RBC Initiates Astera Labs (ALAB) at Outperform, Sees Retimer Growth and Scorpio Ramp Driving Upside [Yahoo! Finance]
Astera Labs, Inc. (ALAB)
Company Research
Source: Yahoo! Finance
On January 14, RBC Capital analyst Srini Pajjuri initiated coverage of the stock with an Outperform rating and a price target of $225. The analyst sees robust retimer growth and Scorpio-P switch ramp for ALAB, which they believe should support near-term strength. Astera Labs has underperformed in recent months amid concerns over next-generation scale-up networking standards and the potential for Google TPU progress affecting Astera's key customers, Nvidia and Amazon. Nevertheless, near term fundamentals remain strong on the back of core retimer growth and Scorpio-P switch ramps. The Scorpio-X scale-up switch remains on track for a 2026 ramp, which is a major multi-year opportunity even with lower Amazon Trainium volumes. “Longer term, we see room for multiple scale-up standards and won't rule out ALAB participating in Ethernet/ESU. We believe premium valuation is justified given 40% growth, $10–15B SAM, and 70%+ gross margins. Initiate at Outperform." Astera Labs, Inc. (NASDAQ
Show less
Read more
Impact Snapshot
Event Time:
ALAB
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
ALAB alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
ALAB alerts
High impacting Astera Labs, Inc. news events
Weekly update
A roundup of the hottest topics
ALAB
News
- Barclays Identifies Astera Labs (ALAB) as Top AI Integration Play for 2026 Expecting High-Quality Firms to Outperform [Yahoo! Finance]Yahoo! Finance
- ALAB Expands Portfolio on Acquisitions: What's Ahead for the Stock? [Yahoo! Finance]Yahoo! Finance
- Astera Labs rises as it expands portfolio roadmap [Seeking Alpha]Seeking Alpha
- Astera Labs (NASDAQ:ALAB) had its "hold (c-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- UPDATE -- Astera Labs Broadens Scorpio X-Series Smart Fabric Switch Roadmap to Address Expanding Scale-Up Market OpportunitiesGlobeNewswire
ALAB
Earnings
- 11/4/25 - Beat
ALAB
Sec Filings
- 1/26/26 - Form 3
- 1/21/26 - Form SCHEDULE
- 1/20/26 - Form 8-K
- ALAB's page on the SEC website