Record quarterly revenue of $191.9 million, up 20% QoQ and 150% YoY, and record operating cash flow generation of $135.4 million Industry leading PCIe 6 connectivity portfolio ramping in volume on customized rack-scale AI systemsScorpio Fabric Switch design wins expand across multiple new customers and applications SAN JOSE, Calif., Aug. 05, 2025 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced prel ...

NVLink vs. UALink vs. NeuronLink vs. SUE vs. PCIe – How Large is Astera Labs (ALAB US) Switch Opportunity? AUG 05, 2025 ∙ PAID AYZ 9 1 Share I rst introduced Astera Labs, a U.S.-listed company specializing in PCIe retimer and switch chips (Astera Labs (ALAB US) – How Large is the GB200 Content Opportunity?), in an article last year. Recently, investor interest has surged in Astera Labs' upcoming custom Scorpio-X switch chip. Therefore, I will explain the company's growth potential surrounding the Scorpio-X ...

Key Takeaways ALAB expects Q2 revenues of $170M to $175M, up as much as 10% year over year.Growth driven by demand for Scorpio, Aries, and Taurus products across AI and custom ASIC platforms.Tariff uncertainty and competition from Broadcom and Credo remain key challenges for ALAB.Astera Labs (ALAB) is set to report its second-quarter 2025 results on Aug. 5.For the to-be-reported quarter, ALAB expects revenues between $170 million and $175 million, suggesting an increase between 7% and 10% year over year. Ea ...

Group 1 - China Biopharmaceutical (1177.HK) saw a rise of over 3% after announcing a successful licensing agreement with Merck for its PD-1/VEGF dual antibody, expecting a $300 million milestone payment soon [1] - CSPC Pharmaceutical Group (1093.HK) increased by over 5% following the announcement of an exclusive licensing agreement with Madrigal Pharmaceuticals for the global development of its GLP-1 receptor agonist SYH2086 [1] - Youzan (8083.HK) surged over 7% as it projected a revenue of approximately 709 to 719 million RMB for the first half of the year, a year-on-year increase of about 3.3% to 4.8%, and a net profit of 68 to 74 million RMB, marking a turnaround from a loss last year [1] Group 2 - Xingsheng International (6058.HK) rose nearly 18% after the bank announced its commitment to embrace technological transformation and explore stablecoins and AI initiatives [2] - New Oriental Education (9901.HK) fell nearly 4% after reporting a 9.4% year-on-year increase in net revenue to $1.243 billion for the fourth quarter of fiscal year 2025, but a 73.7% drop in net profit [2] - Kingdee International (0268.HK) saw a rise of over 7% as it announced a board meeting to review its interim results and potential dividend distribution [2] Group 3 - Macau gaming stocks rose, with MGM China (2282.HK) up over 4% after Macquarie raised its forecast for Macau's total gaming revenue for 2025 by 5% to 235.7 billion RMB, indicating a year-on-year growth of 4% [3] - Gold stocks in Hong Kong continued to decline, with Tongguan Gold (0340.HK) dropping over 9% for six consecutive days, as spot gold prices fell below $3,270 per ounce [4] - Kangfang Biopharma (9926.HK) rose nearly 5% after announcing the completion of the first patient dosing in a pivotal clinical trial for its PD-1/VEGF dual-specific antibody [4] Group 4 - Weishi Jiajie (0856.HK) increased by over 3% as a report indicated that its Southeast Asia business is expected to see a significant revenue increase of 74% in 2024, with net profit contributing about 51% [5] Group 5 - Meta (META.US) exceeded revenue expectations and provided strong guidance for the current quarter, leading to an after-hours increase of over 11% [6] - Microsoft (MSFT.US) reported an 18% year-on-year growth in revenue, driven by its cloud business, with Azure revenue up 34% for the full year, resulting in an after-hours increase of over 8% [6] - Wingstop (WING.US) surged by 26.85% after reporting adjusted earnings per share of $1.00 for the second quarter, exceeding analyst expectations [6] Group 6 - Several biopharmaceutical stocks surged, with Replimune (REPL.US) up 101.33% following news of regulatory changes at the FDA that may ease pressure on gene therapy and vaccine companies [7] - Marvell Technology (MRVL.US) rose 7.07% after announcing a partnership with Rebellions to provide AI systems for regional projects in Asia-Pacific and the Middle East [7] - Palo Alto Networks (PANW.US) fell 5.58% after agreeing to acquire CyberArk Software for approximately $25 billion [8]

Steven Cress is VP of Quantitative Strategy and Market Data at Seeking Alpha. Steve is also the creator of the platform’s quantitative stock rating system and many of the analytical tools on Seeking Alpha. His contributions form the cornerstone of the Seeking Alpha Quant Rating system, designed to interpret data for investors and offer insights on investment directions, thereby saving valuable time for users. He is also the Founder and Co-Manager of Alpha Picks, a systematic stock recommendation tool design ...

