Astera Labs (ALAB) Stock: Revenue Soars 150% But Insiders Are Selling

TLDR

• Astera Labs stock jumped from $169.55 to open at $181.50 and closed at $191.34 on Friday with heavy trading volume of 1.8 million shares.
• The company reported quarterly revenue of $191.93 million, up 149.5% year-over-year, beating analyst expectations of $172.46 million.
• Earnings per share came in at $0.44, exceeding the consensus estimate of $0.33 by $0.11.
• Analysts remain divided with 14 buy ratings and 9 hold ratings, with price targets ranging from $155 to $230 and a consensus of $162.06.
• CFO Michael Tate sold 100,000 shares at $171.38 on August 7th, while Director Stefan Dyckerhoff sold 25,000 shares at $173.42 the same day.

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Astera Labs opened Friday’s trading session with a gap up that caught investors’ attention. The stock closed Thursday at $169.55 but opened Friday at $181.50.

Astera Labs, Inc. Common Stock, ALAB

By the end of the session, shares settled at $191.34. Trading volume reached 1,811,128 shares for the day.

The semiconductor company has been on investors’ radars following its recent earnings report. Revenue for the quarter hit $191.93 million, crushing analyst expectations of $172.46 million.

This represents a 149.5% jump compared to the same quarter last year. When the company reported earnings in the prior year’s quarter, it posted just $0.13 per share.

The latest earnings per share figure came in at $0.44. Analysts had been expecting $0.33, so the company beat estimates by $0.11.

The company posted a return on equity of 9.53% and maintained a net margin of 16.54%. For the third quarter of 2025, management has guided for earnings per share between $0.38 and $0.39.

Analyst Activity and Price Targets

Wall Street analysts have been busy updating their views on Astera Labs. Barclays kept its equal weight rating and set a price target of $155 in a report from October 20th.

Morgan Stanley raised its price objective from $155 to $200 on August 29th. The firm maintained its overweight rating on the stock.

Bank of America initiated coverage on October 3rd with a neutral rating. The firm set a price target of $230 for the shares.

Evercore ISI made one of the more aggressive moves, lifting its target from $104 to $215 on August 6th. The firm gave the stock an outperform rating.

Zacks Research downgraded the stock from strong-buy to hold on October 6th. Currently, 14 analysts rate the stock as a buy while 9 have hold ratings.

The consensus target price sits at $162.06. Individual price targets range from $155 on the low end to $230 on the high end.

Insider Selling Activity

Company insiders have been sellers in recent months. CFO Michael Truett Tate sold 100,000 shares on August 7th at an average price of $171.38.

The transaction totaled $17,138,000. After the sale, Tate owned 518,996 shares worth approximately $88.9 million.

This represented a 16.16% decrease in his ownership stake. Director Stefan Dyckerhoff also sold shares on August 7th.

Dyckerhoff sold 25,000 shares at an average price of $173.42 for total proceeds of $4,335,500. Following the sale, he owned 99,154 shares valued at $17.2 million.

The transaction marked a 20.14% decrease in his position. Over the past three months, insiders have sold a total of 1,092,997 shares valued at $192,231,120.

Insiders currently own 12.50% of the company’s stock. Institutional investors own 60.47% of shares.

The stock has a 50-day moving average of $196.28 and a 200-day moving average of $134.96. The company carries a market cap of $33.36 billion with a PE ratio of 355.71.

The post Astera Labs (ALAB) Stock: Revenue Soars 150% But Insiders Are Selling appeared first on CoinCentral.