ALAB
Market read
The latest filing evidence is available. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.
Invalidation: The isolated read changes if ALAB's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The unfavorable change of $184.0 million in operating assets and liabilities was predominantly attributable to (i) a $124.0 million unfavorable change in accounts receivable due to higher product sales and the timing of customer payments, (ii) a $38.6 million…”10-Q · Aug 5, 2026 ↗
“The increase was partially offset by the decreased foreign-derived intangible income deduction and U.S.”10-Q · Nov 5, 2025 ↗
Valuation discipline
Price/sales 61.3× · EV/sales 61.1×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 16:00 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for ALAB. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-05 against the comparable filing from 2025-08-06.
Capital and cash conversion
Capital spending consumed more revenue while free-cash-flow margin declined.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
“The higher non-cash charges of $50.1 million were primarily due to a $35.0 million increase in stock-based compensation expense, a $10.2 million increase in warrants contra revenue, and a $5.1 million increase in depreciation and amortization.”
“Results of Operations Comparison of the Three and Six Months Ended June 30, 2026 and 2025 Revenue Three Months Ended June 30, Change Six Months Ended June 30, Change 2026 2025 Amount % 2026 2025 Amount % (in thousands, except percentages) Revenue $ 392,400 $ 191,925 $ 200,475 104 % $ 700,761 $ 351,367 $ 349,394 99 % Total revenue increased $200.5 million , or 104%, and $349.4 million, or 99%, for the three and six months ended June 30, 2026, compared to the same periods in 2025, primarily due to an increase in overall unit shipments driven by higher demand for our Aries, Scorpio, and Taurus products, as well as higher overall average selling prices resulting from an increased mix of hardwar...”
“Cost of Revenue, Gross Profit, and Gross Margin Three Months Ended June 30, Change Six Months Ended June 30, Change 2026 2025 Amount % 2026 2025 Amount % (in thousands, except percentages and bps) Cost of revenue $ 104,833 $ 46,362 $ 58,471 126 % $ 178,053 $ 86,393 $ 91,660 106 % Gross profit 287,567 145,563 142,004 98 % 522,708 264,974 257,734 97 % Gross margin 73.3 % 75.8 % (250) bps 74.6 % 75.4 % (80) bps Total cost of revenue increased $58.5 million , or 126% , and $91.7 million, or 106%, for the three and six months ended June 30, 2026, compared to the same periods in 2025, respectively, primarily due to higher unit shipments and shift in product mix cost.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“We use Advanced Semiconductor Engineering and Amkor Technologies to assemble, package, and test our ICs.”
“Our principal competitors include Broadcom, Inc., Credo Technology Group Holding Ltd., Marvell Technology, Inc., Microchip Technology Inc., Montage Technology, Parade Technologies, Ltd., and Rambus, Inc.”
Depended on by
“Our principal competitors with respect to our products include Broadcom Ltd.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
ALAB is currently a Follower in the organic co-movement group Semiconductors. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.