[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-astera-labs-revenue-more-than-doubled-in-2025-is-the-stock-still-cheap-EN":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":186,"relatedPosts":192,"suggestedPosts":268},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":166,"editor":172,"categories":177,"relatedPosts":183,"seo":184},102183,"Astera Labs Revenue More Than Doubled in 2025. Is the Stock Still Cheap?","2026-04-20T19:00:00","2026-04-20T03:53:31","\u003Cp>Astera Labs more than doubled revenue in 2025. But with opex accelerating and the biggest product ramp still ahead, the debate is just beginning.\u003C\u002Fp>\n","\n\u003Ch2 class=\"wp-block-heading\" id=\"h-key-stats-astera-labs-alab-q4-2025-earnings\">\u003Cstrong>Key Stats: Astera Labs (ALAB) — Q4 2025 Earnings\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $174\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Full-Year 2025 Revenue:\u003C\u002Fstrong> $852.5M (+115% YoY)\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Q4 2025 Revenue:\u003C\u002Fstrong> $271M (+92% YoY; +17% QoQ)\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Q4 2025 Non-GAAP EPS:\u003C\u002Fstrong> $0.58\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Q1 2026 Revenue Guidance:\u003C\u002Fstrong> $286M–$297M (+6% to +10% QoQ)\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Q1 2026 Non-GAAP EPS Guidance:\u003C\u002Fstrong> $0.53–$0.54\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>TIKR Model Price Target:\u003C\u002Fstrong> $647  (mid case)\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Implied Upside:\u003C\u002Fstrong> +272% from current price\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Revenue doubled. Margins turned positive. Now see if Astera Labs stock is still priced below fair value using TIKR’s free valuation tools →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-astera-labs-stock-posted-115-revenue-growth-in-2025-here-s-what-the-numbers-show\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=558258765&tid=1686621837&e=1977457782&ts=3649345&ref=q2enxr\">Astera Labs Stock Posted 115% Revenue Growth in 2025. Here’s What the Numbers Show\u003C\u002Fa>\u003C\u002Fh2>\n\n\n\n\u003Cp>Astera Labs stock (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=558258765&tid=1686621837&ref=q2enxr\">ALAB\u003C\u002Fa>) reported Q4 2025 revenue of $271 million, up 92% year-over-year and up 17% from the prior quarter, capping a full year in which revenue reached $852.5 million, more than doubling from 2024.\u003C\u002Fp>\n\n\n\n\u003Cp>Taurus was the strongest-performing product family in Q4, with full-year Taurus revenue growing more than 4x year-over-year on the ramp of 400-gig programs for scale-out connectivity across AI and general purpose platforms.\u003C\u002Fp>\n\n\n\n\u003Cp>Scorpio P-Series crossed 15% of full-year revenue, surpassing the original 10% target, while remaining the only PCIe 6 fabric shipping in volume globally.\u003C\u002Fp>\n\n\n\n\u003Cp>Scorpio X-Series shipped preproduction quantities in Q4, with high-volume production targeted for the second half of 2026 and a volume ramp set for 2027.\u003C\u002Fp>\n\n\n\n\u003Cp>Aries grew nearly 70% year-over-year in 2025, driven by deployments of custom AI accelerators at large hyperscalers, with PCIe 6 solutions contributing meaningfully in Q4.\u003C\u002Fp>\n\n\n\n\u003Cp>CEO Jitendra Mohan stated that Astera Labs has secured design wins for Scorpio P-Series at two additional major U.S. hyperscalers, with revenue contributions expected in 2027.\u003C\u002Fp>\n\n\n\n\u003Cp>Astera also announced its first publicly disclosed CXL memory deployment, a partnership with Microsoft, Intel, and SAP to enable CXL memory expansion evaluation within Microsoft Azure M-series virtual machines, with initial production volumes expected in the second half of 2026.\u003C\u002Fp>\n\n\n\n\u003Cp>The company also disclosed a new warrant agreement with Amazon covering up to $6.5 billion in cumulative purchases of Smart Fabric Switches, signal conditioning products, and optical engine solutions, with warrants vesting upon achievement of performance conditions through 2033.\u003C\u002Fp>\n\n\n\n\u003Cp id=\"h-what-happened\">Q4 non-GAAP operating expenses rose to $96 million, up $16 million quarter-over-quarter, reflecting R&D expansion including the aiXscale acquisition, and Q1 2026 operating expenses are guided to $112 million–$118 million as the company scales toward optical and scale-up fabric development.