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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摩根大通分析師Harlan Sur維持$Astera Labs (ALAB.US)$買入評級，並將目標價從70美元上調至110美元。
根據TipRanks數據顯示，該分析師近一年總勝率為66.7%，總平均回報率為25.1%。
此外，綜合報道，$Astera Labs (ALAB.US)$近期主要分析師觀點如下：
Astera Labs的季度營業收入表現及未來展望明顯強於上市後的前兩個季度。觀察到的實力不僅來自gpu芯片平台，還源於新的ASIC處理器以及第二產品系列的成功推出。此外，對於即將在2025年下半年推出的第三和第四產品系列的發展趨勢有增加的可見度。
Astera Labs展現出顯著增長，Aries爲超過預期的另一個季度做出了貢獻，爲未來有望的發展奠定了基礎，受Scorpio和Gen 6進展推動。
在Q4實現顯著超額和上調之後，分析師繼續推薦購買，其增加的估計來自於gpu和ASIC項目中持續勢頭的Aries retimers，Taurus的快速部署400G以及預計Scorpio 交換機營收將在明年成爲總營收的10%。
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