ALAB

Astera Labs, Inc.

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0001736297
$346.33 +9.23% $58.6B
Insider Selling Cluster (5 insiders)High Impact Filing (8/10)3 New Institutional Positions3 Institutional Exits
Vol
Market Cap$58.6B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (70%)
Inst. Holders9 funds
Inst. Value$7.5B
Inst. Activity3 buys / 3 sells
Insider Activity0B / 26S
Insider Net $-$131.8M
Reddit Sentiment57° Neutral
SEC Reports18
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0001736297·Prev Close $317.06

Recent Activity

Jun 9, 2026 SEC
Two directors at Astera Labs sold a combined $1.44M in open-market transactions over two days, with Lazar (June 4) and D
CLUSTER — Impact 2/10
Jun 4, 2026 Insider
LAZAR JACK R sold 879 shares
Director @ $362.84 ($318.9K)
Jun 4, 2026 Insider
LAZAR JACK R sold 837 shares
Director @ $0.00 ($0.00)
Jun 4, 2026 Insider
HURLSTON MICHAEL E. sold 837 shares
Director @ $0.00 ($0.00)
Jun 3, 2026 SEC
Astera Labs director Stefan Dyckerhoff filed a Form 144 on June 3, 2026, indicating intent to sell 12,499 shares of comm
144 — Impact 5/10
May 26, 2026 SEC
Three Astera Labs insiders, including the CEO and President/COO, sold a combined $32.8M in open-market sales over a 7-da
CLUSTER — Impact 2/10
Inst.
MORGAN STANLEY — ADD
1,934,467 shares ($321.8M)
Inst.
BANK OF AMERICA CORP — TRIM
1,488,817 shares ($247.7M)

Price Targets

$244.97 -28.3% upside Strong Sell
Current $341.70 Low $155.00 Median $257.50 High $297.00 22 analysts
$155.00 $297.00

Analyst Ratings

Buy70% buy · 30 analysts
7Strong Buy
14Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 19, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
May 7, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 6, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 6, 2026 TD Cowen MAINTAIN Hold → Hold
May 6, 2026 Citigroup MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.69 ▲ +25.5% $0.65 — $0.72 57% YoY 22
Next Q $0.79 ▲ +22.3% $0.69 — $0.87 60% YoY 21
Current FY $3.00 ▲ +20.1% $2.78 — $3.32 63% YoY 23
Next FY $4.21 ▲ +17.1% $3.50 — $5.79 40% YoY 22

Top Institutional Holders

FundValueMove
FMR LLC$4.2B
VANGUARD GROUP INC$2.3BADD
MORGAN STANLEY$321.8MADD
BANK OF AMERICA CORP$247.7MTRIM
TWO SIGMA INVESTMENTS, LP$119.5MTRIM

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026LAZAR JACKSELL$318.9K
Jun 4, 2026LAZAR JACKA$0.00
Jun 4, 2026HURLSTON MICHAELA$0.00
Jun 4, 2026BARRATT CRAIGA$0.00
Jun 4, 2026Mayer BethanyA$0.00