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Scorpio X hasn’t ramped yet. Run the numbers on what Astera Labs stock could be worth by 2030, free on TIKR →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-astera-labs-stock-financials-operating-leverage-emerging-at-scale\">Astera Labs Stock Financials: Operating Leverage Emerging at Scale\u003C\u002Fh2>\n\n\n\n\u003Cp>Astera Labs stock is at an inflection point on the income statement, with operating income turning positive and expanding rapidly as revenue scale absorbs a historically heavy R&D load.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"677\" data-public-id=\"images\u002Fimage-551_10218725269\u002Fimage-551_10218725269.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_677,c_scale\u002Ff_webp,q_auto\u002Fv1776657161\u002Fimages\u002Fimage-551_10218725269\u002Fimage-551_10218725269.png?_i=AA\" alt=\"astera labs stock financials\" class=\"wp-post-102183 wp-image-102187\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1776657161\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_677,c_scale\u002Ff_webp,q_auto\u002Fv1776657161\u002Fimages\u002Fimage-551_10218725269\u002Fimage-551_10218725269.png?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_198,c_scale\u002Ff_webp,q_auto\u002Fv1776657161\u002Fimages\u002Fimage-551_10218725269\u002Fimage-551_10218725269.png?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_508,c_scale\u002Ff_webp,q_auto\u002Fv1776657161\u002Fimages\u002Fimage-551_10218725269\u002Fimage-551_10218725269.png?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_794,c_scale\u002Ff_webp,q_auto\u002Fv1776657161\u002Fimages\u002Fimage-551_10218725269\u002Fimage-551_10218725269.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_926,c_scale\u002Ff_webp,q_auto\u002Fv1776657161\u002Fimages\u002Fimage-551_10218725269\u002Fimage-551_10218725269.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1776657161\u002Fimages\u002Fimage-551_10218725269\u002Fimage-551_10218725269.png?_i=AA 1488w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">ALAB Stock Financials \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ffinancials?cid=558258765&tid=1686621837&tab=is&ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>Quarterly revenue grew from $65M in Q1 2024 to $271M in Q4 2025, a more than 4x increase in four quarters, providing the scale foundation that is now flowing through to operating income.\u003C\u002Fp>\n\n\n\n\u003Cp>Q4 2025 non-GAAP gross margin came in at around 76%, down 70 basis points from Q3 due to a higher mix of hardware sales, though the full-year gross margin trajectory remains robust.\u003C\u002Fp>\n\n\n\n\u003Cp>Q4 non-GAAP operating margin was ~40%, down 150 basis points sequentially but a dramatic recovery from the operating losses recorded through much of 2024.\u003C\u002Fp>\n\n\n\n\u003Cp>GAAP operating income in Q4 2025 reached $66.96 million with an approximately 25% operating margin, compared to $0.14 million and 0.1% in Q4 2024, representing a full operational turnaround in four quarters.\u003C\u002Fp>\n\n\n\n\u003Cp id=\"h-wall-street-s-take-on-x-stock\">For Q1 2026, management guided non-GAAP gross margin to approximately 74%, reflecting continued hardware mix pressure as Scorpio and Taurus volume builds.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Valuation Model Take\u003C\u002Fh2>\n\n\n\n\u003Cp>The TIKR model prices Astera Labs stock at $647.32 on a mid-case basis, implying 271.9% total return from the current price of $174.05, with an annualized return of 32.2% over approximately 4.7 years to the end of 2030.\u003C\u002Fp>\n\n\n\n\u003Cp>The mid-case model assumes a revenue \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fcompound-annual-growth-rate-cagr-formula-what-it-means\">CAGR\u003C\u002Fa> of ~25% from 2025 through 2035, a net income margin of ~36%, and EPS CAGR of 23%, with P\u002FE compression of 1% annually as the stock transitions from growth premium to scale.\u003C\u002Fp>\n\n\n\n\u003Cp>This Q4 report strengthens the investment case: revenue is accelerating ahead of the Scorpio X volume ramp, the Aries portfolio is still growing, Taurus is diversifying beyond a single customer, and the Amazon warrant validates a multi-year revenue runway at the company’s largest hyperscaler relationship.