Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ALAB.MX
STRONG BUYASTERA LABS INC · Technology · United States · $52.4B · Avg Vol: $113K/d
COMPANY DESCRIPTION
Astera Labs Inc. designs and manufactures high-performance connectivity solutions, such as PCIe, CXL, and Ethernet semiconductor products, tailored for data centers and AI infrastructure. The company's Aries Smart Retimers and Leo CXL controllers address critical data bottlenecks in high-speed computing environments, establishing a strong market position. Astera Labs operates as a pure-play leader in AI connectivity, benefiting from deep integration with major hyperscalers and GPU manufacturers.
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 | — | 1.50 | — | — |
| 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.MX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ALAB.MX | ASTERA LABS INC(you) | $52.4B | 91 | STRONG BUY |
| 2408.TW | Nanya Technology Corporation | $43.7B | 92 | STRONG BUY |
| CRDO | Credo Technology Group Holding Ltd | $44.4B | 92 | STRONG BUY |
| MPWR.MX | Monolithic Power Systems, Inc. | $66.5B | 89 | STRONG BUY |
| NXPI | NXP Semiconductors N.V. | $69.9B | 87 | STRONG BUY |
| 2303.TW | United Microelectronics Corporation | $64.6B | 85 | STRONG BUY |
| 6723.T | Renesas Electronics Corporation | $53.9B | 76 | BUY |
| 688008.SS | Montage Technology Co., Ltd. | $47.1B | 77 | BUY |
| 603986.SS | GigaDevice Semiconductor Inc. | $79.6B | 73 | BUY |
| ON.MX | ON Semiconductor Corporation | $35.7B | 72 | BUY |
Peer medians: ROE 6.9% · P/E 33.0x · Gross margin 32.4%