Key Takeaways ALAB shares surged 112.6% in a month, crushing sector and peer performance.Q2 revenues jumped 149.7% to $192M, driven by PCIe and Ethernet demand.Q3 revenue expectation of $203M-$210M reflects strong Aries, Taurus and Scorpio sales.Astera Labs (ALAB) shares have jumped 112.6% in the past month, significantly outperforming the broader Zacks Computer and Technology sector’s appreciation of 5.1%. Shares of this semiconductor company have outperformed close peers, including Credo Technology (CRDO) ...

公司业绩展望 - Astera Labs Inc (ALAB) 的盈利前景显著改善 成为投资者潜在优质选择 [1] - 分析师持续上调盈利预期 近期股价强势表现有望延续 [1] - 未来12个月Zacks共识EPS预估呈现明显上升趋势 [4] 季度与年度盈利预测 - 当前季度每股收益预估0 39美元 同比增长69 6% [6] - 过去30天内7次上调当前季度预估 共识预期累计提升75 67% [6] - 全年每股收益预估1 58美元 同比增幅达88 1% [7] - 全年共识预期过去一个月获7次上调 累计涨幅67 88% [7][8] 评级与市场表现 - 公司当前获Zacks Rank 1(强力买入)评级 [9] - Zacks Rank 1股票自2008年以来年均回报率达+25% [3] - 过去四周股价累计上涨107 9% 反映市场对盈利修正趋势的乐观预期 [10] 分析师共识 - 覆盖分析师对上调盈利预期存在高度共识 无负面修正 [6][7] - 盈利预测修正趋势与短期股价走势存在强相关性 [2]

Key Takeaways Marvell's AI-data center and optical interconnect growth fuel a strong revenue and earnings Astera Labs' PCIe 6.0 switches, AI partnerships, and R&D boost its data center connectivity YTD, ALAB shares rose 45.3% while MRVL fell 29.5%, with ALAB trading at a higher forward sales multiple.Marvell Technology (MRVL) and Astera Labs (ALAB) are two semiconductor giants that specialize in networking products and AI connectivity. While MRVL plays a key role in the custom silicon and data center connec ...

First-to-market 2X ETFs on Astera Labs and Datadog set to trade on TuesdayNEW YORK, Aug. 8, 2025 /PRNewswire/ -- Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, announced today that it expects to launch two first-to-market leveraged single-stock ETFs on Astera Labs Inc. (Nasdaq: ALAB) and Datadog Inc. (Nasdaq: DDOG) on Tuesday, August 12. This launch will grow Tradr's leveraged ETF lineup to 21 funds.The two new funds are: Tradr 2X Long DDOG Daily ETF (Cboe: DOG ...

Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...

业绩表现 - 公司9月季度收入1.92亿美元，环比增长20.4%，同比增长149.7%，超市场预期1.73亿美元 [6] - 毛利率达76.0%，环比提升116个基点，超市场预期197个基点 [6] - 非GAAP每股收益0.44美元，超市场预期0.32美元 [6] - 下季度收入指引中值2.065亿美元，环比增7.6%，同比增82.6%，超市场预期1.81亿美元 [7] 产品线进展 - Scorpio P Switch开始出货，Scorpio X产生预生产收入，10多家Switch客户处于接洽阶段 [3][9] - Aries retimer和Taurus主动线缆业务持续增长，交换机收入开始放量 [3] - 2026年Scorpio X预计进入量产 [9] 行业机遇 - 机柜内部互连市场为新兴数十亿美元级绿地机会，AI推理转向机柜级连接推动算力复杂度提升 [4] - 公司涉足NV Link Fusion、scale-up Ethernet、UALink等多个竞争标准，市场总量充足 [4] 财务预测调整 - 2025年收入增速预测从68%上调至96%，2026年从44%调整至34% [8] - 2025年毛利率预测从73.3%上调至74.7%，2026年从71.2%上调至71.5% [8] - 非GAAP EPS预测2025年从1.31美元上调至1.55美元，2026年从1.75美元上调至1.93美元 [8] 业务分部数据 - 2024年Aries Retimer收入3.485亿美元（同比+217.5%），2025年预计5.96亿美元（+71%） [11] - Taurus Ethernet Retimer 2024年收入3500万美元（同比+483.4%），2025年预计8130万美元（+132.2%） [11] - Scorpio PCIe Switch 2025年预计8380万美元，2026年预计1.859亿美元（+121.7%） [11] 估值与目标价 - 目标价从125美元上调至155美元，基于26倍市销率（原23倍）及上调后的销售预期 [10] - 公司为覆盖范围内增长最快企业，拥有多个未放量产品周期及AI关键技术地位 [10]

Key Takeaways ALAB reported Q2 earnings of 44 cents per share, beating estimates by 33.33%.Revenues jumped 149.7% year over year to $192M, driven by PCIe 6 and strong signal conditioning demand.ALAB expects Q3 revenues of $203M to $210M and EPS of 38 cents to 39 cents.Astera Labs (ALAB) reported second-quarter 2025 non-GAAP earnings of 44 cents per share, surpassing the Zacks Consensus Estimate by 33.33%. The company reported earnings of 13 cents per share.Net revenues surged 149.7% year over year to $192 b ...

展望第三季度，Astera Labs预计非GAAP摊薄每股收益将在0.38至0.39美元之间，营收将在2.03亿至2.10 亿美元之间。相比之下，FactSet调查的市场预期为每股收益0.34美元，营收1.895亿美元，公司同样给出 了明显高于市场的指引。 周三，Astera Labs(ALAB.US)股价走高，截至发稿，该股涨超30%，报176.1美元。消息面上，此前该公 司公布的第二季度财报表现远超市场预期。Astera Labs截至6月30日的第二财季非GAAP每股摊薄收益 为0.44美元，较去年同期的0.13美元大幅增长。该数据远超FactSet调查的分析师普遍预期0.32美元。 营收方面，公司本季度实现收入1.919亿美元，同比增长近150%，相比去年同期的7690万美元实现显著 跃升，也高于分析师预估的1.725亿美元。 ...

营收方面，公司本季度实现收入1.919亿美元，同比增长近150%，相比去年同期的7690万美元实现显著 跃升，也高于分析师预估的1.725亿美元。 展望第三季度，Astera Labs预计非GAAP摊薄每股收益将在0.38至0.39美元之间，营收将在2.03亿至2.10 亿美元之间。相比之下，FactSet调查的市场预期为每股收益0.34美元，营收1.895亿美元，公司同样给出 了明显高于市场的指引。 周三，Astera Labs(ALAB.US)股价走高，截至发稿，该股涨超30%，报176.1美元。消息面上，此前该公 司公布的第二季度财报表现远超市场预期。Astera Labs截至6月30日的第二财季非GAAP每股摊薄收益 为0.44美元，较去年同期的0.13美元大幅增长。该数据远超FactSet调查的分析师普遍预期0.32美元。 ...

Astera Labs (NASDAQ: ALAB) stock is up 20.18% in premarket trading on Wednesday, reaching $162.89 following the company’s impressive second-quarter earnings results that significantly exceeded market expectations.ALAB one day stock chart. Source: Google FinanceRecord quarterly performance The semiconductor connectivity solutions provider reported record quarterly revenue of $191.9 million for Q2 2025, marking a substantial 150% year-over-year increase and a 20% quarter-over-quarter rise. The company achieve ...