Astera Labs, Inc. — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Astera Labs reported Q3 2026 GAAP revenue of $584.9M (up 49% QoQ, 154% YoY), with GAAP net income of $182.9M ($0.99 diluted EPS) and non-GAAP net income of $243.4M ($1.32 diluted EPS). The company achieved 72.3% GAAP gross margin and 30.6% operating margin. Q4 2026 guidance: revenue $730–$750M, GAAP diluted EPS $1.13–$1.17. Key product milestones include Scorpio X-Series becoming largest product family by volume, Aries 7 PCIe 7 signal conditioning sampling in Q4 2026, Leo memory controller expansion, and Orion rack-scale reference architecture availability Q1 2027 via OEM/ODM partners.
Why this rating
Exceptional 154% YoY growth and $585M quarterly revenue (4.4% of market cap annualized) significantly outpace AI infrastructure demand, but execution risk on new product adoption and customer concentration remain. Moderate for $13.2B company.
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