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All 30 stocks in the PHLX Semiconductor index are down in recent trading, helping drag the Nasdaq composite lower. Here are some of the biggest decliners: Coherent, down 11.4% Credo Technology, down 11.
Astera Labs (ALAB) has drawn fresh attention after reporting second quarter 2026 results and issuing new third quarter guidance, giving investors updated figures on sales, profitability, and expected revenue. See our latest analysis for Astera Labs. At a share price of $320.17, Astera Labs has seen a strong 90 day share price return of 31.08% and a year to date share price return of 78.31%. The 1 year total shareholder return of 71.74% points to momentum that has been reinforced by recent...
A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional positioning already hiding in plain sight suggests the move may have had more fuel than most realized.
Astera Labs, Inc. (ALAB) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.15% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.44%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.17%, and September E-mini...
ALAB and ANET are positioned to benefit from AI-cloud networking growth, with strong outlooks, estimate revisions and upside potential.
Wall Street kicked off the week with a flurry of bold calls on some of the market's most closely watched names, and at least one stock just scored a target price hike of more than 50 percent from a major firm.
The mean of analysts' price targets for Astera Labs, Inc. (ALAB) points to a 30.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
CRDO is advancing open interconnect standards to tackle AI memory bottlenecks and enable more flexible, modular data-center architectures.
Astera Labs' record growth, PCIe 6 strength, and expanding connectivity portfolio are likely to help the company stay ahead of MRVL and CRDO.
Revenue doubled year-over-year as Scorpio X-Series enters volume production.
Marvell Technology's expanded NVIDIA alliance and $2B investment can strengthen its AI infrastructure role and help it challenge AVGO and ALAB.
One operates at the bleeding edge of AI infrastructure; the other owns the architectural blueprint powering global computing.
ALAB stock dips after Q2 earnings, but strong AI connectivity demand and upbeat Q3 guidance could shape whether the stock remains worth holding.
One company builds the hardware that powers AI data centers while the other monetizes the apps that run on them.
Astera Labs stock has delivered a strong 86.3% return over the past year, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market based multiples currently point to the shares trading at a premium rather than on sale. Astera Labs is up 86.3% over the past year, which puts extra focus on whether recent gains already reflect investors’ expectations. Recent excitement around AI infrastructure products and expansion of operations may support high growth expectations. However,...
Amazon and Microsoft are burning through roughly $100 billion a quarter on AI infrastructure, and two companies sit directly in that cash flow's path. One just tripled its free cash flow and rallied hard. The other beat on every line and still dropped 12 percent.
Two companies collecting a quiet tax on every AI rack ever built just reported blowout quarters, and they do it through completely opposite strategies. Knowing which one fits your portfolio could matter more than chasing the headline names everyone else already owns.
The Dow Jones hit a new high thanks to Nvidia, but Google, SpaceX and AMD weighed on the Nasdaq. Sandisk, Western Digital fell late.
Astera Labs stock spiked 12.7% on Tuesday after the company surpassed Wall Street's targets in its latest earnings announcement. Investors could buy Astera Labs at the current price or use options to potentially buy shares of the semiconductor company for a discount. Astera Labs is a fabless semiconductor company that designs high-speed connectivity solutions for data centers and AI infrastructure.
MCHP's Micron alliance combines PCIe Gen 6 switches and SSDs to boost AI data-center reach and challenge Broadcom and Astera Labs.
ALAB's Q2 earnings and revenues top estimates as PCIe 6 drives over half of sales and Scorpio X-Series ramp-up toward a stronger third quarter.
Nvidia stock was seeing solid gains on Wednesday, though you wouldn't guess it by taking a look at major index moves. The AI chip maker was up 4.3% and was the only Magnificent Seven name in the green on Wednesday afternoon.
Astera Labs posts record Q2 revenues and sees accelerating momentum in Q3 as Scorpio X-Series switch ramp enters volume production.
Third-quarter revenue guided at $540 million to $560 million with gross margin at 72%
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