Astera Labs, Inc.

ALAB · Nasdaq · ·

Vergelijken

US$ 221,65-2,7%slot 13 nov

Cijfers tot en met 30 september 2026, uit de 10-Q ingediend op 4 november 2026

1W: +16,2%
1M: -26,6%

Aandeel Astera Labs, Inc. (ALAB) — is dit een goed bedrijf? — InspectStocks

Astera Labs, Inc.

ALAB · Nasdaq · ·

Vergelijken

US$ 221,65-2,7%slot 13 nov

Cijfers tot en met 30 september 2026, uit de 10-Q ingediend op 4 november 2026

1W: +16,2%
1M: -26,6%

Just reported

Q3 2026 results

From Astera Labs's results release of 3 november 2026; its quarterly report has since been filed.

Revenue
Actual
US$ 584,9M
+154% y/y
+49% q/q
Guided
US$ 550M
midpoint
Above guide+6,3%
EPS, GAAP
Actual
US$ 0,99
+98% y/y
+19% q/q
Guided
US$ 0,90
midpoint
Above guide+11%
Operating income, GAAP
Actual
US$ 179,1M
+223% y/y
+101% q/q
Guided
—
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.

Hoe het geld verdient

Sales of connectivity chips, boards, and modules100%

De omzetaandelen zijn schattingen voor FY2025, geen cijfers uit een ingediend rapport.

Concurreert met

Wat het verkoopt5

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.

Nog 2 tonen

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.

Wie het koopt3

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.

Waar het op steunt, en wat het kan breken

Waar het bedrijf van afhangt

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.

Wat er mis kan gaan

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.

Volledige jaarrekening →

Over 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).

Hoofdkantoor: Santa Clara, California
Opgericht in: 2017
Medewerkers: 756 (December 31, 2025, high)
Genoteerd aan: Nasdaq
Einde boekjaar: December 31

Gebouwd uit de eigen deponeringen van Astera Labs, Inc. bij de Amerikaanse toezichthouder Securities and Exchange Commission (SEC). De cijfers zijn zoals gerapporteerd, met de historie per aandeel herrekend naar de huidige aandelenbasis. Dit beschrijft een bedrijf — het is geen beleggingsadvies en geen aanbeveling om iets te kopen of te verkopen.

Just reported

Q3 2026 results

From Astera Labs's results release of 3 november 2026; its quarterly report has since been filed.

Revenue
Actual
US$ 584,9M
+154% y/y
+49% q/q
Guided
US$ 550M
midpoint
Above guide+6,3%
EPS, GAAP
Actual
US$ 0,99
+98% y/y
+19% q/q
Guided
US$ 0,90
midpoint
Above guide+11%
Operating income, GAAP
Actual
US$ 179,1M
+223% y/y
+101% q/q
Guided
—
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

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

Highest-graded in Semiconductors

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

Hoe het geld verdient

Sales of connectivity chips, boards, and modules100%

De omzetaandelen zijn schattingen voor FY2025, geen cijfers uit een ingediend rapport.

Concurreert met

Wat het verkoopt5

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.

Nog 2 tonen

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.

Wie het koopt3

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.

Waar het op steunt, en wat het kan breken

Waar het bedrijf van afhangt

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.

Wat er mis kan gaan

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.

Volledige jaarrekening →

Over Astera Labs, Inc.

Hoofdkantoor: Santa Clara, California
Opgericht in: 2017
Medewerkers: 756 (December 31, 2025, high)
Genoteerd aan: Nasdaq
Einde boekjaar: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Hoe het geld verdient

Concurreert met

Wat het verkoopt5

Wie het koopt3

Waar het op steunt, en wat het kan breken

Waar het bedrijf van afhangt

Wat er mis kan gaan

Over Astera Labs, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The themes it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

Hoe het geld verdient

Concurreert met

Wat het verkoopt5

Wie het koopt3

Waar het op steunt, en wat het kan breken

Waar het bedrijf van afhangt

Wat er mis kan gaan

Over Astera Labs, Inc.

Keep exploring

The themes it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

AI networking & optics

AI chips & accelerators

Groei en kasstroom — 5 van 5

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