US · Technology · Semiconductors
EPS came in at 0.49 against a street estimate of 0.42 — a beat of 16.7%.
Analysts rate Astera Labs, Inc. a buy (16 buy, 1 hold, 0 sell out of 17) with an average price target of $389.95.
CONFIDENT Record $392.4M revenue (+104% YoY, +27% QoQ) driven by Scorpio X ramping to volume production and PCIe 6 dominance. Expects Scorpio to become largest product line in Q3. Guiding Q3 revenue $540–560M (+40% QoQ), well above street. Q2 FY26 China market opportunity exists on open protocols (PCIe, Ethernet, UALink) but expected to remain single-digit % of revenue; rest of world growing faster. Analysts pressed breadth of Scorpio X customer traction, Aries sustainability, and optical/copper product strategy. Management confirmed >10 engaged Scorpio X customers (multiple in preproduction), attributed Aries strength to multi-generational cycles, and clarified optical as cross-rack scale-up (NPO/CPO 2027–2028), not near-term Taurus threat. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 14.72% |
| BlackRock Inc | 6.60% |
| Vanguard Portfolio Management, LLC | 4.21% |
| Vanguard Capital Management, LLC | 3.65% |
| State Street Corp | 1.92% |
| Fred Alger Management, LLC | 1.48% |
| AllianceBernstein L.P. | 1.45% |
| Geode Capital Management, LLC | 1.45% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 ASTERA LABS, INC. - FORM 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Revenue (Q2 2026): $392.4 million (up 104% from Q2 2025: $191.9 million) • Revenu | 2026-08-05 |
| Results announced · Q3 2026 ASTERA LABS Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $392.4 million, up 27% sequentially (Q1: $308.4 million) and up 104% year- | 2026-08-04 |
| Shareholder vote results · Q2 2026 ASTERA LABS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Stockholders Meeting held June 4, 2026 • 171,281,952 total shares entitled to vote • | 2026-06-08 |
| Quarterly report · Q1 2026 ASTERA LABS, INC. – Q1 2026 (10-Q) SUMMARY HEADLINE NUMBERS • Revenue: $308.4 million in Q1 2026 vs. $159.4 million in Q1 2025 (93% increase year-ov | 2026-05-06 |
| Results announced · Q2 2026 ASTERA LABS Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Revenue $308.4 million, up 14% quarter-over-quarter and 93% year-over-year • GAAP n | 2026-05-05 |
| Proxy statement · Q2 2026 ASTERA LABS, INC. – PROXY STATEMENT SUMMARY --- CEO COMPENSATION & CHANGE • Jitendra Mohan, Co-Founder and CEO, is the named executive officer subj | 2026-04-23 |
| Annual report FY2025 ASTERA LABS, INC. - 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market Capitalization: $13.2 billion (as of June 30, 2025, based on closing | 2026-02-20 |
| Board / officer change · Q1 2026 ASTERA LABS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • CFO transition: Michael Tate retiring effective March 2, 2026; Desmond Lynch appointed as re | 2026-02-10 |
Readable in the app.
| Announcement | Date |
|---|---|
| Amazon warrant agreement for up to $6.5 billion in product purchases Astera Labs entered into a warrant agreement with Amazon on February 5, 2026, giving Amazon the right to purchase up to 3.26 million shares of Astera Labs stock at $142.82 per share. This wa | 2026-02-10 |
| Entered into definitive agreement to acquire aiXscale Photonics GmbH On October 22, 2025, Astera Labs, Inc. announced it has signed a definitive agreement to acquire aiXscale Photonics GmbH. This is a strategic acquisition, but the 8-K filing itself provides | 2025-10-22 |
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Google PlayApp StoreData updated 2026-09-18.