GF Fund Management CO. LTD. Makes New Investment in Astera Labs, Inc. $ALAB

GF Fund Management CO. LTD. purchased a new stake in shares of Astera Labs, Inc. (NASDAQ:ALAB) during the 3rd quarter, HoldingsChannel.com reports. The fund purchased 68,072 shares of the company’s stock, valued at approximately $13,328,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Sumitomo Mitsui Trust Group Inc. lifted its stake in Astera Labs by 21.6% during the 2nd quarter. Sumitomo Mitsui Trust Group Inc. now owns 14,781 shares of the company’s stock valued at $1,336,000 after acquiring an additional 2,624 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in Astera Labs by 94.6% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 109,576 shares of the company’s stock valued at $9,908,000 after purchasing an additional 53,276 shares during the last quarter. Vanguard Personalized Indexing Management LLC raised its stake in shares of Astera Labs by 142.4% during the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 11,366 shares of the company’s stock valued at $1,028,000 after buying an additional 6,677 shares during the last quarter. Harbour Investments Inc. boosted its stake in shares of Astera Labs by 207.7% in the second quarter. Harbour Investments Inc. now owns 2,446 shares of the company’s stock worth $221,000 after buying an additional 1,651 shares during the last quarter. Finally, Bank of New York Mellon Corp boosted its stake in shares of Astera Labs by 34.5% in the second quarter. Bank of New York Mellon Corp now owns 522,093 shares of the company’s stock worth $47,208,000 after buying an additional 133,961 shares during the last quarter. 60.47% of the stock is currently owned by institutional investors.

Astera Labs Trading Up 2.2%

ALAB opened at $129.32 on Friday. Astera Labs, Inc. has a twelve month low of $47.13 and a twelve month high of $262.90. The firm has a market capitalization of $21.84 billion, a PE ratio of 106.00, a PEG ratio of 2.80 and a beta of 1.50. The firm’s 50-day moving average price is $164.09 and its 200 day moving average price is $174.51.

Astera Labs (NASDAQ:ALAB) last released its earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share for the quarter, topping analysts’ consensus estimates of $0.51 by $0.07. The business had revenue of $270.58 million for the quarter, compared to analyst estimates of $249.46 million. Astera Labs had a net margin of 25.70% and a return on equity of 16.87%. The business’s revenue was up 91.8% on a year-over-year basis. During the same period last year, the company posted $0.37 EPS. Astera Labs has set its Q1 2026 guidance at 0.530-0.540 EPS. As a group, analysts predict that Astera Labs, Inc. will post 0.34 earnings per share for the current fiscal year.

Analysts Set New Price Targets

ALAB has been the subject of a number of analyst reports. Stifel Nicolaus boosted their price target on Astera Labs from $185.00 to $200.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. JPMorgan Chase & Co. upped their price objective on shares of Astera Labs from $180.00 to $215.00 and gave the stock an “overweight” rating in a research report on Wednesday, November 5th. Raymond James Financial initiated coverage on Astera Labs in a research report on Friday, November 21st. They set a “hold” rating on the stock. Barclays set a $165.00 price target on Astera Labs in a report on Thursday, January 15th. Finally, TD Cowen reiterated a “hold” rating on shares of Astera Labs in a research report on Wednesday, November 5th. Fourteen research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $192.89.

Trending Headlines about Astera Labs

Here are the key news stories impacting Astera Labs this week:

• Positive Sentiment: Q4 results beat consensus (revenue and EPS ahead) and management gave solid Q1 guidance, supporting the growth narrative tied to AI/hyperscaler demand. ALAB Stock Dips 31% Post Q4 Earnings
• Positive Sentiment: Northland Securities reiterated an Outperform rating and published multi-quarter EPS projections plus a $195 price target — a bullish analyst signal that supports upside if execution continues. MarketBeat – Northland Estimates
• Neutral Sentiment: Several deep-dive writeups and the Q4 earnings transcript are available for investors parsing the details (growth, product cadence, Scorpio X timing). These are useful for assessing whether margin pressures are one-off or structural. Earnings Call Transcript
• Neutral Sentiment: Short-interest reports in the feed show anomalous “0 shares / NaN” values across dates — data appears erroneous and provides no reliable signal on short pressure. (Treat short-interest figures cautiously.)
• Negative Sentiment: Investors sold aggressively after management flagged margin headwinds and rising operating expenses; multiple outlets report a sharp post-earnings drop as traders re-priced the stock despite the beat. ALAB Stock Slides
• Negative Sentiment: Analyst downgrade / notes and reports of a gap-down move amplified the sell-off — negative research and headlines can pressure sentiment even when fundamentals look strong. Shares Gap Down Following Analyst Downgrade
• Negative Sentiment: Coverage pieces explain the paradox: stellar revenue growth but margin guidance and near-term opex make the print look less clean, prompting profit-taking and volatility. Why Stock Crashed Despite Strong Earnings

Insider Activity

In other Astera Labs news, Director Manuel Alba sold 150,000 shares of the company’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $166.18, for a total value of $24,927,000.00. Following the completion of the sale, the director directly owned 1,574,498 shares in the company, valued at $261,650,077.64. This represents a 8.70% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, General Counsel Philip Mazzara sold 4,620 shares of the firm’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $144.69, for a total value of $668,467.80. Following the completion of the sale, the general counsel directly owned 147,040 shares of the company’s stock, valued at $21,275,217.60. This trade represents a 3.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 576,936 shares of company stock valued at $87,409,540 in the last 90 days. 12.50% of the stock is owned by insiders.

Astera Labs Company Profile

Astera Labs is a fabless semiconductor company that develops connectivity solutions for data center and cloud infrastructure. The firm focuses on addressing signal integrity and link management challenges that arise as server architectures incorporate higher-bandwidth processors and accelerators. Its technology is aimed at improving reliability and performance for high-speed interconnects used in servers, storage systems and compute accelerators.

The company’s product portfolio centers on silicon devices and accompanying firmware and software that enhance and manage high-speed links.