Astera Labs: Most Attractive AI Crash Of The Season

Astera Labs shares plunged over 30% post Q4 print on gross margin concerns, in spite of reporting a record quarter. The post-earnings crash, while understandable with gross margin pressure on Amazon warrants and higher operating expenses, was blown out of proportion due to a market spooked by AI. The negatives are now more than comfortably priced into the stock. We view the stock as extremely attractive at current levels, with more upside to come from the Scorpio ramp.

Seeking Alpha • 10 hours ago

Astera Labs: The Market's Overreaction Hands Long-Term Buyers A Gift

Astera Labs is surprisingly down nearly 60% from its 2025 peak despite robust AI infrastructure growth and strong product demand. ALAB faces near-term gross margin headwinds tied to Amazon warrants, SKU mix, and hardware sales, but is expanding shipments to two additional hyperscalers.

Seeking Alpha • Feb 23, 2026

Astera Labs vs. KLA: Which Semiconductor Stock Has More Upside?

ALAB and KLAC benefit from AI-driven chip demand, but KLAC's process control strength and packaging momentum give it greater upside potential.

Zacks Investment Research • Feb 23, 2026

Is Astera Labs a Buy After the Massive Earnings Dip?

In today's video, I discuss recent updates affecting Astera Labs (ALAB +2.04%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.

The Motley Fool • Feb 19, 2026

The Great Astera Labs Reset

Astera Labs, Inc.'s revenue more than doubled year-over-year, while sequential growth slowed to mid-single digits, triggering valuation compression. ALAB's GAAP operating margin declined from mid-20% levels to below 20% as R&D rose to $93.8M, nearly 35% of revenue. Free cash flow margins remained strong above 30%, with $1.19B cash and zero debt reinforcing ALAB's financial flexibility.

Seeking Alpha • Feb 19, 2026

ALAB Rides on Strong Connectivity Demand: What's Ahead for the Stock?

Astera Labs bets on surging AI connectivity demand, expanding NVLink and Scorpio lines as its market opportunity eyes a 10x jump to $25B in five years.

Zacks Investment Research • Feb 18, 2026

Astera Labs (ALAB) Now 58% Below Wall Street Price Targets Following Earnings Plunge

Astera Labs (Nasdaq: ALAB) closed at $129.32 on February 13, 2026, down 23.86% over the past week.

24/7 Wall Street • Feb 16, 2026

Astera Labs: Why I Am Still Buying

Astera Labs is central to the AI infrastructure shift, enabling critical rack-level connectivity as hyperscaler capex accelerates. ALAB's multi-product ramp, including Scorpio and optical solutions, positions it as a strategic control point for rack-scale AI systems. Despite trading at a significant valuation premium, I reiterate a strong buy rating due to ALAB's expanding addressable market and unique platform role.

Seeking Alpha • Feb 14, 2026

ALAB Stock Dips 31% Post Q4 Earnings: Should You Buy, Hold, or Sell?

Astera Labs tumbles 31% after margin pressure hits Q4, despite AI demand, portfolio expansion, and strong Q1 guidance fueling growth hopes.

Zacks Investment Research • Feb 13, 2026

Astera Labs (ALAB) Stock Slides As Investors Weigh Earnings Beat, CFO Change, AI Outlook

Astera Labs Inc (NASDAQ: ALAB) shares are trading lower Thursday, extending steep losses from Wednesday's session as investors reassessed the chip designer's latest results and guidance.

Benzinga • Feb 12, 2026