Reddit Sentiment

57°
Neutral
Bearish Neutral Bullish
10 mentions 4 bullish 2 bearish
9 institutional holders with $7.5B total value (44,823,938 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, MORGAN.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC25,334,941$4.2B56.5%
2VANGUARD GROUP INC13,827,506$2.3B30.8%ADD +29.6%
3MORGAN STANLEY1,934,467$321.8M4.3%ADD +33.0%
4BANK OF AMERICA CORP /DE/1,488,817$247.7M3.3%TRIM -28.4%
5TWO SIGMA INVESTMENTS, LP718,574$119.5M1.6%TRIM -43.3%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC633,940$105.5M1.4%DOUBLED +251.2%
7RENAISSANCE TECHNOLOGIES LLC406,401$67.6M0.9%TRIM -51.8%
8NORGES BANK349,692$58.2M0.8%NEW
9WELLS FARGO & COMPANY/MN129,600$21.6M0.3%ADD +31.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD1,454,4581,934,467+33.0%$321.8M2025-Q4
BANK OF AMERICA CORP /DE/TRIM2,080,1691,488,817-28.4%$247.7M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM1,266,810718,574-43.3%$119.5M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM843,301406,401-51.8%$67.6M2025-Q4
NORGES BANKNEW349,692$58.2M2025-Q4
WELLS FARGO & COMPANY/MNADD98,562129,600+31.5%$21.6M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED798,9302,080,169+160.4%$407.3M2025-Q3
TWO SIGMA INVESTMENTS, LPADD799,2861,266,810+58.5%$248.0M2025-Q3
UBS Group AGDOUBLED488,5211,251,178+156.1%$245.0M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDOUBLED170,434598,484+251.2%$117.2M2025-Q3
NORGES BANKEXIT443,5340-100.0%$0.002025-Q3
VANGUARD GROUP INCADD9,297,47612,049,223+29.6%$1.1B2025-Q2
MORGAN STANLEYADD1,178,9921,663,241+41.1%$150.4M2025-Q2
TWO SIGMA INVESTMENTS, LPADD450,114799,286+77.6%$72.3M2025-Q2
BANK OF AMERICA CORP /DE/ADD632,875798,930+26.2%$72.2M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM1,426,700749,500-47.5%$67.8M2025-Q2
UBS Group AGTRIM783,387488,521-37.6%$44.2M2025-Q2
NORGES BANKNEW443,534$40.1M2025-Q2
WELLS FARGO & COMPANY/MNDOUBLED34,22382,975+142.5%$7.5M2025-Q2
CITADEL ADVISORS LLCDOUBLED598,7501,199,952+100.4%$71.6M2025-Q1
MORGAN STANLEYADD882,3881,178,992+33.6%$70.4M2025-Q1
UBS Group AGADD596,319783,387+31.4%$46.7M2025-Q1
WELLS FARGO & COMPANY/MNNEAR_EXIT250,29934,223-86.3%$2.0M2025-Q1
NORGES BANKEXIT1,353,1790-100.0%$0.002025-Q1
NORGES BANKDOUBLED300,9761,353,179+349.6%$179.2M2024-Q4
12 unique insiders with 26 transactions. Net insider value: -$131.8M ($0.00 bought, $131.8M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026LAZAR JACK RDirectorSELL879$362.84$318.9K
Jun 4, 2026LAZAR JACK RDirectorA837$0.00$0.00
Jun 4, 2026HURLSTON MICHAEL E.DirectorA837$0.00$0.00
Jun 4, 2026BARRATT CRAIG HDirectorA837$0.00$0.00
Jun 4, 2026Mayer BethanyDirectorA837$0.00$0.00
Jun 4, 2026Dyckerhoff Stefan ADirectorA837$0.00$0.00
Jun 3, 2026Dyckerhoff Stefan ADirectorSELL3,077$364.25$1.1M
May 22, 2026Gajendra SanjayPresident and COOG226,189$0.00$0.00
May 21, 2026Mazzara PhilipGeneral Counsel and SecretarySELL796$291.03$231.7K
May 21, 2026Gajendra SanjayPresident and COOSELL136,709$289.13$39.5M
May 19, 2026Gajendra SanjayPresident and COOSELL102,839$248.91$25.6M
May 19, 2026Mohan JitendraChief Executive OfficerSELL27,937$249.61$7.0M
