
Astera Labs' record growth, PCIe 6 strength, and expanding connectivity portfolio are likely to help the company stay ahead of MRVL and CRDO.
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Astera Labs' record growth, PCIe 6 strength, and expanding connectivity portfolio are likely to help the company stay ahead of MRVL and CRDO.

Revenue doubled year-over-year as Scorpio X-Series enters volume production.
Marvell Technology's expanded NVIDIA alliance and $2B investment can strengthen its AI infrastructure role and help it challenge AVGO and ALAB.
ALAB stock dips after Q2 earnings, but strong AI connectivity demand and upbeat Q3 guidance could shape whether the stock remains worth holding.
Astera Labs stock has delivered a strong 86.3% return over the past year, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market based multiples currently point to the shares trading at a premium rather than on sale. Astera Labs is up 86.3% over the past year, which puts extra focus on whether recent gains already reflect investors’ expectations. Recent excitement around AI infrastructure products and expansion of operations may support high growth expectations. However,...
Amazon and Microsoft are burning through roughly $100 billion a quarter on AI infrastructure, and two companies sit directly in that cash flow's path. One just tripled its free cash flow and rallied hard. The other beat on every line and still dropped 12 percent.
Two companies collecting a quiet tax on every AI rack ever built just reported blowout quarters, and they do it through completely opposite strategies. Knowing which one fits your portfolio could matter more than chasing the headline names everyone else already owns.
Astera Labs stock spiked 12.7% on Tuesday after the company surpassed Wall Street's targets in its latest earnings announcement. Investors could buy Astera Labs at the current price or use options to potentially buy shares of the semiconductor company for a discount. Astera Labs is a fabless semiconductor company that designs high-speed connectivity solutions for data centers and AI infrastructure.
MCHP's Micron alliance combines PCIe Gen 6 switches and SSDs to boost AI data-center reach and challenge Broadcom and Astera Labs.
Nvidia stock was seeing solid gains on Wednesday, though you wouldn't guess it by taking a look at major index moves. The AI chip maker was up 4.3% and was the only Magnificent Seven name in the green on Wednesday afternoon.
Astera Labs posts record Q2 revenues and sees accelerating momentum in Q3 as Scorpio X-Series switch ramp enters volume production.
Amazon’s AI spending is settling a debate between the bulls and the bears. Amazon Web Services (AWS) CEO Matt Garman spent Monday on Bloomberg Technology arguing that AWS’s growth is only getting started. He then went to X and quantified it in a way that undercuts every bear case that AI demand is topping out. ... Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028.
Astera Labs Inc (ALAB) posts record Q2 revenue of $392.4 million, with Scorpio-X expected to surpass Scorpio-P in Q3 and become the largest product family.
Astera Labs recently reported record second-quarter 2026 revenue and strong guidance for the third quarter, highlighting accelerating demand for its AI infrastructure connectivity portfolio and the volume-production ramp of its Scorpio X-Series fabric switches. Alongside these results, the company expanded its Taiwan operations and Cloud-Scale Interop Lab, signalling a deeper push into the broader semiconductor ecosystem and closer collaboration with major AI platform providers. Next, we’ll...
Astera Labs (NASDAQ:ALAB) reported record second-quarter revenue and projected a sharp sequential increase for the third quarter, citing accelerating demand for its AI infrastructure connectivity products and the volume-production ramp of its Scorpio X-Series fabric switches. Revenue for the second
Astera Labs smashed analyst estimates for the second quarter and with its guidance for the current period. But ALAB stock fell late.
Marvell Technology's premium valuation reflects strong AI-driven growth, but competition and margin pressure raise the question of whether the stock is still a hold.
Astera Labs (ALAB) and GlobalFoundries (GFS) remain well positioned for artificial intelligence infr
Jim Cramer just told investors to buy a stock he once thought was too expensive. During the July 29 "Lightning Round" on CNBC's "Mad Money," a caller asked about Astera Labs (ALAB), and Cramer did not hesitate to comment. He said the fundamentals had not changed and that the recent drop came ...
Astera Labs Q2 earnings are likely to gain from strong AI connectivity momentum, but margin pressure, rich valuation, and rising competition could keep investors cautious.
AMD stock keeps its latest pullback contained compared with many other chip stocks as its second-quarter earnings report looms large.
Astera Labs (ALAB) has been in focus after reporting 115% revenue growth alongside profitability, while the broader semiconductor sector experienced a pullback and chip stocks saw renewed pressure in global markets. See our latest analysis for Astera Labs. Despite the strong business update, Astera Labs’ recent momentum has cooled, with the share price down 24.53% over the past week and 45.23% over the past month. However, the 1-year total shareholder return of 93.79% and 39.08% year to date...
In the closing of the recent trading day, Astera Labs, Inc. (ALAB) stood at $249.74, denoting a -4.03% move from the preceding trading day.
CRDO, AVGO, MRVL and ALAB are riding booming AI data center networking demand as faster Ethernet, optics and interconnect technologies fuel growth.
Astera Labs, Inc. (ALAB) concluded the recent trading session at $326.97, signifying a -1.19% move from its prior day's close.
Astera Labs has posted eight straight quarters of growth while AMD's revenue has stalled, narrowing a once-massive gap.
AI data center networking demand is surging as AI clusters grow. See why Marvell, Broadcom, Credo and Astera Labs are stocks to watch in August.
Astera Labs has delivered a very strong 1 year share price return, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market based valuation checks currently point to the stock trading at a premium rather than on sale. Over the past year, Astera Labs is up 176.9%, which puts recent weakness into context and raises the question of how much optimism is already reflected in the price. Optimism around Astera Labs' role in AI focused connectivity can support rich expectations,...
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