ALAB vs. CSCO: Which AI Infrastructure Stock Is a Better Buy?

Astera Labs (ALAB) has outperformed Cisco (CSCO) year-to-date with an 81.5% gain versus 42.6%, but Cisco is rated as offering greater upside potential due to stronger AI infrastructure momentum and robust networking demand. While ALAB benefits from strong adoption of its PCIe 6 products and expanding AI connectivity portfolio, rising operating expenses and competition are concerns. Cisco carries a Zacks Rank #2 (Buy) versus ALAB's Rank #3 (Hold).