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Astera Labs: Stunning Q2 Results, But Hold Your Horses (Downgrade)
Seeking Alpha· 2025-08-06 17:09
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. ...
Astera Labs Q2 Earnings Beat Estimates, Revenues Rise Y/Y
ZACKS· 2025-08-06 14:51
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 ...
Q2财报结果超预期 Astera Labs(ALAB.US)涨超30%
Zhi Tong Cai Jing· 2025-08-06 14:48
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。 ...
美股异动 | Q2财报结果超预期 Astera Labs(ALAB.US)涨超30%
智通财经网· 2025-08-06 14:45
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。 ...
This Nvidia rival is up over 20% today, time to buy?
Finbold· 2025-08-06 13:05
Core Insights - Astera Labs (NASDAQ: ALAB) stock surged 20.18% in premarket trading, reaching $162.89 after reporting strong Q2 earnings that exceeded market expectations [1][3]. Financial Performance - The company reported record quarterly revenue of $191.9 million for Q2 2025, reflecting a 150% year-over-year increase and a 20% quarter-over-quarter rise [3]. - Non-GAAP diluted earnings per share were $0.44, significantly above the forecasted $0.11, with net income of $51.2 million compared to a net loss of $7.5 million in the same period last year [3][4]. Growth Drivers - CEO Jitendra Mohan attributed the strong performance to the ramping of the PCIe 6 product portfolio for customized AI systems, new design wins for Scorpio Fabric Switches, and robust demand for the signal conditioning portfolio [4]. - Evercore ISI highlighted three key growth drivers: the Scorpio P Series ramp exceeding expectations, the potential increase in content per accelerator with the X Series addition, and strong customer interest across various production stages [5][6]. Market Outlook - Evercore ISI raised its price target for Astera Labs to $215 from $104, indicating confidence in the company's performance within the AI product cycle [5]. - The firm projects a 72% growth in cloud capital expenditure in 2025, positioning Astera Labs to exceed expectations over the next one to two years [7]. - Analyst data from TipRanks shows Astera Labs as a Strong Buy with 12 Buy ratings, 2 Hold ratings, and no Sell ratings [7]. Price Targets - The average 12-month price target for Astera Labs is $116.58, indicating a -28.44% downside from the current price, with targets ranging from $75.00 to $200.00 [8].
Astera Labs, Inc. (ALAB) Tops Q2 Earnings and Revenue Estimates
ZACKS· 2025-08-05 22:56
Core Viewpoint - Astera Labs, Inc. reported quarterly earnings of $0.44 per share, exceeding the Zacks Consensus Estimate of $0.33 per share, and showing significant growth from $0.13 per share a year ago, indicating a strong performance in the recent quarter [1][2]. Financial Performance - The company achieved revenues of $191.93 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 11.12%, and showing a substantial increase from $76.85 million in the same quarter last year [2]. - Over the last four quarters, Astera Labs has consistently exceeded consensus EPS estimates [2]. Stock Performance - Since the beginning of the year, Astera Labs shares have increased by approximately 4.1%, while the S&P 500 has gained 7.6%, indicating underperformance relative to the broader market [3]. - The current Zacks Rank for Astera Labs is 3 (Hold), suggesting that the stock is expected to perform in line with the market in the near future [6]. Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.34 on revenues of $181.02 million, and for the current fiscal year, it is $1.35 on revenues of $702.43 million [7]. - The outlook for the Internet - Software industry, where Astera Labs operates, is currently in the top 32% of over 250 Zacks industries, which may positively influence the stock's performance [8].
Astera Labs, Inc.(ALAB) - 2025 Q2 - Quarterly Report
2025-08-05 21:41
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __ to __ Commission file number 001-41979 Astera Labs, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdicti ...
Astera Labs, Inc.(ALAB) - 2025 Q2 - Earnings Call Transcript
2025-08-05 21:32
Astera Labs (ALAB) Q2 2025 Earnings Call August 05, 2025 04:30 PM ET Company ParticipantsLeslie Green - Investor RelationsJitendra Mohan - Co-Founder, CEO & Executive DirectorSanjay Gajendra - Co-Founder, President, COO & DirectorMike Tate - CFOHarlan Sur - Executive Director - Equity ResearchRoss Seymore - Managing DirectorBlayne Curtis - Managing DirectorQuinn Bolton - MD - Equity ResearchJoseph Moore - Managing DirectorThomas O'Malley - Director - Equity ResearchConference Call ParticipantsTore Svanberg ...
Astera Labs, Inc.(ALAB) - 2025 Q2 - Earnings Call Transcript
2025-08-05 21:30
Astera Labs (ALAB) Q2 2025 Earnings Call August 05, 2025 04:30 PM ET Speaker0Good afternoon. My name is Rebecca, and I will be your conference operator today. At this time, I would like to welcome everyone to the Astera Labs Second Quarter Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After management remarks, there will be a question and answer session.Thank you. I will now turn the call over to Leslie Green, Investor Relations for Astera Labs. Leslie, you ma ...
Astera Labs, Inc.(ALAB) - 2025 Q2 - Quarterly Results
2025-08-05 20:08
Exhibit 99.1 IR CONTACT: Leslie Green leslie.green@asteralabs.com Astera Labs Announces Financial Results for the Second Quarter of Fiscal Year 2025 SAN JOSE, CA, U.S. – August 5, 2025 – Astera Labs, Inc. (Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced preliminary financial results for the second quarter of fiscal year 2025, ended June 30, 2025. "Astera Labs delivered strong financial results in Q2 with sequential revenue growth of 20 ...