Image source: The Motley Fool. Wednesday, January 28, 2026 at 5:00 p.m. ET Call participants President & Chief Executive Officer — Tim Archer Executive Vice President & Chief Financial Officer — Doug Bettinger Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $20.6 billion for the year, up 27% year over year, with December quarter revenue at $5.34 billion, marki...
Image source: The Motley Fool. Wednesday, January 28, 2026 at 5:00 p.m. ET Call participants President & Chief Executive Officer — Tim Archer Executive Vice President & Chief Financial Officer — Doug Bettinger Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $20.6 billion for the year, up 27% year over year, with December quarter revenue at $5.34 billion, marking ten consecutive quarters of growth. -- $20.6 billion for the year, up 27% year over year, with December quarter revenue at $5.34 billion, marking ten consecutive quarters of growth. Gross margin -- 49.9% for the year and 49.7% in December, both exceeding the high end of guided ranges. -- 49.9% for the year and 49.7% in December, both exceeding the high end of guided ranges. Operating margin -- 34.1% for the year, 34.3% in December, both exceeding the guidance high end. -- 34.1% for the year, 34.3% in December, both exceeding the guidance high end. Diluted earnings per share -- $4.89 for the year, up 49% year over year; $1.27 in December, above guidance. -- $4.89 for the year, up 49% year over year; $1.27 in December, above guidance. CSBG revenue -- $7.2 billion for the year, with December at approximately $2 billion, up 12% sequentially and 14% year over year. -- $7.2 billion for the year, with December at approximately $2 billion, up 12% sequentially and 14% year over year. WFE (Wafer Fab Equipment) market -- $110 billion in 2025 with guidance for $135 billion in 2026, described as being second‑half weighted. -- $110 billion in 2025 with guidance for $135 billion in 2026, described as being second‑half weighted. Served available market (SAM) share -- Mid-thirties percent range in 2025 WFE, progressing toward a high‑thirties target. -- Mid-thirties percent range in 2025 WFE, progressing toward a high‑thirties target. WFE ship share -- Grew by well over one percentage point year over year. -- Grew by well over one percentage point year over year. Installed base -- CSBG in...
This report is from this week's CNBC's The China Connection newsletter, which brings you insights and analysis on what's driving the world's second-largest economy. You can subscribe here. The big story Chinese humanoid robots are on the verge of coming to the U.S. — before Elon Musk is ready to sell his Optimus machines. During my visits to China's "Silicon Valley," Shenzhen, over the last two ye...
This report is from this week's CNBC's The China Connection newsletter, which brings you insights and analysis on what's driving the world's second-largest economy. You can subscribe here. The big story Chinese humanoid robots are on the verge of coming to the U.S. — before Elon Musk is ready to sell his Optimus machines. During my visits to China's "Silicon Valley," Shenzhen, over the last two years, I saw humanoid startup LimX Dynamics move from a bare-bones facility to a modern office tower with sweeping views — and bolder ambitions. Now, the company is exploring business collaborations in the U.S., founder Will Zhang told me in an exclusive interview last week. Just days earlier, the startup showed off its humanoid robot at the Consumer Electronics Show in Las Vegas. It's all part of LimX's push to go global through local partners, including investors. First on the roadmap is the Middle East. The startup has already secured its first foreign backer from the region, where LimX plans to start shipping humanoids this year, Zhang said. He was unable to publicly share details on LimX's new investors or the monetary amount, as the funding round is still in progress. The new round will multiply the startup's valuation from its earlier Series A round, the startup said. LimX has raised $69.31 million as of July 2025, according to PitchBook, with backers including Alibaba, JD.com and Lenovo. Zhang declined to comment on IPO plans. "More than money, I'm focused on local partnerships," Zhang said, noting plans to speak with more international investors in the next few months. Beyond the Middle East, he also sees potential in what he calls Europe's large but fragmented market. Shenzhen-based Limx Dynamics released its full-sized humanoid robot Oli in the summer of 2025. Limx Dynamics Competition with Elon Musk LimX is not alone. Several other Chinese humanoid robot companies such as Unitree showed off their humanoids at CES. They join an increasing number of China-based cons...
is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. Windows 11 now has 1 billion users. Microsoft hit the milestone during the recent holiday quarter, meaning Windows 11 has managed to reach 1 billion users faster than Windows 10 did nearly six ...
