Data source: Company filings. Data as of July 17, 2026. <\/p>\n
Foolish Take <\/p>\n
Both Astera Labs and Navitas Semiconductor seek to capitalize on the artificial intelligence sector<\/a>‘s growth. Their revenue trends reveal which is successfully capturing this industry expansion. Clearly, Astera Labs is the winner here, as illustrated by the whopping 93% year-over-year sales growth seen in the first quarter. <\/p>\n Story Continues <\/p>\n The connectivity solutions developed by Astera Labs are critical components of AI infrastructure. They deliver superior data transfer speeds compared to previous products, and AI businesses seek speed as a key enabler of artificial intelligence technology. <\/p>\n That said, Navitas is undergoing an interesting transition period. Last year, the company decided to discontinue its lucrative mobile and consumer businesses in China, which accounted for 60% of its revenue in 2024. It wants to focus on power conversion and charging solutions for the AI market instead. That’s why its sales are in freefall. <\/p>\n However, Navitas management believes revenue will start to climb this year, as demonstrated by the 18% sales increase in the first quarter over Q4. Investing in the company at this point is a leap of faith that its AI strategy will be a winner over the long term. <\/p>\n Should you buy stock in Astera Labs right now? <\/p>\n Before you buy stock in\u00a0Astera Labs, consider this: <\/p>\n The Motley Fool\u00a0Stock Advisor\u00a0analyst team just identified what they believe are the\u00a010 best stocks<\/a>\u00a0for investors to buy now\u2026 and\u00a0Astera Labs\u00a0wasn’t one of them.\u00a0The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. <\/p>\n Consider when\u00a0Netflix\u00a0made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $371,842!*\u00a0Or\u00a0when\u00a0Nvidia\u00a0made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $1,244,783!* <\/p>\n That performance is why people listen. With a track record of\u00a0beating the S&P 500 by 4x,\u00a0Stock Advisor\u00a0offers a distinct advantage. Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built for the long haul. <\/p>\n See the 10 stocks \u00bb<\/a> <\/p>\n *Stock Advisor returns as of July 19, 2026. <\/p>\n Robert Izquierdo<\/a> has positions in Astera Labs. The Motley Fool recommends Astera Labs and Wolfspeed. The Motley Fool has a disclosure policy<\/a>. <\/p>\n