Astera Labs' Q2 2025 revenue surged 150% year-over-year to $191.9 million, driven by Aries, Taurus, and Scorpio P-Series ramp. Gross margin reached 76% and non-GAAP operating margin 39%, with $135 million in operating cash flow and a $1.07 billion cash balance. Scorpio switches now contribute over 10% of revenue, expanding Astera's recurring attach opportunities across major hyperscaler AI rack deployments.
Astera Labs ramps its PCIe 6 portfolio to power AI platforms, but Amphenol's diversified strength makes it the more compelling connectivity pick.
Astera Labs benefits from strong PCIe demand, rapid adoption of the Scorpio switch and an expanded partnership with NVIDIA.
Here is how Astera Labs, Inc. (ALAB) and AAC Technologies Holdings Inc. (AACAY) have performed compared to their sector so far this year.
Astera Labs is uniquely positioned to capitalize on the explosive growth of AI infrastructure. With its groundbreaking technology, the company is addressing critical data bottlenecks inherent in next-gen data centers.
Astera Lab benefits from a diverse portfolio and strong AI-driven demand, surging revenue growth, with Q3 sales set to climb further.
ALAB posts 149.7% revenue surge on strong Aries, Taurus and Scorpio demand, with guidance pointing to more growth ahead.
VRT, ANET and ALAB are positioned to benefit from surging AI-driven data center demand with strong portfolios and rising earnings estimates.
As artificial intelligence (AI) has exploded in popularity in recent years, investors have unsurprisingly scrambled to build exposure to companies they see as likely to benefit from this technological trend. Certainly, one straightforward way to try to achieve this goal is through AI-focused exchange-traded funds (ETFs).
The Zacks Internet software industry participants like ANET, RDDT and ALAB are benefiting from high demand for SaaS due to the increasing need for hybrid work, learning and diagnosis software, as well as cybersecurity applications.
Astera Labs soars 112.6% in a month on booming demand, record Q2 growth and bullish Q3 guidance fueled by next-gen AI connectivity.
Astera Labs, Inc. (ALAB) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.