Astera Labs (ALAB) is scheduled to report first-quarter 2025 results on May 6.For the first quarter of 2025, the company expects revenues between $151 million and $155 million. The Zacks Consensus Estimate for first-quarter revenues is pegged at $153.34 million, indicating a year-over-year increase of 134.97%.For the first quarter of 2025, the company expects non-GAAP earnings between 28 cents and 29 cents per share. The consensus mark for earnings is pegged at 28 cents per share, unchanged in the past 30 d ...

So far, Astera Labs ( ALAB ) has been the true AI Networking star, scripting its own success story as the ‘new kid on the block’ to stand out in a highly competitive AI Connectivity market.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, ...

New gearbox solution broadens the industry’s most widely deployed PCIe offerings across multiple, diverse AI platforms with leading hyperscale and cloud customersSANTA CLARA, Calif., May 01, 2025 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a global leader in semiconductor-based connectivity solutions for AI and cloud infrastructure, today announced its purpose-built PCIe® 6 connectivity portfolio is ramping production to fast-track deployments of modern AI platforms at scale. Now featuring gearbox ...

With AI workloads and cloud infrastructure scaling rapidly in 2025, Astera Labs (ALAB) and Marvell Technology (MRVL) have emerged as key enablers of high-performance data connectivity. Both companies are delivering advanced semiconductor solutions designed to overcome critical data, memory and network bottlenecks in hyperscale environments. Two-Month Price Comparison Image Source: Zacks Investment Research Astera Labs, a newer entrant, delivers a purpose-built platform for AI infrastructure that integrates ...

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

SANTA CLARA, Calif., April 10, 2025 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a global leader in semiconductor-based connectivity solutions for AI and cloud infrastructure, today announced that it will release its financial results for the first quarter 2025 after the close of market on Tuesday, May 6, 2025. Astera Labs will host a corresponding conference call at 1:30 p.m. Pacific Time, 4:30 p.m. Eastern Time. Conference Call Details Date:May 6, 2025 Time:1:30 pm PT / 4:30 pm ET Hosts:Jitendr ...

Astera Labs (ALAB) , despite an impressive performance following its initial public offering (IPO) exactly a year ago, is currently experiencing a rough patch. This Santa Clara-based semiconductor firm posted a stellar fourth-quarter 2024 report, with adjusted earnings up 61% and revenues surging 179% year over year. Yet, despite exceeding Wall Street's estimates and providing a bullish first-quarter guidance, Astera Labs failed to gain investors’ confidence. Slightly lower-than-expected gross margins and c ...

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

文章核心观点 - 公司股票当前被高估，面临竞争压力，但产品有需求且发布了积极的一季度指引 [1][16][13] 公司估值情况 - 公司价值得分F表明股票被高估 [1] - 公司远期12个月市销率为15.59倍，高于行业的7.09倍 [1] - 与同行博通、Credo Technology和Nova相比，公司估值更贵 [4] 股价表现 - 年初至今公司股价暴跌48.3%，表现逊于Zacks计算机与科技板块和电子 - 半导体行业 [5] 产品需求 - 公司Aries PCIe Retimer和Taurus以太网智能电缆模块产品因AI连接需求强劲 [8] - 公司AI平台产品需求增加，带来设计订单和销售增长 [8] 产品发布 - 公司为NVIDIA MGX平台推出Scorpio智能织物交换机，可提升平台集成度 [9] 合作情况 - 公司与NVIDIA、AMD等顶级芯片制造商合作，影响AI行业发展 [11] 一季度指引 - 公司预计2025年第一季度营收在1.51亿至1.55亿美元之间 [13] - 非GAAP每股收益预计在28至29美分之间 [14] 盈利预期 - Zacks对2025年第一季度营收的共识预期为1.5334亿美元，同比增长134.97% [15] - Zacks对2025年第一季度每股收益的共识预期为28美分，同比增长180% [15] 竞争压力 - 公司面临来自博通等行业参与者的激烈竞争，博通扩大了PCIe Gen 6产品组合 [16] 投资建议 - 公司目前Zacks排名为3（持有），建议等待更有利的切入点积累股票 [20]

文章核心观点 Astera Labs宣布其用于PCIe 6-ready NVIDIA Blackwell-based MGX™平台的Scorpio Smart Fabric Switches将通过模块化设计提供领先性能，还可助力客户进行内部测试，该平台集成带来诸多好处并将在NVIDIA GTC 2025展示 [1][2][7] 产品信息 - Astera Labs推出用于PCIe 6-ready NVIDIA Blackwell-based MGX™平台的Scorpio Smart Fabric Switches，通过模块化设计在不同NVIDIA MGX配置中实现扩展并提供领先性能 [1] - 公司提供加速测试和互操作开发套件，助力客户进行内部测试，套件包含白皮书、参考设计等 [1] 各方观点 - Astera Labs副总裁表示Scorpio P-Series Fabric Switch专为AI服务器打造，与NVIDIA Blackwell-based MGX平台无缝集成，加速产品上市时间并为下一代AI系统提供卓越性能 [2] - Moor Insights & Strategy创始人认为Astera Labs的Scorpio Smart Fabric Switches在模块化连接方面处于领先地位，可满足超大规模企业对定制系统的快速部署需求 [2] - NVIDIA硬件工程副总裁称Astera Labs的PCIe 6-ready Scorpio P-Series与NVIDIA Blackwell-based MGX平台集成，加速下一代AI系统部署并提高效率 [4] - 纬创企业与网络业务集团总裁表示纬创与Astera Labs合作，基于Scorpio P-Series优化NVIDIA MGX平台设计，满足AI基础设施特定需求 [4] 平台优势 - Astera Labs的COSMOS rack-scale管理软件在将NVIDIA MGX平台扩展到机架级解决方案时，提供数据中心可观测性、遥测和诊断功能，结合Scorpio Smart Fabric Switches和Aries Smart DSP Retimers可实现数据链路可见性、增强安全性和舰队管理能力 [3] - 集成带来优化数据摄取、提高GPU利用率、强大互操作性、经验证的PCIe 6性能、更快上市时间和更低开发成本、提高能源效率、未来可无缝过渡到PCIe 6数据速率等好处 [5] 其他信息 - Astera Labs为关键客户和合作伙伴提供NVIDIA MGX平台的加速测试和互操作开发套件 [6] - Astera Labs将在NVIDIA GTC 2025展示PCIe 6-ready NVIDIA MGX平台及强大的NVIDIA Blackwell互操作性，可与专家会面了解其解决方案 [7] 公司介绍 - Astera Labs是AI和云基础设施专用连接解决方案的全球领导者，其智能连接平台集成多种半导体解决方案和COSMOS软件套件，提供可扩展和可定制的软件定义架构 [9]