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Added to YB: 2026-02-13

Pitch date: 2026-02-11

ALAB [neutral]

Astera Labs, Inc.

-9.21%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

Astera Labs, Inc. designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.

Market Cap

$24.5B

Pitch Price

$146.08

Price Target

N/A

Dividend

N/A

EV/EBITDA

127.09

P/E

117.80

EV/Sales

27.34

Sector

Semiconductors and Semiconductor Equipment

Category

growth

Show full summary:
Astera Labs Q4 2025 Snapshot

ALAB (earnings): Q4 rev $270.6M (+92% YoY), Q1 guide $286-297M beats est. 76% gross margin, 25% op margin (+24.6ppts YoY), 28% FCF margin. Full-year $852.5M (+115%), $1.19B cash. Amazon warrant = $6.5B potential purchases thru 2033 but 2pt gross margin headwind from Q2'26. Down 10% on 31x EV/Sales, 76x fwd P/E as opex rising to $112-118M for hiring/expansion.

Read full article (2 min)