ALAB Astera Labs, Inc.

ALAB Astera Labs, Inc.

Technology · Semiconductors

Desk view

Watchingmedium conviction
Perspectives Optical Supercycle · Cpu Shortage Supply Chain

Market read

Scan convergence 1 scan as of 2026-08-14 1 bear converging

POC $173.19 · VWAP $214.35 · +49.4% vs 12m avg buyer

pullback vol: normalgaps: stablechurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

4 related perspectives

Watchlists @cpu-shortage-supply-chain@optical-supply-chain@spacex-s1-supply-chain

ALAB Price Structure

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Peers

Every watchlist ALAB belongs to, members best 30-day change first — ALAB highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@cpu-shortage-supply-chain
View watchlist →
CRDO+39.5% +8.8%1d +17.8%7d MRVL+24.2% +5.5%1d +12.4%7d IBIDF+18.6% 0.0%1d +40.5%7d SMH+6.8% +1.1%1d +4.3%7d ALAB+5.5% -0.5%1d +0.9%7d ASX+3.9% +0.9%1d +6.2%7d AMD+2.1% -1.6%1d +7.8%7d MCHP-0.9% +1.4%1d -1.4%7d AMKR-2.6% +3.9%1d +15.9%7d
@spacex-s1-supply-chain
View watchlist →
RDW+58.7% -1.3%1d +2.1%7d LUNR+50.7% +7.2%1d +29.0%7d FLY+41.0% +1.9%1d +5.5%7d BKSY+38.7% -0.5%1d +7.6%7d LITE+32.2% +4.6%1d +19.1%7d COHR+26.5% +7.8%1d +7.9%7d ATI+24.5% +1.4%1d +1.6%7d ASTS+23.1% +0.2%1d +3.4%7d RKLB+21.4% +2.3%1d +2.4%7d MU+19.2% +4.1%1d +17.5%7d CIEN+18.9% +3.8%1d +14.9%7d ARKX+14.5% -0.5%1d +0.9%7d ETN+14.1% +0.9%1d +2.4%7d VSAT+13.9% -1.8%1d -4.0%7d NVDA+10.9% -0.1%1d +3.4%7d SEI+9.4% +4.2%1d +12.5%7d PL+8.5% -1.3%1d +5.6%7d AR+8.4% -2.6%1d -1.8%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d IRDM+7.2% -0.3%1d +1.5%7d HWM+6.2% 0.0%1d +1.9%7d AVGO+5.8% -0.1%1d -7.1%7d ALAB+5.5% -0.5%1d +0.9%7d GSAT+4.9% +0.8%1d -0.9%7d SPXC+2.8% +0.1%1d +2.5%7d GEV+2.0% +1.5%1d +9.0%7d KMI+1.0% -1.5%1d +3.0%7d VRT+1.0% -0.5%1d +8.3%7d ECHO+0.6% +0.7%1d +3.8%7d HXL-0.5% -0.9%1d +2.3%7d GOOGL-0.8% -0.6%1d -3.8%7d RMBS-0.8% -0.2%1d +5.0%7d CRS-2.8% -0.4%1d -3.1%7d DTM-6.9% -1.4%1d +0.6%7d TSLA-10.9% -0.9%1d +2.5%7d
@optical-supply-chain
View watchlist →
AXTI+109.3% +17.6%1d +30.0%7d AEHR+79.7% +8.6%1d +37.1%7d SOI.PA+52.9% +3.3%1d +11.0%7d AAOI+51.2% +3.1%1d +16.5%7d LPTH+41.5% -2.4%1d +17.8%7d IQEPF+40.8% +7.8%1d +11.3%7d KOPN+39.6% -3.3%1d +26.4%7d LAZR+34.9% +6.3%1d +14.5%7d LITE+32.2% +4.6%1d +19.1%7d SNDK+31.9% +8.9%1d +44.3%7d FORM+30.9% +5.0%1d +22.9%7d POET+27.2% -1.9%1d +9.6%7d COHR+26.5% +7.8%1d +7.9%7d ONTO+25.5% +5.9%1d +20.6%7d FN+25.1% +5.0%1d +13.7%7d SMTC+23.4% +9.9%1d +17.5%7d JBL+22.9% +1.9%1d +9.9%7d MTSI+22.5% +3.5%1d +10.3%7d 6779.T+22.5% +4.5%1d +12.3%7d ALMU+21.8% -3.5%1d +3.3%7d VIAV+21.2% +6.3%1d +24.3%7d HIMX+20.4% +1.2%1d +4.7%7d OPTX+20.3% +2.3%1d +18.1%7d LWLG+19.1% -2.0%1d -2.2%7d CIEN+18.9% +3.8%1d +14.9%7d IBIDF+18.6% 0.0%1d +40.5%7d MXL+18.0% -0.1%1d +23.9%7d PLAB+16.5% +0.8%1d +4.7%7d SIVEF+16.1% -4.0%1d -7.2%7d CLS+13.0% +1.6%1d +8.1%7d TSEM+12.7% -0.7%1d +4.5%7d GLW+12.0% +4.3%1d +9.8%7d ALAB+5.5% -0.5%1d +0.9%7d ALRIB.PA+0.7% +0.3%1d -0.3%7d FLTCF+0.6% -2.3%1d -1.8%7d LPK.DE+0.3% 0.0%1d -3.5%7d NGKIF-23.6% 0.0%1d +4.5%7d

Decision history

2 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 7 sell n/a Profit target +9.2% complete
Jun 2 enter high Tape momentum +15.9% complete

Next earnings ALAB reports in 77 days Nov 3

Last report May 5

Astera Labs FY2026 Q1 (period ending 2026-03-31), reported after close 2026-05-05 (10-Q filed 2026-05-06). Actuals backfilled 2026-06-17 from **Massive primary financials** (not the @demian_ai pointer tweet); growth/margins code-computed.