\u003C\u002Fp>\n\n\n\n\u003Cp>The core risk\u002Freward question is whether the Q1 2026 opex step-up, from $96 million to $112 million–$118 million quarterly, compresses margins enough to matter against a revenue acceleration that doesn’t fully hit the income statement until the back half of 2026.\u003C\u002Fp>\n\n\n\n\u003Cp>The earnings report reinforces the bull case more than it challenges it, but investors who bought Astera Labs stock expecting 2026 operating leverage to show up immediately will need patience through the investment cycle.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"832\" data-public-id=\"images\u002FALAB_valuation_model-3\u002FALAB_valuation_model-3.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_832,c_scale\u002Ff_webp,q_auto\u002Fv1776656080\u002Fimages\u002FALAB_valuation_model-3\u002FALAB_valuation_model-3.webp?_i=AA\" alt=\"astera labs stock valuation model results\" class=\"wp-post-102183 wp-image-102185\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1776656080\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_832,c_scale\u002Ff_webp,q_auto\u002Fv1776656080\u002Fimages\u002FALAB_valuation_model-3\u002FALAB_valuation_model-3.webp?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_244,c_scale\u002Ff_webp,q_auto\u002Fv1776656080\u002Fimages\u002FALAB_valuation_model-3\u002FALAB_valuation_model-3.webp?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_624,c_scale\u002Ff_webp,q_auto\u002Fv1776656080\u002Fimages\u002FALAB_valuation_model-3\u002FALAB_valuation_model-3.webp?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1248,c_scale\u002Ff_webp,q_auto\u002Fv1776656080\u002Fimages\u002FALAB_valuation_model-3\u002FALAB_valuation_model-3.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1663,c_scale\u002Ff_webp,q_auto\u002Fv1776656080\u002Fimages\u002FALAB_valuation_model-3\u002FALAB_valuation_model-3.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_975,c_scale\u002Ff_webp,q_auto\u002Fv1776656080\u002Fimages\u002FALAB_valuation_model-3\u002FALAB_valuation_model-3.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1137,c_scale\u002Ff_webp,q_auto\u002Fv1776656080\u002Fimages\u002FALAB_valuation_model-3\u002FALAB_valuation_model-3.webp?_i=AA 1400w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">ALAB Stock Valuation Model Results \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=21127&tid=2621295&ref=tikrblog\">\u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>Astera Labs stock delivered 115% revenue growth in 2025, but the Scorpio X ramp, optical buildout, and two new hyperscaler wins are all backend-loaded — the report confirms the thesis, the question is whether execution catches up to the timeline.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>What Has to Go Right\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Scorpio X must transition from preproduction to high-volume at the lead customer in H2 2026 on schedule, with 10-plus additional engagements converting to design wins by year-end to support the 2027 revenue ramp management is projecting\u003C\u002Fli>\n\n\n\n\u003Cli>Q1 2026 opex of $112M–$118M must compress as a percentage of revenue as Scorpio X and two new U.S. hyperscaler Scorpio P-Series accounts begin generating material revenue in 2027, validating the 40% non-GAAP operating margin model\u003C\u002Fli>\n\n\n\n\u003Cli>The $6.5 billion Amazon warrant must vest progressively across Smart Fabric Switches, signal conditioning, and optical engines, with the noncash 200 basis point quarterly gross margin headwind starting Q2 2026 absorbed by revenue scale rather than compressing reported profitability\u003C\u002Fli>\n\n\n\n\u003Cli>Taurus 800-gig customer diversification beyond the lead account must materialize in H2 2026 to reduce single-customer concentration that currently defines the signal conditioning revenue base\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cstrong>What Could Still Go Wrong\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>UALink native ramp at AWS Trainium 4 and AMD MI 500 is not scheduled until 2027, leaving Scorpio X scale-up revenue entirely dependent on the lead customer’s H2 2026 deployment for any near-term income statement impact\u003C\u002Fli>\n\n\n\n\u003Cli>The NVLink Fusion revenue model remains undisclosed due to NDAs, with margin profile, ASP structure, and attach rate assumptions unverifiable until hyperscaler deployment decisions are made outside Astera’s control\u003C\u002Fli>\n\n\n\n\u003Cli>Non-GAAP opex has risen from roughly $80M quarterly a year ago to a guided $112M–$118M in Q1 2026, a step-up management has explicitly said will continue, with no defined ceiling before the revenue acceleration fully offsets it\u003C\u002Fli>\n\n\n\n\u003Cli>CXL Leo revenue remains immaterial for 2026, with the Microsoft Azure M-series private beta representing the only confirmed deployment and hyperscaler follow-on adoption still unconfirmed\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>TIKR’s model prices Astera Labs stock at $647. See the full valuation breakdown, key assumptions, and upside scenarios for yourself, free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-should-you-invest-in-astera-labs-inc\">\u003Cstrong>Should You Invest in Astera Labs, Inc.?