ASTERA LABS INC Stock Price, News & Analysis

Tradr ETFs has announced the upcoming launch of two first-to-market leveraged single-stock ETFs on Astera Labs (NASDAQ: ALAB) and Datadog (NASDAQ: DDOG), scheduled for August 12, 2025. The new ETFs - Tradr 2X Long DDOG Daily ETF (Cboe: DOGD) and Tradr 2X Long ALAB Daily ETF (Cboe: LABX) - will expand Tradr's leveraged ETF lineup to 21 funds.

Since late-April, Tradr has introduced 2X long leveraged ETFs on 12 stocks, accumulating approximately $400 million in assets under management. These ETFs are specifically designed for sophisticated investors and professional traders seeking high-conviction investment opportunities in the AI theme.

Astera Labs (NASDAQ: ALAB), a semiconductor connectivity solutions provider, reported outstanding Q2 FY2025 financial results. The company achieved record quarterly revenue of $191.9 million, representing a 20% quarter-over-quarter and 150% year-over-year growth, alongside record operating cash flow of $135.4 million.

Key financial metrics include a GAAP gross margin of 75.8%, operating income of $39.8 million, and diluted EPS of $0.29. The company's non-GAAP performance showed operating income of $75.2 million and diluted EPS of $0.44.

For Q3 FY2025, Astera Labs projects revenue between $203-210 million with expected GAAP diluted EPS of $0.23-0.24. The company expanded collaborations with NVIDIA and AMD, while advancing its PCIe 6 connectivity portfolio and Scorpio Fabric Switch solutions for AI infrastructure.

Astera Labs (Nasdaq: ALAB), a leading semiconductor connectivity solutions provider for AI and cloud infrastructure, has scheduled its Q2 2025 earnings conference call for August 5, 2025. The financial results will be released after market close, followed by a conference call at 1:30 PM PT / 4:30 PM ET.

The call will feature CEO Jitendra Mohan, President and COO Sanjay Gajendra, and CFO Mike Tate. Investors can access the call via phone at (800) 715-9871 with Conference ID 5908687 or through the webcast at ir.asteralabs.com.

Astera Labs (ALAB) and Alchip Technologies have formed a strategic partnership to enhance AI infrastructure connectivity solutions. The collaboration combines Alchip's ASIC development expertise with Astera Labs' connectivity portfolio to provide validated, interoperable solutions for hyperscalers. The partnership aims to address critical challenges in AI infrastructure as models grow in size and complexity, focusing on rack-level solutions that integrate custom compute accelerators with high-performance connectivity fabrics. The alliance will leverage Astera Labs' Intelligent Connectivity Platform, including the COSMOS software suite, and advance industry innovation for next-generation AI connectivity standards such as CXL, Ethernet, NVLink Fusion, PCIe, and UALink.

Astera Labs (NASDAQ: ALAB) announced an expanded collaboration with NVIDIA to provide scale-up connectivity solutions for the new NVIDIA NVLink Fusion ecosystem. The company will integrate NVLink connectivity solutions into its Intelligent Connectivity Platform, enhancing options for hyperscalers deploying AI infrastructure. The platform combines PCIe, CXL, and Ethernet solutions with COSMOS software for optimized data center performance.

The collaboration builds on Astera Labs' history with NVIDIA, including recent achievements such as demonstrating the industry's first end-to-end PCIe 6 interoperability with Scorpio P-Series Fabric Switches, Aries 6 Retimers, and NVIDIA Blackwell GPU at GTC 2025. The partnership aims to address the growing demands of AI workloads, which require high bandwidth and low latency scale-up connectivity to synchronize hundreds of accelerators at rack-scale.

Astera Labs (ALAB), a leading provider of semiconductor-based connectivity solutions for AI and cloud infrastructure, has announced its participation in the upcoming J.P. Morgan 53rd Annual Global Technology, Media, and Communications Conference. The company's presentation is scheduled for May 14, 2025, at 1:00 PM ET. Investors and interested parties can access the webcast of the session through Astera Labs' investor relations website at ir.asteralabs.com.

Astera Labs (NASDAQ: ALAB) announced an upcoming webinar hosted by J.P. Morgan focusing on Ultra Accelerator Link (UALink) technology. The webinar, scheduled for May 20, 2025, will feature key executives discussing UALink's role in AI infrastructure. UALink, supported by over 100 companies in its consortium, is an open memory-semantic fabric designed for high-bandwidth, low-latency AI applications.

The technology enables hyperscalers to build more efficient and powerful AI systems within the rack for both training and inferencing applications. The recently ratified UALink 200G 1.0 specification marks a significant milestone in standardizing memory-semantic connectivity for AI infrastructure. As a Promoter Member of the UALink Consortium, Astera Labs is actively contributing to developing this open connectivity ecosystem.

Astera Labs (NASDAQ: ALAB) reported strong Q1 FY2025 results with record revenue of $159.4 million, up 13% QoQ and 144% YoY. The company achieved a GAAP gross margin of 74.9% and GAAP net income of $31.8 million. Key highlights include strong demand for PCIe scale-up and Ethernet scale-out connectivity solutions, initial shipments of Scorpio P-Series and Aries 6 Retimers, and production ramp of PCIe Gen 6 connectivity portfolio. For Q2 FY2025, Astera Labs expects revenue between $170-175 million with approximately 74% GAAP gross margin. The company expanded its Cloud-Scale Interop Lab and appointed Dr. Craig Barratt to its Board of Directors.

Astera Labs (NASDAQ: ALAB) announced the production ramp of its comprehensive PCIe 6 connectivity portfolio, expanding its offerings with new gearbox solutions alongside fabric switches, retimers, and active cable modules. The portfolio includes the industry's first purpose-built PCIe gearbox solution, Aries 6 PCIe Smart Gearbox, which bridges PCIe 6 and PCIe 5 ecosystems. The company's solutions have completed qualification with leading AI and cloud server customers, supporting next-generation AI platform deployments. The portfolio integrates with COSMOS software suite for enhanced data center management and is extensively tested in Astera's Cloud-Scale Interop Lab. Major industry players including AMD, Inventec, Micron, Samsung, and others have expressed support for Astera Labs' PCIe 6 solutions, highlighting their importance in advancing AI infrastructure capabilities.