Added to YB: 2025-08-12
Pitch date: 2025-08-09
ALAB [neutral]
Astera Labs, Inc.
-16.89%
current return
Author Info
No bio for this author
Company Info
Astera Labs, Inc. designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.
Market Cap
$28.2B
Pitch Price
$179.11
Price Target
N/A
Dividend
N/A
EV/EBITDA
236.39
P/E
146.71
EV/Sales
37.50
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Portrait Weekly Winners & Losers: $ALAB
ALAB (update - downgrade): Soared on Q2 beat - revenue $191.9M (+20% QoQ), EPS $0.44 vs $0.32. Scorpio switch ramp exceeded 10% rev. Q3 guide: $203-210M. AI 2.0 thesis validated via UALink leadership, NVLink Fusion collab. Bulls: multi-yr content growth, TAM expansion. Bears: Broadcom competition, retimer long-term risk, rich valuation after 300%+ run.
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