Astera Labs Yönetim
Yönetim kriter kontrolleri 3/4
Astera Labs CEO'su Jitendra Mohan, Nov2017 tarihinde atandı, in görev süresi 8.5 yıldır. in toplam yıllık tazminatı $ 2.22M olup, şirket hissesi ve opsiyonları dahil olmak üzere 27.6% maaş ve 72.4% ikramiyelerden oluşmaktadır. şirketin hisselerinin 4.98% ine doğrudan sahiptir ve bu hisseler $ 1.82B değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.2 yıl ve 5 yıldır.
Anahtar bilgiler
Jitendra Mohan
İcra Kurulu Başkanı
US$2.2m
Toplam tazminat
| CEO maaş yüzdesi | 27.60% |
| CEO görev süresi | 8.5yrs |
| CEO sahipliği | 5.0% |
| Yönetim ortalama görev süresi | 1.2yrs |
| Yönetim Kurulu ortalama görev süresi | 5yrs |
Son yönetim güncellemeleri
Recent updates
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
Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.
Yeni Analiz • 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.
Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Güncellemesi • 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.Analiz Makalesi • May 08
Astera Labs, Inc. Just Beat EPS By 342%: Here's What Analysts Think Will Happen Next
Astera Labs, Inc. ( NASDAQ:ALAB ) investors will be delighted, with the company turning in some strong numbers with its...
Yeni Analiz • 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 AlphaSeeking Alpha • Mar 13
Astera Labs: A Stellar Growth Opportunity
Summary Astera Labs is developing a portfolio of high-speed network connectivity semiconductors to serve the AI data center market. It has centered its products around powerful software that allows hyperscalers to monitor data speeds, errors, or frictions in the network, thereby improving accelerator efficiencies. A solid management team is executing well and delivering product growth above its addressable market. The balance sheet is healthy, and the firm is already generating positive free cash flow. While there is a path for upside potential, assessing a valuation for such a rapidly growing company is challenging. I consequently rate the company as a HOLD. Read the full article on Seeking AlphaCEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$268m |
| Dec 31 2025 | US$2m | US$614k | US$219m |
| Sep 30 2025 | n/a | n/a | US$199m |
| Jun 30 2025 | n/a | n/a | US$100m |
| Mar 31 2025 | n/a | n/a | US$41m |
| Dec 31 2024 | US$51m | US$576k | -US$83m |
| Sep 30 2024 | n/a | n/a | -US$94m |
| Jun 30 2024 | n/a | n/a | -US$89m |
| Mar 31 2024 | n/a | n/a | -US$102m |
| Dec 31 2023 | US$492k | US$309k | -US$26m |
| Dec 31 2022 | US$432k | US$300k | -US$58m |
Tazminat ve Piyasa: Jitendra 'nin toplam tazminatı ($USD 2.22M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 14.67M ).
Tazminat ve Kazançlar: Jitendra 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Jitendra Mohan (51 yo)
8.5yrs
Görev süresi
US$2,223,475
Tazminat
Mr. Jitendra Mohan is Co-Founder of Astera Labs, Inc. He serves as Chief Executive Officer and Executive Director at Astera Labs, Inc. since November 2017 and served as President from November 2017 to Nove...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Co-Founder | 8.5yrs | US$2.22m | 4.98% $ 1.8b | |
| Co-Founder | 8.5yrs | US$2.22m | 4.32% $ 1.6b | |
| General Counsel & Secretary | 3.7yrs | US$2.97m | 0.069% $ 25.3m | |
| Strategic Advisor | less than a year | US$6.55m | 0.27% $ 97.2m | |
| Co-Founder & Chief Product Officer | no data | Veri yok | Veri yok | |
| Chief Financial Officer | less than a year | Veri yok | Veri yok | |
| Chief Accounting Officer & Principal Accounting Officer | less than a year | Veri yok | 0.000030% $ 11.0k | |
| Senior VP of Finance | no data | Veri yok | Veri yok | |
| Vice President of Corporate Development | 1.3yrs | Veri yok | Veri yok | |
| Head of Human Resources | 1yr | Veri yok | Veri yok | |
| Senior VP & GM of Compute Connectivity Group | no data | Veri yok | Veri yok | |
| Senior Vice President of ASIC Engineering | no data | Veri yok | Veri yok |
1.2yrs
Ortalama Görev Süresi
50yo
Ortalama Yaş
Deneyimli Yönetim: ALAB 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.2 yıl), bu da yeni bir ekibin varlığını gösteriyor.
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Co-Founder | 8.5yrs | US$2.22m | 4.98% $ 1.8b | |
| Co-Founder | 8.5yrs | US$2.22m | 4.32% $ 1.6b | |
| Independent Chair of the Board | 8.2yrs | US$217.12k | 1.02% $ 374.5m | |
| Independent Director | 3.4yrs | US$307.12k | 0.050% $ 18.2m | |
| Independent Director | 1.2yrs | US$548.11k | Veri yok | |
| Independent Director | 3.5yrs | US$297.12k | 0.054% $ 19.6m | |
| Independent Director | 1.9yrs | US$294.27k | 0.00049% $ 179.7k | |
| Independent Director | 6.5yrs | US$292.46k | 0.049% $ 17.9m |
5.0yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: ALAB 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/07 03:51 |
| Gün Sonu Hisse Fiyatı | 2026/05/07 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Astera Labs, Inc. 29 Bu analistlerden 23, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Thomas O'Malley | Barclays |
| Karl Ackerman | BNP Paribas |
| Vivek Arya | BofA Global Research |