Latest revenue
$308.4M
as of 2026-03-31
Latest net income
$80.3M
as of 2026-03-31
Net margin
26.0%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $52.60B
- Enterprise value
- $52.60B
- P/E (trailing)
- 240.0×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $315.81
- 52-wk low
- $84.78
- Beta
- —
- Shares out
- 171.4M
5-year trend
dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).
What this company does
Item 1. Business Overview Our mission is to innovate, design, and deliver semiconductor-based connectivity solutions that are purpose-built to unleash the full potential of cloud and AI infrastructure. Building on years of experience with a singular focus on addressing connectivity challenges in data-centric systems, we have developed and deployed our leading Intelligent Connectivity Platform built from the ground up for cloud and AI infrastructure. Our Intelligent Connectivity Platform comprises of semiconductor-based, high-speed, mixed-signal connectivity products that integrate a matrix of microcontrollers and sensors, and COSMOS, our software suite, which is embedded in our connectivity…
AI summary unavailable — showing raw filing excerpt
Generated from ALAB's filing dated 2026-02-20
Key risks
Table of Contents Item 1A. Risk Factors Our operations and financial results are subject to various risks and uncertainties, including those described below. You should carefully consider the risks and uncertainties described below, together with all of the other information in this Annual Report on Form 10-K, including the section titled “Management’s Discussion and Analysis of Financial Condition and Results of Operations” and our consolidated financial statements and related notes. The risks described below are not the only ones we face and we could be harmed by risks and uncertainties not currently known to us or that we do not currently believe to be material. If any of these risks…
AI summary unavailable — showing raw filing excerpt
Generated from ALAB's filing dated 2026-02-20
Profitability
Gross margin
75.7%
0.9%Operating margin
20.3%
169.5%Net margin
25.7%
222.1%Return on equity
16.1%
285.9%Return on assets
14.3%
280.8%Leverage
Debt / equity
0.12×
32.6%Debt / assets
11.0%
29.1%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $308.4M | +93.4% | $80.3M | +152.4% | 26.0% |
Q4 2025 2025-12-31 | $270.6M | +91.8% | $45.0M | +82.0% | 16.6% |
Q3 2025 2025-09-30 | $230.6M | +103.9% | $91.1M | +1300.0% | 39.5% |
Q2 2025 2025-06-30 | $191.9M | +149.7% | $51.2M | +778.8% | 26.7% |
Q1 2025 2025-03-31 | $159.4M | +144.3% | $31.8M | +134.2% | 20.0% |
Q4 2024 2024-12-31 | $141.1M | — | $24.7M | — | 17.5% |
Q3 2024 2024-09-30 | $113.1M | +206.2% | $-7.6M | -143.1% | -6.7% |
Q2 2024 2024-06-30 | $76.8M | +619.0% | $-7.5M | +62.3% | -9.8% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Semiconductors & Related Devices · SIC 3674
Your notes
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Insider activity
Insider buying
$0
Insider selling
$694.3M
Net activity
−$694.3M
Distinct insiders
8
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ALAB
Institutional value
$5.17B
Total shares held
47.7M
Distinct holders
466
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.4M | $1.25B | — | New |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.3M | $801.2M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 6.3M | $694.9M | — | New |
| 4 | BNP PARIBAS FINANCIAL MARKETS | 1.8M | $198.8M | — | New |
| 5 | CITIGROUP INC | 1.5M | $165.8M | — | New |
| 6 | UBS Group AG | 1.4M | $158.1M | — | New |
| 7 | WESTFIELD CAPITAL MANAGEMENT CO LP | 860.1K | $94.3M | — | New |
| 8 | VANGUARD FIDUCIARY TRUST CO | 851.8K | $93.4M | — | New |
| 9 | DEUTSCHE BANK AG\ | 730.9K | $80.1M | — | New |
| 10 | Legal & General Group Plc | 720.3K | $78.9M | — | New |
| 11 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 649.2K | $71.2M | — | New |
| 12 | Capital World Investors | 600.0K | $65.8M | — | New |
| 13 | Artisan Partners Limited Partnership | 560.6K | $61.4M | — | New |
| 14 | Bank of New York Mellon Corp | 475.5K | $52.1M | — | New |
| 15 | NOMURA ASSET MANAGEMENT CO LTD | 450.6K | $49.4M | — | New |
| 16 | JPMORGAN CHASE & CO | 430.4K | $43.2M | — | New |
| 17 | Swiss National Bank | 390.2K | $42.8M | — | New |
| 18 | Invesco Ltd. | 370.2K | $40.6M | — | New |
| 19 | SALEM INVESTMENT COUNSELORS INC | 369.8K | $40.5M | — | New |
| 20 | Champlain Investment Partners, LLC | 327.6K | $35.9M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once ALAB's latest filing finishes processing.