◆ NeutralALABMRVLCRDO
ALAB Broadens Leo Portfolio: Can It Stay Ahead of MRVL & CRDO?
Zacks Investment Research·
Astera Labs (ALAB) has expanded its Leo Smart Memory Controller portfolio with new X-Series and Leo 2 E/P Series products targeting agentic AI and cloud workloads. The company reported record Q2 2026 revenue growth and expects Q3 revenues between $540-560 million, representing ~40% sequential growth. ALAB faces competition from Marvell Technology and Credo Technology in the AI connectivity space.
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