Astera Labs: Why 2026 Could Be The Breakout Year [Seeking Alpha]
Astera Labs, Inc. (ALAB)
Company Research
Source: Seeking Alpha
The business is shifting from Aries retimers to Scorpio scale-up fabrics, materially increasing dollar content per rack and system lock-in. Scorpio X enters production late 2025, with a meaningful revenue ramp in 2026 and multi-generation architectural persistence. Valuation compresses rapidly if revenue scales from ~$830M in FY2025 to $1.18B in FY2026 and $2B+ by 2028. tiero/iStock via Getty Images The AI trade is moving into a more selective phase. The early rush to secure compute is fading, and the focus is shifting toward efficiency, optimization, and system design. In this environment, Astera Labs ( This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relatio
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ALAB
News
- Here's What You Need to Know About Astera Labs (ALAB) [Yahoo! Finance]Yahoo! Finance
- This Week In AI Chips - Navigating AI Integration Challenges and Enterprise Risk Management [Yahoo! Finance]Yahoo! Finance
- Astera Labs, Inc. (ALAB) Registers a Bigger Fall Than the Market: Important Facts to Note [Yahoo! Finance]Yahoo! Finance
- Astera Labs: Riding AI Sustains Growth Above Peers [Seeking Alpha]Seeking Alpha
- Astera Labs, Inc. (ALAB) Presents at Barclays 23rd Annual Global Technology Conference Transcript [Seeking Alpha]Seeking Alpha
ALAB
Earnings
- 11/4/25 - Beat
ALAB
Sec Filings
- 12/3/25 - Form 4
- 12/3/25 - Form 4
- 12/3/25 - Form 4
- ALAB's page on the SEC website