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp>Pull up ALAB stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp>You can build a free watchlist to track Astera Labs, Inc. alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Access Professional Tools to Analyze ALAB stock on TIKR for Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n",1254,"en","\u002Fblog\u002Fastera-labs-revenue-more-than-doubled-in-2025-is-the-stock-still-cheap","astera-labs-revenue-more-than-doubled-in-2025-is-the-stock-still-cheap","images\u002FFEATURED-IMAGE-MAKER-354_102186ab4ed\u002FFEATURED-IMAGE-MAKER-354_102186ab4ed","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776656657\u002Fimages\u002FFEATURED-IMAGE-MAKER-354_102186ab4ed\u002FFEATURED-IMAGE-MAKER-354_102186ab4ed.png?_i=AA",{"altText":153,"imageCredit":165},"TIKR",{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":171},"Gian Estrada","giantikr","author","",[],{"name":173,"slug":174,"role":175,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":176},"David Hanson","davidtikr","editor",[],[178],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",0,[],{"title":153,"metaDesc":185,"opengraphDescription":185,"twitterTitle":153,"twitterDescription":185},"Astera Labs more than doubled revenue in 2025. But with opex accelerating and the biggest product ramp still ahead, the debate is just beginning.",{"title":153,"description":185,"twitterTitle":153,"twitterDescription":185,"author":167,"articlePublisher":187,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":188,"twitterData1":189,"ogTitle":153,"ogDescription":185,"ogUrl":160,"ogImage":163,"ogImageWidth":190,"ogImageHeight":191,"ogImageSecureUrl":163,"ogImageAlt":153,"twitterImage":163},"TIKR.com","Est. reading time","7 minutes",1200,630,[193,208,223,238,253],{"id":182,"title":194,"date":195,"excerpt":196,"wordCount":197,"uri":198,"slug":199,"cloudinaryAssetId":200,"featuredImageOriginalUrl":201,"featuredImageMetadata":202,"author":203,"categories":205,"relatedPosts":207},"Ventas Stock Delivers Fourth Straight Year of Double-Digit SHOP NOI Growth","2026-04-20 17:40:00","Four straight years of double-digit SHOP NOI growth. Baby boomers just started turning 80. Ventas stock is at 86% occupancy with room to run.",1285,"\u002Fblog\u002Fventas-stock-delivers-fourth-straight-year-of-double-digit-shop-noi-growth","ventas-stock-delivers-fourth-straight-year-of-double-digit-shop-noi-growth","images\u002FFEATURED-IMAGE-MAKER-350_10208352e4b\u002FFEATURED-IMAGE-MAKER-350_10208352e4b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776580220\u002Fimages\u002FFEATURED-IMAGE-MAKER-350_10208352e4b\u002FFEATURED-IMAGE-MAKER-350_10208352e4b.png?_i=AA",{"altText":194},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":204},[],[206],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":209,"date":210,"excerpt":211,"wordCount":212,"uri":213,"slug":214,"cloudinaryAssetId":215,"featuredImageOriginalUrl":216,"featuredImageMetadata":217,"author":218,"categories":220,"relatedPosts":222},"Corteva Stock Hits Record 22% EBITDA Margin as Licensing Strategy Accelerates","2026-04-20 15:50:00","Corteva crossed 22% EBITDA margins for the first time. Now a $610 million Bayer settlement is pulling the licensing ramp years forward.",1217,"\u002Fblog\u002Fcorteva-stock-hits-record-22-ebitda-margin-as-licensing-strategy-accelerates","corteva-stock-hits-record-22-ebitda-margin-as-licensing-strategy-accelerates","images\u002FFEATURED-IMAGE-MAKER-349_102079121fb\u002FFEATURED-IMAGE-MAKER-349_102079121fb","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776574989\u002Fimages\u002FFEATURED-IMAGE-MAKER-349_102079121fb\u002FFEATURED-IMAGE-MAKER-349_102079121fb.png?