View Financial HealthAllegro MicroSystems 配当と自社株買い配当金 基準チェック /06Allegro MicroSystems配当金を支払った記録がありません。主要情報n/a配当利回り0.1%バイバック利回り総株主利回り0.1%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updates分析記事 • Jun 20Allegro MicroSystems (ALGM) Stock Could Be 8.4% Overvalued After Chip RallyAllegro MicroSystems (ALGM) drew investor attention after participating in a sector wide rally tied to news that Apple and Intel plan to collaborate on domestic chip manufacturing in the United States. See our latest analysis for Allegro MicroSystems. Beyond the latest sector rally, Allegro MicroSystems has seen strong momentum build, with a 30 day share price return of 31.99% and a 119.25% year to date share price return, while the 1 year total shareholder return is 90.57%. If this kind of...お知らせ • Jun 19Allegro MicroSystems, Inc. Announces Board and Committee Changes, Effective June 17, 2026Allegro MicroSystems, Inc. reported that on June 17, 2026, at the recommendation of the Nominating and Governance Committee of the Board of Directors and in accordance with the Second Amended and Restated Stockholders Agreement, dated as of July 23, 2024, by and among the Company and Sanken Electric Co. Ltd., the Board took the following actions, each of which was effective on June 17, 2026: (i) expanded the size of the Board to 11 directors; (ii) elected Brian C. White to the Board as a Class III Director pursuant to Section 1(c) of the Stockholders Agreement, to serve until the Company's 2026 annual meeting of shareholders and until his successor is duly elected and qualified; and (iii) appointed Mr. White to serve as a member of the Board's Audit Committee and as a member of the Board's Compensation Committee. Additionally, in light of Richard R. Lury's and Susan D. Lynch's previously disclosed decisions not to stand for reelection at the 2026 Annual Meeting, the Board approved a decrease in the size of the Board from 11 to nine directors, effective immediately following the 2026 Annual Meeting. The Board determined that Mr. White qualifies as an independent director pursuant to the rules of The Nasdaq Stock Market. The Board also determined that Mr. White meets the enhanced independence requirements for audit committee members under Rule 10A-3 of the Securities Exchange Act of 1934, as amended, and the rules of The Nasdaq Stock Market, and that Mr. White qualifies as an audit committee financial expert as defined by the applicable Securities and Exchange Commission regulations. The Board further determined that Mr. White meets the enhanced independence requirements for compensation committee members under the rules of The Nasdaq Stock Market. In connection with his election, the Company entered into an indemnification agreement with Mr. White providing for the indemnification of and advancement of expenses permitted by Delaware law for claims, suits or proceedings arising out of a director's service to the Company. Mr. White is an accomplished executive and board director with over 30 years of leadership experience in the semiconductor and high-technology industries. He brings extensive expertise in financial strategy, public-company governance, and corporate development, having served as Chief Financial Officer for several publicly traded semiconductor companies, including Ambarella, Inc., Maxim Integrated Products, Inc., and Integrated Device Technology, Inc. In addition to Allegro, Mr. White currently serves on the board of FormFactor, Inc., where he is the Chair of the Audit Committee. Mr. White holds an MBA in Finance and International Business from the University of Notre Dame and a Bachelor of Arts in Business Administration from Seattle University.ナラティブの更新 • Jun 17ALGM: AI Auto And Data Center Tailwinds Will Support Fairly Valued StockAnalyst price targets for Allegro MicroSystems have increased by a few dollars per share. The latest target increases of $3 to $17 are supported by analysts highlighting updated views on the company's earnings potential and valuation assumptions.ナラティブの更新 • Jun 03ALGM: AI Auto And Data Center Demand May Support Fairly Valued OutlookAnalysts have lifted the price target for Allegro MicroSystems to $54.42 from $46.08, citing updated assumptions around discount rates, profit margins and future P/E multiples in recent research. Analyst Commentary Recent research updates point to a cluster of higher price targets for Allegro MicroSystems, with analysts revisiting their models around discount rates, profit margins and assumed future P/E multiples.Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Rob Willett was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.