Astera Labsvs.Super Micro
ALAB vs SMCI · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Astera Labs is about 2.2× larger than Super Micro by market cap; Super Micro trades at the lower P/E (12.5 vs 162.9); year to date, Astera Labs leads (+134.3% vs +53.5%).
Side by side
| ALAB | SMCI | |
|---|---|---|
| Market cap | $60.2B | $27.8B |
| Price | $347.05 | $42.77 |
| Today | −9.2% | −4.8% |
| Return YTD | +134.3% | +53.5% |
| Return 1Y | +76.5% | −18.4% |
| Since June 26, 2026 | −11.4% | +39.6% |
| P/E | 162.9 | 12.5 |
| P/S | 50.1 | 0.7 |
| P/B | 34.9 | 1.9 |
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 →Super MicroSMCI
Racks of GPU servers, liquid-cooled, put together quickly after each new GPU arrives.
Full SMCI profile →More ALAB & SMCI comparisons
Other head-to-heads in the Data centers segment.