ALAB Astera Labs
PCIe/CXL retimers and scale-up connectivity
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
ALAB · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-04EarningsBeat / raise
Reported EPS 0.8 vs 0.69 expected (+15.6% surprise).
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7
2026-05-05EarningsBeat / raise
Reported EPS 0.61 vs 0.54 expected (+13.5% surprise).
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6
2026-02-10EarningsBeat / raise
Reported EPS 0.58 vs 0.51 expected (+12.6% surprise).
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5
2025-11-04EarningsBeat / raise
Reported EPS 0.49 vs 0.39 expected (+25.6% surprise).
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4
2025-08-05EarningsBeat / raise
Reported EPS 0.44 vs 0.32 expected (+35.7% surprise).
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3
2025-05-06EarningsBeat / raise
Reported EPS 0.33 vs 0.28 expected (+16.3% surprise).
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2
2025-02-10EarningsBeat / raise
Reported EPS 0.37 vs 0.26 expected (+42.8% surprise).
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1
2024-11-04EarningsBeat / raise
Reported EPS 0.23 vs 0.17 expected (+35.0% surprise).
Latest headlines
Auto-updated daily- Astera Labs Gains Ahead of Q3 as Scorpio Switches Set Up a 40% Sequential Jump2026-10-22
- Astera Labs, Inc. (ALAB) Outpaces Stock Market Gains: What You Should Know2026-10-21
- Astera Labs (ALAB): Is the AI-Connectivity Competitor Ready for the S&P 500?2026-10-20
- Astera Labs Lost 11% in a Week. Stifel Sees 60% Upside From Here2026-10-20
- Astera Labs Stock Is Betting on Modular AI Racks and PCIe 7 Growth2026-10-17
- Why Northland Downgraded Astera Labs Even Though It Expects Earnings to Rise2026-10-17
- Astera Labs (ALAB) vs. CRDO and MRVL: Can Surging AI Demand Outpace Valuation Risks?2026-10-14
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-04 | 0.69 | 0.8 | +15.6% |
| 2026-05-05 | 0.54 | 0.61 | +13.5% |
| 2026-02-10 | 0.51 | 0.58 | +12.6% |
| 2025-11-04 | 0.39 | 0.49 | +25.6% |
| 2025-08-05 | 0.32 | 0.44 | +35.7% |
| 2025-05-06 | 0.28 | 0.33 | +16.3% |
| 2025-02-10 | 0.26 | 0.37 | +42.8% |
| 2024-11-04 | 0.17 | 0.23 | +35.0% |
| 2024-08-06 | 0.11 | 0.13 | +19.0% |
| 2024-05-08 | 0.07 | 0.27 | +315.2% |
About Astera Labs
Website ↗Astera Labs, Inc. designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure in Taiwan and the United States. It offers an intelligent connectivity platform, comprised of semiconductor-based, high-speed, mixed-signal connectivity products that integrate a matrix of microcontrollers and sensors, and COSMOS. The company provides COSMOS software suite, a connectivity system management and optimization software that enables management and optimization of resources for large fleets at cloud-scale via link, fleet, and RAS management capabilities. In addition, it offers PCIe/CXL smart DSP retimers and cable modules; ethernet smart cable modules for cloud and AI infrastructure; CXL memory connectivity controllers; and smart fabric switches. The company serves hyperscalers and system original equipment manufacturers. Astera Labs, Inc. was incorpora…
Deployable AI compute tracks the minimum of logic, HBM and packaging. Merchant GPUs and hyperscaler ASICs compete for the same upstream capacity.
What would prove us wrong. Weakens if accelerator lead times fall below a quarter while hyperscaler capex guides keep rising — supply would be catching demand.
Every additional GPU in a training domain multiplies switch ports and retimers. Ethernet vs proprietary fabrics decides who captures it.
What would prove us wrong. Weakens if cluster sizes plateau and network spend per accelerator falls.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| NVDA NVIDIA | Demand aggregator for HBM, packaging, optics and robotics compute | $216.0 | +2.38% | −4.0% | +16.1% | |
| AMD Advanced Micro Devices | Second merchant GPU source competing for the same CoWoS and HBM | $530.9 | +2.73% | −15.8% | +147.9% | |
| AVGO Broadcom | Custom ASICs and Ethernet switch silicon for hyperscaler clusters | $330.6 | +2.76% | −6.3% | −4.0% | |
| MRVL Marvell Technology | Custom silicon, DSPs and electro-optics for AI infrastructure | $236.6 | +3.55% | −9.6% | +178.9% | |
| ARM Arm Holdings | CPU IP inside custom accelerators, servers and edge devices | $222.8 | +5.92% | −28.2% | +103.8% | |
| ANET Arista Networks | Ethernet switching for AI back-end networks | $178.9 | +3.81% | −13.4% | +36.6% | |
| CSCO Cisco Systems | Switching and silicon for AI networks | $110.7 | +3.92% | +4.1% | +46.3% | |
| CRDO Credo Technology | Active electrical cables and SerDes | $155.4 | +5.48% | −26.4% | +8.0% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.