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 7,139 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
368% more first-time investments, than exits
New positions opened: 206 | Existing positions closed: 44
216% more capital invested
Capital invested by funds: $3.93B [Q3] → $12.4B (+$8.51B) [Q4]
150% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 15 (+9) [Q4]
64% more funds holding
Funds holding: 241 [Q3] → 396 (+155) [Q4]
32% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 75
11.1% more ownership
Funds ownership: 48.14% [Q3] → 59.24% (+11.1%) [Q4]
11% less call options, than puts
Call options by funds: $720M | Put options by funds: $809M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$114
33%
upside
Avg. target
$131
52%
upside
High target
$150
75%
upside
6 analyst ratings
5 positive
83%
1 neutral
17%
0 negative
0%
Craig-Hallum Richard Shannon 79% 1-year accuracy 33 / 42 met price target | 46%upside $125 | Buy Maintained | 11 Feb 2025 |
Needham Quinn Bolton 58% 1-year accuracy 80 / 139 met price target | 63%upside $140 | Buy Reiterated | 11 Feb 2025 |
Morgan Stanley Joseph Moore 72% 1-year accuracy 43 / 60 met price target | 33%upside $114 | Equal-Weight Maintained | 28 Jan 2025 |
Northland Capital Markets Gus Richard 49% 1-year accuracy 17 / 35 met price target | 40%upside $120 | Outperform Upgraded | 28 Jan 2025 |
Barclays Tom O'Malley 53% 1-year accuracy 23 / 43 met price target | 57%upside $135 | Overweight Maintained | 17 Jan 2025 |
Financial journalist opinion
Based on 16 articles about ALAB published over the past 30 days
Positive
The Motley Fool
1 day 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.
Positive
Zacks Investment Research
1 week ago
ALAB Plunges 36% Post Q4 Earnings: Is the Stock Worth Buying on the Dip?
Astera Labs' benefits from strong AI demand, expanding product portfolio, and key partnerships despite a recent dip in stock, signaling growth potential ahead.
Negative
The Motley Fool
1 week ago
Why Astera Labs Stock Is Sinking This Week
Astera Labs (ALAB -2.79%) stock is seeing a substantial valuation pullback in this week's trading. The semiconductor company's share price was down 15.4% from last week's market close as of 10 a.m.
Neutral
CNBC Television
1 week ago
Calls of the Day: Live Nation, Eli Lilly, AT&T, Adobe and Astera Labs
The Investment Committee discuss the latest Calls of the Day.
Positive
Seeking Alpha
1 week ago
Astera Labs Q4 Earnings: Setting The Stage For Another Breakout Year
Astera Labs reported its sixth consecutive quarter of record revenues and posted its first quarter of GAAP profitability as a public company in Q4 2024. Astera Labs' robust growth and better cost management are leading to impressive free cash flow generation. I expect Astera Labs' topline and bottom line performance to further improve in 2025 due to hyperscalers' AI CapEx outlook and the production ramp up of Leo and Scorpio products.
Positive
Benzinga
1 week ago
Astera Labs To Outpace Its Peers In Revenue Growth In 2025, Analyst Says
Astera Labs, Inc. ALAB shares are trading lower on Tuesday.
Negative
Investors Business Daily
1 week ago
Astera Labs Stock Falls As Investors Nitpick Q4 Report
Wall Street analysts praised Astera Labs for its beat-and-raise fourth-quarter report but investors wanted more. ALAB stock fell on Tuesday.
Positive
Seeking Alpha
1 week ago
Astera Labs Q4: Strong Finish, Stronger Outlook, Excessive Dilution
Astera Labs reported a strong Q4, beating revenue expectations by 10% and tripling its earnings per share, driven by robust demand for AI data center solutions. Management projects Q1 CY25 revenues to grow 135% y/y, with a second consecutive quarter of GAAP profit, highlighting strong future growth prospects. The Scorpio line of switch product launched last year is expected to contribute ~10% of the CY25 revenues and is projected to be the largest product revenue segment for Astera.
Positive
Seeking Alpha
1 week ago
Astera Labs Earnings: A 50/50 Setup Investors Should Question
Astera Labs shows strong growth but faces questions about pricing power and capex demand, leading me to move to the sidelines. Despite a 45% return in November 2024, current fundamentals and potential margin pressure make ALAB a 50/50 setup. ALAB's valuation at 59x forward EPS is reasonable, but compressing gross margins raise concerns about its pricing power.
Neutral
Seeking Alpha
1 week ago
Astera Labs, Inc. (ALAB) Q4 2024 Earnings Call Transcript
Astera Labs, Inc. (NASDAQ:ALAB ) Q4 2024 Earnings Conference Call February 10, 2025 4:30 PM ET Company Participants Jitendra Mohan - CEO and Co-Founder Sanjay Gajendra - President, COO and Co-Founder Mike Tate - CFO Leslie Green - IR Conference Call Participants Harlan Sur - JPMorgan Blayne Curtis - Jefferies Joe Moore - Morgan Stanley Tore Svanberg - Stifel Tom O'Malley - Barclays Ross Seymore - Deutsche Bank Quinn Bolton - Needham Atif Malik - Citigroup Suji Desilva - ROTH Capital Richard Shannon - Craig-Hallum Operator Hello. Good afternoon.
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