Astera Labs, Inc. (ALAB) · wyniki II kw. 2026 i wycena

Przy wzroście 20,0% rocznie (3-letni wzrost przychodów) wartość godziwa z modelu to $87.24 na akcję — kurs jest o 163% powyżej niej. Obecna cena zakłada wzrost o 34,4% rocznie.

1. Liczba

   Astera Labs posted record revenue of $392.4 million in Q2, rising 27% from the previous quarter and 104% year-over-year.

   Cytat ze źródła

   “Our signal conditioning Third, a greenfield TAM growing rapidly with broadening use cases across training and inferencing.”

2. Prognoza

   The company expects to ship both standard and custom Leo CXL memory controllers in volume across general-purpose compute and AI inferencing applications to two U.S. customers in 2027.

   Cytat ze źródła

   “Looking into 2027, we expect to ship both standard and custom Leo CXL memory controllers in volume across general-purpose compute and AI inferencing applications to two U.S.”

3. Prognoza

   Astera Labs expects revenue to be in the range of $540 million-$560 million.

Script and answers carried a similar tone, so the script's message held up under questioning.

Zdania, które wpłynęły na ton

“These secular trends are increasing the need for intelligent connectivity and expanding our long-term growth opportunity.”

“With leading hyperscalers planning large-scale training and inference deployments with ever-growing accelerator cluster sizes, our Scorpio X-series high-radix fabric switch family provides intelligent AI fabric with industry-leading features to maximize...”

“Aries growth is being fueled by increased AI system deployments, expanding AI accelerator cluster sizes, greater unit attach rates, and higher ASPs associated with the transition to PCIe 6.”