Astera Labs (ALAB) Aktievy
Astera Labs, Inc. designar, tillverkar och säljer halvledarbaserade konnektivitetslösningar för moln- och AI-infrastruktur i Taiwan och USA. 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$430.86 |
| 52 veckors högsta | US$499.48 |
| 52 veckors lägsta | US$87.14 |
| Beta | 3.96 |
| 1 månads förändring | 34.61% |
| 3 månaders förändring | 267.82% |
| 1 års förändring | 386.46% |
| 3 års förändring | n/a |
| 5 års förändring | n/a |
| Förändring sedan börsintroduktionen | 594.60% |
Senaste nyheter och uppdateringar
Recent updates
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Seeking Alpha • Jun 15
Astera Labs Owns The AI Bottleneck Nobody Talks About
Summary Astera Labs (ALAB) is positioned to benefit as networking becomes the next AI data center bottleneck, with a 'Buy' rating justified by robust growth prospects. ALAB's product suite—especially the Scorpio X-Series and P-Series—targets hyperscaler demand for composable, high-performance networking, unlocking significant TAM expansion. I anticipate revenues to exceed $5 billion by 2030, outpacing consensus due to rapid adoption of Scorpio and platform lock-in via COSMOS telemetry. Despite high valuation and execution risks, ALAB's critical role in AI infrastructure and sustained growth potential warrant a long-term investment. Read the full article on Seeking AlphaUppdatering av berättelse • 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.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.
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.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.Aktieägarnas avkastning
| ALAB | US Semiconductor | US Marknad | |
|---|---|---|---|
| 7D | 7.7% | -0.5% | 1.6% |
| 1Y | 386.5% | 82.6% | 21.1% |
Avkastning vs industri: ALAB översteg US Semiconductor branschen som gav 82.6 % under det senaste året.
Avkastning vs Marknaden: ALAB översteg US marknaden som gav 21.1 % under det senaste året.
Prisvolatilitet
| ALAB volatility | |
|---|---|
| ALAB Average Weekly Movement | 14.8% |
| Semiconductor Industry Average Movement | 12.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 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 ( 15% ) 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 i Taiwan och USA. 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 hantering av länkar, flottor och RAS.
Astera Labs, Inc. Sammanfattning av grunderna
| ALAB grundläggande statistik | |
|---|---|
| Börsvärde | US$82.79b |
| Vinst(TTM) | US$267.63m |
| Intäkter(TTM) | US$1.00b |
276.0x
P/E-förhållande73.7x
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 | 2026/07/01 04:04 |
| Aktiekurs vid dagens slut | 2026/07/01 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 |
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| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
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* 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 används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar 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 30 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 |