May 18, 2026Mohan JitendraChief Executive OfficerSELL1,996$210.67$420.5K
May 18, 2026Mazzara PhilipGeneral Counsel and SecretarySELL9,204$235.36$2.2M
May 18, 2026Gajendra SanjayPresident and COOSELL19,404$235.41$4.6M
May 18, 2026Mohan JitendraChief Executive OfficerSELL19,404$235.41$4.6M
May 14, 2026Mazzara PhilipGeneral Counsel and SecretaryA131$120.18$15.7K
May 7, 2026Dyckerhoff Stefan ADirectorSELL1,783$199.00$354.8K
May 7, 2026Mohan JitendraChief Executive OfficerSELL79,377$199.33$15.8M
May 7, 2026Gajendra SanjayPresident and COOSELL4,725$193.01$912.0K
May 7, 2026Gajendra SanjayPresident and COOSELL2,182$199.90$436.2K
May 1, 2026Lynch DesmondChief Financial OfficerA42,501$0.00$0.00
Apr 20, 2026Dyckerhoff Stefan ADirectorSELL3,757$175.12$657.9K
Apr 20, 2026Mohan JitendraChief Executive OfficerSELL6,526$175.24$1.1M
Apr 17, 2026Dyckerhoff Stefan ADirectorSELL3,253$175.00$569.3K
Apr 17, 2026Mohan JitendraChief Executive OfficerSELL17,856$167.95$3.0M
Apr 15, 2026Mohan JitendraChief Executive OfficerSELL2,767$174.57$483.0K
Apr 10, 2026Mohan JitendraChief Executive OfficerSELL99,023$149.53$14.8M
Apr 1, 2026ALBA MANUELDirectorSELL57,001$106.32$6.1M
Apr 1, 2026Mazzara PhilipGeneral Counsel and SecretarySELL3,100$106.34$329.7K
Mar 17, 2026Mohan JitendraChief Executive OfficerSELL8,754$125.56$1.1M
Mar 16, 2026LAZAR JACK RDirectorSELL2,500$130.00$325.0K
Mar 5, 2026LAZAR JACK RDirectorSELL1,601$118.15$189.2K
Mar 2, 2026Mazzara PhilipGeneral Counsel and SecretarySELL1,200$113.85$136.6K
Feb 6, 2026Tate Michael TruettChief Financial OfficerA11,787$0.00$0.00
Feb 6, 2026Gajendra SanjayPresident and COOA26,522$0.00$0.00
Feb 6, 2026Mazzara PhilipGeneral Counsel and SecretaryA5,893$0.00$0.00
Feb 6, 2026Mohan JitendraChief Executive OfficerA26,522$0.00$0.00
Feb 2, 2026Cota GermaineChief Accting. Off. & VP, Fin.A21,817$0.00$0.00
18 SEC filing reports analyzed. Sentiment: 1 bullish, 6 bearish, 1 mixed, 10 neutral. Avg impact: 4.1/10.
NEUTRAL CLUSTER 2/10
Two directors at Astera Labs sold a combined $1.44M in open-market transactions over two days, with
Jun 9, 2026
BEARISH 144 5/10
Astera Labs director Stefan Dyckerhoff filed a Form 144 on June 3, 2026, indicating intent to sell 1
Jun 3, 2026
NEUTRAL CLUSTER 2/10
Three Astera Labs insiders, including the CEO and President/COO, sold a combined $32.8M in open-mark
May 26, 2026
BEARISH 144 5/10
Michael Truett, a former officer of Astera Labs, filed a Form 144 to sell 20,000 common shares value
May 26, 2026
NEUTRAL 144 2/10
Former officer Michael Truett (via the Tate 1997 Living Trust) filed Form 144 to sell 30,000 shares
May 22, 2026
NEUTRAL CLUSTER 3/10
Three top insiders at Astera Labs (CEO, COO, General Counsel) sold a combined $34.74M in open-market
May 22, 2026
NEUTRAL CLUSTER 2/10
Astera Labs CEO Jitendra Mohan and General Counsel Philip Mazzara sold a combined $2.59M in open-mar
May 20, 2026
NEUTRAL CLUSTER 4/10
CEO Jitendra Mohan sold $15.8M worth of ALAB stock at ~$199/share just two days after the company re
May 12, 2026
NEUTRAL 144 2/10
Director/affiliate Stefan A. Dyckerhoff filed a Form 144 indicating intent to sell 124,999 shares of