is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. Windows 11 now has 1 billion users. Microsoft hit the milestone during the recent holiday quarter, meaning Windows 11 has managed to reach 1 billion users faster than Windows 10 did nearly six years ago. “Windows reached a big milestone, 1 billion Windows 11 users,” said Microsoft CEO Satya Nadella on the company’s fiscal Q2, 2026 earnings call. “Up over 45 percent year-over-year.” The growth of Windows 11 over the past quarter will be related to Microsoft’s end of support for Windows 10, which also helped increase Microsoft’s Windows OEM revenues. Microsoft must have had a strong number of Windows 11 users throughout December, as Windows chief Pavan Davuluri revealed at Microsoft Ignite on November 19th that “nearly a billion people” were running Windows 11. What’s interesting is that Windows 11 has managed to reach 1 billion users in 1,576 days, less than the 1,706 days it took Windows 10 to reach the same milestone. Microsoft had planned to get Windows 10 running on a billion devices within three years of its release, but the timeline got extended after the cancelation of Windows Phone.
This year, Mark Zuckerberg is planning to write the kind of corporate check that can change a company’s personality. Wednesday, Meta $META delivered a monster quarter — $59.9 billion in revenue and $8.88 in EPS — and then budgeted 2026 like it plans to buy the future in bulk: $115 billion to $135 billion in capex, plus expenses heading toward $169 billion, as Meta keeps working to turn “superintel...
This year, Mark Zuckerberg is planning to write the kind of corporate check that can change a company’s personality. Wednesday, Meta $META delivered a monster quarter — $59.9 billion in revenue and $8.88 in EPS — and then budgeted 2026 like it plans to buy the future in bulk: $115 billion to $135 billion in capex, plus expenses heading toward $169 billion, as Meta keeps working to turn “superintelligence” into a procurement problem. Shares jumped about 10% in after-hours trading as investors digested the heady combination of stronger-than-expected results and an exceedingly bullish near-term revenue outlook — even with that spending plan that reads like an infrastructure bond prospectus. Wall Street will happily applaud a beat, but it will pay for a story — and Meta handed it one: strong advertising now, enormous AI buildout next, and enough confidence to promise that operating income in 2026 will land above 2025 even after the spending step-up. Still, Meta ’s guidance is the kind of guidance that can trigger investor flinching — and it did, last time. In late October, Meta warned that capex growth in 2026 would be “notably larger” than 2025 but didn’t actually put numbers on it. The stock fell about 8% in after-hours trading. This time, Meta put the numbers on the bill, framed them as deliberate, and paired them with a Q1 revenue outlook of $53.5 billion to $56.5 billion that topped many expectations. Zuckerberg’s contribution to the storyline was a vision statement, a recruiting pitch, and an explanation for why Meta is suddenly talking like a utility company that also happens to sell ads. “We had strong business performance in 2025,” he said in the release, adding that he’s “looking forward to advancing personal superintelligence… in 2026.” He may want to talk about “personal superintelligence,” but the Street still cares about the less exciting ads. Meta is still a very large advertising business that keeps finding new ways to wring more money out of the same hu...
scanrail/iStock via Getty Images Comstock ( LODE ) -13.3% post-market Wednesday after saying it commenced a public offering for the sale of its common stock, with an underwriter's option to purchase additional common stock up to 15% of the shares in the offering; the size of the offering was not specified. Comstock ( LODE ) said it plans to use the proceeds from the offering to fund capital expend...
