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： 

• 竟然沒有暴漲，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

• 120億美元市值的公司對應一個季度6000萬美元的產值，還幾乎是虧損的公司。這就是現在AI海市蜃樓的基本麵? -黃金眼- ♂ (0 bytes) () 05/07/2024 postreply 16:53:37

• 照你這樣說AMZN都不應該存在。 -Betapro- ♀ (0 bytes) () 05/07/2024 postreply 18:22:09

• AMZN掙錢的!這個公司虧本太大，且其產品技術好像並非是什麽很難的，現在AI很多接口要用光通訊800G+DSP的才比較難 -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

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

• 價位合適，這個還是可以買的。看後續走勢再做決定。我之前短炒過它 -flyingcandle- ♂ (0 bytes) () 05/07/2024 postreply 17:12:34

• 我上個月被洗出來，現在觀察它IPO底的形成。 -Betapro- ♀ (0 bytes) () 05/07/2024 postreply 22:28:40

• 光看季度報告，除了REVENUE增長可以外其它都很差。 -KYCHO- ♂ (0 bytes) () 05/07/2024 postreply 20:27:45