Zacks Investment Research·Sep 28, 2026
AI Investment Accelerates: Top Stocks to Buy Right NowHere, we have picked three AI stocks, NVDA, ALAB and DELL, which are well-poised to benefit from AI's growing use and ability to solve complex problems.
Astera Labs is experiencing explosive AI-driven revenue growth, with Q2 2026 revenue up 104.5% year-over-year to $392.4M and gross margins holding at 73.3%, indicating strong product demand and pricing power. However, the company's cash conversion is lagging, ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue surged 104.5% year-over-year to $392.4M in Q2 2026, with gross margin at 73.3% and operating margin expanding to 22.7%, reflecting strong operating leverage despite R&D spending at 34.6% of revenue.
Astera Labs is leading the transition to AI Infrastructure 2.0 with purpose-built silicon hardware and software solutions grounded in open standards.
The company doubled its revenue to $852.5 million in fiscal 2025, indicating robust financial performance and growth potential.
Astera specializes in designing high-speed connectivity solutions for data centers and AI, addressing a critical need in the industry.
Trailing total returns as of 10/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 4, 2026 | $0.80+15.8% vs $0.69 | $392M+8.7% vs $361M |
Q2 2026 May 5, 2026 | $0.61+13.6% vs $0.54 | $308M+5.5% vs $292M |
Q1 2026 Feb 10, 2026 | $0.58+12.4% vs $0.52 | $271M+8.4% vs $250M |
Q4 2025 Nov 4, 2025 | $0.49+25.7% vs $0.39 | $231M+11.7% vs $206M |
Here, we have picked three AI stocks, NVDA, ALAB and DELL, which are well-poised to benefit from AI's growing use and ability to solve complex problems.
In the closing of the recent trading day, Astera Labs, Inc. (ALAB) stood at $364.62, denoting a +1.14% move from the preceding trading day.
Astera Labs is growing rapidly as it provides critical connectivity solutions for high-performance AI infrastructure. Marvell Technology offers a more diversified portfolio with established dominance in data center silicon and networking connectivity.
Triple-digit growth, consecutive earnings beats, and a juicy technical setup back the bull case.
Benchmark ALAB against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Astera Labs, Inc. Common Stock (ALAB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $389.80 | $66.81B | 319.51 | 115.13% | 25.7% | 18.82% | — | |
| $287.01 | $251.08B | 93.49 | 42.09% | 27.93% | 16.22% | — | |
| $118.87 | $6B | 15.16 | 5.34% | 21% | 20.35% | — | |
| $350.67 | $26.75B | -480.37 | 32.58% | 20.7% | 17.09% | — | |
| $38.76 | $7.22B | -481.49 | 22.77% | 1.5% | 1.48% | — | |
| $84.06 | $4.27B | -171.55 | -11.11% | 3.23% | 0.87% | — |
Astera Labs, Inc. Common Stock (ALAB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Astera Labs, Inc. Common Stock (ALAB) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
Jun 8, 2026·SEC
May 5, 2026·SEC
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Astera Labs, Inc. Common Stock (ALAB) stock FAQ — growth, dividends, profitability & financials explained
Astera Labs, Inc. Common Stock (ALAB) reported $1.20B in revenue for fiscal year 2025. This represents a 1405% increase from $79.9M in 2022.
Astera Labs, Inc. Common Stock (ALAB) grew revenue by 115.1% over the past year. This is strong growth.
Yes, Astera Labs, Inc. Common Stock (ALAB) is profitable, generating $369.5M in net income for fiscal year 2025 (25.7% net margin).
Astera Labs, Inc. Common Stock (ALAB) has a return on equity (ROE) of 18.8%. This is reasonable for most industries.
Astera Labs, Inc. Common Stock (ALAB) generated $276.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
