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astera labs
2 articles

Marvell's $20B AI Revenue Target: Why Seaport's $270 Price Target Still Looks Conservative
Marvell Technology raised its fiscal 2028 revenue forecast to $20 billion on AI chip demand; Seaport initiated a Buy rating with a $270 price target, citing the company's unique full-stack competitive moat.

Astera Labs at $350: Valuation Risk Overshadows 140% Earnings Growth
ALAB trades at 89.7x forward earnings—nearly 4.5x its sector average—even as analysts expect 143% EPS growth this quarter and 116% annual growth.