ライブニュース • May 24Allegro MicroSystems Surpasses Estimates With Strong Automotive and Data Center Growth in Q4 2026Allegro MicroSystems reported fiscal Q4 2026 revenue of US$243 million, a 26% year-over-year increase, with non-GAAP EPS of US$0.17 that was above consensus expectations. Full-year fiscal 2026 sales reached US$890 million, up 23%, while non-GAAP diluted EPS for the year rose to US$0.54, more than double the prior year. Automotive sales grew 30% and represented 71% of Q4 sales, while data center revenue more than quadrupled in fiscal 2026. Management pointed to a multiyear high backlog and strong design wins across core markets. Guidance for Q1 fiscal 2027 calls for net sales of US$245 million to US$255 million and non-GAAP EPS of US$0.19 to US$0.23. Several analysts raised price targets and kept positive ratings after the earnings release. The key story is a business that is gaining traction in automotive and data center end markets, with management signaling continued demand momentum into fiscal 2027 despite some margin pressure from higher gold prices. If you are assessing the stock, it is worth weighing the growth in higher-content segments and robust backlog against input cost headwinds and recent insider share sales, as well as how closely actual Q1 results track the new guidance range.Recent Insider Transactions • May 21Independent Director recently sold US$760k worth of stockOn the 14th of May, Susan Lynch sold around 17k shares on-market at roughly US$45.46 per share. This transaction amounted to 71% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.4m. Insiders have been net sellers, collectively disposing of US$3.7m more than they bought in the last 12 months.Recent Insider Transactions Derivative • May 21Independent Director notifies of intention to sell stockSusan Lynch intends to sell 17k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of May. If the sale is conducted around the recent share price of US$45.46, it would amount to US$760k. Since June 2025, Susan's direct individual holding has increased from 16.71k shares to 23.58k. Company insiders have collectively sold US$3.0m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • May 15Allegro MicroSystems, Inc. Appoints Robert Willett as Independent Director, Effective May 13, 2026Allegro MicroSystems, Inc. announced the appointment of Robert J. Willett to Allegro’s Board of Directors as an independent director, effective May 13, 2026. With a distinguished career spanning over two decades in industrial technology and automation, Mr. Willett brings deep operational expertise to the Allegro Board. Most notably, he spent 14 years as Chief Executive Officer of Cognex Corporation, a global leader in machine vision systems and sensors. During his tenure, he successfully scaled the business, drove sustained organic growth, and navigated complex global operations. In addition to Allegro, Mr. Willett currently serves on the board of directors for Clean Harbors, Inc., and Formlabs. Mr. Willett holds a bachelor’s degree from Brown University and an MBA from Yale University.ナラティブの更新 • May 14ALGM: AI Data Centers And Robotics Will Support Future Upside PotentialNarrative Update: Allegro MicroSystems Analyst Price Target Shift The updated analyst price target for Allegro MicroSystems has moved higher by about $10, as analysts point to the company's multi year model for mid teens revenue growth, gross margins above 55%, and new opportunities tied to AI data centers and robotics as key supports for a richer assumed future P/E multiple. Analyst Commentary Bullish analysts have been lifting their price targets on Allegro MicroSystems in a series of updates.Recent Insider Transactions • May 14President recently sold US$1.4m worth of stockOn the 11th of May, Michael Doogue sold around 30k shares on-market at roughly US$47.23 per share. This transaction amounted to 6.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • May 12President notifies of intention to sell stockMichael Doogue intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of May. If the sale is conducted around the recent share price of US$47.23, it would amount to US$1.4m. For the year to March 2020, Michael's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Michael has owned 283.14k shares directly. Company insiders have collectively sold US$1.0m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • May 11Price target increased by 16% to US$54.42Up from US$46.75, the current price target is an average from 12 analysts. New target price is 11% above last closing price of US$48.95. Stock is up 97% over the past year. The company is forecast to post earnings per share of US$0.52 next year compared to a net loss per share of US$0.081 last year.