ALAB earnings not bad, but we are not in Jan,

Top-performing IPO stock Astera Labs (ALAB) late Tuesday easily beat expectations for the first quarter, also its first as a publicly traded company. Plus, Astera gave guidance above views for the current period. But ALAB stock fell in extended trading.

The Santa Clara, Calif.-based chipmaker earned an adjusted 10 cents a share on sales of $65.3 million in the March quarter. Analysts polled by FactSet had expected earnings of 4 cents a share on sales of $56.7 million. In the year-earlier period, Astera lost an adjusted 12 cents a share on sales of $17.7 million.

For the current quarter, Astera predicted adjusted earnings of 11 cents a share on sales of $72.5 million. That's based on the midpoint of its outlook. Analysts had been looking for earnings of 6 cents a share on sales of $62.8 million.

Astera's Q1 sales growth of 269% year over year was driven by the accelerating AI infrastructure buildout.

Astera Labs makes connectivity chips for cloud and artificial intelligence data centers. Astera's products are focused on high-speed data transfer and overall system bandwidth expansion in data center computing systems.

Guidance is pretty good too.

所有跟帖： 

• 竟然没有暴涨，失望啊 -QQQ_AI- ♂ (0 bytes) () 05/07/2024 postreply 16:31:25

• Factset estimation on April 30/2024 -Betapro- ♀ (38765 bytes) () 05/07/2024 postreply 16:44:11

• 120亿美元市值的公司对应一个季度6000万美元的产值，还几乎是亏损的公司。这就是现在AI海市蜃楼的基本面? -黄金眼- ♂ (0 bytes) () 05/07/2024 postreply 16:53:37

• 照你这样说AMZN都不应该存在。 -Betapro- ♀ (0 bytes) () 05/07/2024 postreply 18:22:09

• AMZN挣钱的!这个公司亏本太大，且其产品技术好像并非是什么很难的，现在AI很多接口要用光通讯800G+DSP的才比较难 -KYCHO- ♂ (0 bytes) () 05/07/2024 postreply 20:25:20

• AMZN 2015 revenue growth 20%, PE ratio 528 -Betapro- ♀ (0 bytes) () 05/07/2024 postreply 22:23:50

• 至于产品我是完全不懂。 -Betapro- ♀ (0 bytes) () 05/07/2024 postreply 22:27:39

• 价位合适，这个还是可以买的。看后续走势再做决定。我之前短炒过它 -flyingcandle- ♂ (0 bytes) () 05/07/2024 postreply 17:12:34

• 我上个月被洗出来，现在观察它IPO底的形成。 -Betapro- ♀ (0 bytes) () 05/07/2024 postreply 22:28:40

• 光看季度报告，除了REVENUE增长可以外其它都很差。 -KYCHO- ♂ (0 bytes) () 05/07/2024 postreply 20:27:45