$ALAB

BREAKOUT 💥
ALAB is preparing to report Q4 2025 financial results today after the market close. Market consensus is EPS of $0.51 (+37.8% Y/Y) and revenue of $249.55M (+76.9% Y/Y). The company’s 100% “beat” track record on both EPS and revenue over the last 1 year naturally raises the expectation bar for this earnings report.
The company’s November 2025 guidance pointed to Q4 revenue in the $245–$253M range, sequential growth of 6–10%, and non-GAAP EPS of about $0.51. Consensus estimates have also moved close to the midpoint of that range: EPS $0.51, revenue $249–$250M.
The notable divergence here is the $0.57 whisper expectation seen on EarningsWhispers. This level raises the “very good result” bar, not the “good result” threshold. In other words, it may not be enough to simply come in above consensus; from a perception-management standpoint, the bar is higher.
We know the company reported Q3 2025 record revenue of $230.6M (+20% QoQ, +104% YoY) and $0.49 non-GAAP EPS. In the same period, non-GAAP gross margin was 76.4%, while gross margin was guided to decline to about 75% for Q4. This shows that in the report, not only growth but also product mix will be critical. Since Taurus has a more hardware-heavy structure, an expectation of a mild gross margin compression like 77% to 75% fits this framework.