お知らせ • May 10Allegro Microsystems, Inc. Provides Earnings Guidance for the First Quarter Ending June 26, 2026Allegro MicroSystems, Inc. provided earnings guidance for the first quarter ending June 26, 2026. For the period, the company expects total net sales to be in the range of $245 million to $255 million. At the midpoint of this range, it implies growth in net sales of 23% year-over-year.Reported Earnings • May 07Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: US$0.081 loss per share (improved from US$0.39 loss in FY 2025). Revenue: US$890.1m (up 23% from FY 2025). Net loss: US$14.9m (loss narrowed 80% from FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.ナラティブの更新 • Apr 28ALGM: AI Data Center And Robotics Demand Will Shape Future Earnings ProfileAnalysts have nudged the fair value estimate for Allegro MicroSystems higher to $46.08 from $45.83, pointing to updated price targets around $45 and expressing continued confidence in mid-teens revenue growth, gross margins above 55%, and long term earnings potential supported by AI data center and robotics opportunities. Analyst Commentary Bullish Takeaways Bullish analysts highlight the company’s 3 to 5 year financial model, which calls for mid teens revenue growth and gross margins above 55%, as a key support for higher fair value estimates.Seeking Alpha • Apr 26Allegro MicroSystems: Why It's Time To Take ProfitsSummary Allegro MicroSystems is rated Sell due to significant overvaluation, with a fair value of $20.98 versus a current price near $44. Current market pricing implies an implausible 30-35% revenue CAGR over five years, unsupported by historical or peer growth rates. ALGM's recent recovery is real, but margin compression and operational inflexibility during downturns highlight structural risks. Investors are advised to cash out after the stock's run-up and await tangible fundamental drivers before reconsidering ALGM. Read the full article on Seeking Alphaお知らせ • Apr 16Allegro MicroSystems, Inc. to Report Q4, 2026 Results on May 07, 2026Allegro MicroSystems, Inc. announced that they will report Q4, 2026 results Pre-Market on May 07, 2026ナラティブの更新 • Apr 13ALGM: AI Data Center And Robotics Demand Will Drive Future UpsideAnalysts have raised their consolidated price target for Allegro MicroSystems to $45, citing the company's 3 to 5 year model for mid-teens revenue growth, gross margins above 55%, and new growth opportunities in areas such as AI data centers and robotics. Analyst Commentary Bullish analysts are aligning around a US$45 price target for Allegro MicroSystems, with the recent Analyst Day model giving them more confidence in the company’s medium term outlook.Buy Or Sell Opportunity • Apr 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to US$35.89. The fair value is estimated to be US$29.48, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company became loss making.ナラティブの更新 • Mar 30ALGM: AI Data Center And Robotics Demand Will Drive Long Term UpsideAllegro MicroSystems' analyst price target has moved modestly higher to reflect a fair value estimate of $42.00. This is supported by analyst expectations for mid teens revenue growth, gross margins above 55%, expanding profit margins and new opportunities in areas such as AI data centers and robotics, even as the assumed future P/E multiple comes down.ナラティブの更新 • Mar 16ALGM: AI Data Center And Robotics Exposure Will Drive Future Upside PotentialThe analyst price target for Allegro MicroSystems shifts to $45.83 from $38.42, with analysts pointing to the company's 3 to 5 year financial model, which highlights mid teens revenue growth, gross margins above 55%, and new opportunities in AI data centers and robotics as key support for higher long term earnings power and a slightly higher assumed future P/E multiple. Analyst Commentary Recent Street research around Allegro MicroSystems centers on the company’s updated 3 to 5 year model and how that might support earnings power and valuation over time.