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
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)