Added to YB: 2025-12-12
Pitch date: 2025-10-19
ALAB [bearish]
Astera Labs, Inc.
+3.97%
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
$155.01
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
N/A
Astera Labs, Inc. - $ALAB (short)
ALAB (short): Fabless semi at 42x LTM rev faces structural headwinds across 4 product lines over 6-24m. Aries retimers losing content as NVIDIA GB200 NVL72 eliminates need. Taurus AECs late entrant vs Credo using 3rd party IP. Leo CXL controllers niche w/o real market as memory industry focuses on HBM. Scorpio switches threatened by NVIDIA SuperNIC integration.
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