scanrail/iStock via Getty Images Comstock ( LODE ) -13.3% post-market Wednesday after saying it commenced a public offering for the sale of its common stock, with an underwriter's option to purchase additional common stock up to 15% of the shares in the offering; the size of the offering was not specified. Comstock ( LODE ) said it plans to use the proceeds from the offering to fund capital expenditure requirements for Comstock Metals related to its second industry-scale facility, the development of a refining process and solution, accelerated site selections and Metals market growth, and for general corporate purposes. Titan Partners, a division of American Capital Partners, is acting as the sole bookrunner for the offering. More on Comstock Comstock Discusses Systems-Based Strategy and Commercialization of Sustainable Technologies Transcript Comstock Q3 2025 Earnings Call Presentation Seeking Alpha’s Quant Rating on Comstock
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Riot Platforms (NasdaqCM:RIOT) has signed a 10 year data center lease agreement with AMD focused on high performance computing and AI workloads. The company has also acquired 200 acres at its Rockdale site, giving it room for large scale data center expansion. These moves mark a shift...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Riot Platforms (NasdaqCM:RIOT) has signed a 10 year data center lease agreement with AMD focused on high performance computing and AI workloads. The company has also acquired 200 acres at its Rockdale site, giving it room for large scale data center expansion. These moves mark a shift from a pure bitcoin mining focus toward a broader role as a compute and AI infrastructure provider. Riot Platforms enters this shift with a share price of $17.543 and a mixed return profile, including a 56.4% return over the past year and 155.7% over three years, alongside a 23.2% decline over five years. Over shorter periods, the stock shows a 32.8% return over the past 30 days and 1.7% over the past week, which puts fresh attention on how this new data center direction might influence sentiment toward NasdaqCM:RIOT. For investors, the AMD agreement and Rockdale land purchase introduce a different set of drivers compared with a bitcoin mining only story. The key questions now are how quickly Riot Platforms can build out this new capacity, how much of it is filled with recurring contracts, and how the mix of bitcoin and AI infrastructure affects the company’s risk profile over the coming years. Stay updated on the most important news stories for Riot Platforms by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Riot Platforms. NasdaqCM:RIOT Earnings & Revenue Growth as at Jan 2026 How Riot Platforms stacks up against its biggest competitors The AMD agreement effectively starts to re-rate Riot from a single-purpose bitcoin miner toward a power-rich data center landlord serving AI and high-performance computing, a segment where peers like Core Scientific and Hut 8 are also pushing. With a 10-year, US$311.0m contract tied to an initial 25 MW and options up to 200 MW at a 700 MW-connected site, investors now have a ...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Riot Platforms (NasdaqCM:RIOT) has signed a 10 year data center lease agreement with AMD focused on high performance computing and AI workloads. The company has also acquired 200 acres at its Rockdale site, giving it room for large scale data center expansion. These moves mark a shift...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Riot Platforms (NasdaqCM:RIOT) has signed a 10 year data center lease agreement with AMD focused on high performance computing and AI workloads. The company has also acquired 200 acres at its Rockdale site, giving it room for large scale data center expansion. These moves mark a shift from a pure bitcoin mining focus toward a broader role as a compute and AI infrastructure provider. Riot Platforms enters this shift with a share price of $17.543 and a mixed return profile, including a 56.4% return over the past year and 155.7% over three years, alongside a 23.2% decline over five years. Over shorter periods, the stock shows a 32.8% return over the past 30 days and 1.7% over the past week, which puts fresh attention on how this new data center direction might influence sentiment toward NasdaqCM:RIOT. For investors, the AMD agreement and Rockdale land purchase introduce a different set of drivers compared with a bitcoin mining only story. The key questions now are how quickly Riot Platforms can build out this new capacity, how much of it is filled with recurring contracts, and how the mix of bitcoin and AI infrastructure affects the company’s risk profile over the coming years. Stay updated on the most important news stories for Riot Platforms by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Riot Platforms. NasdaqCM:RIOT Earnings & Revenue Growth as at Jan 2026 How Riot Platforms stacks up against its biggest competitors The AMD agreement effectively starts to re-rate Riot from a single-purpose bitcoin miner toward a power-rich data center landlord serving AI and high-performance computing, a segment where peers like Core Scientific and Hut 8 are also pushing. With a 10-year, US$311.0m contract tied to an initial 25 MW and options up to 200 MW at a 700 MW-connected site, investors now have a ...
New York, Jan 28, 2026, 17:47 EST — After-hours After a volatile regular session, Micron shares jumped 6.1% in extended trading Micron is moving forward with its Singapore expansion, targeting NAND production starting in 2028 Traders are now focused on whether the chip-driven rally can sustain momentum following strong tech earnings and a steady Fed Micron Technology shares gained 6.1%, closing at...
New York, Jan 28, 2026, 17:47 EST — After-hours After a volatile regular session, Micron shares jumped 6.1% in extended trading Micron is moving forward with its Singapore expansion, targeting NAND production starting in 2028 Traders are now focused on whether the chip-driven rally can sustain momentum following strong tech earnings and a steady Fed Micron Technology shares gained 6.1%, closing at $435.28 in after-hours trading Wednesday. The stock fluctuated between $417.31 and $446.93 throughout the session, with roughly 41.8 million shares changing hands. The recent surge in the stock is significant since memory chips are central to the AI rollout, with investors interpreting supply cues as immediate pricing indicators. The market is betting that tight supply conditions will persist longer this cycle. Chipmakers took on a heavier load on Wall Street after the Federal Reserve held rates steady, with investors eyeing the first “Magnificent Seven” earnings reports after the close. Micron climbed roughly 6% during regular trading, Intel surged 11%, and Nvidia gained 1.6%. “Whether you were bullish or bearish going into the press conference you walked away feeling about the same,” said Michael James, an equity sales trader at Rosenblatt Securities. (Reuters) Micron revealed on Tuesday plans to pour roughly $24 billion into a new advanced wafer fab in Singapore over the next ten years, where it already churns out 98% of its flash memory chips. The facility will focus on NAND flash memory used in storage, with wafer production expected to kick off in the latter half of 2028. The company also confirmed its $7 billion high-bandwidth memory (HBM) packaging plant in Singapore is still set to begin operations in 2027. Analyst Bryan Ao from TrendForce noted that demand for high-performance storage “has been growing much faster than expected,” predicting enterprise solid-state drive contract prices to jump 55% to 60% as supply struggles to keep pace. (Reuters) Micron announced...