周三，Astera Labs(ALAB.US)股价走高，截至发稿，该股涨超8%，报128.33美元。摩根士丹利维持该 股"买入"评级，上调目标价至125美元。 ...

In the latest trading session, Astera Labs, Inc. (ALAB) closed at $118.41, marking a -4.55% move from the previous day. The stock trailed the S&P 500, which registered a daily loss of 0.3%. Elsewhere, the Dow lost 0.46%, while the tech-heavy Nasdaq lost 0.38%. The company's stock has climbed by 37.19% in the past month, exceeding the Computer and Technology sector's gain of 4.85% and the S&P 500's gain of 3.64%.The investment community will be paying close attention to the earnings performance of Astera Lab ...

The investment community will be paying close attention to the earnings performance of Astera Labs, Inc. in its upcoming release. The company is slated to reveal its earnings on August 5, 2025. It is anticipated that the company will report an EPS of $0.33, marking a 153.85% rise compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $172.71 million, showing a 124.74% escalation compared to the year-ago quarter. For the annual period, the Z ...

Astera Labs, Inc. (ALAB) shares ended the last trading session 19.3% higher at $121.89. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 9.7% gain over the past four weeks.Astera Labs is benefiting from strong demand for Aries and Taurus product families.ALAB expects accelerated shipments of Scorpio P-Series switches and Aries 6 retimers on a customized rack-scale AI platform based on market-leading GPUs to boost to ...

Core Insights - Credo Technology Group Holding Ltd. (CRDO) and Astera Labs, Inc (ALAB) are emerging players in high-speed connectivity solutions for AI and data center infrastructure, presenting an interesting comparison for investors [1] Group 1: CRDO Overview - CRDO's fiscal 2025 revenues increased by 126% year over year to $436.8 million, with fourth-quarter revenues surging 179.7% year over year to $170 million, indicating strong adoption of its connectivity solutions [2][9] - The company is gaining market presence in Ethernet and Active Electrical Cables (AECs), with AECs showing double-digit sequential growth in the fiscal fourth quarter [3] - CRDO's integrated approach, owning the entire stack of SerDes IP, Retimer ICs, and system-level design, enhances its innovation cycles and cost efficiency [3] - The optical business, particularly for Optical Digital Signal Processors (DSPs), is expected to drive the transition to 200 gig lane speeds, with CRDO's 3-nanometer 200-gig-per-lane optical DSP port speeds reaching up to 1.6 terabits per second [4] - Operating margin expanded by 2,500 basis points in fiscal 2025, showcasing the profitability of CRDO's business model [5] - For fiscal 2026, CRDO anticipates revenues to exceed $800 million, implying over 85% year-over-year growth [6] Group 2: ALAB Overview - Astera Labs reported a 144% year-over-year revenue growth in the last quarter, driven by its Aries and Taurus product lines [7][9] - The company is focusing on portfolio expansion with new products like Scorpio Fabric Switches and optical interconnects, which are expected to enhance its market position [10] - ALAB expects second-quarter 2025 revenues between $170 million and $175 million, reflecting a 7-10% quarter-over-quarter increase [11] - Increased R&D investment may impact margins if revenue growth does not keep pace, with operating expenses projected between $73 million and $75 million in the second quarter of 2025 [12] Group 3: Market Performance and Valuation - Over the past month, CRDO and ALAB have gained 13.2% and 41.8%, respectively [15] - CRDO is trading at a forward 12-month price/sales ratio of 19.30X, while ALAB's ratio is 24.64X [16] - Analysts have significantly revised estimates for CRDO's bottom line upward in the past 60 days, while ALAB has seen marginal upward revisions [20][21] Group 4: Investment Outlook - Both CRDO and ALAB are well-positioned to benefit from the growing AI-driven data center market [22] - CRDO currently holds a Zacks Rank 1 (Strong Buy), while ALAB has a Zacks Rank 3 (Hold), suggesting CRDO may be a better investment pick at this time [22]