ナラティブの更新 • Mar 02ALGM: AI Data Centers And Robotics Will Drive Future Upside PotentialThe revised analyst price target for Allegro MicroSystems shows a modest change, with the model now pointing to a fair value of about $50.51, as analysts factor in company guidance around mid-teens revenue growth, gross margins above 55% and new long term earnings potential related to AI data centers and robotics. Analyst Commentary Recent Street research has been overwhelmingly constructive on Allegro MicroSystems, with multiple bullish analysts revising their price targets higher around the company’s multi year outlook and new growth drivers.Recent Insider Transactions Derivative • Feb 20Senior VP notifies of intention to sell stockSharon Briansky intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of February. If the sale is conducted around the recent share price of US$41.56, it would amount to US$385k. Since March 2025, Sharon's direct individual holding has decreased from 36.52k shares to 28.84k. Company insiders have collectively sold US$935k more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Feb 16ALGM: I Expect AI Power Solutions To Drive Future Upside PotentialThe analyst price target for Allegro MicroSystems has been raised from $45.00 to about $50.94. Analysts point to updated assumptions around growth, profitability and valuation, reflected in the recent series of target hikes and an upgrade in Street research.お知らせ • Feb 10Allegro MicroSystems Expands Current Sensing Leadership with Industry's Highest Accuracy Magnetic Current SensorAllegro MicroSystems, Inc. introduced the ACS37017, a new Hall-effect current sensor that sets the industry benchmark for accuracy. With the launch of the ACS37017, Allegro completes a strategic expansion of its high-performance portfolio that now includes definitive, market-leading solutions for the three critical challenges in modern power electronics: Speed (ACS37100), Power Density (ACS37200), and Accuracy (ACS37017). As power converters in AI data centers, electrified vehicles (xEVs), and clean energy systems push for higher efficiency, one size doesn't fit all. Designers seek specialized solutions tailored to their specific performance objectives. The factory-calibrated ACS37017 answers the call for accuracy, integrating high-voltage isolation with an advanced sensing architecture to achieve an 0.55% typical sensitivity error over lifetime and temperature. This level of accuracy delivers the high-fidelity feedback required to stabilize high-voltage power conversion systems. The ACS37017 serves as the standard-bearer for accuracy in Allegro's newly expanded lineup and joins two recently launched current sensors that offer a solution for key design priorities: Speed: The ACS37100, powered by XtremeSense TMR technology, delivers 10-MHz bandwidth. Recently named an EDN Product of the Year, the sensor protects fast-switching GaN and SiC platforms where nanoseconds matter. Power Density: The ACS37200 leads the market in density, featuring a 50 µO conductor that slashes power loss by up to 90% and shrinks footprint by up to 95% for space-constrained applications compared to competing solutions. Accuracy: The new ACS37017 completes the toolkit. With 0.55% typical accuracy, it offers the ultra-low drift and precise signal conditioning required for the most demanding control loops in high-voltage power conversion.お知らせ • Feb 03Allegro MicroSystems, Inc. Promotes Ian Kent to Senior Vice President, Operations and Jamie Haas to Vice President, Chief Technology OfficerAllegro MicroSystems, Inc. has promoted Ian Kent to Senior Vice President, Operations and Jamie Haas to Vice President, Chief Technology Officer. Ian will be responsible for Allegro’s worldwide manufacturing, quality, and supply chain operations, including internal and external manufacturing and the assembly and test facility in the Philippines. He assumes responsibilities previously overseen by the CEO and brings deep operational continuity to this role. In addition to 25 years of experience in semiconductors, since joining Allegro in 2023, Ian has held progressively senior operations leadership roles, most recently serving as Vice President, Operations, with responsibility for global manufacturing excellence and supply chain execution. As Vice President, Chief Technology Officer, Jamie will lead Allegro’s technology vision, strategic technology development, and AI product and tool strategy, assuming CTO responsibilities previously overseen by the CEO. Jamie brings 25 years of semiconductor design and development experience, including over 20 years at Allegro, and has been instrumental in advancing next-generation technologies aligned with the ‘Innovation with Purpose’ strategy. His expertise and vision in AI and machine learning will be instrumental as Allegro evolves its product roadmap and enhances its chip development processes by using transformative AI capabilities, while simultaneously accelerating market-leading innovations for customers.