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ALAB logo

Astera Labs, Inc. Stock Price

NasdaqGS:ALAB Community·US$52.1b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 333 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ALAB Share Price Performance

US$284.53
51.63 (22.17%)
​
US$391.77
Fair Value
US$284.53
51.63 (22.17%)
27.4% undervalued intrinsic discount
US$391.77
Fair Value
Price US$284.53
AnalystConsensusTarget US$391.77
SashaJ US$335.82
AnalystLowTarget US$223.17
Tue, 11 Aug 26
Fair ValueUS$391.77
Share Pricen/a

ALAB Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$391.77 27.4% undervalued intrinsic discount

ALAB: Product Transition And Competitive Threats Will Shape Connectivity Ecosystem Outlook

1users have liked this narrative
1users have commented on this narrative
126users have followed this narrative
SA
SashaJ
SashaJ's
Fair Value
·
Fair Value US$335.82 15.3% undervalued intrinsic discount

Astera Labs - A Great Story But At What Price

1users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$223.17 27.5% overvalued intrinsic discount

Rising Regulation And Economic Turmoil Will Choke AI Markets

0users have liked this narrative
0users have commented on this narrative
16users have followed this narrative
ALAB logo
Astera Labs
15.3% undervalued intrinsic discount

Astera Labs - A Great Story But At What Price

View narrative
SA
SashaJ
SashaJ
Published 28 Aug
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ALAB logo
Astera Labs
27.5% overvalued intrinsic discount
Updated

Rising Regulation And Economic Turmoil Will Choke AI Markets

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 8 Sep
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ALAB logo
Astera Labs
27.4% undervalued intrinsic discount

ALAB: Product Transition And Competitive Threats Will Shape Connectivity Ecosystem Outlook

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 11 Aug
Read Narrative
ALAB logo
Astera Labs
43.1% undervalued intrinsic discount

AI, Cloud And Edge Trends Will Power Hyperscale Interconnect Solutions

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AN
AnalystHighTarget
AnalystHighTarget
Updated 25 Aug
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Trending Discussion

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Recently Updated Narratives

SA
SashaJ
ALAB logo

Astera Labs - A Great Story But At What Price

Fair Value: US$335.82 15.3% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
ALAB logo

ALAB: AI Infrastructure Euphoria Will Eventually Restrain Future Upside Potential

Fair Value: US$223.17 27.5% overvalued intrinsic discount
16 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
ALAB logo

ALAB: AI Infrastructure Demand Will Support Future Data Center Connectivity Upside

Fair Value: US$500 43.1% undervalued intrinsic discount
30 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

3 Risks
2 Rewards
View Full Analysis

Astera Labs, Inc. Key Details

US$1.2b

Revenue

US$298.9m

Cost of Revenue

US$903.0m

Gross Profit

US$533.5m

Other Expenses

US$369.5m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.13
75.13%
30.74%
0%
View Full Analysis

About ALAB

Founded
2017
Employees
756
CEO
Jitendra Mohan
WebsiteView website
www.asteralabs.com

Astera Labs, Inc. designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure in Taiwan and the United States. It offers an intelligent connectivity platform, comprised of semiconductor-based, high-speed, mixed-signal connectivity products that integrate a matrix of microcontrollers and sensors, and COSMOS. The company provides COSMOS software suite, a connectivity system management and optimization software that enables management and optimization of resources for large fleets at cloud-scale via link, fleet, and RAS management capabilities. In addition, it offers PCIe/CXL smart DSP retimers and cable modules; ethernet smart cable modules for cloud and AI infrastructure; CXL memory connectivity controllers; and smart fabric switches. The company serves hyperscalers and system original equipment manufacturers. Astera Labs, Inc. was incorporated in 2017 and is based in San Jose, California.

Recent ALAB News & Updates

User avatar
Narrative Update • 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

Recent updates

No updates

Astera Labs, Inc. Competitors

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