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Astera Labs

ALAB

254.5350.97% ( -2.505 )
交易中: 9月15日 15:27:36 (美東)
開始交易
概覽概覽期權鏈期權鏈新聞新聞討論討論財務財務預測預測估值估值股東股東簡況簡況
LongbridgeAI

Astera Labs (ALAB)

Astera Labs是一家專註於提高數據中心連接效率的半導體製造公司,於2017年在美國加州矽谷腹地成立。Astera Labs提供的核心產品之一是數據中心連接半導體,Astera Labs通過設計和提供這些關鍵的連接半導體提高數據中心內部不同軟硬件之間的連接效率和速度,幫助雲服務提供商和企業客戶連接他們的服務器芯片...

今開
259.450
最高
263.558
最低
252.570
昨收
257.040
成交量
207.37 萬股
成交額
5.35 億
平均價
257.873
委比
42.86%
振幅
4.27%
52 週高
499.476
量比
0.59
換手率
1.33%
52 週低
97.890
流通市值
397.03 億
總市值USD
441.58 億
市盈率TTM
119.51
市盈率動
94.60
市盈率靜
--
每股盈利TTM
2.13
每股盈利動
2.69
每股盈利靜
--
每股淨資產
9.95
市淨率
25.59
流通股本
1.56 億股
股息率TTM
--
股息TTM
--
總股本
1.73 億股
每手
1
貨幣
USD

Astera Labs 分析師預測

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預測及評級

2026 年 9 月 11 日
目標價預測
$389.9553.09%
預測及評級買入
26分析師
  • 強烈買入46.15%
  • 買入26.92%
  • 持有26.92%
  • 賣出0.00%
  • 強烈賣出0.00%
強烈買入
12
買入
7
持有
7
賣出
0
強烈賣出
0

每日事件

  1. 9月14日

    Astera Labs 今日單邊重挫,主因 AI 基礎設施股拋售及分析師保守評級觸發此前六個月漲幅獲利了結。盤前已跌約 5%,盤中最低探至 256.73 美元,最終收報 256.73 美元,跌幅達 11.85%,距 6 月 30 日創下的 52 周高點 499.48 美元已回落 48.6%,當前勉強守在 20 日均線 289.91 美元之下。雖然 Q2 2026 營收同比大增 104.45% 至 3.924 億美元,每股收益 0.83 美元同比增 186.21%,且淨利率升至 39.01%,強勁基本面難抵市場對 AI 資本支出放緩的顧慮,Susquehanna 維持中性評級加速估值邏輯重估。不過,該股 YTD 仍有 42.98% 漲幅,年內從 52 周低點 97.89 美元反彈逾 160%。

  2. 9月10日

    Astera Labs 今日盤中低開低走,截至 ET 10:02 報 284.11 美元,較昨日收盤 300.54 美元下跌約 5.5%,盤前已呈現弱勢並延續至盤中。主要受 Susquehanna 維持中性評級、以及市場對 S&P 500 納入預期降温的影響,前期因指數納入預期推動的 10-12% 漲幅出現獲利回吐。財務層面 Q2 營收同比增 104.45% 至 3.924 億美元,淨利潤同比增 198.89%,淨利率達 39%,基本面依然強勁。不過當前股價較 52 周高點 499.476 美元仍深跌 43.12%,且已跌破 MA20(294.714 美元)及 MA60(336.399 美元),年內 YTD 漲幅收窄至約 58%。此外近期 tokenized 股票交易升温也為該股帶來額外關注。

  3. 9月9日

    Astera Labs 今日上漲 4.04%,收於 300.540 美元,主因市場對其可能被納入標普 500 指數的預期升温。盤中價格一度觸及 309.405 美元的高點,隨後回落,最終在盤後交易中維持在 300.540 美元附近。公司最新財報表現強勁,Q2 營收同比增長 104.45% 至 3.924 億美元,淨利潤同比大增 198.89%,淨利率提升至 39.01%。儘管如此,當前股價仍低於 60 日均線 338.151 美元,且距 52 周高點 499.476 美元尚有 39.83% 的差距,不過 YTD 漲幅已達 67.38%。

  4. 9月8日

    Astera Labs 今日盤中重挫 6.93% 收報 288.85 美元,因 S&P 500 納入預期消退觸發獲利回吐,此前 9 月 4 日受該預期推動股價曾單日飆升逾 10%。盤初在 310.00 美元高開後一路震盪下行,盤中低點 287.61 美元逼近 52 周高位 499.476 美元回調逾 42% 的深度。Q2 營收同比增長 104.45% 至 3.924 億美元,淨利潤同比增 198.89%,EPS 達 0.83 美元,淨利率 39.01%,基本面前景穩健但估值高企(PE 135.62 倍)。YTD 漲幅仍有 60.87%,當前股價低於 MA20(297.02 美元)和 MA60(339.26 美元),技術上處於短期均線下方。盤後小幅回彈至 289.975 美元,不過 Susquehanna 維持中性評級令市場情緒偏謹慎。

  5. 9月4日

    Astera Labs 今日盤中大漲 5.4% 至 310.423 美元,主因市場押注其將在 9 月 S&P 500 指數調整中入選。盤前該股一度下探至 283 美元,但開盤後迅速衝高至 321 美元,隨後回落至 310 美元附近,形成盤中衝高回落形態。儘管盤中漲幅可觀,但收盤價仍低於 52 周高點與 MA20 位置,顯示市場對基本面支撐的持續性存疑。不過,盤後股價繼續微漲至 311.98 美元,反映尾盤買盤情緒仍偏積極。

新聞

  • DolphinResearch · 8 小時前

    AMD vs. NVDA: Can Helios Measure Up?

  • 美股行情速遞 · 昨日 16:12

    Astera Labs盤中急跌 現跌超10%

  • 美股行情速遞 · 昨日 13:34

    Astera Labs盤中跌超8%

  • Tip Ranks · 昨日 01:16

    Astera Labs, Inc. (ALAB) 獲得了 Susquehanna 的持有評級

  • 每週回顧 · 9月12日 凌晨05:54

    一週回顧 | Astera Labs 累跌 6.18%,一致目標價高於現價

  • Simplywall · 9月9日 下午04:42

    隨着代幣化股票交易的升温,Astera Labs 的股票重新引起了關注

討論

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看漲 vs 看跌 · 近 3 個月

2.2 萬 人關注 · 1 條表態
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  • H
    Hardik Shah6 小時前

    📢 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

  • D
    Dolphin Research8 小時前

    AMD 跟英偉達 “掰手腕”,Helios 夠格嗎?

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