ナラティブの更新 • Feb 02ALGM: Auto And Data Center Demand Will Shape Balanced Future OutlookThe analyst price target for Allegro MicroSystems has been revised from $35 to $41, reflecting updated views from multiple firms that incorporate moderated revenue growth and profit margin assumptions, along with a higher future P/E multiple. Analyst Commentary Across recent research updates, price target adjustments for Allegro MicroSystems cluster around a tighter valuation range, with several firms refining their assumptions on revenue growth, margins, and the appropriate P/E multiple.Price Target Changed • Jan 30Price target increased by 12% to US$43.75Up from US$38.92, the current price target is an average from 12 analysts. New target price is 19% above last closing price of US$36.91. The company is forecast to post earnings per share of US$0.074 next year compared to a net loss per share of US$0.39 last year.Reported Earnings • Jan 30Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: US$0.045 (up from US$0.037 loss in 3Q 2025). Revenue: US$229.2m (up 29% from 3Q 2025). Net income: US$8.30m (up US$15.2m from 3Q 2025). Profit margin: 3.6% (up from net loss in 3Q 2025). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.お知らせ • Jan 29Allegro MicroSystems, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2026 Ending March 27, 2026Allegro MicroSystems, Inc. provided earnings guidance for the fourth quarter of fiscal year 2026 ending March 27, 2026. The Company expected total net sales to be in the range of $230 million to $240 million. At the midpoint of this range, it implies growth in net sales of 22% year-over-year.ナラティブの更新 • Jan 19ALGM: Auto And Data Center Cycles Will Shape Balanced Future ProspectsNarrative Update on Allegro MicroSystems Analysts have lifted their price target on Allegro MicroSystems to US$49 from US$37, citing expectations that the company can meet or exceed its existing growth model. This view is supported by restocking trends as well as expanding auto and data center opportunities.お知らせ • Jan 08Allegro MicroSystems, Inc. to Report Q3, 2026 Results on Jan 29, 2026Allegro MicroSystems, Inc. announced that they will report Q3, 2026 results Pre-Market on Jan 29, 2026お知らせ • Jan 05+ 1 more updateAllegro MicroSystems, Inc. Announces Strategic Expansion of its Power-Thru Isolated Gate Driver Portfolio with Launch of AHV85003/AHV85043 ChipsetAllegro MicroSystems, Inc. announced the strategic expansion of its Power-Thru™? isolated gate driver portfolio with the launch of the AHV85003/AHV85043 chipset. Joining the AHV85003 and this expanded family creates a complete ecosystem for high-voltage silicon carbide (SiC) designs in AI data centers, electric vehicles (EVs), and clean energy systems. The solution simplifies the design challenge in power conversion by eliminating the need for external isolated bias supplies for gate drivers. This innovation delivers the industry's smallest solution footprint while reducing the bill of materials (BOM) to address the critical challenge of achieving maximum power density, especially in demanding 800V systems. Allegro's Power-Thru™? isolation gate drivers integrate signal and power across a single isolation barrier. This breakthrough approach reduces common-mode capacitance in the system by up to 15x1, addressing a major source of noise that impacts efficiency. They deliver up to a 20dB improvement in electromagnetic interference (EMI) performance2, which boosts overall system efficiency and eliminates countless hours spent by designers resolving noise issues. In addition to addressing the physics of noise, the expanded Power-Thru portfolio is engineered to resolve critical business challenges. To ensure supply chain resilience, both the new AHV85003/ahV85043 chipset and the existing AHV85311 integrated solution support a multi-source SiC strategy. With selectable gate-to-source voltage (Vgs) of 15V, 18V, and 20V, and adjustable regulated negative voltage, designers can easily swap between SiC FETs from different vendors without redesigning their boards. Furthermore, the portfolio now offers two distinct implementation paths. The AHV85311 integrated solutions, which includes the isolation transformer, provides an all-in-one route for accelerating time-to-market. The versatile new AHV85003 andAHV85043 chipset empowers designers to optimize for cost and layout by selecting their own external transformer tailored for their specific isolation needs.ナラティブの更新 • Jan 05ALGM: Auto And Data Center Cycles Will Support Future Upside PotentialAnalysts have nudged their price expectations for Allegro MicroSystems higher, with one recent target moving to US$49 from US$37. This points to potential upside anchored in auto and data center demand, a restocking cycle, and expanded data center opportunities.