longbridgelongbridge
  • 平台特色
    特色
    投资产品私人财富管理交易工具行情服务分析工具资讯服务开发者平台
    账户类型
    个人客户机构客户
  • Café
longbridge
© 2026 Longbridge|服务条款隐私政策

Astera Labs

ALAB

----
开始交易
概览概览新闻新闻讨论讨论财务财务预测预测估值估值股东股东简况简况
LongbridgeAI

Astera Labs (ALAB)

Astera Labs, Inc. 设计、制造并销售用于云和人工智能基础设施的半导体连接解决方案,业务覆盖中国台湾和美国。该公司提供一个智能连接平台,由基于半导体的高速混合信号连接产品组成,这些产品集成了一系列微控制器和传感器,以及 COSMOS。该公司还提供 COSMOS 软件套件,这是一个连接系统管理和优化软件,能...

今开
--
最高
--
最低
--
昨收
--
成交量
--
成交额
--
平均价
--
委比
--
振幅
--
52 周高
--
量比
--
换手率
--
52 周低
--
流通市值
--
总市值
--
市盈率TTM
--
市盈率动
--
市盈率静
--
每股收益TTM
--
每股收益动
--
每股收益静
--
每股净资产
--
市净率
--
流通股本
--
股息率TTM
--
股息TTM
--
总股本
--
每手
--
货币
--

Astera Labs 分析师预测

查看更多

预测及评级

2026 年 9 月 11 日
目标价预测
$389.9554.41%
预测及评级买入
26分析师
  • 强烈买入46.15%
  • 买入26.92%
  • 持有26.92%
  • 卖出0.00%
  • 强烈卖出0.00%
强烈买入
12
买入
7
持有
7
卖出
0
强烈卖出
0

每日事件

  1. 9月14日

    Astera Labs 今日单边重挫,主因 AI 基础设施股抛售及分析师保守评级触发此前六个月涨幅获利了结。盘前已跌约 5%,盘中最低探至 256.73 美元,最终收报 256.73 美元,跌幅达 11.85%,距 6 月 30 日创下的 52 周高点 499.48 美元已回落 48.6%,当前勉强守在 20 日均线 289.91 美元之下。虽然 Q2 2026 营收同比大增 104.45% 至 3.924 亿美元,每股收益 0.83 美元同比增 186.21%,且净利率升至 39.01%,强劲基本面难抵市场对 AI 资本支出放缓的顾虑,Susquehanna 维持中性评级加速估值逻辑重估。不过,该股 YTD 仍有 42.98% 涨幅,年内从 52 周低点 97.89 美元反弹逾 160%。

  2. 9月10日

    Astera Labs 今日盘中低开低走,截至 ET 10:02 报 284.11 美元,较昨日收盘 300.54 美元下跌约 5.5%,盘前已呈现弱势并延续至盘中。主要受 Susquehanna 维持中性评级、以及市场对 S&P 500 纳入预期降温的影响,前期因指数纳入预期推动的 10-12% 涨幅出现获利回吐。财务层面 Q2 营收同比增 104.45% 至 3.924 亿美元,净利润同比增 198.89%,净利率达 39%,基本面依然强劲。不过当前股价较 52 周高点 499.476 美元仍深跌 43.12%,且已跌破 MA20(294.714 美元)及 MA60(336.399 美元),年内 YTD 涨幅收窄至约 58%。此外近期 tokenized 股票交易升温也为该股带来额外关注。

  3. 9月9日

    Astera Labs 今日上涨 4.04%,收于 300.540 美元,主因市场对其可能被纳入标普 500 指数的预期升温。盘中价格一度触及 309.405 美元的高点,随后回落,最终在盘后交易中维持在 300.540 美元附近。公司最新财报表现强劲,Q2 营收同比增长 104.45% 至 3.924 亿美元,净利润同比大增 198.89%,净利率提升至 39.01%。尽管如此,当前股价仍低于 60 日均线 338.151 美元,且距 52 周高点 499.476 美元尚有 39.83% 的差距,不过 YTD 涨幅已达 67.38%。

  4. 9月8日

    Astera Labs 今日盘中重挫 6.93% 收报 288.85 美元,因 S&P 500 纳入预期消退触发获利回吐,此前 9 月 4 日受该预期推动股价曾单日飙升逾 10%。盘初在 310.00 美元高开后一路震荡下行,盘中低点 287.61 美元逼近 52 周高位 499.476 美元回调逾 42% 的深度。Q2 营收同比增长 104.45% 至 3.924 亿美元,净利润同比增 198.89%,EPS 达 0.83 美元,净利率 39.01%,基本面前景稳健但估值高企(PE 135.62 倍)。YTD 涨幅仍有 60.87%,当前股价低于 MA20(297.02 美元)和 MA60(339.26 美元),技术上处于短期均线下方。盘后小幅回弹至 289.975 美元,不过 Susquehanna 维持中性评级令市场情绪偏谨慎。

