Oppenheimer Asset Management Inc. Sells 10,235 Shares of Astera Labs, Inc. $ALAB

Oppenheimer Asset Management Inc. reduced its position in shares of Astera Labs, Inc. (NASDAQ:ALAB) by 66.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,244 shares of the company’s stock after selling 10,235 shares during the period. Oppenheimer Asset Management Inc.’s holdings in Astera Labs were worth $1,027,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of ALAB. Vanguard Group Inc. boosted its position in Astera Labs by 29.6% during the 2nd quarter. Vanguard Group Inc. now owns 12,049,223 shares of the company’s stock worth $1,089,491,000 after acquiring an additional 2,751,747 shares during the last quarter. State Street Corp lifted its position in shares of Astera Labs by 39.3% in the second quarter. State Street Corp now owns 2,143,459 shares of the company’s stock worth $193,812,000 after purchasing an additional 604,363 shares in the last quarter. 1832 Asset Management L.P. boosted its holdings in Astera Labs by 151.4% during the second quarter. 1832 Asset Management L.P. now owns 1,543,500 shares of the company’s stock worth $139,563,000 after purchasing an additional 929,600 shares during the last quarter. Massachusetts Financial Services Co. MA grew its position in Astera Labs by 46.6% in the third quarter. Massachusetts Financial Services Co. MA now owns 1,507,675 shares of the company’s stock valued at $295,203,000 after purchasing an additional 479,360 shares in the last quarter. Finally, Geode Capital Management LLC increased its stake in Astera Labs by 36.2% in the 2nd quarter. Geode Capital Management LLC now owns 1,244,978 shares of the company’s stock valued at $112,562,000 after buying an additional 330,841 shares during the last quarter. Institutional investors and hedge funds own 60.47% of the company’s stock.

Astera Labs Stock Up 2.2%

ALAB opened at $129.32 on Friday. Astera Labs, Inc. has a 12-month low of $47.13 and a 12-month high of $262.90. The business has a 50 day moving average of $164.09 and a 200-day moving average of $174.51. The stock has a market cap of $21.84 billion, a price-to-earnings ratio of 106.00, a PEG ratio of 2.80 and a beta of 1.50.

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

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. Royal Bank Of Canada assumed coverage on shares of Astera Labs in a research note on Wednesday, January 14th. They set an “outperform” rating and a $225.00 price objective for the company. Raymond James Financial initiated coverage on Astera Labs in a research report on Friday, November 21st. They set a “hold” rating for the company. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Astera Labs in a research report on Wednesday, January 21st. Morgan Stanley reiterated an “overweight” rating and set a $210.00 price objective on shares of Astera Labs in a research note on Wednesday, December 3rd. Finally, Barclays set a $165.00 target price on shares of Astera Labs in a research note on Thursday, January 15th. Fourteen equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Astera Labs has a consensus rating of “Moderate Buy” and a consensus target price of $192.89.

Key Astera Labs News

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 Buying and Selling

In other news, COO Sanjay Gajendra sold 90,459 shares of the firm’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $144.69, for a total transaction of $13,088,512.71. Following the completion of the sale, the chief operating officer owned 1,599,750 shares in the company, valued at approximately $231,467,827.50. This trade represents a 5.35% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Manuel Alba sold 150,000 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $166.18, for a total transaction of $24,927,000.00. Following the completion of the transaction, the director owned 1,574,498 shares in the company, valued at approximately $261,650,077.64. This trade represents a 8.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 576,936 shares of company stock valued at $87,409,540. 12.50% of the stock is currently owned by insiders.

About Astera Labs

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.