Astera Labs, Inc. (ALAB) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
High 303.50 at 3:45 pm ET, low 293.07 at 8:15 am ET.
Our mission is to innovate, design, and deliver semiconductor-based connectivity solutions that are purpose-built to unleash the full potential of cloud and AI infrastructure. Building on years of experience with a singular focus on addressing connectivity challenges in data-centric systems, we have developed and deployed our leading Intelligent Connectivity Platform built from the ground up for cloud and AI infrastructure. Our Intelligent Connectivity Platform comprises: i) Semiconductor-based, high-speed, mixed-signal connectivity products that integrate a matrix of microcontrollers and sensors; and ii) COSMOS, our software suite which is embedded in our connectivity products and integrated into our customers’ systems. Our Intelligent Connectivity Platform provides our customers with the ability to deploy and operate high-performance cloud and AI infrastructure at scale, addressing an increasingly diverse set of requirements. We provide our connectivity products in various form factors including ICs, boards, and modules. AI touches many aspects of our daily lives today, from vision processing for autonomous vehicles to speech recognition systems for chatbots. According to IDC, by 2025, the Global 2000 organizations will allocate over 40% of their core IT spend to AI-related initiatives, leading to a double-digit increase in the rate of product and process innovations. The shift towards the cloud from on-premise computing is rapidly accelerating due to increasing demand for compute-intensive AI workloads that are truly optimized when deployed at cloud scale. To address the performance and scalability requirements of AI and other compute-intensive applications, hyperscalers have adopted heterogeneous, “accelerated computing” system architectures within their data centers, which include GPUs and other AI accelerators, such as TPUs, AI processors, custom ASICs, and FPGAs, to target specific workloads. These new system architectures require a connectivity backbone that is significantly faster, has lower latency, is robust, and supports cloud scale deployment. Our patented software-defined platform approach delivers critical connectivity performance, enables flexibility and customization, and supports observability and predictive analytics. This approach efficiently addresses the data, network, and memory bottlenecks, scalability, and other unique infrastructure requirements of our hyperscaler and system OEM customers. Based on trusted relationships with the leading hyperscalers and collaboration with data center infrastructure suppliers such as NVIDIA, Advanced Micro Devices, Intel, and many others, our platform is designed to meet our customers’ unique cloud scale requirements. Our COSMOS software suite is foundational to our Intelligent Connectivity Platform and is designed to enable our customers to seamlessly configure, manage, monitor, optimize, troubleshoot, and customize functions in our IC, board, and module products. We believe that our Intelligent Connectivity Platform addresses a large and growing total addressable market (“TAM”) of $17.2 billion. Specifically, our technology and product portfolios target the global wired connectivity market, including PCIe and Ethernet, and the CXL memory connectivity controller market. We believe that our TAM will grow to $27.4 billion by 2027, and we expect to address an increasing share of this TAM as we expand the breadth and depth of our product portfolio. Today, our connectivity solutions are at the heart of major AI platforms deployed worldwide featuring both commercially available GPUs and proprietary AI accelerators. In the last four years, we have successfully introduced three revenue-generating product families across multiple form factors including ICs, boards, and modules, shipping millions of devices across all of the major hyperscalers. Our products, which include Aries PCIe®/CXL™ Smart DSP Retimers (“Aries”), Taurus Ethernet Smart Cable Modules™ (“Taurus”), and Leo CXL Memory Connectivity Controllers (“Leo”), leverage our ICs that are built upon industry standard connectivity protocols such as PCIe, Ethernet, and CXL to address the growing demand for purpose-built connectivity solutions that solve critical data, network, and memory bottlenecks inherent in cloud and AI infrastructure. Since our inception, we have created and commercialized first-to-market PCIe, Ethernet, and CXL products, and, with more than 300 design wins, we have become a trusted partner and a proven supplier to our hyperscaler and system OEM customers. We have experienced strong growth since our founding in October 2017, and particularly since the commercial launch of Aries in 2020. We were incorporated in Delaware in October 2017 under the name Astera Labs, Inc. Our principal executive offices are located at 2901 Tasman Drive, Suite 205, Santa Clara, CA.
the bull case· 3
7
of the funds on file reporting a position in ALAB show institutional interest
n-portas of Jun 30 '263.02%
of iShares Semiconductor ETF's assets is the largest fund weight on file
n-portJun 30 '26+10.62%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '26the bear case· 4
70.00%
of revenue from the largest disclosed customer, Undisclosed end customer indicates concentration risk
10-Kfiled Feb 20 '267 of 21
of the largest reporting managers cut their stake in the latest quarter trimmed holdings
13fJun 30 '2641
managers whose positions together make up four fifths of the reported value
13fJun 30 '264
disclosed supplier and customer ties in SEC filings are limited
sec filingsedgarSides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 4 '26 report. Not a forecast, not advice.
Astera Labs, Inc. has no measured co-movers clearing our correlation floor, so only its SEC classification is shown.
SIC 3674, Semiconductors & Related Devices, from each company's own filings. Largest first.
Astera Labs, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Semiconductors & Related Devices
tall tick = annual report · 2 on record
998 managers report a position worth $70.2B between them, and 41 of them hold 80% of it.
ALAB (Astera Labs, Inc.) has 3 disclosed suppliers and 1 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.