2026-01-15 14:37:43

Astera Labs just got fresh coverage from RBC Capital, and they're pretty bullish on it. Outperform rating with a $225 price target—that's notable. The thesis? AI infrastructure is booming, and data center connectivity demand keeps climbing. As computing demands intensify across the industry, companies positioned in this connectivity layer are catching serious investor attention. This move reflects broader recognition that the infrastructure underpinning AI deployments isn't just hype—it's becoming mission-critical for enterprises scaling their operations.

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LiquidationWizard

· 3h ago

RBC's follow-up on Astera is really good, and the target price of 225 is indeed impressive... However, this AI infrastructure narrative has been overused for a long time, everyone is talking about the connectivity layer story, but the key is whether it can be realized into cash flow.

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ZenMiner

· 3h ago

rbc is optimistic about Astera this time. The target price of 225 sounds quite solid. Infrastructure is indeed the key in the AI arms race.

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LightningWallet

· 3h ago

RBC's move this time is clear, the connection layer is the real deal, not just superficial prosperity on paper.

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NotGonnaMakeIt

· 3h ago

RBC's $225 target price sounds good, but to be honest, can Astera withstand the competition? The connectivity layer will eventually become a red ocean.

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