  5. 9月4日

    Astera Labs 今日盘中大涨 5.4% 至 310.423 美元,主因市场押注其将在 9 月 S&P 500 指数调整中入选。盘前该股一度下探至 283 美元,但开盘后迅速冲高至 321 美元,随后回落至 310 美元附近,形成盘中冲高回落形态。尽管盘中涨幅可观,但收盘价仍低于 52 周高点与 MA20 位置,显示市场对基本面支撑的持续性存疑。不过,盘后股价继续微涨至 311.98 美元,反映尾盘买盘情绪仍偏积极。

新闻

  • 每周回顾 · 9月12日 05:54

    一周回顾 | Astera Labs 累跌 6.18%,一致目标价高于现价

  • 每周回顾 · 9月5日 06:09

    一周回顾 | Astera Labs 累涨 7.23%,受益标普 500 指数纳入预期

  • 每周回顾 · 8月29日 05:14

    一周回顾 | Astera Labs 累涨 1.58%,冲高 310 美元后回落

  • 每周回顾 · 8月22日 04:31

    一周回顾 | Astera Labs 累跌 11.39%,多数机构给予买入

讨论

查看更多

看涨 vs 看跌 · 近 3 个月

2.2 万 人关注 · 1 条表态
CoDHH
▲看涨100%
  • H
    Hardik Shah10 小时前

    📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Astera Labs(ALAB.US) Astera Labs Launches New Leo Memory Solutions for Agentic AI Infrastructure

    👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

    ➤ 𝗔𝘀𝘁𝗲𝗿𝗮 𝗟𝗮𝗯𝘀 launches new 𝗟𝗲𝗼 𝗫-𝗦𝗲𝗿𝗶𝗲𝘀 and 𝗟𝗲𝗼 𝟮 memory controllers.

    ➤ Leo X-Series targets 𝗞𝗩-𝗰𝗮𝗰𝗵𝗲-intensive, long-context agentic AI inference workloads.

    ➤ Leo X-Series delivers up to 𝟲𝟮% faster time-to-first-token.

    ➤ Platform delivers up to 𝟮𝟮% more tokens per second.

    ➤ Leo 2 doubles 𝗺𝗲𝗺𝗼𝗿𝘆 𝗯𝗮𝗻𝗱𝘄𝗶𝗱𝘁𝗵 and capacity versus previous generation.

    ➤ New controllers support 𝗗𝗗𝗥𝟰, 𝗗𝗗𝗥𝟱, 𝗣𝗖𝗜𝗲 𝟲 and 𝗖𝗫𝗟 𝟯.𝟮.

    ➤ Leo 2 enables memory expansion, pooling, sharing, and 𝗗𝗗𝗥𝟰 reuse.

    ➤ Astera reports growing design wins across 𝗔𝗜 𝗹𝗮𝗯𝘀, hyperscalers, and neoclouds.

    ➤ New Leo products are 𝘀𝗮𝗺𝗽𝗹𝗶𝗻𝗴 𝘁𝗼𝗱𝗮𝘆 with hyperscaler customers.

    ➤ Development involved 𝗔𝗠𝗗, 𝗔𝗿𝗺, 𝗜𝗻𝘁𝗲𝗹 and major memory suppliers.

    👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

    ➤ Agentic AI is rapidly increasing demand for 𝗺𝗲𝗺𝗼𝗿𝘆 𝗰𝗮𝗽𝗮𝗰𝗶𝘁𝘆 and bandwidth.

    ➤ Faster KV-cache access can improve 𝗔𝗜 𝗶𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 economics and responsiveness.

    ➤ Memory pooling and reuse could reduce expensive 𝗗𝗥𝗔𝗠 over-provisioning.

    ➤ Growing design wins could expand Astera's exposure to 𝗿𝗮𝗰𝗸-𝘀𝗰𝗮𝗹𝗲 𝗔𝗜 infrastructure.

    👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

    𝗠𝗮𝘁𝘁 𝗞𝗶𝗺𝗯𝗮𝗹𝗹, Vice President and Principal Analyst at Moor Insights & Strategy:

    “Agentic AI adoption is outpacing the industry's ability to provision memory for it, and that gap is widening every quarter," said Matt Kimball, vice president and principal analyst at Moor Insights & Strategy. "That growth is landing at the worst possible time for memory supply, with DDR5 tight and pricing climbing, so every gigabyte already deployed has to work harder. The new Leo X-Series and Leo 2 E and P-Series Smart Memory Controllers immediately address KV-cache-intensive AI workloads, improve memory utilization, and reliably reuse previously deployed memory across both AI and general-purpose cloud infrastructure, instead of simply buying more of it."

    𝗧𝗵𝗮𝗱 𝗢𝗺𝘂𝗿𝗮, Senior Vice President, Compute Connectivity Group at Astera Labs:

    “Agentic AI is where the economics of AI infrastructure are being decided, and those economics depend on putting every usable gigabyte of memory to work,” said Thad Omura, senior vice president, Compute Connectivity Group at Astera Labs. “The enhanced Leo family gives infrastructure providers purpose-built ways to connect memory to accelerators, CPUs, and hosts across the rack—turning previously deployed and stranded capacity into a resource that new AI and cloud workloads can use. We're seeing that translate into broader customer engagement across AI labs, hyperscalers, and neoclouds.”

    𝗥𝗼𝗯𝗲𝗿𝘁 𝗛𝗼𝗿𝗺𝘂𝘁𝗵, Corporate Vice President, Architecture and Strategy at AMD:

    “Agentic AI is increasing demand for balanced systems that can move and process more data without sacrificing efficiency. AMD EPYC processors deliver leadership performance, exceptional memory bandwidth and capacity, and high-speed I/O across the broadly deployed x86 platform. Our collaboration with Astera Labs around CXL extends that foundation, giving customers greater flexibility to scale memory-intensive AI and cloud workloads and improve infrastructure utilization.”

    𝗘𝗱𝗱𝗶𝗲 𝗥𝗮𝗺𝗶𝗿𝗲𝘇, Vice President of Go-To-Market, Cloud AI, Arm:

    “As AI infrastructure evolves, agentic AI, reinforcement learning and database workloads are driving demand for higher-capacity memory. Arm and Astera Labs are working together to pair Arm AGI CPU with Leo CXL Smart Memory Controllers, helping customers meet these growing requirements while maintaining scalable performance.”

    𝗦𝗿𝗶𝗻𝗶 𝗞𝗿𝗶𝘀𝗵𝗻𝗮, Fellow at Intel Data Center Group:

    "CXL was created to bring greater flexibility and efficiency to memory across the data center. Technologies like Astera Labs' Leo Smart Memory Controllers help turn that vision into reality, demonstrating how ecosystem innovation can help customers get more out of their AI infrastructure and support the next generation of data-intensive workloads."

    𝗝𝗮𝗻𝗴𝘀𝗲𝗼𝗸 𝗖𝗵𝗼𝗶, Vice President of Product Planning Team at Samsung Electronics:

    "We are contributing to the evolution of AI infrastructure through the development of CXL memory solutions designed to help address the growing memory demands of modern data centers. We are excited to collaborate with Astera Labs to help ensure our DRAM solution offer strong interoperability within the evolving CXL ecosystem, and remain committed to supporting a scalable, high-performance memory architecture for the AI era."

    Astera Labs

    Astera Labs

    USALAB

  • O
    optionspuppyDELL 收益率9月1日 02:42

    精选🧠 AI 硬件股票新手指南:如何理解 Marvell 及其竞争对手

    Marvell Technology (MRVL) 近期的抛售其实给新手上了一堂有用的课:一家公司即使报告了强劲的增长,其股价仍可能下跌。Marvell 公布了 2027 财年第二季度的营收为 27.3 亿美元……

    AI HARDWARE STOCKS GUIDE MARVELL & ITS COMPETITORS A beginner's guide to underst
    回 MARVELL(MRVL) & ITS COMPETITORS MARVELL AI INFRASTRUCTURE & CONNECTIVITY PLAY
    Marvell 跌约10%,定制芯片吃毛利
  • H
    Hardik Shah8月5日 11:07

    $Astera Labs(ALAB.US) | Needham 维持对 Aster Labs 的买入评级,将目标价从 $260 上调至 $425

    分析师认为产品增长广泛,XPU 含量上升,Scorpio X 产能爬坡以及 Leo CXL 动能增强。

    图片 1,共 1 张
    Astera Labs

    Astera Labs

    USALAB