Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ALAB
BUYAstera Labs, Inc. · Technology · United States · $50.0B · Avg Vol: $1.8B/d
COMPANY DESCRIPTION
Astera Labs, Inc. designs and develops purpose-built semiconductor connectivity solutions essential for advanced data-centric systems, particularly for cloud and artificial intelligence infrastructure. The company's competitive moat stems from its specialization in high-speed data connectivity components, such as PCIe retimers, establishing early market leadership in crucial emerging standards. Astera Labs is a pure-play innovator in data center connectivity, uniquely positioned to enable the next generation of high-bandwidth, low-latency computing for AI and cloud environments.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|
| Revenue | 79.9M | 115.8M | 396.3M | 852.5M | 120.2% | 1.0B | 1.5B | 81.7% |
| EPS | -0.45 | -0.17 | -0.64 | 1.32 | — | 1.51 | 2.16 | 63.8% |
| Shares | 152.5M | 152.5M | 162.0M | 170.2M | +11.6% | 171.4M | — | — |
| Debt | 1.6M | 2.2M | 1.3M | 4.1M | 37.4% | — | — | — |
| Equity | -85.3M | -97.7M | 964.8M | 1.4B | 41.3% | — | — | — |
| Op CF | -35.9M | -12.7M | 136.7M | 319.3M | 133.6% | 383.4M | — | — |
| Inv CF | -90.6M | -17.8M | -757.6M | -241.5M | — | — | — | — |
| Fin CF | 151.7M | -0.5M | 655.8M | 9.8M | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of ALAB are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ALAB | Astera Labs, Inc.(you) | $50.0B | 79 | BUY |
| MPWR | Monolithic Power Systems, Inc. | $65.5B | 77 | BUY |
| ON | ON Semiconductor Corporation | $33.8B | 70 | BUY |
| ADI | Analog Devices, Inc. | $181.1B | 79 | BUY |
| GFS | GLOBALFOUNDRIES Inc. | $29.4B | 63 | HOLD |
| MCHP | Microchip Technology Incorporated | $42.8B | 51 | HOLD |
| MRVL1.MX | Marvell Technology, Inc. | $231.7B | 80 | BUY |
| LSCC | Lattice Semiconductor Corporation | $17.6B | 66 | BUY |
| SMTC.MX | Semtech Corporation | $15.2B | 68 | BUY |
| TII.DE | Texas Instruments Incorporated | $274.5B | 80 | BUY |
Peer medians: ROE 7.5% · P/E 37.1x · Gross margin 53.1%