NVLink Fusion News: Recent chatter on X about Astera Labs (ALAB) has centered on the company’s announcement of custom connectivity solutions using NVIDIA’s NVLink Fusion for AI infrastructure. Many are intrigued by the potential for this to position the company as a key player in next-gen tech. Posts highlight optimism about long-term growth tied to this collaboration.
Stock Price Volatility: Discussions also focus on ALAB’s recent stock price swings, with a noted 13.5% drop followed by a 7% recovery after analysts defended the NVLink strategy. Some express concern over competitive pressures, while others see the dip as a buying opportunity. The debate remains heated with varied perspectives on the stock’s trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
Astera Labs Insider Trading Activity
Astera Labs insiders have traded $ALAB stock on the open market 194 times in the past 6 months. Of those trades, 0 have been purchases and 194 have been sales.
Here’s a breakdown of recent trading of $ALAB stock by insiders over the last 6 months:
- SANJAY GAJENDRA (President and COO) has made 0 purchases and 28 sales selling 791,900 shares for an estimated $109,953,573.
- JITENDRA MOHAN (Chief Executive Officer) has made 0 purchases and 55 sales selling 714,450 shares for an estimated $93,870,440.
- MANUEL ALBA has made 0 purchases and 51 sales selling 310,400 shares for an estimated $43,702,182.
- MICHAEL TRUETT TATE (Chief Financial Officer) has made 0 purchases and 13 sales selling 230,291 shares for an estimated $41,372,516.
- STEFAN A DYCKERHOFF has made 0 purchases and 8 sales selling 52,000 shares for an estimated $9,065,696.
- PHILIP MAZZARA (General Counsel and Secretary) has made 0 purchases and 22 sales selling 31,857 shares for an estimated $5,805,069.
- JACK R LAZAR has made 0 purchases and 14 sales selling 25,000 shares for an estimated $4,388,271.
- BETHANY MAYER has made 0 purchases and 3 sales selling 686 shares for an estimated $60,003.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Astera Labs Revenue
Astera Labs had revenues of $230.6M in Q3 2025. This is an increase of 103.89% from the same period in the prior year.
You can track ALAB financials on Quiver Quantitative's ALAB stock page.
Astera Labs Hedge Fund Activity
We have seen 406 institutional investors add shares of Astera Labs stock to their portfolio, and 305 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 4,105,012 shares (+57.6%) to their portfolio in Q3 2025, for an estimated $803,761,349
- ALLIANCEBERNSTEIN L.P. removed 3,472,895 shares (-54.3%) from their portfolio in Q3 2025, for an estimated $679,992,841
- BARCLAYS PLC added 1,961,995 shares (+3711.6%) to their portfolio in Q3 2025, for an estimated $384,158,621
- VANGUARD GROUP INC added 1,693,918 shares (+14.1%) to their portfolio in Q3 2025, for an estimated $331,669,144
- AMUNDI added 1,319,643 shares (+1298.6%) to their portfolio in Q3 2025, for an estimated $258,386,099
- BANK OF AMERICA CORP /DE/ added 1,182,739 shares (+148.1%) to their portfolio in Q3 2025, for an estimated $231,580,296
- GEODE CAPITAL MANAGEMENT, LLC added 1,079,165 shares (+86.7%) to their portfolio in Q3 2025, for an estimated $211,300,507
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Astera Labs Analyst Ratings
Wall Street analysts have issued reports on $ALAB in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BNP Paribas Exane issued a "Outperform" rating on 11/20/2025
- Northland Capital Markets issued a "Outperform" rating on 11/17/2025
- JP Morgan issued a "Overweight" rating on 11/05/2025
- Stifel issued a "Buy" rating on 11/05/2025
- Deutsche Bank issued a "Buy" rating on 09/02/2025
- CICC issued a "Outperform" rating on 08/29/2025
- Morgan Stanley issued a "Overweight" rating on 08/29/2025
To track analyst ratings and price targets for Astera Labs, check out Quiver Quantitative's $ALAB forecast page.
Astera Labs Price Targets
Multiple analysts have issued price targets for $ALAB recently. We have seen 15 analysts offer price targets for $ALAB in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- Karl Ackerman from BNP Paribas Exane set a target price of $225.0 on 11/20/2025
- Gus Richard from Northland Capital Markets set a target price of $175.0 on 11/17/2025
- N. Quinn Bolton from Needham set a target price of $220.0 on 11/05/2025
- Tore Svanberg from Stifel set a target price of $200.0 on 11/05/2025
- Sean O'Loughlin from TD Cowen set a target price of $170.0 on 11/05/2025
- Harlan Sur from JP Morgan set a target price of $215.0 on 11/05/2025
- Suji Desilva from Roth Capital set a target price of $225.0 on 11/05/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
