ASTERA LABS INC. O.N. Aktie

Astera Labs reports strong revenue growth from about $60m at IPO to $392m in the last quarter and guides Q3 revenue to roughly $550m. Drivers are the Scorpio X and Scorpio P product families and a broader portfolio for copper, switching, memory and optical solutions; gross margins are in the mid-70% range. Management highlights long-term opportunities from optical components from 2027 onward, but warns of high customer concentration among large hyperscalers. The stock rose sharply following comments on scaling AI infrastructure. » Plus sur de.investing.com

Astera Labs shares rose about 9.8% as investors broadened the AI trade into connectivity suppliers and anticipated a Q3 production ramp of the Scorpio X-Series 320-lane fabric switch driving revenue inflection. The rally coincided with S&P 500 inclusion speculation, though the company was not selected in the September rebalance. Key risks include customer concentration, product-transition timing and valuation that assumes fast adoption; design wins remain leading indicators rather than booked sales. » Plus sur finance.yahoo.com

Astera Labs shares rose about 12.8% intraday, recovering from lows near $282. In Q2/2026 the company reported revenue of $392.4m (+104% y/y) and adjusted EPS of $0.80, clearly topping consensus. The outlook for Q3 of $540–560m implies sequential growth of roughly 40%; additionally, Scorpio X AI Fabric Switches entered series production earlier than expected and PCIe-6.0 products make up over 50% of revenue. Analysts have recently raised price targets, and a routine insider sale had little impact on the rally. » Plus sur de.investing.com