Astera Labs (ALAB) Aktievy
Astera Labs, Inc. designar, tillverkar och säljer halvledarbaserade konnektivitetslösningar för moln- och AI-infrastruktur. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 0/6 |
| Framtida tillväxt | 6/6 |
| Tidigare resultat | 5/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
ALAB Community Fair Values
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Analyst Price Targets
Astera Labs, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$232.68 |
| 52 veckors högsta | US$262.90 |
| 52 veckors lägsta | US$84.78 |
| Beta | 3.36 |
| 1 månads förändring | 35.21% |
| 3 månaders förändring | 79.93% |
| 1 års förändring | 156.93% |
| 3 års förändring | n/a |
| 5 års förändring | n/a |
| Förändring sedan börsintroduktionen | 275.11% |
Senaste nyheter och uppdateringar
Recent updates
Uppdatering av berättelse • 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.Seeking Alpha • May 06
Astera Labs: Superb Q1, But Faster Times Ahead
Summary Astera Labs delivered a Q1 quadruple beat, raising Q2 guidance at least 16% above consensus, and remains a critical AI connectivity supplier for hyperscalers. Management expects the X-series switch to become ALAB's largest product line by year-end, with a robust roadmap targeting scale-up networks and optical solutions. Gross margins expanded to 76.3% in Q1, with Q2 guidance implying modest contraction, but inventory management and demand signals support continued margin strength. ALAB trades at a forward EV/sales multiple of ~26-28x, with potential for 20% upside as growth estimates may be revised higher following strong Q1 and Q2 outlooks. Read the full article on Seeking Alpha
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • Apr 13
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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • Aug 22
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.Analysartikel • Aug 11
News Flash: Analysts Just Made A Substantial Upgrade To Their Astera Labs, Inc. (NASDAQ:ALAB) Forecasts
Celebrations may be in order for Astera Labs, Inc. ( NASDAQ:ALAB ) shareholders, with the analysts delivering a...Uppdatering av berättelse • Aug 07
UALink 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.
Ny berättelse • Apr 21
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.Seeking Alpha • Apr 15
Astera Labs: Buy The Trade War Pullback, Strong Buy
Summary Astera Labs is well-positioned for 2025 with revenue contributions from all four product lines, driven by strong demand from hyperscalers and AI infrastructure needs. Significant investments in R&D and headcount in 2024 set the stage for robust growth, making the current stock correction a compelling entry point. Key business drivers include internally developed platforms, ramp-up of AI racks with third-party GPUs, and compute applications for data centers. I maintain a Strong Buy rating with a target price of $124, anticipating strong performance from Aries, Taurus, Leo, and especially Scorpio product lines. Read the full article on Seeking AlphaAktieägarnas avkastning
| ALAB | US Semiconductor | US Marknad | |
|---|---|---|---|
| 7D | 16.5% | 0.4% | -0.9% |
| 1Y | 156.9% | 100.9% | 24.4% |
Avkastning vs industri: ALAB översteg US Semiconductor branschen som gav 100.9 % under det senaste året.
Avkastning vs Marknaden: ALAB översteg US marknaden som gav 24.4 % under det senaste året.
Prisvolatilitet
| ALAB volatility | |
|---|---|
| ALAB Average Weekly Movement | 11.8% |
| Semiconductor Industry Average Movement | 10.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: ALAB s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: ALAB s veckovolatilitet ( 12% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2017 | 756 | Jitendra Mohan | www.asteralabs.com |
Astera Labs, Inc. designar, tillverkar och säljer halvledarbaserade anslutningslösningar för moln- och AI-infrastruktur. Företaget erbjuder en intelligent konnektivitetsplattform som består av halvledarbaserade höghastighetsprodukter med blandad signal som integrerar en matris av mikrokontroller och sensorer, samt COSMOS. Företaget tillhandahåller COSMOS software suite, en programvara för hantering och optimering av konnektivitetssystem som möjliggör hantering och optimering av resurser för stora flottor i molnskala via funktioner för länk-, flott- och RAS-hantering.
Astera Labs, Inc. Sammanfattning av grunderna
| ALAB grundläggande statistik | |
|---|---|
| Börsvärde | US$39.19b |
| Vinst(TTM) | US$267.63m |
| Intäkter(TTM) | US$1.00b |
149.0x
P/E-förhållande39.8x
P/S-förhållandeÄr ALAB övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| ALAB resultaträkning (TTM) | |
|---|---|
| Intäkter | US$1.00b |
| Kostnad för intäkter | US$240.45m |
| Bruttovinst | US$760.99m |
| Övriga kostnader | US$493.37m |
| Intäkter | US$267.63m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 1.56 |
| Bruttomarginal | 75.99% |
| Nettovinstmarginal | 26.72% |
| Skuld/egenkapitalförhållande | 0% |
Hur har ALAB utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/15 08:53 |
| Aktiekurs vid dagens slut | 2026/05/15 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Astera Labs, Inc. bevakas av 29 analytiker. 24 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Thomas O'Malley | Barclays |
| Karl Ackerman | BNP Paribas |
| Vivek Arya | BofA Global Research |