On Nov 06, major Wall Street analysts update their ratings for $Astera Labs (ALAB.US)$, with price targets ranging from $100 to $110.
J.P. Morgan analyst Harlan Sur maintains with a buy rating, and adjusts the target price from $70 to $110.
Deutsche Bank analyst Ross Seymore maintains with a buy rating, and adjusts the target price from $60 to $100.
Jefferies analyst Blayne Curtis maintains with a buy rating, and adjusts the target price from $65 to $100.
Evercore analyst Mark Lipacis maintains with a buy rating, and adjusts the target price from $80 to $110.
Needham analyst Quinn Bolton maintains with a buy rating, and adjusts the target price from $65 to $100.
Furthermore, according to the comprehensive report, the opinions of $Astera Labs (ALAB.US)$'s main analysts recently are as follows:
Astera Labs has exhibited a robust increase in revenue this quarter, surpassing the performance in the initial two quarters post-IPO. This uptick is credited to strong sales from GPU platforms, augmented by new ASIC processors and the growth of its second product line. Additionally, there is increasing clarity regarding the anticipated advancements of the third and fourth product lines slated for the latter half of 2025.
Astera Labs has seen another quarter of positive performance attributed to Aries, setting the stage for a promising year ahead, which is expected to be led by Scorpio and Gen 6 developments.
Following 'another impressive beat and raise' in the fourth quarter, analysts continue to recommend buying, as estimates have been increased due to sustained momentum for Aries retimers across both GPU and ASIC programs. The acceleration of 400G deployments for Taurus and the expected ramp-up of Scorpio switch revenues in the second half of 2025, contributing to 10% of overall revenues next year, are also highlighted.
Astera Labs has been recognized for its robust performance in Q3 and an optimistic projection for Q4. The company's revenue trajectory is expected to diversify and maintain high visibility into the year 2025, bolstered by a range of products and increasing content with a diverse customer base.
Here are the latest investment ratings and price targets for $Astera Labs (ALAB.US)$ from 9 analysts:
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美東時間11月6日，多家華爾街大行更新了$Astera Labs (ALAB.US)$的評級，目標價介於100美元至110美元。
摩根大通分析師Harlan Sur維持買入評級，並將目標價從70美元上調至110美元。
德意志銀行分析師Ross Seymore維持買入評級，並將目標價從60美元上調至100美元。
富瑞集團分析師Blayne Curtis維持買入評級，並將目標價從65美元上調至100美元。
Evercore分析師Mark Lipacis維持買入評級，並將目標價從80美元上調至110美元。
Needham分析師Quinn Bolton維持買入評級，並將目標價從65美元上調至100美元。
此外，綜合報道，$Astera Labs (ALAB.US)$近期主要分析師觀點如下：
Astera Labs在本季度的營業收入大幅增長，超過了上市後最初兩個季度的表現。這一增長歸功於gpu芯片-雲計算平台的銷售增長，得益於新的ASIC處理器和第二產品線的增長。此外，對於預期中的2025年下半年的第三和第四產品線的預期進展有了更清晰的認識。
Astera Labs在另一個季度取得了正面業績，這要歸功於Aries，爲預期領先的Scorpio和Gen 6發展奠定了基礎，展望未來一年充滿了希望。
在第四季度取得'另一個令人印象深刻的超預期'後，分析師繼續推薦購買，因爲由於Aries retimers在gpu芯片-雲計算和ASIC項目中持續增長，預測已經提高。Taurus的400G部署加速和預期中Scorpio交換機的營收在2025年下半年增長，貢獻了明年整體營收的10％。
Astera Labs在Q3表現出色，並對Q4持樂觀態度。公司的收入軌跡預計將多樣化，並保持對2025年的高度可見性，得益於一系列產品和與不斷增長的多樣化客戶群之間內容的增加。
以下爲今日9位分析師對$Astera Labs (ALAB.US)$的最新投資評級及目標價：
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