Added to YB: 2025-11-06
Pitch date: 2025-11-03
ALAB [bullish]
Astera Labs, Inc.
-20.79%
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
$181.37
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
Sustainable’s Substack | October ‘25 Portfolio Review - Purchase Decision: Astera Labs
ALAB added to position: Maker of multi network interconnects for high-speed data transfers in server racks. Overwhelming datacenter capex from hyperscalers suggests forward estimates too low. Added more on pullback below $150.
Read full article (1 min)