ALAB Benefits From Strong UALink Growth: More Upside Ahead?

Astera Lab's UALink 2.0 push and Scorpio switch expansion are fueling AI infrastructure growth, with deployments expected in 2027.

Zacks Investment Research • May 14, 2026

Allspring SMID Cap Growth Fund Q1 2026: Who Moved The Needle

The Allspring SMID Cap Growth Fund underperformed the Russell 2500 Growth Index benchmark during the first quarter that ended March 31, 2026. Carpenter Technology is benefiting from increased production rates at Boeing and recent regulatory approvals that are driving demand for mission-critical materials and components. As one of only a few contractors capable of building large-scale power plants, Argan benefits from pricing power and strong demand across both gas-fired and renewable projects tied to grid modernization.

Seeking Alpha • May 14, 2026

Alger Mid Cap 40 ETF Q1 2026 Portfolio Movers

Comfort Systems USA, Inc. shares contributed positively after the company delivered better-than-expected fiscal fourth-quarter results. FTAI Aviation Ltd. launched FTAI Power to convert retired engines into gas turbines for AI-driven data centers, capturing significant investor enthusiasm and opening an entirely new addressable market. Vertiv Holdings Co. delivered strong fiscal fourth-quarter results and issued full-year revenue guidance well ahead of consensus expectations.

Seeking Alpha • May 14, 2026

Astera Labs Announces Second Quarter 2026 Financial Conference Participation

SAN JOSE, Calif., May 12, 2026 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced that it will participate in the following upcoming financial conferences during the second quarter of 2026: J.P.

GlobeNewsWire • May 12, 2026

Astera Labs Rides on Strong Scorpio Portfolio: What Lies Ahead?

ALAB sees strong demand for its Scorpio portfolio, which drives over one-third of revenues and is set to become its largest product line by 2026.

Zacks Investment Research • May 11, 2026

Why Astera Labs, Inc. (ALAB) is a Top Momentum Stock for the Long-Term

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Zacks Investment Research • May 8, 2026

Nuts and Bolts AI Play Gains Momentum: Astera Labs Targets Raised

Astera Labs, Inc. NASDAQ: ALAB is a nuts-and-bolts AI play gaining traction. While it doesn't make GPUs, it does make the products that connect them, including critical timers, switches, and controllers that help eliminate data bottlenecks.

MarketBeat • May 7, 2026

Astera Q1 Earnings: I'm Buying The Growth Story Despite Two Red Flags

Let me start with dessert. The first red flag that I see is valuation, as ALAB trades at 72x forward earnings, making it the priciest name among its closest peers. The second red flag that I see is the Amazon warrant deal, which I perceive as an intricate customer discount program. That said, I am bullish on the stock and I own a small position.

Seeking Alpha • May 7, 2026

Should Investors Buy, Hold, or Sell ALAB Stock Post Q1 Earnings?

Astera Labs benefits from strong AI connectivity demand and Scorpio expansion, but rising costs, competition, and premium valuation may limit upside.

Zacks Investment Research • May 7, 2026

Astera Labs Bulls Stay In Control Following Earnings Double Beat, Strong Q2 Guidance

Astera Labs, Inc. (NASDAQ:ALAB) shares are trading higher Wednesday after the company reported better-than-expected first-quarter financial results and issued second-quarter guidance above estimates on Tuesday after the market closed.

Benzinga • May 6, 2026