Astera LabsALAB
ALAB
About: Astera Labs Inc designs and delivers semiconductor-based connectivity solutions for cloud and AI infrastructure. Its Intelligent Connectivity Platform integrates semiconductor technology, microcontrollers, sensors, and software to enhance performance, scalability, and data management. The company offers products such as integrated circuits (ICs), boards, and modules, catering to hyperscalers and system OEMs. The company's solutions focus on data, network, and memory management in AI-driven platforms.
Employees: 440
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
393% more first-time investments, than exits
New positions opened: 217 | Existing positions closed: 44
217% more capital invested
Capital invested by funds: $3.93B [Q3] → $12.5B (+$8.54B) [Q4]
167% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 16 (+10) [Q4]
70% more funds holding
Funds holding: 241 [Q3] → 410 (+169) [Q4]
30% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 77
11.24% more ownership
Funds ownership: 48.14% [Q3] → 59.38% (+11.24%) [Q4]
11% less call options, than puts
Call options by funds: $720M | Put options by funds: $809M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$82
36%
upside
Avg. target
$124
105%
upside
High target
$150
148%
upside
7 analyst ratings
6 positive
86%
1 neutral
14%
0 negative
0%
Raymond James Srini Pajjuri 33% 1-year accuracy 6 / 18 met price target | 36%upside $82 | Outperform Initiated | 14 Mar 2025 |
Craig-Hallum Richard Shannon 39% 1-year accuracy 16 / 41 met price target | 107%upside $125 | Buy Maintained | 11 Feb 2025 |
Needham Quinn Bolton 22% 1-year accuracy 32 / 147 met price target | 131%upside $140 | Buy Reiterated | 11 Feb 2025 |
Morgan Stanley Joseph Moore 40% 1-year accuracy 25 / 62 met price target | 88%upside $114 | Equal-Weight Maintained | 28 Jan 2025 |
Northland Capital Markets Gus Richard 12% 1-year accuracy 4 / 33 met price target | 98%upside $120 | Outperform Upgraded | 28 Jan 2025 |
Financial journalist opinion
Based on 5 articles about ALAB published over the past 30 days
Positive
Zacks Investment Research
1 week ago
Should You Buy, Sell or Hold Astera Labs Stock at P/S of 15.59X?
ALAB benefits from strong AI demand, expanding product portfolio, and key partnerships but faces challenges with lower-margin products and intense competition.
Neutral
GlobeNewsWire
1 week ago
Astera Labs Optimizes Connectivity for NVIDIA Blackwell-Based MGX Platforms at Scale
Seamless Scorpio Smart Fabric Switch integration with NVIDIA MGX™ platform delivers PCIe® 6-ready modular designs for rapid deployment across a range of AI servers Seamless Scorpio Smart Fabric Switch integration with NVIDIA MGX™ platform delivers PCIe® 6-ready modular designs for rapid deployment across a range of AI servers
Positive
Seeking Alpha
2 weeks ago
Astera Labs: A Stellar Growth Opportunity
Astela 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.
Neutral
GlobeNewsWire
2 weeks ago
Astera Labs Expands Interoperability Leadership to Propel Next-Gen PCIe 6.x Ecosystem
SANTA CLARA, Calif., March 13, 2025 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a global leader in semiconductor-based connectivity solutions for AI and cloud infrastructure, today announced the expansion of its Cloud-Scale Interop Lab to accelerate time-to-market of PCIe® 6.x AI platforms powered by Scorpio Smart Fabric Switches.
Neutral
GlobeNewsWire
4 weeks ago
Astera Labs Appoints Dr. Craig Barratt to Board of Directors
SANTA CLARA, Calif., March 03, 2025 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a global leader in semiconductor-based connectivity solutions for AI and cloud infrastructure, today announced the appointment of Dr. Craig Barratt to its Board of Directors.
Neutral
Zacks Investment Research
1 month ago
Here's Why Astera Labs, Inc. (ALAB) is Poised for a Turnaround After Losing -13.27% in 4 Weeks
The heavy selling pressure might have exhausted for Astera Labs, Inc. (ALAB) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Neutral
GlobeNewsWire
1 month ago
Astera Labs to Participate in the Morgan Stanley Technology, Media & Telecom Conference
SANTA CLARA, Calif., Feb. 25, 2025 (GLOBE NEWSWIRE) -- Astera Labs (Nasdaq: ALAB), a global leader in semiconductor-based connectivity solutions for AI and cloud infrastructure, today announced that it will participate in the Morgan Stanley Technology, Media & Telecom Conference on March 4, 2025.
Positive
Zacks Investment Research
1 month ago
Wall Street Analysts Predict a 50.86% Upside in Astera Labs, Inc. (ALAB): Here's What You Should Know
The mean of analysts' price targets for Astera Labs, Inc. (ALAB) points to a 50.9% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Positive
Zacks Investment Research
1 month ago
Buy These 2 Little-Known AI Stocks Likely to Explode in Near Future
2 Little-known AI Stocks to Buy to Reap Benefits in the Short Term. These are: FIVN, ALAB.
Positive
The Motley Fool
1 month ago
3 Stocks to Profit From the AI Revolution
Artificial intelligence (AI) has been a leading driver for many tech stocks like Nvidia in recent years. However, as the AI revolution matures, investors may be looking for ideas beyond Nvidia.
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