Mark Zuckerberg says Meta users will start to see new AI models and products from the company in a matter of months. “In 2025, we rebuilt the foundations of our AI program,” Zuckerberg said on an investor call Wednesday, referring to the company’s recently restructured AI lab. “Over the coming months, we’re going to start shipping our new models and products… and I expect us to steadily push the f...
Mark Zuckerberg says Meta users will start to see new AI models and products from the company in a matter of months. “In 2025, we rebuilt the foundations of our AI program,” Zuckerberg said on an investor call Wednesday, referring to the company’s recently restructured AI lab. “Over the coming months, we’re going to start shipping our new models and products… and I expect us to steadily push the frontier over the course of the new year.” But while Zuckerberg didn’t give specific timelines or products, he highlighted AI-driven commerce as a particular area of focus for Meta. “This also has implications for commerce,” Zuckerberg continued. “New agentic shopping tools will allow people to find just the right set of products from the businesses in our catalog.” That proposal echoes broader interest in AI-powered shopping assistants across the industry. Both Google and OpenAI have built platforms for agent-enabled transactions, with companies like Stripe and Uber signed on as partners. But while other AI labs have already built significant technical infrastructure, Meta believes its access to personal data will prove uniquely valuable. “We’re starting to see the promise of AI that understands our personal context, including our history, our interests, our content and our relationships,” Zuckerberg said on the call. “A lot of what makes agents valuable is the unique context that they can see, and we believe that Meta will be able to provide a uniquely personal experience.” Techcrunch event Disrupt 2026 Tickets: One-time offer Tickets are live! Save up to $680 while these rates last, and be among the first 500 registrants to get 50% off your +1 pass. TechCrunch Disrupt brings top leaders from Google Cloud, Netflix, Microsoft, Box, a16z, Hugging Face, and more to 250+ sessions designed to fuel growth and sharpen your edge. Connect with hundreds of innovative startups and join curated networking that drives deals, insights, and inspiration. Disrupt 2026 Tickets: One-time off...
Mark Zuckerberg says Meta users will start to see new AI models and products from the company in a matter of months. “In 2025, we rebuilt the foundations of our AI program,” Zuckerberg said on an investor call Wednesday, referring to the company’s recently restructured AI lab. “Over the coming months, we’re going to start shipping our new models and products… and I expect us to steadily push the f...
Mark Zuckerberg says Meta users will start to see new AI models and products from the company in a matter of months. “In 2025, we rebuilt the foundations of our AI program,” Zuckerberg said on an investor call Wednesday, referring to the company’s recently restructured AI lab. “Over the coming months, we’re going to start shipping our new models and products… and I expect us to steadily push the frontier over the course of the new year.” But while Zuckerberg didn’t give specific timelines or products, he highlighted AI-driven commerce as a particular area of focus for Meta. “This also has implications for commerce,” Zuckerberg continued. “New agentic shopping tools will allow people to find just the right set of products from the businesses in our catalog.” That proposal echoes broader interest in AI-powered shopping assistants across the industry. Both Google and OpenAI have built platforms for agent-enabled transactions, with companies like Stripe and Uber signed on as partners. But while other AI labs have already built significant technical infrastructure, Meta believes its access to personal data will prove uniquely valuable. “We’re starting to see the promise of AI that understands our personal context, including our history, our interests, our content and our relationships,” Zuckerberg said on the call. “A lot of what makes agents valuable is the unique context that they can see, and we believe that Meta will be able to provide a uniquely personal experience.” In December, Meta acquired the general-purpose agent developer Manus, which provides similar technology. At the time, Meta said it would “continue to operate and sell the Manus service, as well as integrate it into our products.” The investor call was timed to the release of Meta’s most recent quarterly earnings, which also disclosed a significant increase in new infrastructure spending. The company now anticipates that it will spend between $115 billion and $135 billion on overall capital expenditures ...