ナラティブの更新 • Dec 14ALGM: Auto And Data Center Cycles Will Drive Upside PotentialAnalysts have raised their price target on Allegro MicroSystems from $37 to $49, citing expectations that the company will outpace its prior growth model. They point to robust auto and data center cycles, inventory restocking, and expanding data center opportunities as drivers of stronger revenue growth and improved profit margins.Recent Insider Transactions Derivative • Dec 11Senior VP notifies of intention to sell stockSharon Briansky intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of December. If the sale is conducted around the recent share price of US$30.00, it would amount to US$836k. Since March 2025, Sharon's direct individual holding has increased from 36.52k shares to 56.72k. Company insiders have collectively sold US$935k more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Nov 28ALGM: Auto And Data Center Demand Will Drive Outperformance AheadAnalysts have raised their price target for Allegro MicroSystems from $37 to $49, citing expected outperformance driven by strong growth prospects in automotive and data center markets. Analyst Commentary Analysts have offered mixed insights on Allegro MicroSystems following the recent price target increase, reflecting both optimism about the company's future performance and caution around potential risks.Buy Or Sell Opportunity • Nov 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to US$22.80. The fair value is estimated to be US$28.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.ナラティブの更新 • Nov 12ALGM: Revenue Will Accelerate On Surging Auto And Data Center DemandAnalysts have increased their price target for Allegro MicroSystems from $36.75 to $38.58, citing expectations of stronger revenue growth and profit margins. This outlook is supported by robust automotive and data center demand.Reported Earnings • Oct 31Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: US$0.035 (up from US$0.18 loss in 2Q 2025). Revenue: US$214.3m (up 14% from 2Q 2025). Net income: US$6.52m (up US$40.2m from 2Q 2025). Profit margin: 3.0% (up from net loss in 2Q 2025). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.New Risk • Oct 30New major risk - Revenue and earnings growthEarnings have declined by 9.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.2% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (US$651k sold).お知らせ • Oct 30Allegro MicroSystems, Inc. Provides Earnings Guidance for the Third Quarter Ending December 26, 2025Allegro MicroSystems, Inc. provided earnings guidance for the third quarter ending December 26, 2025. For the quarter, the company expects total net sales to be in the range of $215 million to $225 million. At the midpoint of this range, it implies growth in net sales of 24% year-over-year.ナラティブの更新 • Oct 29Industrial Momentum And Margin Expansion Will Drive Upside PotentialAnalysts have modestly lowered their fair value estimate for Allegro MicroSystems to $36.75 from $37.08, citing slightly improved profit margins but noting this is offset by a marginally slower revenue growth outlook. Analyst Commentary Analysts provided updated commentary on Allegro MicroSystems, highlighting both encouraging developments and areas of caution regarding the company's financial outlook and execution.お知らせ • Oct 21Allegro Microsystems, Inc. Unveils Production-Ready 10 Mhz Tmr Current Sensor, Enabling Optimal Protection and Control of Wide Bandgap Power ElectronicsAllegro MicroSystems, Inc. introduced the industry's first commercially available magnetic current sensor to achieve 10 MHz bandwidth featuring Allegro's advanced XtremeSense™? TMR (tunneling magnetoresistance) technology. The new ACS37100 TMR current sensor helps power system designers master the control signal chain and unlock the full potential of fast-switching GaN and SiC FETs. Tailored to the needs of electric vehicles (xEVs), clean energy power conversion systems, and AI data center power supplies, the ACS37100 achieves an 50 ns response time, providing the high-fidelity data needed for optimal efficiency and protection in demanding high-frequency applications. Migration to GaN and SiC promises greater power density and efficiency, but their faster switching speeds create significant control challenges. At sub-megahertz frequencies, conventional magnetic current sensors lack the speed and precision to provide the high-fidelity, real-time data required for stable control and protection loans. This can leave advanced systems vulnerable to damage and may prevent them from operating at their full potential. The ACS37100 is engineered to solve this control challenge. Its bandwidth and response time provide the high-fidelity current sense feedback essential for demanding control loops in high-speed switching applications. This magnetic current sensor enables designers to confidently and