_i=AA",{"altText":209},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":219},[],[221],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":224,"date":225,"excerpt":226,"wordCount":227,"uri":228,"slug":229,"cloudinaryAssetId":230,"featuredImageOriginalUrl":231,"featuredImageMetadata":232,"author":233,"categories":235,"relatedPosts":237},"Diamondback Energy Q4 2025: A $3.65B Impairment Hid a 70% Gross Margin Quarter","2026-04-20 15:30:00","Diamondback's Q4 operating loss was $2.77 billion. Strip out the impairment and the business delivered a 70% gross margin.",1313,"\u002Fblog\u002Fdiamondback-energy-q4-2025-a-3-65b-impairment-hid-a-70-gross-margin-quarter","diamondback-energy-q4-2025-a-3-65b-impairment-hid-a-70-gross-margin-quarter","images\u002FFEATURED-IMAGE-MAKER-344_10204983ee0\u002FFEATURED-IMAGE-MAKER-344_10204983ee0","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776559660\u002Fimages\u002FFEATURED-IMAGE-MAKER-344_10204983ee0\u002FFEATURED-IMAGE-MAKER-344_10204983ee0.png?_i=AA",{"altText":224},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":234},[],[236],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":239,"date":240,"excerpt":241,"wordCount":242,"uri":243,"slug":244,"cloudinaryAssetId":245,"featuredImageOriginalUrl":246,"featuredImageMetadata":247,"author":248,"categories":250,"relatedPosts":252},"Quanta Services Stock: What a $1.7 Billion Acquisition Quarter Means for 2026","2026-04-20 15:20:00","Quanta posted record revenue, EPS, and free cash flow for 2025. The question is whether the stock already prices in what comes next.",1231,"\u002Fblog\u002Fquanta-services-stock-what-a-1-7-billion-acquisition-quarter-means-for-2026","quanta-services-stock-what-a-1-7-billion-acquisition-quarter-means-for-2026","images\u002FSustainability-Environment-Facilities\u002FSustainability-Environment-Facilities","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776560897\u002Fimages\u002FSustainability-Environment-Facilities\u002FSustainability-Environment-Facilities.jpg?_i=AA",{"altText":239},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":249},[],[251],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":254,"date":255,"excerpt":256,"wordCount":257,"uri":258,"slug":259,"cloudinaryAssetId":260,"featuredImageOriginalUrl":261,"featuredImageMetadata":262,"author":263,"categories":265,"relatedPosts":267},"Freshworks Stock Posts First GAAP Profitable Year as EX Crosses $500M ARR","2026-04-20 13:40:00","Freshworks turned GAAP profitable for the first time ever in 2025. The question is whether the stock has priced any of it in.",1347,"\u002Fblog\u002Ffreshworks-stock-posts-first-gaap-profitable-year-as-ex-crosses-500m-arr","freshworks-stock-posts-first-gaap-profitable-year-as-ex-crosses-500m-arr","images\u002FFEATURED-IMAGE-MAKER-346_1020584a937\u002FFEATURED-IMAGE-MAKER-346_1020584a937","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776562015\u002Fimages\u002FFEATURED-IMAGE-MAKER-346_1020584a937\u002FFEATURED-IMAGE-MAKER-346_1020584a937.png?_i=AA",{"altText":254},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":264},[],[266],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],[269,287,302,317,334,349,363,378,393,408,428,442,458,473],{"id":182,"title":270,"date":271,"excerpt":272,"wordCount":273,"uri":274,"slug":275,"cloudinaryAssetId":276,"featuredImageOriginalUrl":277,"featuredImageMetadata":278,"author":279,"categories":281,"relatedPosts":286},"Cognizant Stock Looks Mispriced in 2026 After Crossing $21 Billion in Revenue","2026-04-20 18:00:00","Cognizant's EPS grew 11% in 2025 to $5.28, the fastest growth in nearly a decade, while CTSH trades at 10x forward earnings.",1225,"\u002Fblog\u002Fcognizant-stock-looks-mispriced-in-2026-after-crossing-21-billion-in-revenue","cognizant-stock-looks-mispriced-in-2026-after-crossing-21-billion-in-revenue","images\u002FFEATURED-IMAGE-MAKER-351_1021007d3dc\u002FFEATURED-IMAGE-MAKER-351_1021007d3dc","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776582400\u002Fimages\u002FFEATURED-IMAGE-MAKER-351_1021007d3dc\u002FFEATURED-IMAGE-MAKER-351_1021007d3dc.png?