Astera Labs unveils Orion as Astera Labs stock stands at USD 45.0 billion value

Published on 10/27/2026 at 11:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Orion links AI racks to 160 accelerators per pod on October 12, 2026. Astera Labs stock trades at EUR 234.50 on October 27, 2026 in trading.

AI infrastructure milestones

Orion supports 160 accelerators per pod after its October 12, 2026 announcement.
Third-quarter revenue guidance spans USD 540 million to USD 560 million.
Astera Labs stock trades at EUR 234.50 at 11:20 a.m. CEST at Lang & Schwarz on October 27, 2026.

Astera Labs, US04626A1034, Illustration mit AI erstellt.

Astera Labs (ISIN US04626A1034) had a USD 45.0 billion market capitalization on October 26, 2026, as the semiconductor company developed Orion for AI infrastructure. The company unveiled the rack-scale architecture on October 12, 2026, according to Astera Labs.

Orion targets flexible AI racks

Orion is designed to connect up to 160 accelerators per pod through a 320-lane PCIe switch fabric. The architecture lets customers select CPUs and GPUs separately, while OEM and ODM partners are expected to make the systems available beginning in the first quarter of 2027, the company said in its October 12, 2026 release.

The product is aimed at neoclouds and enterprises building inference capacity. Astera Labs says Orion combines compute trays, fabric trays, memory trays, link boards and compute boards with its COSMOS management software.

What drives the next revenue step?

The immediate financial test is the third quarter ending September 30, 2026. Astera Labs guided revenue to USD 540 million to USD 560 million, compared with USD 392.4 million in the second quarter, implying a midpoint increase of 40.1 percent, according to Yahoo Finance.

The same report said second-quarter revenue rose 104.0 percent year over year and that non-GAAP earnings per share reached USD 0.80. The Q3 guide also calls for non-GAAP earnings per share of USD 1.16 to USD 1.21 and gross margin of about 72 percent, down from 73.7 percent in the second quarter.

Three milestones shape the ramp

On August 4, 2026, Astera Labs reported second-quarter revenue of USD 392.4 million, according to Yahoo Finance. On October 8, 2026, the company highlighted its Aries 7 PCIe 7 connectivity portfolio on its investor-relations page. On October 12, 2026, it unveiled Orion with capacity for 160 accelerators per pod in the cited company release.

Reporting dates and product timing

Astera Labs is scheduled to report third-quarter 2026 results after the market close on November 3, 2026, according to Nasdaq. Orion system designs are planned for availability through partners in the first quarter of 2027, giving the November report the first major checkpoint for the Scorpio product ramp and the broader AI connectivity roadmap.

Stock valuation sets the backdrop

Astera Labs stock has a 52-week range of USD 97.89 to USD 499.48 and a market capitalization of USD 45.0 billion as of October 26, 2026. The company operates in semiconductors and provides connectivity solutions for cloud computing and artificial intelligence infrastructure.

Astera Labs was trading at EUR 234.50 at Lang & Schwarz on October 27, 2026 at 11:20 a.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of Astera Labs stock.