Astera Labs, Inc.

NasdaqGS:ALAB Stok Raporu

Piyasa değeri: US$36.7b

Astera Labs Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 5/6

Astera Labs yıllık ortalama 99.9% oranında kazançlarını artırırken, Semiconductor sektöründe kazançlar growing at 5.3% annual. Gelirler growing yılda ortalama 104.2% oranında artmaktadır. Astera Labs'in özkaynak karlılığı 17.9% ve net marjı 26.7%'dir.

Anahtar bilgiler

99.88%

Kazanç büyüme oranı

105.11%

EPS büyüme oranı

Semiconductor Sektör Büyümesi27.66%
Gelir büyüme oranı104.18%
Özkaynak getirisi17.91%
Net Marj26.72%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans 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.
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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 Alpha
Seeking 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 Alpha

Gelir ve Gider Dağılımı

Astera Labs nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NasdaqGS:ALAB Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 261,001268172365
31 Dec 25853219168304
30 Sep 25723199172267
30 Jun 25606100177238
31 Mar 2549041182212
31 Dec 24396-83218201
30 Sep 24306-94181164
30 Jun 24230-89144134
31 Mar 24163-102108112
31 Dec 23116-263673
31 Dec 2280-584574

Kaliteli Kazançlar: ALAB yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: ALAB 'nin mevcut net kar marjları (26.7%) geçen yılın (8.4%) sinden daha yüksektir.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: ALAB şirketinin kazançları son 5 yılda yılda 99.9% oranında önemli ölçüde arttı.

Büyüme Hızlandırma: ALAB 'un son bir yıldaki kazanç büyümesi ( 546.5% ) 5 yıllık ortalamasını (yıllık 99.9% ) aşıyor.

Kazançlar vs. Sektör: ALAB geçen yılki kazanç büyümesi ( 546.5% ) Semiconductor sektörünün 10.3% değerini aştı.

Özkaynak Getirisi

Yüksek ROE: ALAB 'nin Özsermaye Getirisi ( 17.9% ) düşük olarak değerlendiriliyor.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 01:59
Gün Sonu Hisse Fiyatı2026/05/07 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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.

AnalistKurum
Thomas O'MalleyBarclays
Karl AckermanBNP Paribas
Vivek AryaBofA Global Research