[{"data":1,"prerenderedAt":219},["ShallowReactive",2],{"triple-beat-ALAB":3,"og-beat-monitoring-ALAB":218},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":191,"highlightQuarter":35,"highlightDescription":195,"sources":196},"ALAB","Astera Labs","Astera Labs（NASDAQ: ALAB）は2017年創業のシリコンバレー半導体ファブレス企業。AIサーバ内のCPU↔GPU↔メモリ↔スイッチ間を結ぶPCIe接続用シグナル増幅IC（Aries Retimer）、Ethernet向けスマートケーブル（Taurus）、CXLメモリコントローラ（Leo）、そして2024年に発表したFabric Switch（Scorpio）を主力とする。NVIDIA・AMD・Intel・大手ハイパースケーラのGPUクラスタにほぼ全数搭載されており、PCIe 6.0世代の本格立ち上がり（2025〜2026年）を捉えて売上が4倍超に膨らんだ。2024年3月にIPO（公開価格$36→初日終値$62）、IPOから2年で時価総額$30B規模まで化けた典型的なAIインフラ銘柄。","EPS (Non-GAAP, $)","次Q売上ガイド (midpoint, $M)","株価反応 ($)",[11,34,56,78,100,121,143,168],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":24,"stock":30},"Q2 2024","2024/8/6","IPO後初決算",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$76.9 M","$72.5 M",6.1,619,{"actual":21,"consensus":22,"beatPct":23},"$0.13","$0.10",30,{"revenue":25,"eps":29},{"company":26,"consensus":27,"beatPct":28},"$98 M","$90 M",8.9,null,{"reportClose":31,"nextClose":32,"changePct":33},"$33.6","$32.0",-4.8,{"quarter":35,"reportDate":36,"event":37,"revenue":38,"eps":43,"guidance":47,"stock":52},"Q3 2024","2024/11/4","Scorpio Fabric Switch発表",{"actual":39,"consensus":40,"beatPct":41,"yoyPct":42},"$113.1 M","$97.5 M",16,206,{"actual":44,"consensus":45,"beatPct":46},"$0.23","$0.17",35.3,{"revenue":48,"eps":29},{"company":49,"consensus":50,"beatPct":51},"$128 M","$108 M",18.5,{"reportClose":53,"nextClose":54,"changePct":55},"$39.0","$51.2",31.3,{"quarter":57,"reportDate":58,"event":59,"revenue":60,"eps":65,"guidance":69,"stock":74},"Q4 2024","2025/2/10","通期売上+242%",{"actual":61,"consensus":62,"beatPct":63,"yoyPct":64},"$141.1 M","$128.5 M",9.8,179,{"actual":66,"consensus":67,"beatPct":68},"$0.37","$0.26",42.3,{"revenue":70,"eps":29},{"company":71,"consensus":72,"beatPct":73},"$153 M","$147 M",4.1,{"reportClose":75,"nextClose":76,"changePct":77},"$124.8","$99.8",-20,{"quarter":79,"reportDate":80,"event":81,"revenue":82,"eps":87,"guidance":91,"stock":96},"Q1 2025","2025/5/6","PCIe 6本格出荷",{"actual":83,"consensus":84,"beatPct":85,"yoyPct":86},"$159.4 M","$151.7 M",5.1,144,{"actual":88,"consensus":89,"beatPct":90},"$0.33","$0.28",17.9,{"revenue":92,"eps":29},{"company":93,"consensus":94,"beatPct":95},"$176 M","$173 M",1.7,{"reportClose":97,"nextClose":98,"changePct":99},"$77.5","$89.5",15.5,{"quarter":101,"reportDate":102,"event":103,"revenue":104,"eps":109,"guidance":112,"stock":117},"Q2 2025","2025/8/5","PCIe 6量産化",{"actual":105,"consensus":106,"beatPct":107,"yoyPct":108},"$191.9 M","$181.9 M",5.5,150,{"actual":110,"consensus":88,"beatPct":111},"$0.44",33.3,{"revenue":113,"eps":29},{"company":114,"consensus":115,"beatPct":116},"$206.5 M","$180.7 M",14.3,{"reportClose":118,"nextClose":119,"changePct":120},"$164.0","$177.4",8.2,{"quarter":122,"reportDate":123,"event":124,"revenue":125,"eps":130,"guidance":134,"stock":139},"Q3 2025","2025/11/3","Scorpio P-Series寄与",{"actual":126,"consensus":127,"beatPct":128,"yoyPct":129},"$230.6 M","$202.5 M",13.9,104,{"actual":131,"consensus":132,"beatPct":133},"$0.49","$0.36",36.1,{"revenue":135,"eps":29},{"company":136,"consensus":137,"beatPct":138},"$260 