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Just reported
Q3 2026 results
From Astera Labs's results release of 3. November 2026; its quarterly report has since been filed.
Revenue
Actual
584,9M $
+154 % y/y
+49 % q/qGuided
550M $
midpoint
Above guide+6,3 %EPS, GAAP
Actual
0,99 $
+98 % y/y
+19 % q/qGuided
0,90 $
midpoint
Above guide+11 %Operating income, GAAP
Actual
179,1M $
+223 % y/y
+101 % q/qGuided
—
No guide given
Company outlook
Q4 2026
- Revenue730M $ – 750M $+173 % y/y First given
- EPS, adjusted1,62 $ – 1,66 $First given
- EPS, GAAP1,13 $ – 1,17 $+360 % y/y First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
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Womit das Unternehmen Geld verdient
- Sales of connectivity chips, boards, and modules100 %
Die Umsatzanteile sind Schätzungen für FY2025 und keine Zahlen aus einem eingereichten Bericht.
Konkurriert mit
Was es verkauft5
Aries retimers and smart cable modules
Chips and cable modules that restore weakened high-speed signals so data can travel between processors, storage, and network equipment.
Taurus Ethernet smart cable modules
Modules that extend the reach and increase the speed of Ethernet connections between servers and network switches, including over copper cables.
Leo Compute Express Link (CXL) memory controllers
Chips and boards that let servers add, share, or pool memory for workloads that need more memory capacity or bandwidth.
2 weitere anzeigen
Scorpio smart fabric switches
Switches that connect processors and other devices in artificial-intelligence systems, directing data between them.
COSMOS software suite
Software embedded in the company’s chips, boards, and modules that helps customers configure, monitor, troubleshoot, and manage those products.
Wer es kauft3
- Large cloud-computing operators buy products for their data centers, often specifying designs and placing orders for particular products.
- Artificial-intelligence accelerator makers work with Astera Labs on designs that connect their processors within computing systems.
- Server makers and other system manufacturers incorporate the chips and modules into equipment; orders and invoices may be handled through contract manufacturers or distributors.
Worauf es steht, und was es umwerfen könnte
Wovon das Geschäft abhängt
- 1The three largest end customers accounted for 86% of revenue (FY2025, high).
- 2Taiwan Semiconductor Manufacturing Company fabricates all of Astera Labs’ integrated circuits.
- 3A limited number of outside companies handle chip assembly, packaging, and testing, as well as the production of boards and modules.
- 4Demand depends on cloud data-center and artificial-intelligence infrastructure spending and on customers adopting Astera Labs’ products in their system designs.
Was schiefgehen könnte
- 1The three largest end customers accounted for 86% of revenue (FY2025, high), so a loss of a major customer or a reduction in its orders could materially affect sales.
- 2Astera Labs relies on a small number of outside manufacturers and has no long-term supply contracts with them; supply disruption or manufacturing quality problems could delay product deliveries.
- 3Export restrictions and changing trade rules, particularly those affecting China, could limit sales to some customers or disrupt access to suppliers.
Über Astera Labs, Inc.
Its chips and modules clean up fast data signals, route traffic among processors, and let servers add and share memory; embedded COSMOS software helps customers set up and monitor the products. Customers include cloud operators, makers of artificial-intelligence accelerators, and server makers. Revenue was $392.4 million (Q2 2026, high); Peripheral Component Interconnect Express (PCIe) 6.0 products represented more than 50% of revenue (Q2 2026, high).
- Hauptsitz
- Santa Clara, California
- Gegründet
- 2017
- Beschäftigte
- 756 (December 31, 2025, high)
- Notiert an
- Nasdaq
- Geschäftsjahresende
- December 31
Gebaut aus den eigenen Einreichungen von Astera Labs, Inc. bei der US-Börsenaufsicht Securities and Exchange Commission (SEC). Die Zahlen sind wie berichtet, die Historie je Aktie auf die heutige Aktienbasis umgerechnet. Dies beschreibt ein Unternehmen — es ist keine Anlageberatung und keine Kauf- oder Verkaufsempfehlung.
