Astera Labs, Inc.（ALAB）股票——这是一门好生意吗？

Astera Labs, Inc.（ALAB）股票——这是一门好生意吗？ — InspectStocks

Just reported

Q3 2026 results

From Astera Labs's results release of 2026年11月3日; 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.

怎么赚钱

Sales of connectivity chips, boards, and modules100%

各项收入占比是对FY2025的估算，并非来自已提交报告的数字。

竞争对手

卖什么5

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.

再显示 2 项

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.

谁在买3

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于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).

总部: Santa Clara, California
成立于: 2017
员工人数: 756 (December 31, 2025, high)
上市于: Nasdaq
财年结束: December 31

基于 Astera Labs, Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

Just reported

Q3 2026 results

From Astera Labs's results release of 2026年11月3日; 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.

怎么赚钱

Sales of connectivity chips, boards, and modules100%

各项收入占比是对FY2025的估算，并非来自已提交报告的数字。

竞争对手

卖什么5

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.

再显示 2 项

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.

谁在买3

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于Astera Labs, Inc.

总部: Santa Clara, California
成立于: 2017
员工人数: 756 (December 31, 2025, high)
上市于: Nasdaq
财年结束: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

怎么赚钱

竞争对手

卖什么5

谁在买3

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于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

怎么赚钱

竞争对手

卖什么5

谁在买3

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于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

Astera Labs, Inc.

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

怎么赚钱

竞争对手

卖什么5

谁在买3

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于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

怎么赚钱

竞争对手

卖什么5

谁在买3

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于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

Astera Labs, Inc.

历史表现

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势