Hot Picks: AI infrastructure remains a key tech theme for 2026 [BNN Bloomberg (Canada)]
Astera Labs, Inc. (ALAB)
Company Research
Source: BNN Bloomberg
As the market matures, investors are increasingly weighing growth opportunities against valuation. BNN Bloomberg spoke with Francisco Bido, senior portfolio manager at F/m Investments, about why AI infrastructure remains a compelling theme for 2026 and beyond, and how diversification, earnings growth and pricing discipline are shaping his outlook. Key Takeaways AI infrastructure is expected to remain a major growth driver in 2026 as data centre and hyperscaler investment continues. Investors are increasingly looking beyond GPUs to networking and connectivity as critical components of AI systems. Valuation discipline is becoming more important as AI growth moderates from earlier breakneck levels. Diversification away from dominant market leaders is seen as a way to manage risk within AI investing. Companies with strong earnings growth and reasonable PEG ratios are viewed as well positioned for the next phase of AI expansion. Read the full transcript below: LINDSAY: Th
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News
- Astera Labs (NASDAQ:ALAB) was upgraded by analysts at Royal Bank Of Canada to a "moderate buy" rating.MarketBeat
- Astera Labs, Inc. (ALAB): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Astera Labs (NASDAQ:ALAB) was given a new $165.00 price target on by analysts at Barclays PLC.MarketBeat
- Astera Labs (NASDAQ:ALAB) Is Looking To Continue Growing Its Returns On Capital [Yahoo! Finance]Yahoo! Finance
- Astera Labs (NASDAQ:ALAB) is now covered by analysts at Royal Bank Of Canada. They set an "outperform" rating on the stock.MarketBeat
ALAB
Earnings
- 11/4/25 - Beat
ALAB
Sec Filings
- 1/6/26 - Form 4
- 1/2/26 - Form 144
- 12/3/25 - Form 4
- ALAB's page on the SEC website