US · Technology · Semiconductors
EPS came in at 0.99 against a street estimate of 0.83 — a beat of 19.3%.
Analysts rate Astera Labs, Inc. a buy (18 buy, 8 hold, 0 sell out of 26) with an average price target of $375.66.
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 | 14.32% |
| BlackRock Inc | 7.89% |
| Vanguard Portfolio Management, LLC | 4.55% |
| Vanguard Capital Management, LLC | 3.88% |
| Amvescap Plc. | 2.83% |
| State Street Corp | 2.12% |
| Geode Capital Management, LLC | 1.61% |
| T. Rowe Price Associates, Inc. | 1.39% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $584,899 thousand, up from $230,575 thousand in the third quarter of 2025. • Nine-month 2026 reven | 2026-11-04 |
| Board / officer change · Q4 2026 OTHER NOTABLE POINTS • Michael Hurlston resigned as a member of Astera Labs’ Board of Directors and all board committees, effective November 3, 2026. | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 fiscal 2026 revenue was $584.9 million, up 49% sequentially and 154% year-over-year. • GAAP gross margin was 72.3%; GAAP opera | 2026-11-03 |
| 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 |
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 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.