Astera Labs (ALAB)

• Market cap: $38.4B
• 1 day: 0.78%
• 5 days: 8.43%
• 1 month: 24.45%
• 3 months: 142.7%
• 6 months: 221.01%
• Year to date: 71.8%
• 1 year: 427.34%
• 5 years: 272.87%
• 10 years: 272.87%
• Sector: Technology
• Industry: Semiconductors

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 Q2 regulatory disclosures by fund managers ($100M+ AUM)

216% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 57

107% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 95

58% more capital invested

Capital invested by funds: $5.86B [Q1] → $9.28B (+$3.42B) [Q2]

31% more funds holding

Funds holding: 382 [Q1] → 502 (+120) [Q2]

20% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 6 (+1) [Q2]

1.74% more ownership

Funds ownership: 60.47% [Q1] → 62.21% (+1.74%) [Q2]

8% more call options, than puts

Call options by funds: $585M | Put options by funds: $543M

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $125
• Avg. target: $170
• High target: $215

9 analyst ratings

• positive: 8 89%
• neutral: 1 11%
• negative: 0 0%

Deutsche Bank Ross Seymore	$200	Buy Maintained	2 Sep 2025
Morgan Stanley Joseph Moore	$200	Overweight Maintained	29 Aug 2025
CICC	$190	Outperform Initiated	29 Aug 2025
Barclays Tom O'Malley	$155	Overweight Maintained	7 Aug 2025
Susquehanna Mehdi Hosseini	$125	Neutral Maintained	7 Aug 2025