Latest Earnings Results: Q2 '26
Estimated EPS
$0.69
Reported EPS
$0.80
Surprise
+15.78%
Estimated Rev
$360.85M
Reported Rev
$392.4M
Surprise
+8.74%
• Reported GAAP EPS of $0.89 up 187.10% YoY • Reported revenue of $392.4M up 104.45% YoY • Astera Labs estimates third quarter of fiscal 2026 revenue within a range of $540 million to $560 million, with a GAAP gross margin of approximately 72% for the period.
Bullish Takeaway
Astera Labs delivered record revenue growth driven by its diversified AI portfolio, while the company expects accelerated momentum from new Scorpio fabric switch production and expanded high-speed connectivity product offerings.
Bearish Takeaway
Astera Labs faces material risks from customer concentration, cyclical semiconductor industry dynamics, and geopolitical uncertainties, alongside potential challenges in managing rapid growth and integrating future business acquisitions effectively.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $1.17 | -- | -- | N/A |
Q2 '26 | $0.69 | $0.80 | 15.78% | BEAT |
Q1 '26 | $0.54 | $0.61 | 13.64% | BEAT |
Q4 '25 | $0.52 | $0.58 | 12.49% | BEAT |
Q3 '25 | $0.39 | $0.49 | 25.67% | BEAT |