Paragon Advisors LLC grew its holdings in Astera Labs, Inc. (NASDAQ:ALAB – Free Report) by 79.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 16,732 shares of the company’s stock after purchasing an additional 7,390 shares during the period. Paragon Advisors LLC’s holdings in Astera Labs were worth $2,784,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also recently made changes to their positions in the stock. Geneva Partners LLC purchased a new stake in Astera Labs in the 3rd quarter valued at about $1,876,000. Numerai GP LLC raised its stake in shares of Astera Labs by 153.1% during the third quarter. Numerai GP LLC now owns 13,212 shares of the company’s stock valued at $2,587,000 after acquiring an additional 7,992 shares in the last quarter. Handelsbanken Fonder AB boosted its holdings in shares of Astera Labs by 289.5% in the third quarter. Handelsbanken Fonder AB now owns 126,200 shares of the company’s stock valued at $24,710,000 after purchasing an additional 93,800 shares during the period. Corient Private Wealth LLC purchased a new stake in shares of Astera Labs in the second quarter valued at approximately $543,000. Finally, Westfield Capital Management Co. LP purchased a new position in Astera Labs during the 3rd quarter worth $37,714,000. 60.47% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling at Astera Labs
In related news, CFO Michael Truett Tate sold 12,001 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $123.81, for a total value of $1,485,843.81. Following the completion of the transaction, the chief financial officer directly owned 192,083 shares of the company’s stock, valued at $23,781,796.23. This trade represents a 5.88% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, General Counsel Philip Mazzara sold 10,000 shares of the firm’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $117.47, for a total transaction of $1,174,700.00. Following the completion of the transaction, the general counsel directly owned 128,084 shares of the company’s stock, valued at approximately $15,046,027.48. This represents a 7.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 384,292 shares of company stock valued at $48,724,919. Corporate insiders own 12.50% of the company’s stock.
Astera Labs Price Performance
Astera Labs (NASDAQ:ALAB – Get Free Report) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 EPS for the quarter, beating the consensus estimate of $0.51 by $0.07. Astera Labs had a net margin of 25.70% and a return on equity of 16.12%. The business had revenue of $270.58 million during the quarter, compared to analyst estimates of $249.46 million. During the same period in the prior year, the firm posted $0.37 earnings per share. The company’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. As a group, sell-side analysts expect that Astera Labs, Inc. will post 0.34 EPS for the current year.
Wall Street Analyst Weigh In
Several brokerages have issued reports on ALAB. Weiss Ratings cut shares of Astera Labs from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, February 23rd. Northland Securities upped their price target on shares of Astera Labs from $175.00 to $195.00 and gave the stock an “outperform” rating in a research report on Tuesday, December 9th. Royal Bank Of Canada initiated coverage on shares of Astera Labs in a research note on Wednesday, January 14th. They set an “outperform” rating and a $225.00 price objective on the stock. Jefferies Financial Group reissued a “buy” rating on shares of Astera Labs in a report on Wednesday, December 3rd. Finally, Barclays set a $165.00 price objective on shares of Astera Labs in a research note on Thursday, January 15th. Fifteen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $202.22.
Check Out Our Latest Report on Astera Labs
Key Stories Impacting Astera Labs
Here are the key news stories impacting Astera Labs this week:
- Positive Sentiment: Analysts and sector write-ups highlight that ALAB is benefiting from surging AI-infrastructure spending (products Scorpio, Aries, Taurus) and continued hyperscaler demand — a driver for revenue growth and investor optimism. ALAB Benefits From Strong AI Infrastructure Demand: What’s Ahead? Zacks: ALAB Benefits From Strong AI Infrastructure Demand
- Neutral Sentiment: Coverage pieces note ALAB among top growth stocks that attract insider-owned interest — a potential long-term positive signal but not an immediate catalyst. Top Growth Stocks With High Insider Ownership In March 2026 Top 3 Growth Stocks Insiders Are Betting On
- Neutral Sentiment: Market recap articles explain today’s price weakness for ALAB relative to the broader market but mainly describe the move rather than identifying a fresh company-specific shock. Why Astera Labs, Inc. (ALAB) Dipped More Than Broader Market Today
- Negative Sentiment: Short interest rose materially in March (reported ~13.5M shares as of Mar 13, roughly 9.1% of float, ~2.8 days to cover), increasing downward pressure and the risk of larger intraday moves or short-driven volatility. Note there are conflicting data feeds showing zero short interest in some reports; treat data with caution. (Internal short-interest reports)
Astera Labs 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.
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