Astera Labs To Outpace Its Peers In Revenue Growth In 2025, Analyst Says

Benzinga
02-12

Astera Labs, Inc. (NASDAQ:ALAB) shares are trading lower on Tuesday.

Northland Capital Markets analyst Gus Richard maintained the Outperform rating on the stock with a price forecast of $120.

The company reported fourth-quarter results today, with revenue up 179% year-over-year and up 25% quarter-over-quarter.

Astera Labs sees first-quarter revenue in the range of $151 million to $155 million.

The analyst forecasts strong growth for Astera Labs’ revenue, forecasting a 65% increase in calendar year 2025, driven by new products, AI platform diversification, and increasing content in customer racks using merchant GPUs and CSP-built racks with internal ASICs.

The analyst notes that Astera Labs is shipping preproduction volumes of Leo CXL controllers and Scorpio switches, with inventory increasing 77% sequentially to $43 million to meet growing customer demand.

Also Read: Bitcoin, Solana Rise In January, But Ethereum Lagging: JPMorgan

Per Richard, the market for high-speed connections will grow faster than AI accelerator shipments, with Astera Labs scaling new AI platforms using its own accelerators alongside third-party GPU-based platforms.

The analyst points out that the company’s growth is driven by three key factors: the increased dollar content in next-generation AI accelerator racks with Astera Labs’ products, the ramp-up of custom AI racks using merchant GPUs, and the growth of general computing in data centers through the CLX controller and PCIe 6 products.

Additionally, the company’s serviceable addressable market is estimated to reach $12 billion by 2028.

Price Action: ALAB shares are trading lower by 9.23% to $93.76 at last check Tuesday.

Read Next:

  • Ethereum Has A Key Strength That XRP, Solana Don’t Have, Expert Says

Photo via Shutterstock.

UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets.

Get the latest stock analysis from Benzinga?

    This article Astera Labs To Outpace Its Peers In Revenue Growth In 2025, Analyst Says originally appeared on Benzinga.com

    © 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

    免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

    熱議股票

    1. 1
       
       
       
       
    2. 2
       
       
       
       
    3. 3
       
       
       
       
    4. 4
       
       
       
       
    5. 5
       
       
       
       
    6. 6
       
       
       
       
    7. 7
       
       
       
       
    8. 8
       
       
       
       
    9. 9
       
       
       
       
    10. 10