Astera Labs: Without A Software Moat, There Will Probably Be Price Wars In The Long Term [Seeking Alpha]
Astera Labs, Inc. (ALAB)
Company Research
Source: Seeking Alpha
ALAB's flexibility is evident in its participation with UALink, NVLink, and Ethernet, reducing ecosystem dominance risks and broadening its addressable market. Despite a premium P/S multiple, ALAB's high growth rate and strong gross margins justify a valuation above peers, with analyst revenue estimates reaching $1.3B by FY26. A solid balance sheet and forward-thinking acquisitions, like aiXscale Photonics, position ALAB to address future data center bandwidth and memory bottlenecks. Jonathan Kitchen/DigitalVision via Getty Images The Astera Labs Investment Thesis Astera Labs, Inc. ALAB ) is one of the companies currently benefiting from the 'connectivity bottleneck' in the data center sector. The company had a fantastic year and increased its sales This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of NVDA, AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses m
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ALAB
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