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 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
393% more first-time investments, than exits
New positions opened: 217 | Existing positions closed: 44
224% more capital invested
Capital invested by funds: $3.85B [Q3] → $12.5B (+$8.62B) [Q4]
167% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 16 (+10) [Q4]
71% more funds holding
Funds holding: 241 [Q3] → 411 (+170) [Q4]
31% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 77
12.25% more ownership
Funds ownership: 47.14% [Q3] → 59.38% (+12.25%) [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
30%
upside
Avg. target
$112
77%
upside
High target
$140
122%
upside
7 analyst ratings
6 positive
86%
1 neutral
14%
0 negative
0%
Stifel Tore Svanberg 15% 1-year accuracy 8 / 55 met price target | 58%upside $100 | Buy Maintained | 17 Apr 2025 |
Citigroup Atif Malik 9% 1-year accuracy 5 / 58 met price target | 58%upside $100 | Buy Maintained | 14 Apr 2025 |
Raymond James Srini Pajjuri 0% 1-year accuracy 0 / 18 met price target | 30%upside $82 | Outperform Initiated | 14 Mar 2025 |
Craig-Hallum Richard Shannon 28% 1-year accuracy 10 / 36 met price target | 98%upside $125 | Buy Maintained | 11 Feb 2025 |
Needham Quinn Bolton 12% 1-year accuracy 18 / 145 met price target | 122%upside $140 | Buy Reiterated | 11 Feb 2025 |
Financial journalist opinion
Based on 5 articles about ALAB published over the past 30 days
Positive
Seeking Alpha
1 week ago
Astera Labs: Buy The Trade War Pullback, Strong Buy
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.
Neutral
GlobeNewsWire
1 week ago
Astera Labs Announces Conference Call to Review First Quarter 2025 Financial Results
SANTA CLARA, Calif., April 10, 2025 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a global leader in semiconductor-based connectivity solutions for AI and cloud infrastructure, today announced that it will release its financial results for the first quarter 2025 after the close of market on Tuesday, May 6, 2025.
Negative
Zacks Investment Research
2 weeks ago
ALAB Slides 47% Since Q4 Results: A Risky Bet Amid Chip Stock Slump?
Astera Labs' lower-than-expected gross margin can be attributed to a shift in product mix toward hardware-based solutions, which impacted investors' sentiment.
Neutral
CNBC Television
3 weeks ago
Trade Tracker: Bill Baruch sells Astera Labs, Coeur Mining, Mobileye, Marathon Petroleum
Bill Baruch, Founder & President Blue Line Capital, joins CNBC's “Halftime Report” to detail his plethora of sales today.
Neutral
Seeking Alpha
3 weeks ago
Astera Labs: The Rising Challenger Of The AI Connectivity Market
Astera Labs, with its AI-focused connectivity chips, shows strong growth potential but faces risks due to reliance on a few customers and high forward P/E. The new PCIe 6.0 retimer enhances AI data processing, positioning Astera for further revenue growth despite fierce competition from Broadcom, Marvell, and others. Astera's niche focus, energy efficiency, and strong partnerships with NVIDIA and hyperscalers give it an edge, but supply chain risks and customer concentration are concerns.
Positive
Zacks Investment Research
1 month 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 month 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
1 month 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
1 month 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
1 month 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.
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