_i=AA",{"altText":270},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":280},[],[282],{"name":283,"slug":284,"uri":285,"description":170,"postsCount":182},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":182,"title":288,"date":289,"excerpt":290,"wordCount":291,"uri":292,"slug":293,"cloudinaryAssetId":294,"featuredImageOriginalUrl":295,"featuredImageMetadata":296,"author":297,"categories":299,"relatedPosts":301},"Mattel Q4 2025: Vehicles Surged 16% But Barbie and December Dragged the Year","2026-04-20 16:08:00","Mattel's full year missed expectations, but the bull case just got more specific: a $150 million investment with a 12-month payback promise.",1206,"\u002Fblog\u002Fmattel-q4-2025-vehicles-surged-16-but-barbie-and-december-dragged-the-year","mattel-q4-2025-vehicles-surged-16-but-barbie-and-december-dragged-the-year","images\u002FFEATURED-IMAGE-MAKER-343_102041e2060\u002FFEATURED-IMAGE-MAKER-343_102041e2060","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776528472\u002Fimages\u002FFEATURED-IMAGE-MAKER-343_102041e2060\u002FFEATURED-IMAGE-MAKER-343_102041e2060.png?_i=AA",{"altText":288},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":298},[],[300],{"name":283,"slug":284,"uri":285,"description":170,"postsCount":182},[],{"id":182,"title":303,"date":304,"excerpt":305,"wordCount":306,"uri":307,"slug":308,"cloudinaryAssetId":309,"featuredImageOriginalUrl":310,"featuredImageMetadata":311,"author":312,"categories":314,"relatedPosts":316},"Cox Acquisition and $3.7 Billion in CapEx Cuts: The Bull Case for Charter Communications Stock","2026-04-20 16:00:00","Charter's CapEx drops from $11.7B to under $8B by 2028 — a $28 per share annual FCF unlock the stock has completely ignored. ",1426,"\u002Fblog\u002Fcox-acquisition-and-3-7-billion-in-capex-cuts-the-bull-case-for-charter-communications-stock","cox-acquisition-and-3-7-billion-in-capex-cuts-the-bull-case-for-charter-communications-stock","images\u002FFEATURED-IMAGE-MAKER-338_1019736f3ea\u002FFEATURED-IMAGE-MAKER-338_1019736f3ea","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776484872\u002Fimages\u002FFEATURED-IMAGE-MAKER-338_1019736f3ea\u002FFEATURED-IMAGE-MAKER-338_1019736f3ea.png?_i=AA",{"altText":303},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":313},[],[315],{"name":283,"slug":284,"uri":285,"description":170,"postsCount":182},[],{"id":182,"title":318,"date":319,"excerpt":320,"wordCount":321,"uri":322,"slug":323,"cloudinaryAssetId":324,"featuredImageOriginalUrl":325,"featuredImageMetadata":326,"author":327,"categories":331,"relatedPosts":333},"Compass Rose 14% This Week. Here’s How Much the Stock Could Rise in 2026","2026-04-20 15:45:00","Compass is re-entering the spotlight as a high-beta housing recovery play, and the stock surged about 14% this week. Here’s why expectations around a potential stabilization in housing activity and operating leverage could drive upside into 2026.",744,"\u002Fblog\u002Fcompass-rose-14-this-week-heres-how-much-the-stock-could-rise-in-2026","compass-rose-14-this-week-heres-how-much-the-stock-could-rise-in-2026","images\u002F@Ahmet-COTUR-from-Pexels-via-Canva\u002F@Ahmet-COTUR-from-Pexels-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776699038\u002Fimages\u002F@Ahmet-COTUR-from-Pexels-via-Canva\u002F@Ahmet-COTUR-from-Pexels-via-Canva.png?_i=AA",{"altText":318},{"name":328,"slug":329,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":330},"Nikko Henson","nikkotikr",[],[332],{"name":283,"slug":284,"uri":285,"description":170,"postsCount":182},[],{"id":182,"title":335,"date":336,"excerpt":337,"wordCount":338,"uri":339,"slug":340,"cloudinaryAssetId":341,"featuredImageOriginalUrl":342,"featuredImageMetadata":343,"author":344,"categories":346,"relatedPosts":348},"Fortinet Posted 40% SASE Billings Growth in Q4: Does the Math Support  Street's $120 High Target?","2026-04-20 14:50:00","40% SASE billings growth. A May 6 earnings call. And a forward multiple near a decade low. Worth a closer look?",1424,"\u002Fblog\u002Ffortinet-posted-40-sase-billings-growth-in-q4-does-the-math-support-streets-120-high-target","fortinet-posted-40-sase-billings-growth-in-q4-does-the-math-support-streets-120-high-target","images\u002FFEATURED-IMAGE-MAKER-348_1020720a610\u002FFEATURED-IMAGE-MAKER-348_1020720a610","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776572090\u002Fimages\u002FFEATURED-IMAGE-MAKER-348_1020720a610\u002FFEATURED-IMAGE-MAKER-348_1020720a610.png?_i=AA",{"altText":335},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":345},[],[347],{"name":283,"slug":284,"uri":285,"description":170,"postsCount":182},[],{"id":182,"title":350,"date":304,"excerpt":351,"wordCount":158,"uri":352,"slug":353,"cloudinaryAssetId":354,"featuredImageOriginalUrl":355,"featuredImageMetadata":356,"author":357,"categories":359,"relatedPosts":362},"Block Raises 2026 AOI Guidance to $3.2 Billion After Strongest NVA Year on Record","Block raised its 2026 AOI guide to $3.2 billion, up 54%. Nearly 60% of that number is riding on the second half.","\u002Fblog\u002Fblock-raises-2026-aoi-guidance-to-3-2-billion-after-strongest-nva-year-on-record","block-raises-2026-aoi-guidance-to-3-2-billion-after-strongest-nva-year-on-record","images\u002FFEATURED-IMAGE-MAKER-342_102031506a3\u002FFEATURED-IMAGE-MAKER-342_102031506a3","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776522160\u002Fimages\u002FFEATURED-IMAGE-MAKER-342_102031506a3\u002FFEATURED-IMAGE-MAKER-342_102031506a3.png?