J.P. Morgan analyst Harlan Sur maintains $Astera Labs (ALAB.US)$ with a buy rating, and adjusts the target price from $70 to $110.
According to TipRanks data, the analyst has a success rate of 66.7% and a total average return of 25.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Astera Labs (ALAB.US)$'s main analysts recently are as follows:
Astera Labs' revenue performance in the quarter and the future outlook was significantly stronger than in the previous two quarters following its IPO. The observed strength is not only due to GPU platforms but also stems from new ASIC processors and the successful introduction of a second product family. Additionally, there is increasing visibility into the upcoming launch of the third and fourth product families slated for the latter half of 2025.
Astera Labs has displayed significant growth, with Aries contributing to another quarter of exceeding expectations, setting the stage for a promising year ahead fueled by Scorpio and Gen 6 advancements.
Following a significant surpass and upward revision in Q4, analysts continue to recommend buying, with increased estimates fueled by ongoing momentum for Aries retimers in GPU and ASIC programs, expedited 400G deployments for Taurus, and the expectation of Scorpio switch revenues becoming 10% of total revenues by next year.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析师Harlan Sur维持$Astera Labs (ALAB.US)$买入评级，并将目标价从70美元上调至110美元。
根据TipRanks数据显示，该分析师近一年总胜率为66.7%，总平均回报率为25.1%。
此外，综合报道，$Astera Labs (ALAB.US)$近期主要分析师观点如下：
Astera Labs的季度营业收入表现及未来展望明显强于上市后的前两个季度。观察到的实力不仅来自gpu芯片平台，还源于新的ASIC处理器以及第二产品系列的成功推出。此外，对于即将在2025年下半年推出的第三和第四产品系列的发展趋势有增加的可见度。
Astera Labs展现出显著增长，Aries为超过预期的另一个季度做出了贡献，为未来有望的发展奠定了基础，受Scorpio和Gen 6进展推动。
在Q4实现显著超额和上调之后，分析师继续推荐购买，其增加的估计来自于gpu和ASIC项目中持续势头的Aries retimers，Taurus的快速部署400G以及预计Scorpio 交换机营收将在明年成为总营收的10%。
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