Astera Labs, Inc.

ALAB · Nasdaq · ·

Porównaj

227,86 USD-1,3%zamknięcie 12 lis

Dane do 30 września 2026, z raportu 10-Q złożonego 4 listopada 2026

1W: +19,5%
1M: -24,1%

Akcje Astera Labs, Inc. (ALAB) — czy to dobra firma? — InspectStocks

Astera Labs, Inc.

ALAB · Nasdaq · ·

Porównaj

227,86 USD-1,3%zamknięcie 12 lis

Dane do 30 września 2026, z raportu 10-Q złożonego 4 listopada 2026

1W: +19,5%
1M: -24,1%

Just reported

Q3 2026 results

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

Revenue
Actual
584,9M USD
+154% y/y
+49% q/q
Guided
550M USD
midpoint
Above guide+6,3%
EPS, GAAP
Actual
0,99 USD
+98% y/y
+19% q/q
Guided
0,90 USD
midpoint
Above guide+11%
Operating income, GAAP
Actual
179,1M USD
+223% y/y
+101% q/q
Guided
—
No guide given

Company outlook

Q4 2026

Revenue730M USD – 750M USD+173% y/y First given
EPS, adjusted1,62 USD – 1,66 USDFirst given
EPS, GAAP1,13 USD – 1,17 USD+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.

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.

All 71 graded companies in its industry

Grade rose recently in Technology

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

All grade rises

Jak zarabia

Sales of connectivity chips, boards, and modules100%

Udziały w przychodach to szacunki za FY2025, a nie dane z raportu złożonego do regulatora.

Konkuruje z

Co sprzedaje5

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.

Pokaż 2 więcej

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.

Kto to kupuje3

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.

Na czym się opiera i co może to zburzyć

Od czego zależy ta działalność

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.

Co może pójść nie tak

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.

Pełne sprawozdania finansowe →

O spółce 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).

Siedziba: Santa Clara, California
Rok założenia: 2017
Zatrudnienie: 756 (December 31, 2025, high)
Notowana na: Nasdaq
Koniec roku obrotowego: December 31

Zbudowane z własnych raportów spółki Astera Labs, Inc. składanych do amerykańskiej Komisji Papierów Wartościowych i Giełd (SEC). Liczby są takie, jak zaraportowano, a historia na akcję przeliczona na dzisiejszą bazę akcji. To opisuje firmę — nie jest poradą inwestycyjną ani rekomendacją kupna lub sprzedaży.

Just reported