Astera Labs Under Scrutiny: Correction or Fundamental Shift?

Astera Labs (ALAB.US) shares plunge over 10% during Wednesday's session. This marks one of the stock’s largest single-day drops since the beginning of the year and continues a string of negative trading sessions. Since mid-September, the stock has been losing an average of 3% per day.

The main reason behind investors' concerns is the recently announced partnership between Intel and Nvidia, which involves the joint development of chips for data centers and PCs. Analysts worry that this project could significantly shift the balance of power in the semiconductor industry, potentially reducing demand for communication technologies provided by Astera Labs — particularly in the PCIe standard, which forms the foundation of the company’s products.

Investor anxiety is further exacerbated by the lack of detailed information about the partnership, fueling speculation and caution in the market.

Another factor adding pressure to the stock is Astera Labs’ elevated valuation. Over the past year, the company’s shares have surged by 300%, including a 180% increase in just the past six months. This suggests that much of the positive outlook has already been priced in. In such an environment, even minor uncertainty can trigger profit-taking.

Source: xStation5

7 November 2025, 1:47 PM

CAD Gains on Strong Canadian Labor Market Data 💡

7 November 2025, 1:17 PM

Constellation Energy: Mixed Results for Q3 2025

7 November 2025, 11:43 AM

More Expensive Chips, More Expensive Devices – TSMC is Changing the Rules!

7 November 2025, 10:44 AM

Hensoldt Rises Thanks to Record Backlog and Growth Plans!

stocks

Cookie name	Description
SERVERID
userBranchSymbol	Expiration date 1 day
test_cookie	Expiration date 1 hour
adobe_unique_id	Expiration date 364 days
__hssc	Expiration date 1 hour
SESSID	Expiration date 1 day
__cf_bm	Expiration date 1 hour
intercom-id-iojaybix	Expiration date 270 days
intercom-session-iojaybix	Expiration date 6 days
xtbCookiesSettings	Expiration date 364 days
TS5b68a4e1027
countryIsoCode
xtbLanguageSettings	Expiration date 364 days
userPreviousBranchSymbol	Expiration date 364 days
intercom-device-id-iojaybix	Expiration date 270 days
__cfruid
_cfuvid

Cookie name	Description
_gid	Expiration date 1 day
_gat_UA-98728395-1	Expiration date 1 hour
_gat_UA-121192761-1	Expiration date 1 hour
_gcl_au	Expiration date 89 days
_ga_CBPL72L2EC	Expiration date 729 days
_ga	Expiration date 729 days
__hstc	Expiration date 179 days
__hssrc
_vwo_uuid_v2	Expiration date 365 days
_ga_TC79BEJ20L	Expiration date 729 days
_vwo_uuid	Expiration date 365 days
_vwo_ds	Expiration date 29 days
_vwo_sn	Expiration date 1 hour
_vis_opt_s	Expiration date 99 days
_vis_opt_test_cookie
af_id	Expiration date 394 days
afUserId	Expiration date 730 days
AF_SYNC	Expiration date 6 days
AnalyticsSyncHistory	Expiration date 29 days

Cookie name	Description
MUID	Expiration date 389 days
_omappvp	Expiration date 3998 days
_omappvs	Expiration date 1 hour
_uetsid	Expiration date 1 day
_uetvid	Expiration date 389 days
_fbp	Expiration date 89 days
fr	Expiration date 89 days
_ttp	Expiration date 89 days
_tt_enable_cookie	Expiration date 89 days
hubspotutk	Expiration date 179 days
IDE	Expiration date 389 days
YSC
VISITOR_INFO1_LIVE	Expiration date 179 days
li_sugr	Expiration date 89 days
guest_id_marketing	Expiration date 729 days
guest_id_ads	Expiration date 729 days
guest_id	Expiration date 729 days
muc_ads	Expiration date 729 days
VISITOR_PRIVACY_METADATA	Expiration date 179 days
MSPTC	Expiration date 389 days

Cookie name	Description
bcookie	Expiration date 364 days
lidc	Expiration date 1 day
UserMatchHistory	Expiration date 29 days
bscookie	Expiration date 364 days
li_gc	Expiration date 179 days
personalization_id	Expiration date 729 days

Astera Labs Under Scrutiny: Correction or Fundamental Shift?

Join over 2 000 000 XTB Group Clients from around the world