M","$230 M",13,{"reportClose":140,"nextClose":141,"changePct":142},"$213.0","$233.0",9.4,{"quarter":144,"reportDate":145,"event":146,"revenue":147,"eps":151,"guidance":155,"stock":164},"Q4 2025","2026/2/10","CFO退任発表でAH-10%",{"actual":148,"consensus":149,"beatPct":120,"yoyPct":150},"$270.6 M","$250.0 M",92,{"actual":152,"consensus":153,"beatPct":154},"$0.58","$0.51",13.7,{"revenue":156,"eps":160},{"company":157,"consensus":158,"beatPct":159},"$295 M","$283 M",4.2,{"company":161,"consensus":162,"beatPct":163},"$0.54","$0.52",3.8,{"reportClose":165,"nextClose":166,"changePct":167},"$145.6","$131.0",-10,{"quarter":169,"reportDate":170,"event":171,"revenue":172,"eps":176,"guidance":178,"stock":187},"Q1 2026","2026/5/5","Scorpio Xスイッチローンチ",{"actual":173,"consensus":174,"beatPct":107,"yoyPct":175},"$308.4 M","$292.3 M",93,{"actual":177,"consensus":161,"beatPct":138},"$0.61",{"revenue":179,"eps":183},{"company":180,"consensus":181,"beatPct":182},"$360 M","$340 M",5.9,{"company":184,"consensus":185,"beatPct":186},"$0.69","$0.55",25.5,{"reportClose":188,"nextClose":189,"changePct":190},"$87.0","$105.5",21.3,[192,193,194],"ALABは原則として「次Q売上ガイダンス（midpoint）」を四半期決算時に公表する。","株価データは二次情報経由の概算で±数%の誤差を含む。","Q4 2024決算（2025/2/10発表）はQ1 2025ガイダンスがコンセンサスを大きく上回らなかったこと（$153M vs $147M）と利食いから-20%、Q4 2025決算（2026/2/10発表）はCFO退任発表で時間外-10%と、ビート決算でも下落した「材料出尽くし」型のリアクションが2回ある。","Q3 2024（2024/11/4）は「3要素同時15%超ビート」を完全に達成した稀少な決算で、売上+16%・EPS+35%・次Qガイ+18%とすべての項目でコンセンサスを大きく超え、株価は翌日+31.3%。同時に発表したScorpio Smart Fabric Switchファミリは「TAMを2028年までに$12B超に拡大」と宣言し、AIインフラ連携の中核プレイヤーとしてのポジショニングを決定づけた。直近のQ1 2026（2026/5/5）も同様に売上+5.5%・EPS+13%・Q2ガイダンス$355〜365M（コンセンサス$340M比+5.9%）の三重ビートを記録し、株価は+21.3%上昇。年間ペースで$1.5Bランレートに到達し、PCIe 6世代の量産立ち上げを捉えた構造的成長フェーズに入っている。一方、Q4 2025（2026/2/10）は売上・EPSともビートしたものの、CFO Mike Tateの退任発表が嫌気され時間外-10%と「ビート決算でも材料出尽くし」型の典型例となった。",[197,200,203,206,209,212,215],{"label":198,"url":199},"Astera Labs Q1 2026プレスリリース – 公式IR","https://ir.asteralabs.com/news-events/news-releases",{"label":201,"url":202},"ALAB Q1 2026 Earnings Transcript – Motley Fool","https://www.fool.com/earnings/call-transcripts/2026/05/05/astera-labs-alab-q1-2026-earnings-transcript/",{"label":204,"url":205},"ALAB Q4 2025結果（CFO退任で-10%）– CNBC","https://www.cnbc.com/2026/02/10/astera-labs-alab-earnings-report-q4-2025.html",{"label":207,"url":208},"ALAB Q3 2025結果（$230.6M、+104% YoY）– Astera Labs公式","https://www.asteralabs.com/news/astera-labs-announces-financial-results-for-the-third-quarter-of-fiscal-year-2025/",{"label":210,"url":211},"ALAB Q2 2025結果（+150% YoY）– Astera Labs公式","https://www.asteralabs.com/news/astera-labs-announces-financial-results-for-the-second-quarter-of-fiscal-year-2025/",{"label":213,"url":214},"ALAB Q4 2024結果（$141.1M、+179% YoY）– stocktitan","https://www.stocktitan.net/news/ALAB/astera-labs-announces-financial-results-for-the-fourth-quarter-of-1jux6tgegxf7.html",{"label":216,"url":217},"ALAB Q3 2024 IPO後初の3要素ビート – Motley Fool community","https://discussion.fool.com/t/astera-labs-alab-q3-earnings-review/109949","https://log.eurekapu.com/og/pages/general/beat-monitoring-ALAB.png?title=ALAB%20Astera%20Labs%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=7f60d8c06d3bbb89",1779172235881]