full note →

Against street estimates

How ALAB's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 10 quarters · newest report Aug 4 · projection Aug 17

Result
Aug 4 0.690.80+15.6%Beat
May 5 0.540.61 GAAP ≠ +13.5%Beat
Feb 10 0.510.58+12.6%Beat
Nov 4 '25 0.390.49+25.6%Beat
Aug 5 '25 0.320.44 GAAP ≠ +35.7%Beat
May 6 '25 0.280.33 GAAP ≠ +16.3%Beat
Feb 10 '25 0.260.37+42.8%Beat
Nov 4 '24 0.170.23 GAAP ≠ +35.0%Beat

Recent news

Headlines about ALAB from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 10 days ago · Aug 8

ALAB research tape

45 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Optical Supply Chain Scan — August 14, 2026 scan Optical Supply Chain Scan — August 8, 2026 brief The Hardware Complex Fires First, and the Wall Hits Tonight scan Monster Discover — 2026-08-04 earnings ALAB earnings — 2026-08-04
Types
Aug 14 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 8 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Aug 4 Market Brief The Hardware Complex Fires First, and the Wall Hits Tonight
ALKSAVALAXSMBTSGCDNACGNXAAPLABBV +4 more
Aug 4 Scan Monster Discover
AAMIACHCADEAADPTAEHRAGMAIRALAB +4 more
Aug 4 Catalyst ALAB earnings
ALAB
Jul 31 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 28 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 17 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 11 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 7 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jul 7 Scan Monster Scan
ABSIMXLIBIDFMVLLDFTXSNDKHY9H.FBB +4 more
Jul 2 Snapshot aibottlenecks snapshot — 2026-07-02 (deltas vs 2026-06-04 REST / 2026-06-03 DOM baseline)
MUSNDKMPALABCCJ#optical-supercycle#ai-power-bottleneck#ai-power-delivery#memory-supercycle
Jul 1 Investigation Post-beat-decline pattern across optical-supercycle Wave 1
COHRLITEFNAXTICIENALABLWLG#optical-supercycle
Jun 26 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 26 Article The Rotation Map — What Held, What Got Whacked, and the RSI-20 Trap
SNDKMUALABAMATUNHABBVILMNCAT +4 more
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 26 Update NVDA — candidate.roundup
NVDAAVGOMRVLALABCRDOAMDASMLAMAT +3 more
Jun 25 Article Where the Entries Are
GOOGLAMZNAAPLNVDAAVGOCRWDASMLALAB +4 more
Jun 25 Article Actions Daily Digest
GOOGLAMZNAAPLNVDAAVGOMUSNDKCRWD +4 more
Jun 25 Update NVDA — candidate.roundup
NVDAAVGOMRVLALABCRDOAMDASMLAMAT +3 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 25 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan Optical Supply Chain Scan
LITECOHRCIENALABSMTCTSEMLWLGSIVEF +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 16 Scan Optical Supply Chain Scan
6779.TAAOIAEHRALABALMUALRIB.PAAXTICIEN +4 more
Jun 3 Source Astera Labs ALAB retimer thesis — most boring chip highest gross margin in the rack
ALABNVDAAVGOCRDOMRVLNVTS#optical-supercycle#ai-power-bottleneck
Jun 3 Snapshot aibottlenecks.app monthly snapshot — 113-name chokepoint universe baseline — dashboard-snapshot
ALABNVTSMXLLASRASPIMP#optical-supercycle#ai-power-bottleneck#ai-power-delivery
May 29 Scan Optical Supply Chain Scan
6779.TAAOIAEHRALABALMUALRIB.PAAXTICIEN +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 26 Investigation CPU Shortage Thesis — First-Principles Derivation
AMDINTCARMTSMALABCRDOMRVLMCHP#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more
May 26 Deep Dive $AEHR (Aehr Test Systems, wafer-level burn-in)
AEHRATEYYTERFORMKLICBESIYLITECOHR#optical-supercycle#memory-supercycle +2 more
May 25 Investigation Optical supercycle WHY: what specifically drove the CIEN/COHR demand acceleration
CIENCOHRLITEFNAAOICRDOALABTSEM#optical-supercycle#ai-power-bottleneck#ai-power-delivery +3 more
May 23 Article Daily Actions — May 23, 2026 (R30-A Phase 4)
AIALABAMDAMZNANETARMASMLBB +4 more
May 19 Source RS in Semi Land ~ $ALAB $MXL $CRDO $HIMX $MRVL $ARM $INTC $TXN $AOSL $STM
ALABMXLCRDOHIMXMRVLARMINTCTXN +2 more
May 5 Catalyst ALAB earnings
ALAB
May 4 Article Cambrian Thesis — AI supply chain 2x2
NVDAAVGOMUAMKRFNCRDOALABCLF#ai-power-delivery +4 more
Apr 28 Scan Optical Supply Chain Scan
ALABAXTICIENCLSCOHRFNFORMGLW +4 more
Apr 26 Scan Optical Supply Chain Scan
ALABAXTICIENCLSCOHRFNFORMGLW +4 more
Apr 26 Article Daily Actions
ABBVABTALABALERTAMDAMZNARMASE +4 more
Apr 13 Scan Optical Supply Chain
ALABAXTICIENCLSCOHRFNGLWLITE +4 more
Apr 12 Archive AI Optical Supercycle
ALABAXTICIENCOHRCRDOFNIQELITE#optical-supercycle +4 more
Mar 4 Scan Discovery Scan
AAAALAAOIAAONAAPAAPLAAUCABBV +4 more