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Compute Stack AI Platforms Power Buildout Robotics
ALAB Compute / Networking

Astera Labs

Rack-scale AI connectivity

Detail page

Astera helps solve rack-scale bottlenecks around PCIe, CXL, fabric connectivity, and memory movement.

Price $116.04
1D change -8.02%
Market cap $19.75B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric ALAB
Price $116.04
1D Change -8.02%
Market Cap $19.75B
Enterprise Value $18.59B
Trailing P/E 95.1
Forward P/E 32.9
Price / Sales 23.2
EV / Revenue 21.8
Revenue Growth 91.8%
Earnings Growth 83.6%
Gross Margin 75.7%
Operating Margin 24.7%
Net Margin 25.7%
ROE 18.8%
Free Cash Flow $206.8M
FCF Margin 24.3%
Debt / Equity 2.27x
Current Ratio 0.10x
Dividend Yield —
Next Earnings May 05, 2026
Quarterly Revenue $270.6M
Revenue QoQ +17.4%
Quarterly Net Income $45.0M
Net Income QoQ -50.6%

ALAB thesis lens

Rack-scale AI connectivity

Why it could benefit

  • Astera helps solve rack-scale bottlenecks around PCIe, CXL, fabric connectivity, and memory movement.
  • As AI systems move from single boxes to tightly linked racks, connectivity and orchestration become more valuable.
  • It is one of the cleanest public ways to own the plumbing inside modern AI servers and racks.

Moat / edge

  • Focused product portfolio aimed at specific AI system bottlenecks.
  • Strong alignment with next-generation rack and accelerator architectures.
  • Technical positioning in a market where performance and validation matter a lot.

What to watch

  • Design-win conversion into production revenue.
  • Customer concentration and platform transitions.
  • Adoption of CXL and other rack-scale standards.

Key risks

  • A younger company can see sharper swings as programs ramp.
  • If key customer platforms slip, near-term growth can look worse quickly.