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$318.43 -43.24 (-11.96%) At close · Aug 5
Market Cap
$55.24B
Shares
173.49M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$318.43 Open$348.37 Day$315.11–356.00 52W$97.89–499.48 Avg vol 30d5.1M Short int9.5M · 5.5% float · 2.1d Short vol59% Last earningsAug 4, 2026 DataMar 2024–Aug 2026 Filing10-Q · Aug 5

Up next

Next earnings call
Nov 7, 2026 Est · unconfirmed · in 13 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Aug 5, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Neutral Momentum Strong Sentiment Bullish Fundamentals Excellent Quant / Vol Very High
      Market backdrop VIX 15.8 · calm Equity put/call 0.46
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg +52%
      above
      Price vs 50-day avg −11%
      below
      RSI (14) 48
      neutral
      MACD trend Positive
      52-week position 55%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Strong
      1-month return −19%
      trailing
      6-month return +122%
      trailing
      YTD return +91%
      this year
      Relative strength +110%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $357 › 200d $210 — 50d above 200d
      Institutional flow Accumulating
      460 of 712 funds reported for Jun 30 · net +1.0M sh shares · +186 new
      Insider flow Distributing
      Net -$271.7M over 90 days · 100% sells
      Short interest Falling
      5.49% of float · ▼ -24.9% MoM · 2.1 days cover
      Volume signal Reversal watch
      High volume on a down day — possible exhaustion
      Institution breadth Multi-yr high
      712 holders — near 2-yr high, broad support
      Squeeze score 57
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +115%
      Y/Y
      Gross margin 76%
      contracting
      EPS growth +291%
      Y/Y
      Free cash flow $281.8M
      Valuation P/E 157.6
      rich
      Balance sheet $167.6M
      net cash
      Quant / Vol
      risk profile
      Very High
      Volatility 102%
      annualized · 1-yr
      Max drawdown −60%
      past year
      ATR 12.0%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Beat or met 2 of last 2
      Latest guidance · from the 8-K filed Aug 4, 2026
      Revenue · Third Quarter of Fiscal 2026 Initiated $540M – $560M
      prior qtr $392.4M midpoint +40.2% QoQ
      GAAP gross margin · Third Quarter of Fiscal 2026 Initiated 72%
      GAAP operating expenses · Third Quarter of Fiscal 2026 Initiated $232M – $236M
      Non-GAAP gross margin · Third Quarter of Fiscal 2026 Initiated 72%
      GAAP tax rate · Third Quarter of Fiscal 2026 Initiated 4%
      GAAP diluted net income per share · Third Quarter of Fiscal 2026 Initiated $0.87 – $0.92
      prior qtr $0.83 midpoint +7.8% QoQ
      Non-GAAP operating expenses · Third Quarter of Fiscal 2026 Initiated $156M – $160M
      Non-GAAP tax rate · Third Quarter of Fiscal 2026 Initiated 12%
      Non-GAAP diluted net income per share · Third Quarter of Fiscal 2026 Initiated $1.16 – $1.21
      Guided vs delivered · last 2 settled
      Revenue Q2 2026
      guided $355M – $365M
      $392.4M Beat +9.0%
      GAAP diluted earnings per share Q2 2026
      guided $0.44 – $0.46
      $0.83 Beat +84.4%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Neutral
      1 · 4 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +52% Bullish
      Price vs 50-day avg
      −11% Bearish
      RSI (14)
      48 Neutral
      MACD trend
      Positive Bullish
      52-week position
      55% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $357 › 200d $210 — 50d above 200d
      Institutional flow Accumulating
      460 of 712 funds reported for Jun 30 · net +1.0M sh shares · +186 new
      Insider flow Distributing
      Net -$271.7M over 90 days · 100% sells
      Short interest Falling
      5.49% of float · ▼ -24.9% MoM · 2.1 days cover
      Volume signal Reversal watch
      High volume on a down day — possible exhaustion
      Institution breadth Multi-yr high
      712 holders — near 2-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $98 Now $318 · 55% 52-wk high $499
      vs 200-day avg +52% vs 50-day avg -11%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Versus peers

      Semiconductors — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      ALAB
      Astera Labs, Inc.
      this stock
      $55.24B +91.4% +45.0% 157.6 5.5%
      NVDA
      Nvidia Corp
      $5.31T +17.7% +125.9% 33.6 1.3%
      TSM
      Taiwan Semiconductor Manufacturing Co Ltd
      $2.11T +36.9% 0.6%
      AVGO
      Broadcom Inc.
      $1.99T +21.3% +7.9% 69.6 1.4%
      MU
      Micron Technology Inc
      $1.02T +213.1% +49.5% 20.5 3.2%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      864
      % held
      74.8%
      Reported
      460 of 712
      Top holder
      FMR LLC
      Held Float
      View
      Held by Funds
      Fund positions
      461
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      9.5M
      Days to cover
      2.1d
      Change
      -3.2M sh
      View
      Short Volume
      Short vol %
      59%
      As of
      Aug 5, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      69
      Value
      $27.1K
      As of
      Jul 9, 2026
      View
      Off-Exchange
      Off-exchange %
      42.0%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$271.7M
      Buyers / Sellers
      0 / 5
      Buyers Sellers
      View
      Congressional Trades Sell
      Member
      Rob Bresnahan
      Amount
      $1.0K–$15.0K
      Traded
      Feb 27, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $852.5M
      Net income (FY)
      $219.1M
      EPS diluted
      $1.22
      View
      Filings
      SEC Filings
      Latest
      10-Q
      Filed
      Aug 5, 2026
      This year
      11
      View
      Proposed Sales
      Value
      $5.6M
      Shares
      12.5K
      Filed
      Jul 1, 2026
      View
      Exempt Offerings
      Offering
      $26.0M
      Filed
      Aug 12, 2020
      View
      Earnings & Events
      Earnings Calls
      Last call
      Aug 4, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      ALAB +27.5% -19.0% +121.6% +2.3% +91.4%
      SPY +5.5% +3.3% +11.3% +3.1% +12.9%
      vs SPY +22.0% -22.3% +110.3% -0.7% +78.5%
      Key facts CIK 1736297 CUSIP 04626A103 13F (30d) 426 filings 421 filers Visit website Investor relations