Core Viewpoint - Astera Labs is expanding its role in the NVLink ecosystem by collaborating with large-scale customers to support NVLink connections in complex XPU and GPU deployments, which enhances its addressable market [1] Group 1: Company Developments - Astera Labs announced its collaboration with large-scale customers to support NVLink connections, indicating a more active role in the ecosystem [1] - Morgan Stanley analyst Joseph Moore reiterated an "Overweight" rating for Astera Labs with a target price of $210, highlighting the announcement as a positive incremental factor for the company [1] - Stifel also maintained a "Buy" rating for Astera Labs with a target price of $200, reflecting confidence in the company's growth prospects [1]
大摩重申对Astera Labs“增持”评级，看好其NVLink战略
Ge Long Hui A P P·2025-12-03 13:10