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Just reported
Q3 2026 results
From Astera Labs's results release of 3 de novembro de 2026; 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.
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
- Curadoria
AI networking & optics
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Switches, optical modules, lasers and connectors that move data between AI servers.
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+14A 14B 2C 1D 3
- Curadoria
AI chips & accelerators
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Processors that train and run AI models, the chips that connect them, and the foundries, packagers and design software behind them.
- Preço, 1 ano
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- Receita, 1 ano
- +44,5%
+12A 10B 4C 1F 3
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
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MUMicron Technology, Inc.US$ 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 Corporation22 de out. de 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 de out. de 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 de out. de 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 de out. de 2026BAGraded B, now A
UIUbiquiti Inc.6 de nov. de 2026BAGraded B, now A
Como ganha dinheiro
- Sales of connectivity chips, boards, and modules100%
As participações na receita são estimativas para FY2025, não números de um relatório oficial.
Concorre com
O que 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 mais 2
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.
Quem 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.
Em que se apoia e o que pode quebrá-lo
Do que o negócio depende
- 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.
O que pode dar errado
- 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.
Demonstrações financeiras completas →
Sobre a 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 em
- 2017
- Funcionários
- 756 (December 31, 2025, high)
- Listada em
- Nasdaq
- Fim do exercício
- December 31
Construído a partir dos próprios documentos de Astera Labs, Inc. entregues à Comissão de Valores Mobiliários dos EUA (SEC). Os números são os divulgados, com o histórico por ação recalculado para a base de ações de hoje. Isto descreve um negócio — não é recomendação de investimento nem sugestão de compra ou venda.