_i=AA",{"altText":350},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":358},[],[360],{"name":76,"slug":75,"uri":361,"description":170,"postsCount":182},"\u002Fblog\u002Fcategory\u002Ffundamental-analysis",[],{"id":182,"title":364,"date":365,"excerpt":366,"wordCount":367,"uri":368,"slug":369,"cloudinaryAssetId":370,"featuredImageOriginalUrl":371,"featuredImageMetadata":372,"author":373,"categories":375,"relatedPosts":377},"Amer Sports Stock Delivers 27% Revenue Growth as Salomon Crosses $2 Billion in Sales","2026-04-19 12:40:00","Amer Sports grew 27% in 2025 with three brand engines firing. The question is whether the margin investment in Salomon is temporary or structural.",1247,"\u002Fblog\u002Famer-sports-stock-delivers-27-revenue-growth-as-salomon-crosses-2-billion-in-sales","amer-sports-stock-delivers-27-revenue-growth-as-salomon-crosses-2-billion-in-sales","images\u002FFEATURED-IMAGE-MAKER-347_102065dfae9\u002FFEATURED-IMAGE-MAKER-347_102065dfae9","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776566743\u002Fimages\u002FFEATURED-IMAGE-MAKER-347_102065dfae9\u002FFEATURED-IMAGE-MAKER-347_102065dfae9.png?_i=AA",{"altText":364},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":374},[],[376],{"name":76,"slug":75,"uri":361,"description":170,"postsCount":182},[],{"id":182,"title":379,"date":380,"excerpt":381,"wordCount":382,"uri":383,"slug":384,"cloudinaryAssetId":385,"featuredImageOriginalUrl":386,"featuredImageMetadata":387,"author":388,"categories":390,"relatedPosts":392},"Helios Technologies Q4 2025: EPS Up 145%, Dividend Raised for the First Time Ever","2026-04-18 15:00:00","Helios Technologies returned to revenue growth for the first time in three years. Whether the momentum holds through 2026 is a harder question.",1307,"\u002Fblog\u002Fhelios-technologies-q4-2025-eps-up-145-dividend-raised-for-the-first-time-ever","helios-technologies-q4-2025-eps-up-145-dividend-raised-for-the-first-time-ever","images\u002FFEATURED-IMAGE-MAKER-341_101995d387e\u002FFEATURED-IMAGE-MAKER-341_101995d387e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776497160\u002Fimages\u002FFEATURED-IMAGE-MAKER-341_101995d387e\u002FFEATURED-IMAGE-MAKER-341_101995d387e.png?_i=AA",{"altText":379},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":389},[],[391],{"name":76,"slug":75,"uri":361,"description":170,"postsCount":182},[],{"id":182,"title":394,"date":395,"excerpt":396,"wordCount":397,"uri":398,"slug":399,"cloudinaryAssetId":400,"featuredImageOriginalUrl":401,"featuredImageMetadata":402,"author":403,"categories":405,"relatedPosts":407},"Amazon's P\u002FE Ratio: Current Levels, Historical Trends, and Outlook","2026-04-17 12:00:00","Amazon's 10-year average P\u002FE was 105x. Amazon stock now trades at 35x. The earnings era has arrived.",2693,"\u002Fblog\u002Famazon-pe-ratio","amazon-pe-ratio","images\u002FFEATURED-IMAGE-MAKER-327_10179767c52\u002FFEATURED-IMAGE-MAKER-327_10179767c52","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776394372\u002Fimages\u002FFEATURED-IMAGE-MAKER-327_10179767c52\u002FFEATURED-IMAGE-MAKER-327_10179767c52.png?_i=AA",{"altText":394},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":404},[],[406],{"name":76,"slug":75,"uri":361,"description":170,"postsCount":182},[],{"id":182,"title":409,"date":410,"excerpt":411,"wordCount":412,"uri":413,"slug":414,"cloudinaryAssetId":415,"featuredImageOriginalUrl":416,"featuredImageMetadata":417,"author":418,"categories":422,"relatedPosts":427},"TopBuild Stock Soars 19% After QXO Announces $17 Billion Acquisition","2026-04-20 14:10:00","TopBuild stock surges after QXO announces a $17 billion acquisition, creating North America's second largest publicly traded building products distributor.",685,"\u002Fblog\u002Ftopbuild-nyse-19-stock-soar-after-qxo-announces-17-billion-acquisition","topbuild-nyse-19-stock-soar-after-qxo-announces-17-billion-acquisition","images\u002FBLD-stock\u002FBLD-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776692893\u002Fimages\u002FBLD-stock\u002FBLD-stock.png?