In the most recent trading session, Astera Labs, Inc. (ALAB) closed at $140.24, indicating a -3.24% shift from the previous trading day.
Astera Labs rides on strong PCIe and AI connectivity demand, rolling out custom NVLink-ready solutions as Scorpio and Aries products drive growth.
Astera Lab faces tough competition from Broadcom in AI infrastructure, as Broadcom's $73B AI backlog and Gen 6 PCIe launches tilt the upside.
Astera Labs (ALAB) is upgraded from Sell to Hold after a 31% correction, as valuation excesses have largely normalized. Q3 results showed strong margins and revenue, but forward guidance signals growth moderation and delayed contribution from new TAM segments until 2027–2029. Competitive pressures persist, but increased R&D investment and the Xscale acquisition strengthen ALAB's long-term differentiation and product roadmap.
Astera Labs is rated a buy, leveraging AI data center transformation with explosive triple-digit revenue growth and innovative connectivity solutions. ALAB's Q3 2025 revenue surged 104% YoY to $230.6M, with non-GAAP EPS of $0.49, reflecting strong demand from hyperscalers and leading AI players. The company's products, notably Aries retimers and Leo CXL controllers, deliver superior power efficiency and performance, differentiating ALAB from incumbents like AVGO and MRVL.
Astera Labs, Inc. (ALAB) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Astera Labs earns a "Buy" rating after a 40% pullback, presenting a compelling entry amid robust AI infrastructure demand. Q3 results beat expectations, with revenue up 104% YoY and EPS topping consensus; Q4 guidance remains strong and above Street estimates. ALAB's multi-product roadmap and hyperscaler partnerships position it to capture a multi-billion-dollar AI data center opportunity, despite intensifying competition.
Astera Labs, Inc. (ALAB) Presents at Raymond James TMT & Consumer Conference Transcript
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Astera Labs, Inc. (ALAB) reported earnings 30 days ago. What's next for the stock?
Astera Lab's sharp six-month rally, expanding AI-focused portfolio, and strong Q4 outlook fuel momentum despite rising competition and premium valuation.
Astera Labs' rapid revenue growth and expanding AI connectivity portfolio sharpen the debate over whether it offers more upside than Cisco Systems.