Astera Labsvs.Dell Technologies
ALAB vs DELL · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Dell Technologies is about 6.0× larger than Astera Labs by market cap; Dell Technologies trades at the lower P/E (31.9 vs 162.9); year to date, Dell Technologies leads (+359.9% vs +134.3%).
Side by side
| ALAB | DELL | |
|---|---|---|
| Market cap | $60.2B | $363B |
| Price | $347.05 | $574.55 |
| Today | −9.2% | −0.8% |
| Return YTD | +134.3% | +359.9% |
| Return 1Y | +76.5% | +283.7% |
| Since June 26, 2026 | −11.4% | +43.8% |
| P/E | 162.9 | 31.9 |
| P/S | 50.1 | 2.4 |
| P/B | 34.9 | 40.5 |
Data as of 2026-10-08 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
The two companies
Astera LabsALAB
Signal integrity becomes a real constraint at AI-server speeds. Astera Labs sells the fix: Aries PCIe retimers, Taurus and Leo connectivity, Scorpio fabric switches.
Full ALAB profile →Dell TechnologiesDELL
Dell's AI server backlog has grown quickly, sold to enterprises and cloud operators alike, on top of a long-standing PC and storage business.
Full DELL profile →More ALAB & DELL comparisons
Other head-to-heads in the Data centers segment.