ALAB vs. AVGO: Which AI Infrastructure Stock Is the Better Buy Now?
Astera Labs' stronger growth, rising earnings estimates, and AI connectivity demand make it more attractive than Broadcom.
Zacks Investment Research8/18/2026Positive
ALAB
Astera Labs, Inc.NASDAQTECHNOLOGYSEMICONDUCTORS
Key Statistics
Market Cap
$55.54B
P/E Ratio
157.72
EPS
$2.03
Beta
3.84
52W High
$499.48
52W Low
$97.89
50-Day MA
$355.04
200-Day MA
$215.80
Dividend Yield
—
Profit Margin
30.70%
Forward P/E
84.03
PEG Ratio
—
About Astera Labs, Inc.
Astera Labs, Inc. designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure. The company is headquartered in Santa Clara, California.
Fundamentals
| Revenue (TTM) | $1.20B |
| Gross Profit (TTM) | $903.00M |
| EBITDA | $285.40M |
| Operating Margin | 22.70% |
| Return on Equity | 25.80% |
| Return on Assets | 10.70% |
| Revenue/Share (TTM) | $7.07 |
| Book Value | $9.95 |
| Price-to-Book | 32.33 |
| Price-to-Sales (TTM) | 46.21 |
| EV/Revenue | 45.44 |
| EV/EBITDA | 191.35 |
| Quarterly Earnings Growth (YoY) | 186.20% |
| Quarterly Revenue Growth (YoY) | 104.50% |
| Shares Outstanding | $173.49M |
| Float | $155.77M |
| % Insiders | 10.43% |
| % Institutions | 75.93% |
Historical Volatility
HV 10-Day
100.01%
HV 20-Day
113.03%
HV 30-Day
111.30%
HV 60-Day
110.89%
HV Rank
76.2%
Volatility is currently contracting
Analyst Ratings
Consensus ($391.77 target)
7
Strong Buy11
Buy8
HoldLatest News
Astera Labs: A Platform Getting Paid Like A Part
Astera Labs is evolving from a point-product vendor to an AI fabric platform, driving higher content per accelerator and platform stickiness. I rate ALAB a buy with 15-20% upside, justified by rapid revenue inflection, a new product mix led by Scorpio, and expanding operating margins. ALAB's debt-free, cash-compounding model and 74% gross margins create a structural moat, reducing risk and enabling strategic flexibility.
Seeking Alpha8/18/2026Positive
Why Astera Labs, Inc. (ALAB) Might be Well Poised for a Surge
Astera Labs, Inc. (ALAB) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Zacks Investment Research8/17/2026Positive
13F Season: Where Wall Street's Smart Money is Betting
Quarterly 13F disclosures offer individual investors an irreplaceable window into the playbooks of market-moving institutions.
Zacks Investment Research8/17/2026Neutral
Top-Ranked ALAB & ANET Set to Thrive on AI-Cloud Networking Growth
ALAB and ANET are positioned to benefit from AI-cloud networking growth, with strong outlooks, estimate revisions and upside potential.
Zacks Investment Research8/17/2026Positive
Does Astera Labs, Inc. (ALAB) Have the Potential to Rally 30.45% as Wall Street Analysts Expect?
The mean of analysts' price targets for Astera Labs, Inc. (ALAB) points to a 30.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Zacks Investment Research8/14/2026Positive
Credo Targets AI's Memory Wall With Open Chiplet Interconnect Standard
CRDO is advancing open interconnect standards to tackle AI memory bottlenecks and enable more flexible, modular data-center architectures.
Zacks Investment Research8/13/2026Neutral
Astera Labs: The AI Fabric Inflection Is Arriving Faster Than Expected
Astera Labs is recommended as a Buy with a $370 price target, reflecting 19% upside driven by its shift to integrated rack-level connectivity solutions. Scorpio, Astera's new high-radix fabric switch, is expected to become its largest revenue source, driving ASP growth and enabling cross-selling across its expanding product portfolio. ALAB's moat is built on quality, interoperability, and software control, positioning it to benefit from AI infrastructure's growing connectivity demands regardless of which accelerator platform prevails.
Seeking Alpha8/12/2026Positive
ALAB Benefits From PCIe Demand: Can It Stay Ahead of Its Competitors?
Astera Labs' record growth, PCIe 6 strength, and expanding connectivity portfolio are likely to help the company stay ahead of MRVL and CRDO.
Zacks Investment Research8/12/2026Positive
Are Computer and Technology Stocks Lagging ASE Technology (ASX) This Year?
Here is how ASE Technology Hldg (ASX) and Astera Labs, Inc. (ALAB) have performed compared to their sector so far this year.
Zacks Investment Research8/12/2026Negative
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Data last updated: 8/18/2026