My comment on Astera Labs $ALAB — September 2026
$ALABB is around $269 per share at the close of September 16.
Most important:
* 🚀 Very strong growth: Q2 2026 had revenue of $392.4M, +104% year-over-year and +27% quarter-over-quarter.
* 📈 The company guided for Q3 revenue of $540–560M, a considerable jump from Q2.
* 🤖 Its business is directly tied to the infrastructure that AI data centers need: connectivity, PCIe, CXL, UALink, Ethernet, and its Scorpio solutions.
* 🔥 Scorpio X-Series is entering large-scale production, and the company expects it to become its main product family.
* 🧠 Also, on September 15, it announced new Leo X-Series solutions for memory optimized for AI workloads and long-context models.
An interesting move to analyze—let me know your comments and for more companies!!!
$ALABB is around $269 per share at the close of September 16.
Most important:
* 🚀 Very strong growth: Q2 2026 had revenue of $392.4M, +104% year-over-year and +27% quarter-over-quarter.
* 📈 The company guided for Q3 revenue of $540–560M, a considerable jump from Q2.
* 🤖 Its business is directly tied to the infrastructure that AI data centers need: connectivity, PCIe, CXL, UALink, Ethernet, and its Scorpio solutions.
* 🔥 Scorpio X-Series is entering large-scale production, and the company expects it to become its main product family.
* 🧠 Also, on September 15, it announced new Leo X-Series solutions for memory optimized for AI workloads and long-context models.
An interesting move to analyze—let me know your comments and for more companies!!!