Astera Labs Inc (MEX:ALAB)
MXN 7,157.68 (0%) Market Cap: 1.18 Tn Enterprise Value: 1.16 Tn PE Ratio: 264.69 PB Ratio: 44.91 GF Score: 15/100

Astera Labs Inc at ROTH Conference Transcript

Mar 23, 2026 / 06:30PM GMT
Release Date Price: MXN2178.39 (+4.98%)
Sujeewa de Silva
Roth Capital Inc - Analyst

Hi, good morning, everybody. So Suio De Silva, I'm a systems analyst at Roth. Usually, I have to go back and look at somebody's bio when I'm meeting them, but I've known Nick most of his career. We started talking to each other when he, back at work at at Logic and Broadcom, and, Max Linnier, he's been around the semis industry for a while and he's had the A fun opportunity to help Estero Labs come public recently, a very exciting, story in the AI space that, we've helped, Roth has been along for the ride with and, privilege to have you here, Nick, it's really great to talk about Estera's story and the success level because, the numbers just keep surprising us and they're pretty amazing. So thanks, Nick, for your time, of course. Welcome.

So the, maybe just, I keep, so one of my companies told me this morning that the model technology they built 2 years ago is already outdated and wouldn't really be useful in today's effort. That's how quickly this is all changing. So maybe you can talk about where you sit and how you're seeing that these models are

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot