5,750 Shares in Astera Labs, Inc. $ALAB Purchased by Tobam

Tobam acquired a new position in shares of Astera Labs, Inc. (NASDAQ:ALAB) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 5,750 shares of the company’s stock, valued at approximately $1,126,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Sumitomo Mitsui Trust Group Inc. raised its position in Astera Labs by 21.6% during the 2nd quarter. Sumitomo Mitsui Trust Group Inc. now owns 14,781 shares of the company’s stock valued at $1,336,000 after purchasing an additional 2,624 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. grew its position in shares of Astera Labs by 94.6% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 109,576 shares of the company’s stock worth $9,908,000 after buying an additional 53,276 shares in the last quarter. Vanguard Personalized Indexing Management LLC increased its stake in shares of Astera Labs by 142.4% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 11,366 shares of the company’s stock valued at $1,028,000 after buying an additional 6,677 shares during the period. Harbour Investments Inc. raised its holdings in shares of Astera Labs by 207.7% in the second quarter. Harbour Investments Inc. now owns 2,446 shares of the company’s stock valued at $221,000 after acquiring an additional 1,651 shares in the last quarter. Finally, Bank of New York Mellon Corp raised its holdings in shares of Astera Labs by 34.5% in the second quarter. Bank of New York Mellon Corp now owns 522,093 shares of the company’s stock valued at $47,208,000 after acquiring an additional 133,961 shares in the last quarter. Hedge funds and other institutional investors own 60.47% of the company’s stock.

Insider Buying and Selling at Astera Labs

In related news, Director Manuel Alba sold 150,000 shares of the stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $166.18, for a total transaction of $24,927,000.00. Following the completion of the transaction, the director owned 1,574,498 shares of the company’s stock, valued at approximately $261,650,077.64. This trade represents a 8.70% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 12.50% of the stock is currently owned by corporate insiders.

Astera Labs Trading Up 2.2%

Shares of ALAB opened at $129.32 on Monday. The firm has a 50-day moving average price of $164.09 and a 200 day moving average price of $174.83. The firm has a market capitalization of $21.84 billion, a P/E ratio of 106.00, a P/E/G ratio of 2.54 and a beta of 1.51. Astera Labs, Inc. has a 12-month low of $47.13 and a 12-month high of $262.90.

Astera Labs (NASDAQ:ALAB) last released its quarterly earnings data on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, beating analysts’ consensus estimates of $0.51 by $0.07. Astera Labs had a return on equity of 16.87% and a net margin of 25.70%.The firm had revenue of $270.58 million for the quarter, compared to analysts’ expectations of $249.46 million. During the same period in the prior year, the firm posted $0.37 earnings per share. The firm’s quarterly revenue was up 91.8% on a year-over-year basis. Astera Labs has set its Q1 2026 guidance at 0.530-0.540 EPS. Equities research analysts predict that Astera Labs, Inc. will post 0.34 earnings per share for the current fiscal year.

Trending Headlines about Astera Labs

Here are the key news stories impacting Astera Labs this week:

• Positive Sentiment: Q4 results beat consensus (revenue and EPS ahead) and management gave solid Q1 guidance, supporting the growth narrative tied to AI/hyperscaler demand. ALAB Stock Dips 31% Post Q4 Earnings
• Positive Sentiment: Northland Securities reiterated an Outperform rating and published multi-quarter EPS projections plus a $195 price target — a bullish analyst signal that supports upside if execution continues. MarketBeat – Northland Estimates
• Neutral Sentiment: Several deep-dive writeups and the Q4 earnings transcript are available for investors parsing the details (growth, product cadence, Scorpio X timing). These are useful for assessing whether margin pressures are one-off or structural. Earnings Call Transcript
• Neutral Sentiment: Short-interest reports in the feed show anomalous “0 shares / NaN” values across dates — data appears erroneous and provides no reliable signal on short pressure. (Treat short-interest figures cautiously.)
• Negative Sentiment: Investors sold aggressively after management flagged margin headwinds and rising operating expenses; multiple outlets report a sharp post-earnings drop as traders re-priced the stock despite the beat. ALAB Stock Slides
• Negative Sentiment: Analyst downgrade / notes and reports of a gap-down move amplified the sell-off — negative research and headlines can pressure sentiment even when fundamentals look strong. Shares Gap Down Following Analyst Downgrade
• Negative Sentiment: Coverage pieces explain the paradox: stellar revenue growth but margin guidance and near-term opex make the print look less clean, prompting profit-taking and volatility. Why Stock Crashed Despite Strong Earnings

Analyst Upgrades and Downgrades

A number of research firms have commented on ALAB. Wall Street Zen downgraded shares of Astera Labs from a “buy” rating to a “hold” rating in a research report on Tuesday, November 11th. Roth Mkm boosted their price objective on shares of Astera Labs from $200.00 to $225.00 and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Astera Labs in a research report on Wednesday, January 21st. JPMorgan Chase & Co. raised their target price on shares of Astera Labs from $180.00 to $215.00 and gave the company an “overweight” rating in a research note on Wednesday, November 5th. Finally, BNP Paribas Exane initiated coverage on Astera Labs in a research report on Thursday, November 20th. They issued an “outperform” rating on the stock. Fourteen research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $192.89.

Astera Labs Company Profile

Astera Labs is a fabless semiconductor company that develops connectivity solutions for data center and cloud infrastructure. The firm focuses on addressing signal integrity and link management challenges that arise as server architectures incorporate higher-bandwidth processors and accelerators. Its technology is aimed at improving reliability and performance for high-speed interconnects used in servers, storage systems and compute accelerators.

The company’s product portfolio centers on silicon devices and accompanying firmware and software that enhance and manage high-speed links.