$ALAB

Astera Labs, Inc.

Insider trades
4
0
0
$3.9M
Dyckerhoff Stefan A
100%
See all $ALAB insider activity →
Med

ALAB Benefits From PCIe Demand: Can It Stay Ahead of Its Competitors?

Astera Labs (ALAB) reported record Q2 2026 revenue of $392.4M, up 104% year over year, with PCIe 6 products at over 50% of revenue. The company said Scorpio X-Series will be its largest product family by Q3 2026. It expects Q3 revenue of $540M-$560M. The article also cites competition from Marvell (MRVL) and Credo (CRDO).

Astera Labs (ALAB) Q2 2026 Earnings Call Transcript

Astera Labs (NASDAQ:ALAB) reported Q2 2026 revenue of $392.4M, up 27% sequentially and 104% year over year, with non-GAAP gross margin of 73.7% and non-GAAP diluted EPS of $0.80. Q3 guidance calls for revenue of $540M to $560M and EPS of $1.16 to $1.21, driven by the Scorpio X-Series ramp and PCIe 6.0 adoption.

Alamar Biosciences Shares Rise 18% After Second-Quarter Revenue Jumps 82% Year-Over-Year

Alamar Biosciences shares rose about 18% after the company reported Q2 2026 revenue of $29.4 million, up 82% year over year, and provided first full-year 2026 revenue guidance of $116 million to $120 million. The stock closed at $32.91. Alamar also launched new NULISAseq panels and set targets to exceed 100 instrument systems and $400,000+ annual pull-through per instrument.

ALAB sentiment & insider activity

Over the past 7 days, alphai's AI scored 4 news stories mentioning ALAB (Astera Labs, Inc.). Coverage has skewed bullish: 4 bullish, 0 neutral, and 0 bearish.

Recent ALAB coverage spans earnings, insider activity and technology.

In the last 30 days, ALAB insiders filed 9 SEC Form 4 transactions — no purchases and 9 sales ($3.9M). The most active reporter was Dyckerhoff Stefan A with 9 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving ALAB

  • Strong PCIe 6-led growth plus Q3 revenue guidance ($540M-$560M) tied to Scorpio and Aries supports a bullish near-term setup.

    zacks.com · Aug 12, 2026

  • Guidance and margin expansion tied to PCIe 6.0 and Scorpio X-Series ramps suggest near-term upside if execution matches, but gross margin may normalize as mix shifts.

    theglobeandmail.com · Aug 11, 2026

  • The print and inaugural full-year revenue guide are likely to drive continued momentum and repricing versus IPO-era expectations.

    ibtimes.com.au · Aug 11, 2026

  • This is a routine insider sale under a pre-arranged 10b5-1 plan, so it is more of a sentiment signal than a fundamental catalyst.

    SEC EDGAR · Aug 10, 2026

  • A routine 10b5-1 insider sale provides limited signal, but it can still affect near-term sentiment and positioning.

    SEC EDGAR · Aug 10, 2026

alphai scores every news story that mentions ALAB with an AI model for sentiment and relevance, and aggregates insider trades from Astera Labs, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ALAB

Score
$ALABMed

ALAB Benefits From PCIe Demand: Can It Stay Ahead of Its Competitors?

Astera Labs (ALAB) reported record Q2 2026 revenue of $392.4M, up 104% year over year, with PCIe 6 products at over 50% of revenue. The company said Scorpio X-Series will be its largest product family by Q3 2026. It expects Q3 revenue of $540M-$560M. The article also cites competition from Marvell (MRVL) and Credo (CRDO).

$ALABMedAI 8/10

Astera Labs (ALAB) Q2 2026 Earnings Call Transcript

Astera Labs (NASDAQ:ALAB) reported Q2 2026 revenue of $392.4M, up 27% sequentially and 104% year over year, with non-GAAP gross margin of 73.7% and non-GAAP diluted EPS of $0.80. Q3 guidance calls for revenue of $540M to $560M and EPS of $1.16 to $1.21, driven by the Scorpio X-Series ramp and PCIe 6.0 adoption.

$ALABHighAI 9/10

Alamar Biosciences Shares Rise 18% After Second-Quarter Revenue Jumps 82% Year-Over-Year

Alamar Biosciences shares rose about 18% after the company reported Q2 2026 revenue of $29.4 million, up 82% year over year, and provided first full-year 2026 revenue guidance of $116 million to $120 million. The stock closed at $32.91. Alamar also launched new NULISAseq panels and set targets to exceed 100 instrument systems and $400,000+ annual pull-through per instrument.

$ALABMed

Astera Labs Beat And Guided Higher, Then Fell Because The Rally Came First

Astera Labs (ALAB) reported record fiscal Q2 2026 results, with revenue of $392.4M up 104% year over year, and issued fiscal Q3 2026 guidance of $540M to $560M, above expectations. The stock later fell about 12% after four prior up sessions. The article attributes the shift to product mix, with PCIe 6 and Scorpio switch family ramping, and a non-GAAP gross margin guide down to about 72% from 74%.

$ALABLow

Should Investors Hold on to Astera Labs Stock Post Q2 Earnings?

Astera Labs (ALAB) shares fell 12% after its Aug. 4, 2026 Q2 results, as higher operating expenses reflected continued investment in its product roadmap, amid macro uncertainty and competition. The stock is up 91.4% YTD on strong AI connectivity demand. For Q3 2026, revenue guidance is $540M-$560M and non-GAAP EPS $1.16-$1.21.

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