기업 정보 불러오는 중
Just reported
Q3 2026 results
From Astera Labs's results release of 2026년 11월 3일; its quarterly report has since been filed.
Revenue
Actual
US$584.9M
+154% y/y
+49% q/qGuided
US$550M
midpoint
Above guide+6.3%EPS, GAAP
Actual
US$0.99
+98% y/y
+19% q/qGuided
US$0.90
midpoint
Above guide+11%Operating income, GAAP
Actual
US$179.1M
+223% y/y
+101% q/qGuided
—
No guide given
Company outlook
Q4 2026
- RevenueUS$730M – US$750M+173% y/y First given
- EPS, adjustedUS$1.62 – US$1.66First given
- EPS, GAAPUS$1.13 – US$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.
The full earnings report →Keep exploring
The themes Astera Labs is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
- 큐레이션
AI networking & optics
InspectStocks 제공 · 20 companies
Switches, optical modules, lasers and connectors that move data between AI servers.
- 주가, 1년
- +44.6%
- 매출, 1년
- +53.7%
+14A 14B 2C 1D 3
- 큐레이션
AI chips & accelerators
InspectStocks 제공 · 18 companies
Processors that train and run AI models, the chips that connect them, and the foundries, packagers and design software behind them.
- 주가, 1년
- +31.1%
- 매출, 1년
- +44.5%
+12A 10B 4C 1F 3
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
- NVDANVIDIA Corp.US$3.92TA+
- AVGOBroadcom Inc.US$1.66TA+
MUMicron Technology, Inc.US$880.4BA+- AMDAdvanced Micro Devices, Inc.US$876.1BA+
TXNTexas Instruments Inc.US$277.4BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026년 10월 22일BAGraded B, now A
IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Sales of connectivity chips, boards, and modules100%
매출 비중은 FY2025 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가5
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.
2개 더 보기
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.
누가 사는가3
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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.
Astera Labs, Inc. 소개
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).
- 본사
- Santa Clara, California
- 설립
- 2017
- 임직원 수
- 756 (December 31, 2025, high)
- 상장 시장
- Nasdaq
- 회계연도 종료
- December 31
Astera Labs, Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.
