Astera Labs delivered $230.6M Q3 2025 revenue, up 104% YoY, with record 41.7% non-GAAP operating margins. The business is shifting from Aries retimers to Scorpio scale-up fabrics, materially increasing dollar content per rack and system lock-in. Scorpio X enters production late 2025, with a meaningful revenue ramp in 2026 and multi-generation architectural persistence.
The Goldman Sachs Mid Cap Growth Fund underperformed its benchmark, the Russell Midcap Growth Index (net), during the quarter. United Rentals, Inc. released a positive quarterly earnings report, surpassing earnings expectations and raising future guidance, which the street responded favorably toward. Roivant Sciences Ltd.'s stock price soared during the period following the release of positive ...
Astera Labs (ALAB) is upgraded from Sell to Hold after a 31% correction, as valuation excesses have largely normalized. Q3 results showed strong margins and revenue, but forward guidance signals growth moderation and delayed contribution from new TAM segments until 2027–2029. Competitive pressures persist, but increased R&D investment and the Xscale acquisition strengthen ALAB's long-term diffe...
Astera Labs is rated a buy, leveraging AI data center transformation with explosive triple-digit revenue growth and innovative connectivity solutions. ALAB's Q3 2025 revenue surged 104% YoY to $230.6M, with non-GAAP EPS of $0.49, reflecting strong demand from hyperscalers and leading AI players. The company's products, notably Aries retimers and Leo CXL controllers, deliver superior power effic...
Astera Labs earns a "Buy" rating after a 40% pullback, presenting a compelling entry amid robust AI infrastructure demand. Q3 results beat expectations, with revenue up 104% YoY and EPS topping consensus; Q4 guidance remains strong and above Street estimates. ALAB's multi-product roadmap and hyperscaler partnerships position it to capture a multi-billion-dollar AI data center opportunity, despi...
Astera Labs' quarterly revenue doubled over the last year. The company was the first to ship a crucial component that helps AI chips perform optimally in data centers.
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