reliably control faster systems, maximize efficiency, and increase power density. Leveraging advanced TMR technology, the device delivers exceptionally low noise of 26 mA root mean square (RMS) across the full 10 MHz bandwidth--enabling precise, high-speed current measurements for more accurate and responsive system performance. The ACS37100 is designed to minimize energy loss while maximizing operational efficiency and reliability, making it the ideal choice for a variety of automotive and industrial uses like xEV charging, clean energy power conversion, and AI data center power supply. The ACS37100 Features and Benefits: highest bandwidth: DC to 10 MHz; Fast response time: 50 ns; Low noise: 26 mARMS at full 10 MHz bandwidth; Integrated Reinforced Isolation: 5 kV (60 seconds per UL 62368-1); Low loss: 1.2 mO internal conductor resistance; Automotive Grade 0: -40degC to +150degC operating temperature range. The ACS37100 is available in an industry-standard SOICW-16 package that supports a working reinforced isolation up to 565 VRMS (basic 1,097 VRMS) with 8 mm creepage and clearance. It features a voltage reference output and an adjustable overcurrent fault.お知らせ • Oct 15Allegro MicroSystems, Inc. Appoints Troy Coleman as Senior Vice President, General Manager, Products, Effective October 14, 2025Allegro MicroSystems, Inc. announced the appointment of Troy Coleman as Senior Vice President, General Manager, Products, effective October 14, 2025. Troy will be responsible for leading product portfolios, driving strategic growth, innovation, and market leadership in core power and sensing solutions. Troy brings over 25 years of extensive semiconductor industry experience to Allegro, with a distinguished track record of leadership and significant business growth. Most recently, Troy served as Vice President, Linear Power Business Unit at Texas Instruments, where he was responsible for over $1 billion in revenue and successfully led multiple product lines while driving innovation and market expansion. His expertise and technical acumen span Analog Mixed Signal and Power products, as well as automotive and industrial markets. Troy holds a Bachelor of Science in Electrical Engineering from Texas A&M University.ナラティブの更新 • Oct 14Electrification And Automation Will Expand Global MarketsAnalysts have raised their price target for Allegro MicroSystems by $7 to $30, citing stronger than expected results in the industrial sector as a key driver behind the increase. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the company's recent results exceeded estimates, particularly within the industrial sector.お知らせ • Oct 09Allegro MicroSystems, Inc. to Report Q2, 2026 Results on Oct 30, 2025Allegro MicroSystems, Inc. announced that they will report Q2, 2026 results Pre-Market on Oct 30, 2025ナラティブの更新 • Sep 06Electrification And Automation Will Expand Global MarketsDespite industrial outperformance, early signs of cyclical recovery, and management’s positive outlook on margin expansion, Allegro MicroSystems’ consensus analyst price target saw only a marginal reduction from $38.42 to $37.83. Analyst Commentary Industrial segment performance exceeded expectations, driving overall results higher.New Risk • Aug 07New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$441k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 01First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.072 loss per share (improved from US$0.091 loss in 1Q 2025). Revenue: US$203.4m (up 22% from 1Q 2025). Net loss: US$13.2m (loss narrowed 25% from 1Q 2025). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.お知らせ • Jul 31Allegro MicroSystems, Inc. Provides Earnings Guidance for the Second Quarter Ending September 26, 2025Allegro MicroSystems, Inc. provided earnings guidance for the second quarter ending September 26, 2025. For the quarter, the company expects total net sales to be in the range of $205 million to $215 million. At the midpoint of this range, it implies a net sales growth of 12% year-over-year.Price Target Changed • Jul 28Price target increased by 7.4% to US$35.42Up from US$32.98, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of US$34.37. The company is forecast to post earnings per share of US$0.17 next year compared to a net loss per share of US$0.39 last year.Price Target Changed • Jul 21Price target increased by 9.5% to US$34.67Up from US$31.67, the current price target is an average from 13 analysts. New target price is 5.5% below last closing price of US$36.69. The company is forecast to post earnings per share of US$0.17 next year compared to a net loss per share of US$0.39 last year.Price Target Changed • Jul 14Price target increased by 14% to US$32.98Up from US$29.06, the current price target is an average from 13 analysts. New target price is 10% below last closing price of US$36.76. The company is forecast to post earnings per share of US$0.17 next year compared to a net loss per share of US$0.39 last year.