Astera Labs, Inc.
At today's price, Astera Labs, Inc. (ALAB) is priced for today's economics sustained for ~40.0 years+. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Astera Labs makes the connectivity silicon that stitches AI accelerators together inside hyperscaler racks, and it sells it at a gross margin in the mid-70s that reads more like a software business than a chipmaker; its 10-K calls the product ⟦"a differentiated and holistic Intelligent Connectivity Platform purpose-built for cloud and AI infrastructure workloads"⟧. • At $303.21 (July 19, 2026) the price sits at roughly 70 times revenue and above every standard family of valuation method, so th
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683 institutional managers reported holding ALAB in 13F filings for the quarter ended 2026-03-31. Together they hold about 67% of the company; the top 10 hold 39%. 115 opened new positions that quarter. Held by FMR (Fidelity), Vanguard Group, BlackRock, among others. On the short side, 11.5M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (2.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at ALAB over the trailing three years: 2024: 3 buys totaling $1.32M. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ALAB's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2024-08-08 | -17.0% | +61.3% |
| 2024-11-06 | +32.0% | +33.5% |
| 2025-02-15 | -9.1% | -32.8% |
| 2025-05-08 | -1.4% | +35.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ALAB's latest 8-K filings: 2026-06-08 (items 5.07); 2026-05-05 (items 2.02, 9.01); 2026-02-10 (items 5.02, 9.01); 2026-02-10 (items 2.02, 9.01); 2026-02-10 (items 1.01, 3.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 19, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.