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ALALAB

Astera Labs, Inc. Common Stock

Strong FundamentalsStrong FundamentalsRevenue growing 93% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (619/wk), no spike
$ALAB·$52B·Semiconductors·Technology
$303.25+3.3%YTD+76.6%1Y+20.4%
Price updated 14h ago·X counts updated 6d ago
ALALAB
$ALABAstera Labs, Inc. Common Stock
$303.25+3.30%619 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ALAB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

619X posts · last 7 days
Sep 1Sep 13
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ALAB's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data11 posts analyzed · as of 2026-09-16

Astera Labs posters are stepping in on the dip after the S&P snub sent it 7% lower, calling it a mechanical drop with nothing changed at the company. The bull thread stresses the AI-connectivity/CXL setup with Marvell as the next two quarters' proof point, and screens flag $ALAB's Bastion growth score at 99 with >20% FCF margins. One technician stays out until it reclaims the 21 and 50 EMAs.

Read what X is saying about $ALAB

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ALAB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-19

Catching its breath after a run — could pick back up or fade from here.

Astera Labs is growing 93% on AI connectivity — but director ALBA just printed a $51M single-day sale into the S&P-snub weakness.

Astera Labs makes the AI-connectivity silicon that ties GPUs and CPUs together at data-center scale — the CXL and PCIe controllers that hyperscalers need to actually build the AI clusters everyone else is talking about.

  • Revenue grew 93% YoY last quarter to $308M with 20% operating margin and 76% gross margin — this is a high-quality AI-infrastructure name, and the last four EPS prints beat by 12-26% consistently.
  • The S&P inclusion snub sent the stock 7% lower for mechanical rather than fundamental reasons — Bastion growth score at 99 with >20% FCF margins says the operating story is intact; the drop is index-rebalancing tape, not real deterioration.
  • Director ALBA's $51.3M single-day sale on 9/3 plus director Dyckerhoff's $3.4M on the same day is the tell that changes the read — that's ~$55M of insider distribution in a single day, and it's the biggest cluster of the year on this ticker.

Nov 3 Q3 earnings and Marvell's competitive commentary on CXL carry the near-term tape — another 90%+ revenue print with clean design-win momentum reloads the trade toward $335+; another director-cluster sale into a soft print is where a 54x sales multiple compresses fast.

Agrees with X sentimentAgrees with the bullish X read on the S&P snub as a mechanical drop with fundamentals intact — Bastion score 99, >20% FCF margins, and the CXL/PCIe roadmap are structurally correct. The technician staying out until the 21 and 50 EMAs reclaim lines up with the ALBA + Dyckerhoff $55M single-day insider distribution — a level-based re-entry into that setup is the disciplined move.

What to watch: Nov 3 Q3 earnings plus Marvell's competitive CXL commentary — a 90%+ revenue print with clean design-win momentum reloads toward $335+; a director-cluster sale continuing into a soft print or Marvell share-take announcement compresses the 54x sales multiple fast.

On the calendar: 2026-11-03 — Q3 earnings

Read the AI verdict on $ALAB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs PCIe, CXL, and Ethernet semiconductor retimers and switches enabling high-bandwidth connectivity inside AI data center racks.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $ALAB.

Semiconductors · Technology

Hyperscaler AI capex drives the cycle — Blackwell GPU allocation constrained, HBM3e pricing firm. AVGO custom ASIC wins confirm AI demand broadening beyond NVDA. An Anthropic/OpenAI-led push to slow AI growth introduces regulatory tail risk but has not yet slowed near-term capex commitments.

What this means for $ALAB

Direct beneficiary — PCIe 5/6 retimers and CXL memory expansion switches enabling high-bandwidth AI rack connectivity are Astera Labs' core products; hyperscaler AI infrastructure is the primary demand driver.

Top industry ETF

$SMHVanEck Semiconductor ETF
+51.9%YTD
+80.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
202.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
14.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
22.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
54.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
20.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
76.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.80$0.69+15.8%
Q1 2026May 5, 2026$0.61$0.54+13.6%
Q4 2025Feb 10, 2026$0.58$0.52+12.4%
Q3 2025Nov 4, 2025$0.49$0.39+25.7%
Next earningsTue, Nov 3·consensus EPS $1.19

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$308.4M+93.4%76.3%20.1%$0.47$67.0M
Q4 FY25$270.6M+91.8%75.6%24.7%$0.27$76.6M
Q3 FY25$230.6M+103.9%76.2%24.0%$0.54$65.9M
Q2 FY25$191.9M+149.7%75.8%20.7%$0.31$133.3M

Forward consensus

5-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.9B$1.9B – $1.9B$3.99$3.91 – $4.1016
FY27$3.1B$3.0B – $3.4B$6.49$6.07 – $7.2918
FY28$4.0B$2.9B – $5.2B$8.26$6.06 – $11.0419
FY29$6.2B$5.3B – $7.3B$14.19$11.34 – $17.309
FY30$4.1B$3.4B – $4.7B$8.65$6.91 – $10.5415

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.51%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+31.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 140.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.785-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 2Stefan A DyckerhoffDirector12.5K sh$3.4MSellSep 1Manuel AlbaDirector183.0K sh$51.3MSellAug 17Sanjay GajendraCOO66.4K sh$22.7MSellAug 17Philip MazzaraGeneral Counsel and Secretary6.8K sh$2.3MSellAug 17Jitendra MohanCEO66.4K sh$22.7MSellAug 6Stefan A DyckerhoffDirector12.5K sh$3.9MSellJul 1Manuel AlbaDirector41.5K sh$18.6MSellJul 1Stefan A DyckerhoffDirector12.5K sh$5.6MSellJun 24Bethany MayerDirector686 sh$271KSellJun 4Jack R LazarDirector10.0K sh$3.6M
1–10 of 19
+ 8 other (7 awards · 1 gift) in window

See when $ALAB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 88-K — Item 5.07: Shareholder vote
AI summary

Astera Labs, Inc. (ALAB) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

+ 11 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Astera Labs vs. Arm: Which AI-Driven Tech Stock Is a Better Buy in 2026?fool.com·23h agoBreakfast News: Week in Reviewfool.com·1d agoALAB Broadens Leo Portfolio: Can It Stay Ahead of MRVL & CRDO?zacks.com·3d ago3 AI Infrastructure Stocks Institutions Love but Most Retail Investors Never Heard Of247wallst.com·3d agoAstera Labs vs. KLA: Which Semiconductor Stock Has More Upside?zacks.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAdvanced Packaging & AI Interconnect

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Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

No standout posts about $ALAB on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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