ALABTechnology · SemiconductorsThe 25 Wall Street analysts covering Astera Labs, Inc. hold a median 12-month price target of $425 — +90.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 45 of 100 as at 3 Nov 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores Astera Labs, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (98): Analysts have, on balance, been raising their forecasts.
Volatility (4): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on ALAB, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +90.2% from it.
Of the 20 most recent actions, 8 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 19 Oct 2026 | TD Cowen | Maintains | Hold | $375 → $300 |
| 17 Aug 2026 | Northland Capital Markets | Upgrade | Outperform | — |
| 17 Aug 2026 | Northland Capital Markets | Upgrade | Outperform | $350 |
| 5 Aug 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 5 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $297 → $452 |
| 5 Aug 2026 | Jefferies | Maintains | Buy | — |
| 5 Aug 2026 | Jefferies | Maintains | Buy | $270 → $450 |
| 5 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 5 Aug 2026 | Morgan Stanley | Maintains | Overweight | $335 → $382 |
| 5 Aug 2026 | Needham | Maintains | Buy | $260 → $425 |
| 5 Aug 2026 | Needham | Maintains | Buy | — |
| 5 Aug 2026 | RBC Capital | Maintains | Outperform | — |
| 5 Aug 2026 | RBC Capital | Maintains | Outperform | $425 → $500 |
| 5 Aug 2026 | TD Cowen | Maintains | Hold | — |
| 5 Aug 2026 | TD Cowen | Maintains | Hold | $425 → $375 |
| 31 July 2026 | Susquehanna | Maintains | Neutral | — |
| 31 July 2026 | Susquehanna | Maintains | Neutral | $230 → $275 |
| 20 July 2026 | Barclays | Maintains | Equal-Weight | $200 → $325 |
| 20 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 13 July 2026 | TD Cowen | Maintains | Hold | $225 → $425 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The model tests each one against its peers. 4 pass every test this week.
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AI chips
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Astera Labs, Inc. returned +24.6% against +12.9% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 6% of US stocks
Cheaper than 6% of US stocks
Cheaper than 4% of US stocks
Cheaper than 2% of US stocks
Higher than 93% of US stocks
Higher than 90% of US stocks
Higher than 86% of US stocks
Higher than 82% of US stocks
Higher than 89% of US stocks
Higher than 85% of US stocks
Higher than 93% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Astera Labs, Inc. has a market value of $39.8B and an enterprise value of $38.6B.
Revenue in the twelve months to 30 June 2026: $1.2B. The latest quarter grew 104.5% year on year.
Net income over the same four quarters: $369.5M, a 30.7% net margin.
Diluted earnings per share, trailing twelve months: $2.02.
Free cash flow in the twelve months to 30 June 2026: $276.7M.
Trailing P/E: 120.1×; forward P/E: 37.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Astera Labs, Inc. employs 756 people — $1.6M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Astera Labs, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Astera Labs’ Q3 earnings increased 169.4%, beating estimates, as Scorpio X-Series drove 153.7% revenue growth. The company cited strong AI connectivity demand in its upbeat Q4 outlook.
Why it matters — The results and outlook highlight Scorpio X-Series and AI connectivity demand as important contributors to ALAB’s reported growth.
Astera Labs is described as benefiting from strong AI connectivity demand and upbeat Q4 guidance, while rising costs, stiff competition, and a premium valuation remain concerns. The headline notes the stock has plunged 27% in three months.
Why it matters — ALAB watchers may weigh demand and guidance against the cost, competition, and valuation concerns highlighted in the item.
Seeking Alpha upgraded Astera Labs to Hold after a sharp post-IPO selloff, citing Q3 revenue growth of 153.6% year over year, strong operating leverage, and a significant guidance beat and raise. The article says the valuation remains expensive, while competitive risks from Marvell’s optics push and reliance on a few customers weigh on the outlook.
Why it matters — ALAB watchers may weigh strong recent results against customer concentration, valuation, and potential competition affecting the company’s roadmap.
Astera Labs shares fell despite strong earnings. Scorpio switches helped drive a 154% revenue increase, and newer products offer longer-term opportunities, according to the article.
Why it matters — ALAB watchers may note the strong revenue growth alongside the potential contribution of newer products over time.
Astera Labs highlighted Scorpio switches as a growth driver on its Q3 earnings call, with Q4 revenue targeted at $730–$750 million. The company also discussed expanding into optical connectivity, memory and rack-scale AI systems.
Why it matters — The call outlines the product areas and revenue outlook that may be relevant to investors tracking ALAB’s growth.
The 25 Wall Street analysts covering Astera Labs, Inc. have a median 12-month price target of $425, with estimates ranging from $190 to $500. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 25 analysts covering Astera Labs, Inc., 17 rate it a Buy, 8 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Astera Labs, Inc. 45 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, Astera Labs, Inc. ranks 45 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (98 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +90.2% from the last close, and Ticker Nerd's factor model ranks Astera Labs, Inc. 45 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Astera Labs, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ALAB are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $190 to $500 over the next 12 months.
Astera Labs, Inc. returned +24.6% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Astera Labs, Inc. is a semiconductor company focused on connectivity solutions for cloud and AI infrastructure.
The most recent item we track (Zacks Investment Research, 4 Nov 2026): "Astera Labs Q3 Earnings Beat Estimate on Scorpio X-Series Strength". Astera Labs’ Q3 earnings increased 169.4%, beating estimates, as Scorpio X-Series drove 153.7% revenue growth. The company cited strong AI connectivity demand in its upbeat Q4 outlook.
Astera Labs, Inc. is a semiconductor company focused on connectivity solutions for cloud and AI infrastructure. The company develops hardware and software that help data centers move information between processors, memory, storage, and networking systems with greater speed, reliability, and scalability. Its product portfolio includes PCIe, CXL, Ethernet, UALink, and NVLink Fusion-based solutions, along with system management software designed for rack-scale AI environments. Astera Labs serves hyperscale cloud operators, AI infrastructure providers, and other data center customers that need high-performance connectivity to support modern accelerated computing workloads. The company’s offerings are central to the data movement layer of AI and cloud platforms, where bandwidth, latency, and interoperability are critical. Headquartered in San Jose, California, Astera Labs is positioned as a specialist supplier within the semiconductor industry, serving markets tied to enterprise computing, cloud services, and AI infrastructure.
CEO Mr. Jitendra Mohan · 756 employees · United States · https://www.asteralabs.com