May 7, 2026
BULLISH 8-K 8/10
Astera Labs reported Q1 2026 revenue of $308.4M (+93% YoY, +14% QoQ) and GAAP diluted EPS of $0.44,
May 5, 2026
NEUTRAL DEFA14A 3/10
Astera Labs, Inc. (ALAB) has filed a definitive proxy statement (DEFA14A) for its upcoming sharehold
Apr 23, 2026
BEARISH CLUSTER 5/10
Two corporate insiders at Astera Labs sold shares in the past week, including CEO Jitendra Mohan and
Apr 21, 2026
NEUTRAL 144 3/10
Stefan A. Dyckerhoff, an affiliate of Astera Labs, filed a Form 144 to report the proposed sale of u
Apr 17, 2026
BEARISH 144 6/10
Jitendra Mohan, CEO and Director of Astera Labs, filed a Form 144 to notify intent to sell up to 412
Apr 17, 2026
BEARISH 144 6/10
Manuel Alba, a director at Astera Labs, filed two Form 144s on April 1, 2026, signaling intent to se
Apr 1, 2026
BEARISH 144 6/10
Manuel Alba, a director of Astera Labs, filed a Form 144 to notify intent to sell up to 170,000 shar
Apr 1, 2026
NEUTRAL CLUSTER 3/10
Director Jack R. Lazar sold 1,601 shares of Astera Labs in an open-market transaction, generating pr
Mar 9, 2026
MIXED INST-CLUSTER 6/10
In Q4 2025, institutional activity in Astera Labs (ALAB) was mixed, with three institutions adding $
Feb 28, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (70% buy). Based on 30 analysts: 7 strong buy, 14 buy, 9 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$244.97 mean target -28.3% upside Strong Sell (1.88)
$155.00 Low $297.00 High
MetricValue
Current Price$341.70
Target Low$155.00
Target Mean$244.97
Target Median$257.50
Target High$297.00
# Analysts22
RecommendationStrong Sell (1.88)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.69 $0.65 $0.72 57.0% +25.5% 20↑ 0↓ $0.4B 87.7% 22
Next Q
2026-09-30
$0.79 $0.69 $0.87 60.3% +22.3% 19↑ 0↓ $0.4B 78.1% 21
Current FY
2026-12-31
$3.00 $2.78 $3.32 63.2% +20.1% 21↑ 0↓ $1.5B 81.3% 23
Next FY
2027-12-31
$4.21 $3.50 $5.79 40.1% +17.1% 20↑ 0↓ $2.2B 42.0% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.691
7d ago$0.691
30d ago$0.550+0.140
60d ago$0.549+0.142
90d ago$0.547+0.143
13 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 4 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 19, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 7, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 6, 2026 JP Morgan MAINTAIN Overweight Overweight
May 6, 2026 TD Cowen MAINTAIN Hold Hold
May 6, 2026 Citigroup MAINTAIN Buy Buy
May 6, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 6, 2026 RBC Capital MAINTAIN Outperform Outperform
May 6, 2026 Susquehanna MAINTAIN Neutral Neutral
May 6, 2026 Stifel MAINTAIN Buy Buy
May 6, 2026 Needham MAINTAIN Buy Buy
May 1, 2026 Rothschild & Co INITIATE Neutral
Apr 21, 2026 UBS INITIATE Neutral
Apr 2, 2026 Citigroup MAINTAIN Buy Buy
Mar 5, 2026 Loop Capital INITIATE Buy
Feb 11, 2026 Citigroup MAINTAIN Buy Buy
Jan 15, 2026 RBC Capital INITIATE Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202671490070%
May 1, 202671670077%
Apr 1, 202671660079%
Mar 1, 202671560079%
Feb 1, 202671560079%
Jan 1, 202671460078%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

