Astera Labs: Strong Story, Weak Stock?

  • Astera Labs (NASDAQ:ALAB), a firm specializing in semiconductor-based connectivity solutions for cloud and AI infrastructure, has experienced a nearly 36% decline year-to-date. The recent sell-off has occurred despite strong financial results, with Q1 2025 revenue rising over 140% year-over-year and Q2 guidance estimating between $170 million and $175 million, indicating a sequential growth of approximately 8.5%.