Astera Labs (ALAB)
Astera Labs (ALAB) on the public record today: 2 items across AI supply chain, Companies, each linked to its public source.
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AI supply chain
- ALAB: capital spending $45.3M in the quarter to 30 Sep 2026, +269% on a year earlier — revenue +154% on a year earlier (SEC filings, 29 Sep 2026) ALAB
Companies
- Astera Labs is stocking faster than it sells: inventory +289%, sales +154% on a year earlier — Newest quarter turned: supply caught up · Inventory growth minus sales growth: +135 pts · 113 days of goods in stock · Gross margin 72.3%, -4.0 pts on a year earlier · Quarter ended 30 Sep, filed 3 Nov (SEC EDGAR (company 10-Q and 10-K filings), 3 Nov 2026) ALAB