Added to YB: 2025-08-08
Pitch date: 2025-08-06
ALAB [neutral]
Astera Labs, Inc.
-17.91%
current return
Author Info
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Company Info
Astera Labs, Inc. designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.
Market Cap
$28.2B
Pitch Price
$175.00
Price Target
380.00 (+155%)
Dividend
N/A
EV/EBITDA
236.39
P/E
146.71
EV/Sales
37.50
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Astera Labs 2Q25 Earnings: Platform Ascent, From Socket to Strategic OS
ALAB (earnings update): Q2 rev +150% YoY to $192M, 76% GM, 39% op margin. Transforming from hardware vendor to platform w/ Scorpio-X fabric & COSMOS software. Bull case: 3x $ content per AI rack + recurring revenue. Catalysts: 2026 COSMOS licenses, Scorpio-X ≥15% rev share, UALink hyperscaler win. Bull PT $280-320, entry <$140 favorable.
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