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Just reported
Q3 2026 results
From Astera Labs's results release of 3 ноября 2026 г.; its quarterly report has since been filed.
Revenue
Actual
584,9M $
+154 % y/y
+49 % q/qGuided
550M $
midpoint
Above guide+6,3 %EPS, GAAP
Actual
0,99 $
+98 % y/y
+19 % q/qGuided
0,90 $
midpoint
Above guide+11 %Operating income, GAAP
Actual
179,1M $
+223 % y/y
+101 % q/qGuided
—
No guide given
Company outlook
Q4 2026
- Revenue730M $ – 750M $+173 % y/y First given
- EPS, adjusted1,62 $ – 1,66 $First given
- EPS, GAAP1,13 $ – 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.
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The themes it is part of
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+14A 14B 2C 1D 3
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+12A 10B 4C 1F 3
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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 окт. 2026 г.BAGraded B, now A
IBMInternational Business Machines Corporation21 окт. 2026 г.BAGraded B, now A
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UIUbiquiti Inc.6 нояб. 2026 г.BAGraded B, now A
На чём зарабатывает
- Sales of connectivity chips, boards, and modules100 %
Доли выручки — это оценки за FY2025, а не цифры из поданной отчётности.
Конкурирует с
Что продаёт5
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.
Показать ещё 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.
Кто покупает3
- 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.
На чём держится и что может это сломать
От чего зависит бизнес
- 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.
Что может пойти не так
- 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.
Полная финансовая отчётность →
О компании 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).
- Штаб-квартира
- Santa Clara, California
- Год основания
- 2017
- Сотрудников
- 756 (December 31, 2025, high)
- Торгуется на
- Nasdaq
- Конец финансового года
- December 31
Построено по собственной отчётности Astera Labs, Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.
