Yes, Roundhill Generative AI & Technology ETF (CHAT) holds ALAB with 3.30% (as of 2026-09-23).

Yes, iShares Semiconductor ETF (SOXX) holds ALAB with 2.54% (as of 2026-09-23).

Yes, iShares Expanded Tech-Software Sector ETF (IGV) holds ALAB with 0.26% (as of 2026-09-23).

Astera Labs, Inc. (ALAB) is held by CHAT (3.30%), SOXX (2.54%), IGV (0.26%).

What AI bubble is ALAB in?

Astera Labs, Inc. (ALAB) is mapped to the Networking / Optical bubble on QuantAbundance. Astera Labs - AI cluster interconnect: CXL switches, PCIe/Aries retimers, AI server fabric. Pure-play on the bandwidth between $NVDA + the rest of the rack.

What sector is ALAB in?

Astera Labs, Inc. is classified under GICS Information Technology (Semiconductors).

What is ALAB's last close price?

ALAB last closed at $360.51 on 2026-09-24.

ALAB

NASDAQNext earnings·Nov 3AnalystsBuy·23+8%

Astera Labs, Inc.

Information Technology · Semiconductors

$360.51last close

+75.6%~252d

Price

+75.63% over 1Y

2 auto-fib

Tese

em 2026-09-24

Bull case

Structural:

- Pure-play on rack-scale bandwidth between $NVDA GPUs and the rest of the cluster. Every GB200/GB300 NVL72 deployment consumes Aries retimers + Scorpio switches.

- Four-product flywheel: Aries (PCIe/CXL retimers, in-production), Taurus (Ethernet, ramping), Scorpio (PCIe fabric switches, ramping into NVL72), Leo (CXL memory, optionality).

- Hyperscaler design wins across all top-4 (AWS, Azure, Google, Meta) plus Oracle; sole-source or co-source on most AI server platforms.

- Software stack (COSMOS) creates customer lock-in beyond commodity silicon.

- Scorpio Smart Fabric Switch ramps into NVL72 generation lifts ASP per server 5-10x vs retimer-only attach.

- UALink + PCIe Gen6 transitions create forced refresh cycle across installed base.

- Custom ASIC programs ($AVGO, $MRVL territory) expanding TAM beyond merchant retimers.

- Margins structurally higher than commodity semis (fabless, IP-heavy, software-attached).

Bear case

- Top-4 hyperscaler concentration: any single customer pulling in-house (already happening at $AMZN/Trainium) compresses growth.

- $NVDA in-housing risk - NVLink switch is competitive overlap; NVDA controls roadmap timing.

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Analyze ALAB· interactive tools

Bubbles· capital-flow co-movement

Themes· editorial groupings

Conviction· in 2 watchlists

Top correlated· 252d co-movement

0.66
0.65
0.62

Frequently asked questions

Is ALAB in CHAT?: Yes, Roundhill Generative AI & Technology ETF (CHAT) holds ALAB with 3.30% (as of 2026-09-23).
Is ALAB in SOXX?: Yes, iShares Semiconductor ETF (SOXX) holds ALAB with 2.54% (as of 2026-09-23).
Is ALAB in IGV?: Yes, iShares Expanded Tech-Software Sector ETF (IGV) holds ALAB with 0.26% (as of 2026-09-23).
What ETFs hold ALAB?: Astera Labs, Inc. (ALAB) is held by CHAT (3.30%), SOXX (2.54%), IGV (0.26%).
What AI bubble is ALAB in?: Astera Labs, Inc. (ALAB) is mapped to the Networking / Optical bubble on QuantAbundance. Astera Labs - AI cluster interconnect: CXL switches, PCIe/Aries retimers, AI server fabric. Pure-play on the bandwidth between $NVDA + the rest of the rack.
What sector is ALAB in?: Astera Labs, Inc. is classified under GICS Information Technology (Semiconductors).
What is ALAB's last close price?: ALAB last closed at $360.51 on 2026-09-24.

- Valuation prices in flawless execution across all four product lines simultaneously.

- Customer concentration + AI capex cycle = high beta to any hyperscaler capex pause.

- Optical/co-packaged optics (CPO) long-term displaces some copper retimer sockets.

•2026 Q1: Scorpio P-Series PCIe Gen6 fabric switches sampling to hyperscalers; production ramp guided H2 2026.
•2025 Q4: Disclosed design wins on NVDA GB300 NVL72 platform - Aries + Scorpio attach.
•2025: Sole-source PCIe retimer on multiple AWS Trainium2 / Inferentia server SKUs.
•2025: COSMOS software suite extended to fleet-wide telemetry across all four product lines.
•2024 Q1: IPO at $36 (Mar 2024), priced above range; first pure-play AI interconnect public listing.

clientesAmazon AWS · Microsoft Azure · Google Cloud · Meta · NVIDIA · Dell · Supermicro

Recent news· high-signal only

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No major news in the last 7 days for ALAB - only listicles and opinion pieces, which we filter out by default. See everything anyway.

Held by ETFs

CHATRoundhill Generative AI & Technology ETF
3.30%
SOXXiShares Semiconductor ETF
2.54%
IGViShares Expanded Tech-Software Sector ETF
0.26%

Key levels

$346.07
0.382 retr of 97.89->499.48 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+4.2%
$298.68
0.5 retr of 97.89->499.48 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+20.7%
$251.30
0.618 retr of 97.89->499.48 (52w) · 2026-09-24
Out of reach · reference only
+43.5%
$186.00
Key Fib level · 2026-04-25
Out of reach · reference only
+93.8%
$183.83
0.786 retr of 97.89->499.48 (52w) · 2026-09-24
Out of reach · reference only
+96.1%

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Facts

Exchange: NASDAQ
Currency: USD
Market cap: $62.54B
Last update: 2026-09-24

Revenue (TTM)$1.2B

P/E178.5×

P/S52.0×

Net margin30.7%