A wave of cyberattacks has hit Bumble Inc. , Panera Bread Co. , Match Group Inc. , and CrunchBase Inc. , as cybersecurity experts warn about a new round of social engineering attacks targeting US companies. Bumble Inc., the parent company of dating apps Bumble, Badoo and BFF, contacted law enforcement after one of its contractor’s accounts “was recently compromised in a phishing incident,” a spoke...
A wave of cyberattacks has hit Bumble Inc. , Panera Bread Co. , Match Group Inc. , and CrunchBase Inc. , as cybersecurity experts warn about a new round of social engineering attacks targeting US companies. Bumble Inc., the parent company of dating apps Bumble, Badoo and BFF, contacted law enforcement after one of its contractor’s accounts “was recently compromised in a phishing incident,” a spokesperson said. The hacker made “a brief unauthorized access to a small portion of our network,” the spokesperson said, adding that the company believes the access had ended. The hackers didn’t get into the company’s member database, member accounts, the Bumble application, direct messages or profiles, the spokesperson said. Similarly, Panera Bread said it had alerted law enforcement after identifying a cybersecurity incident and took steps to address it. A hacker accessed a software application Panera was using to store data, a spokesperson said. “The data involved is contact information,” the spokesperson said, without elaborating. Match also confirmed on Wednesday that it had suffered a cybersecurity incident affecting a “limited amount of user data,” and that it was in the process of notifying customers. A spokesperson said there was no indication that user log-in credentials, financial information or private communications were accessed. A CrunchBase spokesman said documents on its corporate network had been affected, but the company had contained the incident. Match’s system was breached on Jan. 16, but Bloomberg News couldn’t determine when the incidents occurred. Cybersecurity experts recently warned about a social engineering campaign targeting US companies, which has been attributed to a group that refers to itself as ShinyHunters . The group has claimed responsibility for the attacks on Bumble, Panera Breach, Match and CrunchBase, although Bloomberg couldn’t independently verify the claims. Mandiant, a cybersecurity company owned by Alphabet Inc.’s Google, warned l...
The Good Brigade/DigitalVision via Getty Images Over the last few years, I’ve covered Hims & Hers ( HIMS ) - a fast-growing e-health challenger - a number of times, mostly rating the stock a Strong Buy. Since my first bullish rating, shares of the company have done quite well, and investors - up until recently - have been rewarded for staying long this high-growth company. I’m a huge fan of the bu...
The Good Brigade/DigitalVision via Getty Images Over the last few years, I’ve covered Hims & Hers ( HIMS ) - a fast-growing e-health challenger - a number of times, mostly rating the stock a Strong Buy. Since my first bullish rating, shares of the company have done quite well, and investors - up until recently - have been rewarded for staying long this high-growth company. I’m a huge fan of the business, which spends a large amount of money upfront to acquire customers, and then monetizes them over the long term with sticky, high-margin treatments for high-impact health issues like balding, erectile dysfunction, weight loss, and more. It’s a great model, and the company’s high gross margins give management significant flexibility when it comes to controlling growth and profitability. Over the last few months, HIMS stock has not been doing well, down more than half from the highs in 2025: TradingView This is largely due to recent profit lumpiness and margin compression, which have tanked investor sentiment. In addition, regulatory uncertainty around the company’s weight loss offering - which has been a strong growth driver in years past - has weighed on shares. However, I believe that the market has missed the bigger picture here. Recent margin compression has been the result of significant investments in vertical and horizontal scale, which should bear considerable fruit down the road. There's nothing structurally wrong with the business, management is just preparing for the next stage of growth. Consequently, shares look historically cheap. All told, I believe it’s time to get aggressive in the stock. Today, I’ll make the case that it’s time to get bullish once again. Sound good? Let’s dive in. Financials Let's begin by taking a look at the business and what HIMS has been up to since my last coverage in April of 2025. In short, HIMS has been pumping on all cylinders, growing revenues from $401 million in Q3 of 2024 to nearly $600 million in Q3 of 2025: Seeking Alph...
The deadly Tai Po fire in November exposed an array of underlying issues that contributed to the tragedy. This includes slack building management, suspected bid rigging in renovation work and weak fire safety enforcement. The authorities must strive to resolve the long-standing problems once and for all. This is not just a moral obligation to the victims and survivors but also a necessary step to ...
