Astera Labs, Inc.
ALAB
Jodie read · what matters now
Revenue increased 93.4% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ALAB, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-06 against the comparable filing from 2025-05-07.
What improved
- Revenue increased 93.4% versus the comparable filing period.
- Operating margin improved 13.0 percentage points.
- Net income increased 152.4% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“The higher non-cash charges of $12.3 million were primarily due to a $6.5 million increase in stock-based compensation expense, $2.6 million increase in depreciation and amortization, a $1.7 million increase in warrants contra revenue, and $1.3 million increase in accretion of discounts on marketable securities.”
“Results of Operations Comparison of the Three Months Ended March 31, 2026 and 2025 Revenue Three Months Ended March 31, Change 2026 2025 Amount % (in thousands, except percentages) Revenue $ 308,361 $ 159,442 $ 148,919 93 % Total revenue increased $148.9 million , or 93%, for the three months ended March 31, 2026, compared to the same period in 2025, primarily due to an increase in overall unit shipments driven by higher demand for our Scorpio, Aries, and Taurus products, as well as higher overall average selling prices resulting from an increased mix of hardware modules and Scorpio products .”
“48.9 million , or 93%, for the three months ended March 31, 2026, compared to the same period in 2025, primarily due to an increase in overall unit shipments driven by higher demand for our Scorpio, Aries, and Taurus products, as well as higher overall average selling prices resulting from an increased mix of hardware modules and Scorpio products .”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind ALAB
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 8 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
ALAB is currently a Follower in the organic co-movement group Semiconductor Technology. 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.
Theme membership history
No durable theme membership has been observed for this name yet.