Astera Labs Inc. saw its stock price decline by 5.02% as it crossed below the 5-day SMA, reflecting a challenging trading session.
The decline comes despite positive sentiment in the semiconductor sector, particularly following Taiwan Semiconductor's strong earnings report, which exceeded analyst expectations and indicated robust market demand. Additionally, Stifel analysts have highlighted Astera Labs as a key player in the AI networking market, suggesting that the company has significant potential for growth, which may attract investor interest in the long term.
The implications of this situation suggest that while Astera Labs is currently facing downward pressure, the overall positive outlook for the semiconductor industry and its specific positioning in AI networking could lead to a rebound in investor confidence.
Wall Street analysts forecast ALAB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ALAB is 191.54 USD with a low forecast of 80.00 USD and a high forecast of 225.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
Wall Street analysts forecast ALAB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ALAB is 191.54 USD with a low forecast of 80.00 USD and a high forecast of 225.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Buy
4 Hold
0 Sell
Strong Buy
Current: 167.900
Low
80.00
Averages
191.54
High
225.00
Current: 167.900
Low
80.00
Averages
191.54
High
225.00
Jefferies
Jefferies
Buy
maintain
$225
2025-12-02
Reason
Jefferies
Jefferies
Price Target
$225
AI Analysis
2025-12-02
maintain
Buy
Reason
Jefferies keeps a Buy rating and $225 price target on Astera Labs (ALAB) while calling today's 13% decline in the stock an "over-reaction". The roadmap by unveiled by Amazon.com (AMZN) at ReInvent confirming chip specs for Trainium3/Trainium4 and debuting a new Trainium3 UltraServer highlights improved performance, but overall performance still trails other solutions, the analyst tells investors in a research note. The earlier Trainium3 timing is a negative for Marvell (MRVL) as the revenue is shared with Alchip and Trainium4 will likely be a chiplet sale, also limiting revenue, while on the Networking front, key notables include Astera Labs' Scorpio X switch connecting the XPUs in the Trainium3 racks and NVLink Fusion integration into some Trainium4 configurations, which is actually positive for Astera Labs, Jefferies added.
Morgan Stanley
Joseph Moore
Overweight
maintain
$210
2025-12-02
Reason
Morgan Stanley
Joseph Moore
Price Target
$210
2025-12-02
maintain
Overweight
Reason
Morgan Stanley analyst Joseph Moore keeps an Overweight rating and $210 price target on Astera Labs (ALAB), saying that while Trainium 3 opportunity has been clear, Amazon's (AMZN) ReInvent highlights that Trainium 4 will use both UALink and NV Link Fusion, and both of these are opportunities for Astera. Amazon's use of NVLink Fusion caused a tailspin in Astera Labs stock, but it is actually incremental, and the company is likely to have significant potential content for both UALink and NVLink Fusion, the analyst tells investors in a research note.
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BNP Paribas Exane
Outperform
initiated
$225
2025-11-20
Reason
BNP Paribas Exane
Price Target
$225
2025-11-20
initiated
Outperform
Reason
BNP Paribas Exane initiated coverage of Astera Labs with an Outperform rating and $225 price target, which represents over 50% upside. The stock has declined 40% from the peak on investor concerns over the market acceptance of UALink, which creates an attractive entry point, the analyst tells investors in a research note. BNP thinks Amazon's next generations of Trainium server systems could drive significant revenue growth opportunities for Astera over the next three years.
Raymond James
Simon Leopold
Market Perform
resume
2025-11-20
Reason
Raymond James
Simon Leopold
Price Target
2025-11-20
resume
Market Perform
Reason
Raymond James analyst Simon Leopold resumed coverage of Astera Labs with a Market Perform rating and no price target. The company is well positioned to benefit from generative artificial intelligence trends but the shares are fairly valued, the analyst tells investors in a research note. The firm sees long-term structural challenges for Astera.
About ALAB
Astera Labs, Inc. is a global semiconductor company. The Company provides semiconductor-based connectivity solutions for cloud and artificial intelligence (AI) infrastructure. It has developed and deployed its Intelligent Connectivity Platform built from the ground up for cloud and AI infrastructure. Its Intelligent Connectivity Platform provides its customers with the ability to deploy and operate high-performance cloud and AI infrastructure at scale, addressing an increasingly diverse set of requirements. It provides its connectivity products in various form factors, including Integrated Circuits (ICs), boards, and modules. Its PCIe, CXL and Ethernet semiconductor-based connectivity solutions are purpose-built to unleash the potential of accelerated computing at cloud-scale. The Company’s products include Aries products, which include its COSMOS software suite; Taurus products, which are hardware modules based on its Taurus ICs; Leo products; and Scorpio products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