The deadly Tai Po fire in November exposed an array of underlying issues that contributed to the tragedy. This includes slack building management, suspected bid rigging in renovation work and weak fire safety enforcement. The authorities must strive to resolve the long-standing problems once and for all. This is not just a moral obligation to the victims and survivors but also a necessary step to prevent similar disasters from happening again. That it has taken the loss of 168 lives to fuel a long-overdue revamp is to be regretted. The government has rightly pushed ahead with a series of proposed changes, along with a government-appointed independent review that will soon look into the causes of the blaze and issues relevant to the city’s worst high-rise building fire. The deep-rooted problems in building management, including bid-rigging, inflated costs and slack supervision, were put into perspective in a recent Post report Advertisement Corruption in building maintenance projects is nothing new. But the severity of its consequence – after seven of the eight blocks in Wang Fuk Court were devastated by fire while under renovation – renewed public attention on the matter. It was found that some samples of the scaffold nets covering the buildings had failed fire-retardant tests and that flammable foam panels were used to seal flat windows, raising concerns about supervision of the project. Subsequent probes into the extent of bid-rigging revealed that some consultant firms hired by homeowners for maintenance projects had colluded with contractors, allowing bids to be won at unusually low prices. Among the proposals by the authorities is an expanded role for the Urban Renewal Authority in private building maintenance projects, with service providers being subject to criminal and disciplinary record checks under a centralised platform. Contractors and consultants are required to report changes leading to increased costs. Advertisement Also under consideration is a high...
In the latest close session, Astera Labs, Inc. (ALAB) was down 1.77% at $167.90. This change lagged the S&P 500's 0.01% loss on the day. Meanwhile, the Dow experienced a rise of 0.03%, and the technology-dominated Nasdaq saw an increase of 0.17%. Shares of the company have appreciated by 0.05% over the course of the past month, underperforming the Computer and Technology sector's gain of 1.46%, an...
In the latest close session, Astera Labs, Inc. (ALAB) was down 1.77% at $167.90. This change lagged the S&P 500's 0.01% loss on the day. Meanwhile, the Dow experienced a rise of 0.03%, and the technology-dominated Nasdaq saw an increase of 0.17%. Shares of the company have appreciated by 0.05% over the course of the past month, underperforming the Computer and Technology sector's gain of 1.46%, and the S&P 500's gain of 0.78%. The upcoming earnings release of Astera Labs, Inc. will be of great interest to investors. The company's earnings report is expected on February 10, 2026. On that day, Astera Labs, Inc. is projected to report earnings of $0.51 per share, which would represent year-over-year growth of 37.84%. Simultaneously, our latest consensus estimate expects the revenue to be $249.79 million, showing a 77.03% escalation compared to the year-ago quarter. Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $1.78 per share and revenue of $831.69 million. These totals would mark changes of +111.9% and 0%, respectively, from last year. Any recent changes to analyst estimates for Astera Labs, Inc. should also be noted by investors. Such recent modifications usually signify the changing landscape of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits. Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system. The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has re...
In the latest close session, Astera Labs, Inc. (ALAB) was down 1.77% at $167.90. This change lagged the S&P 500's 0.01% loss on the day. Meanwhile, the Dow experienced a rise of 0.03%, and the technology-dominated Nasdaq saw an increase of 0.17%. Shares of the company have appreciated by 0.05% over the course of the past month, underperforming the Computer and Technology sector's gain of 1.46%, an...
In the latest close session, Astera Labs, Inc. (ALAB) was down 1.77% at $167.90. This change lagged the S&P 500's 0.01% loss on the day. Meanwhile, the Dow experienced a rise of 0.03%, and the technology-dominated Nasdaq saw an increase of 0.17%. Shares of the company have appreciated by 0.05% over the course of the past month, underperforming the Computer and Technology sector's gain of 1.46%, and the S&P 500's gain of 0.78%. The upcoming earnings release of Astera Labs, Inc. will be of great interest to investors. The company's earnings report is expected on February 10, 2026. On that day, Astera Labs, Inc. is projected to report earnings of $0.51 per share, which would represent year-over-year growth of 37.84%. Simultaneously, our latest consensus estimate expects the revenue to be $249.79 million, showing a 77.03% escalation compared to the year-ago quarter. Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $1.78 per share and revenue of $831.69 million. These totals would mark changes of +111.9% and 0%, respectively, from last year. Any recent changes to analyst estimates for Astera Labs, Inc. should also be noted by investors. Such recent modifications usually signify the changing landscape of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits. Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system. The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has re...