57°
Neutral
Bearish Neutral Bullish
10 mentions 4 bullish 2 bearish 10 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 27, 2026160° Warm101
May 27, 2026160° Warm101
May 20, 2026160° Warm101
May 20, 2026160° Warm101
May 10, 2026150° Neutral001
May 10, 2026150° Neutral001
Apr 15, 2026150° Neutral001
Apr 15, 2026150° Neutral001
Apr 13, 2026140° Cool011
Apr 13, 2026140° Cool011

Recent Reddit Threads

r/wallstreetbets Bullish 13d 12h ago
Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return.
▲ 1 💬 1 ⚡ 0.5
r/stocks Bearish 20d 14h ago
In anticipation of NVDA earnings report, I bought a lot of stock.
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Bullish 21d 3h ago
Is ALAB Stock Too Expensive? Astera Labs' AI Rally Faces a 165x Valuation Test
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
ALAB Thesis
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
MU Gain Porn - Enjoy
▲ 1 💬 1 ⚡ 0.5
r/stocks Bearish 1mo ago
Bezoz is still holding $RIVN at 90% of his portfolio, why?
▲ 1 💬 0 ⚡ 0.5
Jun 3, 2026
other
Astera Labs Expands Taiwan Operations to Accelerate Global AI Infrastructure Buildout
Astera Labs Expands Taiwan Operations to Accelerate Global AI Infrastructure Buildout
May 27, 2026
other
Astera Labs to Host Press Conference, Live Demos, and Technical Talks at Computex 2026
<p>TAIPEI, Taiwan, May 26, 2026 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rac
May 21, 2026
short_volume
Short Volume: ALAB — 57.5% short (1.6M / 2.8M)
Short: 1,631,244 | Exempt: 31,543 | TRF Vol: 2,837,961 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: ALAB — 60.6% short (2.9M / 4.8M)
Short: 2,926,234 | Exempt: 30,442 | TRF Vol: 4,831,494 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: ALAB — 9.4M shares, 166,686 trades
Week starting 2026-05-18. Total ATS volume: 9,352,419 shares across 166,686 trades.
May 15, 2026
short_volume
Short Volume: ALAB — 58.7% short (1.5M / 2.6M)
Short: 1,513,427 | Exempt: 17,440 | TRF Vol: 2,579,689 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: ALAB — 62.6% short (1.3M / 2.1M)
Short: 1,297,279 | Exempt: 12,057 | TRF Vol: 2,073,369 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: ALAB — 66.4% short (1.6M / 2.4M)
Short: 1,618,096 | Exempt: 22,613 | TRF Vol: 2,438,068 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: ALAB — 90,271 shares ($18.5M) failed to deliver
Settlement: 20260513, Price: $204.42, FTD Value: $18,453,197.82, ASTERA LABS INC COM
May 12, 2026
short_volume
Short Volume: ALAB — 55.9% short (1.1M / 1.9M)
Short: 1,081,178 | Exempt: 21,473 | TRF Vol: 1,933,277 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: ALAB — 65.5% short (1.4M / 2.2M)
Short: 1,409,274 | Exempt: 23,160 | TRF Vol: 2,151,696 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: ALAB — 6.5M shares, 123,254 trades
Week starting 2026-05-11. Total ATS volume: 6,546,992 shares across 123,254 trades.
May 8, 2026
short_volume
Short Volume: ALAB — 60.0% short (1.0M / 1.6M)
Short: 969,152 | Exempt: 59,270 | TRF Vol: 1,615,017 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_interest
FTD: ALAB — 2,372 shares ($0.5M) failed to deliver
Settlement: 20260507, Price: $213.91, FTD Value: $507,394.52, ASTERA LABS INC COM
May 6, 2026
short_volume
Short Volume: ALAB — 55.4% short (1.8M / 3.3M)
Short: 1,846,570 | Exempt: 3,367 | TRF Vol: 3,332,338 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)