Astera LabsALAB
About: Astera Labs Inc designs and delivers semiconductor-based connectivity solutions for cloud and AI infrastructure. Its Intelligent Connectivity Platform integrates semiconductor technology, microcontrollers, sensors, and software to enhance performance, scalability, and data management. The company offers products such as integrated circuits (ICs), boards, and modules, catering to hyperscalers and system OEMs. The company's solutions focus on data, network, and memory management in AI-driven platforms.
Employees: 440
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
59% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 102
1.06% more ownership
Funds ownership: 59.4% [Q4 2024] → 60.45% (+1.06%) [Q1 2025]
8% less call options, than puts
Call options by funds: $329M | Put options by funds: $358M
8% less funds holding
Funds holding: 413 [Q4 2024] → 380 (-33) [Q1 2025]
23% less first-time investments, than exits
New positions opened: 85 | Existing positions closed: 111
53% less capital invested
Capital invested by funds: $12.5B [Q4 2024] → $5.85B (-$6.62B) [Q1 2025]
69% less funds holding in top 10
Funds holding in top 10: 16 [Q4 2024] → 5 (-11) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Evercore ISI Group Mark Lipacis | 16%upside $104 | Outperform Maintained | 21 May 2025 |
Susquehanna Mehdi Hosseini | 11%downside $80 | Neutral Initiated | 16 May 2025 |
Morgan Stanley Joseph Moore | 10%upside $99 | Overweight Upgraded | 12 May 2025 |
Needham Quinn Bolton | 11%upside $100 | Buy Maintained | 7 May 2025 |
Barclays Tom O'Malley | 16%downside $75 | Overweight Maintained | 7 May 2025 |
Financial journalist opinion
Based on 10 articles about ALAB published over the past 30 days









