Charged Alpha logo
CHARGED ALPHA
Stock Analysis
Stock Library / ALAB
ALAB Technology Latest YouTube: Q2 2026 Published 2026-08-05

Astera Labs, Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

Astera Labs (ALAB): Revenue +104%, A Clean Beat — And Our Call Is SELL. Is ALAB Stock a Buy?

Published 2026-08-05

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q2 2026
2026-08-05
Podcast available
Yes
Current price
$284.97
-3.88 (-1.34%)
Trailing / Forward P/E
141.07x
Forward: 44.57x
Market cap / Volume
Volume:
Revenue / Earnings Growth
104.5%
Earnings: 186.2%
Margins
22.7% op
Gross: 75.1% · Net: 30.7%
Balance sheet
10.05x current
Debt / Equity: 2.6
52-week range / Beta
$97.89 - $499.48
Beta: 3.84
Analyst target
$389.95
Upside: 36.8%
Cash / shareholder return
0.19% FCF yield
Dividend yield: —

Company context

Industry: Semiconductors
Country: United States
Employees:
Price to book: 28.65x
Return on equity: 25.8%
Astera Labs, Inc. designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure in Taiwan and the United States. It offers an intelligent connectivity platform, comprised of semiconductor-based, high-speed, mixed-signal connectivity products that integrate a matrix of microcontrollers and sensors, and COSMOS. The company provides COSMOS software suite, a connectivity system management and optimization software that enables management and optimization of resources for large fleets at cloud-scale via link, fleet, and RAS management capabilities. In addition, it offers PCIe/CXL smart DSP retimers and cable modules; ethernet smart cable modules for cloud and AI infrastructure; CXL memory connectivity controllers; and smart fabric switches. The company serves hyperscalers and system original equipment manufacturers. Astera Labs, Inc. was incorporated in 2017 and is based in San Jose, California.

Price chart

Market context for ALAB

Competitive view

ALAB vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Astera Labs, Inc. latest YouTube video thumbnail YouTube
Astera Labs, Inc.
ALAB
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Intel Corporation latest YouTube video thumbnail YouTube
Intel Corporation
INTC
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Microsoft Corp. latest YouTube video thumbnail YouTube
Microsoft Corp.
MSFT
Latest video
Q4 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
ALAB
$49.44B
Astera Labs, Inc.
INTC
$476.12B
Intel Corporation
MSFT
$3.59T
Microsoft Corp.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
ALAB
141.1x
Astera Labs, Inc.
INTC
Intel Corporation
MSFT
26.9x
Microsoft Corp.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
ALAB
44.6x
Astera Labs, Inc.
INTC
44.1x
Intel Corporation
MSFT
20.5x
Microsoft Corp.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
ALAB
104.5%
Astera Labs, Inc.
INTC
25.4%
Intel Corporation
MSFT
17.7%
Microsoft Corp.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
ALAB
186.2%
Astera Labs, Inc.
INTC
Intel Corporation
MSFT
31.7%
Microsoft Corp.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
ALAB
22.7%
Astera Labs, Inc.
INTC
12.2%
Intel Corporation
MSFT
45.1%
Microsoft Corp.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
ALAB
75.1%
Astera Labs, Inc.
INTC
38.9%
Intel Corporation
MSFT
67.9%
Microsoft Corp.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
ALAB
30.7%
Astera Labs, Inc.
INTC
-19.8%
Intel Corporation
MSFT
40.3%
Microsoft Corp.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
ALAB
25.8%
Astera Labs, Inc.
INTC
-10.7%
Intel Corporation
MSFT
34.0%
Microsoft Corp.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
ALAB
0.2%
Astera Labs, Inc.
INTC
1.0%
Intel Corporation
MSFT
0.5%
Microsoft Corp.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
ALAB
2.57x
Astera Labs, Inc.
INTC
49.00x
Intel Corporation
MSFT
29.12x
Microsoft Corp.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
ALAB
10.05x
Astera Labs, Inc.
INTC
1.60x
Intel Corporation
MSFT
1.23x
Microsoft Corp.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
ALAB
3.84
Astera Labs, Inc.
INTC
2.24
Intel Corporation
MSFT
1.10
Microsoft Corp.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
ALAB
Astera Labs, Inc.
INTC
Intel Corporation
MSFT
0.8%
Microsoft Corp.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
ALAB
36.8%
Astera Labs, Inc.
INTC
27.5%
Intel Corporation
MSFT
17.8%
Microsoft Corp.

Related research

Non-quarter videos featuring ALAB

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections
Market and Sector Explainers 2026-06-03

The AI Cable War: CRDO vs Marvell, Broadcom, Astera & Arista

A special-topic explainer on the AI data-center connectivity trade across optical interconnect, networking, and accelerator infrastructure suppliers.

Episode timeline

Episode archive for ALAB

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-08-05
Published youtube podcast complete
Astera Labs (ALAB): Revenue +104%, A Clean Beat — And Our Call Is SELL. Is ALAB Stock a Buy?
Quarterly earnings-analysis entry for Astera Labs, Inc.. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
2026-05-08
Published youtube podcast complete
ALAB Stock: EPS Beats by 13% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Astera Labs, Inc.. Use the links on the right to open the video or podcast episode.