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Astera Labs, Inc.

ALAB✓AI Infrastructure · Networking
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Technology · Semiconductors · United States

Astera Labs, Inc. designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure in Taiwan and the United States.

Price257.04USD
1D-11.74%
Market cap44.6B
AnalystsBuy23
Next earnings3 Nov
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Trade ideas

  • Opinionated - EMA200Top PicksPrice is at or near a rising EMA200. Supports longs.Paying up for qualityBuy23Board
  • Opinionated - ValueGood OpportunitiesPrice is at or near a rising EMA200. Supports longs.Paying up for qualityBuy23Board

Analysts

ConsensusBuy23
Mean score1.81
Mean target389.95+51.71%
Target range190.00–500.00

Value vs sector peers

#45 of 50 in TechnologyPaying up for quality18
  • Fwd P/E40.221
  • P/B25.820
  • P/E126.012
  • Rev growth+104.5%89

Not scored on Yield. The rest were reweighted to make up the difference.

Nearest in Technology

  1. #43SHOP.TOShopify Inc.Paying up for quality22
  2. #44PANWPalo Alto Networks IncPaying up for quality21
  3. #45ALABAstera Labs, Inc.Paying up for quality18
  4. #46FTNTFortinet, Inc.Weakest in sector17

Fundamentals

P/E126.0
Forward P/E40.2
Price / book25.84
Dividend yield—
Beta3.78
52-week range97.89–499.4840/100
ADV (USD)1.05B
Relative volume2.2
10d avg volume3.88M
Revenue growth+104.50%
EPS growth+186.20%

Performance

1D-11.74%
7D-17.19%
1M-20.08%
3M-33.96%
6M+101.63%
YTD+54.51%

AI Infrastructure · Networking

The AI trade
Above 200 EMA38%
1W-3.1%
1M-15.6%

Connectivity silicon for accelerator fabrics.

In the briefing and the feed

Briefing for 11 Sept

  • A broad, sharp sell-off hit AI infrastructure names across every subsector despite the group's underlying breadth still improving on the week.

    Servers, semicap, compute, dc-infrastructure, networking, memory and neocloud names all posted single-day declines of 4-6% simultaneously (HPE, CRWV, LRCX, VRT, INTC, ORCL, DELL, ALAB, NBIS, MU, CRDO, WDC), suggesting a broad de-risking event across the trade rather than a stock-specific issue, even though several of these same names carry bullish fundamental news (Oracle backlog, Dell orders).

    Compute · Semiconductor equipment · Memory · Networking · Servers · Data-centre infrastructure · Hyperscalers · Neoclouds· HPE, CRWV, LRCX, VRT, INTC, ORCL, DELL, ALAB, NBIS, MU, CRDO, WDC

Catalysts

Next earnings: 3 Nov

  • 12–15 OctconferenceOCP Global Summit (San Jose)Hyperscalers and their vendors show next-generation rack, power and cooling designs — the clearest read on where the AI build-out's spend goes next.Servers · Networking · Data-centre infrastructure · Power · Hyperscalers

Trade idea history

  • 14 SeptLong257.047Dpending2Wpending1Mpending

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