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Just reported
Q3 2026 results
From Astera Labs's results release of 3 de noviembre de 2026; its quarterly report has since been filed.
Revenue
Actual
584,9M US$
+154 % y/y
+49 % q/qGuided
550M US$
midpoint
Above guide+6,3 %EPS, GAAP
Actual
0,99 US$
+98 % y/y
+19 % q/qGuided
0,90 US$
midpoint
Above guide+11 %Operating income, GAAP
Actual
179,1M US$
+223 % y/y
+101 % q/qGuided
—
No guide given
Company outlook
Q4 2026
- Revenue730M US$ – 750M US$+173 % y/y First given
- EPS, adjusted1,62 US$ – 1,66 US$First given
- EPS, GAAP1,13 US$ – 1,17 US$+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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Cómo gana dinero
- Sales of connectivity chips, boards, and modules100 %
Los porcentajes de ingresos son estimaciones para FY2025, no cifras de un informe oficial.
Compite con
Qué vende5
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.
Mostrar 2 más
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.
Quién se lo compra3
- 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.
En qué se apoya y qué podría romperlo
De qué depende el negocio
- 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.
Qué podría salir mal
- 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.
Estados financieros completos →
Sobre 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).
- Sede
- Santa Clara, California
- Fundada en
- 2017
- Empleados
- 756 (December 31, 2025, high)
- Cotiza en
- Nasdaq
- Cierre del ejercicio
- December 31
Construido a partir de los propios informes de Astera Labs, Inc. ante la Comisión de Bolsa y Valores de EE. UU. (SEC). Las cifras son las declaradas, con el historial por acción reexpresado a la base de acciones de hoy. Esto describe un negocio: no es asesoramiento de inversión ni una recomendación de compra o venta.