_i=AA",{"altText":409},{"name":419,"slug":420,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":421},"Aditya Raghunath","adityatikr",[],[423],{"name":424,"slug":425,"uri":426,"description":170,"postsCount":182},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":182,"title":429,"date":430,"excerpt":170,"wordCount":431,"uri":432,"slug":433,"cloudinaryAssetId":434,"featuredImageOriginalUrl":435,"featuredImageMetadata":436,"author":437,"categories":439,"relatedPosts":441},"TJX Stock Crosses $60 Billion in Sales: Does the Street High Target of $193 Hold Up?","2026-04-20 14:00:00",1147,"\u002Fblog\u002Ftjx-stock-crosses-60-billion-in-sales-does-the-street-high-target-of-193-hold-up","tjx-stock-crosses-60-billion-in-sales-does-the-street-high-target-of-193-hold-up","images\u002FFEATURED-IMAGE-MAKER-339-1\u002FFEATURED-IMAGE-MAKER-339-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776492418\u002Fimages\u002FFEATURED-IMAGE-MAKER-339-1\u002FFEATURED-IMAGE-MAKER-339-1.png?_i=AA",{"altText":429},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":438},[],[440],{"name":424,"slug":425,"uri":426,"description":170,"postsCount":182},[],{"id":182,"title":443,"date":430,"excerpt":444,"wordCount":445,"uri":446,"slug":447,"cloudinaryAssetId":448,"featuredImageOriginalUrl":449,"featuredImageMetadata":450,"author":451,"categories":455,"relatedPosts":457},"KeyCorp Beat Q1 2026 Earnings Estimates. What a $25 Street Target Means for Investors","KeyCorp just posted its strongest Q1 in years, raised guidance, and is buying back stock at a record pace. The market barely moved. That disconnect is exactly what investors are focused on right now.",1115,"\u002Fblog\u002Fkeycorp-beat-q1-2026-earnings-estimates-what-a-25-street-target-means-for-investors","keycorp-beat-q1-2026-earnings-estimates-what-a-25-street-target-means-for-investors","images\u002F7-3_102164f96c3\u002F7-3_102164f96c3","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776644006\u002Fimages\u002F7-3_102164f96c3\u002F7-3_102164f96c3.png?_i=AA",{"altText":443},{"name":452,"slug":453,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":454},"Wiltone Asuncion","wiltonetikr",[],[456],{"name":424,"slug":425,"uri":426,"description":170,"postsCount":182},[],{"id":182,"title":459,"date":460,"excerpt":461,"wordCount":462,"uri":463,"slug":464,"cloudinaryAssetId":465,"featuredImageOriginalUrl":466,"featuredImageMetadata":467,"author":468,"categories":470,"relatedPosts":472},"Travelers Companies Had a Record Q1 2026. Here's Why the Stock May Have More Room to Run","2026-04-20 13:50:00","Travelers Companies just posted its seventh consecutive quarter of $1 billion-plus in after-tax underwriting income, beat earnings estimates, and raised its dividend 14%. Yet TRV barely moved. The TIKR model suggests the Street may be underestimating this franchise.",1220,"\u002Fblog\u002Ftravelers-companies-had-a-record-q1-2026-heres-why-the-stock-may-have-more-room-to-run","travelers-companies-had-a-record-q1-2026-heres-why-the-stock-may-have-more-room-to-run","images\u002F6-3_10216345f5c\u002F6-3_10216345f5c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776643996\u002Fimages\u002F6-3_10216345f5c\u002F6-3_10216345f5c.png?_i=AA",{"altText":459},{"name":452,"slug":453,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":469},[],[471],{"name":424,"slug":425,"uri":426,"description":170,"postsCount":182},[],{"id":182,"title":474,"date":255,"excerpt":475,"wordCount":476,"uri":477,"slug":478,"cloudinaryAssetId":479,"featuredImageOriginalUrl":480,"featuredImageMetadata":481,"author":482,"categories":484,"relatedPosts":486},"U.S. Bancorp Stock Beats Q1 Earnings: What the Amazon Deal Means for Investors","U.S. Bancorp rose 2.6% after its Q1 2026 earnings beat, but the stock still trades below its 52-week high. With the Amazon card partnership converting in Q3 and BTIG closing imminently, the question is whether the market is underpricing what USB is building. ",1192,"\u002Fblog\u002Fu-s-bancorp-stock-beats-q1-earnings-what-the-amazon-deal-means-for-investors","u-s-bancorp-stock-beats-q1-earnings-what-the-amazon-deal-means-for-investors","images\u002F5-3_102162bc966\u002F5-3_102162bc966","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776643988\u002Fimages\u002F5-3_102162bc966\u002F5-3_102162bc966.png?_i=AA",{"altText":474},{"name":452,"slug":453,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":483},[],[485],{"name":424,"slug":425,"uri":426,"description":170,"postsCount":182},[]]