$ALAB (+0,79%)
Q4 2025 Earnings Summary
- Revenue Beat:
+8.2% (Reported $270.6M vs. $250M estimated). - EPS (Non-GAAP) Beat:
+14.9% (Reported ~$0.535 vs. $0.465 midpoint estimate). - Revenue Growth (YoY):
+92%, driven by the ramp-up of AI infrastructure. - Full-Year Growth:
+115% total revenue increase compared to 2024.
Guidance and Outlook
- Q1 2026 Revenue Guidance: At the midpoint ($291.5M), this represents a +7.7% sequential increase over Q4.
- Key Catalyst: The Scorpio X-Series is moving into production, which management expects will maintain high gross margins (projected at ~74%).