Astera Labs

Posted on | by Leon Hinde | Leave a Comment on Astera Labs

Astera Labs,

Critical AI Bottleneck Layer: As GPU clusters grow into tens or hundreds of thousands of chips across multi-rack networks, high-speed signal integrity over copper and optical media becomes vital.

    Emerging Competition: Larger networking/semiconductor players (Broadcom, Marvell, Credo) continue developing competing scale-up connectivity solutions.

    Upcoming Earnings Announcement

    • Next Earnings Date: Tuesday, August 4, 2026 (After Market Close)
    • Q2 2026 Guidance (Provided by Management):

    * Revenue: $355.0M – $365.0M (~15%–18% sequential QoQ growth)

    Most Recent Quarter: Q1 2026 (Quarter Ended March 31, 2026)
    Astera Labs delivered record-breaking top- and bottom-line results, beating Wall Street estimates driven by accelerating demand for high-speed PCIe Gen6 and switch fabric hardware in AI clusters.

    • Revenue: $308.4 Million

    * YoY Growth: +93.4% vs. Q1 2025 ($159.4M)

    Inner Circle

    Posted on | by Leon Hinde | Leave a Comment on Inner Circle

    Intel delivered a strong quarter, with revenue of $16.1bn (+25% YoY) and adjusted EPS of $0.42 well ahead of consensus, driven by a 59% jump in Data Center & AI. Q3 guidance also beat. The stock spiked ~13% after-hours before settling around +4%.

    Honeywell’s standalone automation result beat at $1.95 adjusted EPS vs $1.80 consensus, with orders up 16% and full-year guidance raised, though Q3/Q4 EPS guidance came in light. Shares closed up ~4.7%.

    HONA reports on 5 August, aftermarket.