/30/2025 | 723 | 199 | 229 | 264 | N/A |
| 6/30/2025 | 606 | 100 | 210 | 249 | N/A |
| 3/31/2025 | 490 | 41 | 108 | 144 | N/A |
| 12/31/2024 | 396 | -83 | 102 | 137 | N/A |
| 9/30/2024 | 306 | -94 | 92 | 111 | N/A |
| 6/30/2024 | 230 | -89 | 44 | 48 | N/A |
| 3/31/2024 | 163 | -102 | -11 | -5 | N/A |
| 12/31/2023 | 116 | -26 | -15 | -13 | N/A |
| 12/31/2022 | 80 | -58 | -40 | -36 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei ALAB ( 27.8% per jaar) ligt boven de spaarquote ( 3.5% ).
Winst versus markt: De winst van ALAB ( 27.8% per jaar) zal naar verwachting sneller groeien dan de US markt ( 16.1% per jaar).
Hoge groeiwinsten: De winst van ALAB zal naar verwachting de komende 3 jaar aanzienlijk groeien.
Omzet versus markt: De omzet van ALAB ( 24.6% per jaar) zal naar verwachting sneller groeien dan de markt US ( 11.3% per jaar).
Hoge groei-inkomsten: De omzet van ALAB ( 24.6% per jaar) zal naar verwachting sneller groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen ALAB zal naar verwachting over 3 jaar hoog zijn ( 23.4 %)
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/05 08:59 |
| Aandelenkoers aan het einde van de dag | 2026/05/05 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
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| Beheer | 10 jaar |
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| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Astera Labs, Inc. wordt gevolgd door 29 analisten. 23 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Thomas O'Malley | Barclays |
| Karl Ackerman | BNP Paribas |
| Vivek Arya | BofA Global Research |