Added to YB: 2026-02-16
Pitch date: 2026-02-13
ALAB [bullish]
Astera Labs, Inc.
+4.97%
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
$24.5B
Pitch Price
$126.34
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
Short note: ALAB FYQ4 2025 Earnings
ALAB (earnings: Q4 rev $270.6M +92% YoY, Q1 guide $286-297M. $6.5B Amazon follow-on warrant (2% qtr gross margin hit from Q2). Aries PCIe 6 +70% YoY, Taurus 400G drove >400% growth in 2025. Scorpio-P scale-out expanding to 2+ new hyperscalers by end-2026. Scorpio-X scale-up ramping H2. UALink & NVLink Fusion both ramp 2027 (AWS Trainium 4). Revenue/XPU similar for both, making ALAB agnostic to AWS architecture choice. Risk: success tied to UALink vs ESUN adoption. Optical scale-up opportunity 2028 could double TAM.
Read full article (4 min)