Astera Labs, Inc. designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure. The company is headquartered in Santa Clara, California.
| Revenue (TTM) | $1.00B |
| Gross Profit (TTM) | $760.99M |
| EBITDA | $233.38M |
| Operating Margin | 20.10% |
| Return on Equity | 21.10% |
| Return on Assets | 10.10% |
| Revenue/Share (TTM) | $5.95 |
| Book Value | $8.72 |
| Price-to-Book | 32.41 |
| Price-to-Sales (TTM) | 44.54 |
| EV/Revenue | 47.17 |
| EV/EBITDA | 202.42 |
| Quarterly Earnings Growth (YoY) | 144.40% |
| Quarterly Revenue Growth (YoY) | 93.40% |
| Shares Outstanding | $171.41M |
| Float | $153.98M |
| % Insiders | 10.73% |
| % Institutions | 75.27% |
Volatility is currently contracting
Hyperscalers are still pouring money into AI compute, sending Astera's revenue up 93% year over year last quarter. Higher chip density and new Scorpio X switches should boost revenue per rack and support margins.
The AI infrastructure trade has broadened well beyond hyperscalers and GPU designers.
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ALAB rides on strong Taurus demand as AI infrastructure spending fuels growth, expands its connectivity portfolio and supports upbeat revenue guidance.
Class A shares of the Alger Capital Appreciation Fund outperformed the Russell 1000 Growth Index during the second quarter of 2026. Nebius Group has positioned itself as a leading next-generation cloud provider purpose-built for machine learning and high-performance computing workloads. Netflix's shares detracted from performance during the quarter despite first-quarter results that beat on revenue and held full-year guidance intact.
Investors chasing artificial intelligence exposure in July have piled into the usual suspects: chipmakers, hyperscalers, and the mega-cap software giants.
Wall Street now carries 18 Buy ratings, eight Holds, and no Sells, while management reaffirmed $355-365 million quarterly revenue guidance. PCIe 6 products already contribute more than one-third of revenue, while 36% non-GAAP operating margins demonstrate strong operating leverage. Analysts raised EPS estimates 21 times and revenue estimates 20 times without a single downward revision, supporting 82% 2026 revenue growth expectations.
News Highlights: Expanded Taurus family adds 3.2T Ethernet Smart Retimers and Smart Redrivers for scale-up and scale-out AI infrastructure. Sampling industry-first Smart Retimers and Smart Redrivers built on the OCP Signal Conditioner Standard Footprint.
Astera Labs currently demonstrates a clearly stronger and more consistent upward revenue trajectory when compared directly to the declining numbers reported by Navitas. Over the last eight periods, Astera Labs has recorded steady quarter-over-quarter revenue expansion, whereas Navitas has experienced a sequence of consecutive quarter-over-quarter declines.
The latest trading day saw Astera Labs, Inc. (ALAB) settling at $350.62, representing a -3.08% change from its previous close.
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