お知らせ • Jul 10Allegro MicroSystems, Inc. to Report Q1, 2026 Results on Jul 31, 2025Allegro MicroSystems, Inc. announced that they will report Q1, 2026 results After-Market on Jul 31, 2025お知らせ • Jun 30+ 1 more updateAllegro MicroSystems, Inc.(NasdaqGS:ALGM) dropped from Russell 1000 Value-Defensive IndexAllegro MicroSystems, Inc.(NasdaqGS:ALGM) dropped from Russell 1000 Value-Defensive Indexお知らせ • Jun 26Allegro MicroSystems, Inc., Annual General Meeting, Aug 07, 2025Allegro MicroSystems, Inc., Annual General Meeting, Aug 07, 2025. Location: meetnow.global/mymvhcl, United Statesお知らせ • May 08Allegro MicroSystems, Inc. Provides Earnings Guidance for the First Quarter Ending June 27, 2025Allegro MicroSystems, Inc. provided earnings guidance for the first quarter ending June 27, 2025. For the quarter, the company expects total net sales to be in the range of $192 million to $202 million. At the mid-point of this range, it implies net sales growth of 18% year-over-year.お知らせ • Apr 17Allegro MicroSystems, Inc. to Report Q4, 2025 Results on May 08, 2025Allegro MicroSystems, Inc. announced that they will report Q4, 2025 results Pre-Market on May 08, 2025お知らせ • Apr 15+ 1 more updateON Semiconductor Corporation (NasdaqGS:ON) cancelled the acquisition of Allegro MicroSystems, Inc. (NasdaqGS:ALGM).ON Semiconductor Corporation (NasdaqGS:ON) proposed to acquire Allegro MicroSystems, Inc. (NasdaqGS:ALGM) for $6.5 billion on September 2, 2024. ON Semiconductor Corporation (NasdaqGS:ON) proposed to acquire Allegro MicroSystems, Inc. (NasdaqGS:ALGM) for $6.6 billion on February 12, 2025. Under the terms of the Proposal, onsemi’s all-cash $35.10 per share offer represents a 57% premium to Allegro’s closing share price on February 28, 2025, the last trading day prior to media reports regarding onsemi’s interest in acquiring Allegro, at an implied enterprise value of $6.9 billion. onsemi does not anticipate any financing contingencies and intends to fund the potential transaction with a combination of committed financing, cash on hand, and funds available under its existing revolving credit facility. onsemi's request since September 2, 2024, has been consistent: to advance the possibility of this valuable outcome for shareholders through rigorous management-to-management dialogue and pursuing the requisite diligence and scoping of regulatory requirements in order to expeditiously move towards finalization of a transaction. ON Semiconductor Corporation (NasdaqGS:ON) cancelled the acquisition of Allegro MicroSystems, Inc. (NasdaqGS:ALGM) on April 14, 2025. The Allegro Board of Directors reviewed the proposal, in consultation with its independent financial and legal advisors, and determined that the proposal was inadequate. PJT Partners is serving as financial advisor to Allegro. Davis Polk & Wardwell LLP is serving as legal advisor to Allegro.お知らせ • Apr 09Allegro MicroSystems Expands Motor Control and Thermal Management Solutions to Capitalize on Growing e-Mobility and Automation MarketsAllegro MicroSystems, Inc. announced three new solutions designed to enhance motor control and thermal management performance in e-mobility and industrial automation applications. These new solutions, the ACS37035 and ACS37630 current sensors, and the A89347 automotive-grade fan driver IC, provide advanced capabilities for a wide range of applications. ACS37035 Current Sensor: Allegro's ACS37035 high-accuracy current sensor boasts a 1 MHz bandwidth and 0.45 µs typical response time, enabling precise measurement of high-frequency currents in fast control loops. Its differential sensing capability, combined with a Common-Mode Rejection Ratio (CMRR) of 4 mA/Gauss, provides high immunity to external magnetic fields, ensuring accurate measurements even in noisy environments. With a ±3% sensitivity error over temperature and a maximum offset voltage of ±15 mV, the sensor minimizes error and improves system performance. This high level of precision and noise immunity enables tighter control loops, resulting in improved motor efficiency, reduced power consumption, and smoother operation. Target applications include motor control, load detection and management, and switch-mode power supplies. ACS37630 Current Sensor: Designed for U-core current sensing applications like xEV traction inverter and battery management systems, the ACS37630 offers high bandwidth (up to 250 kHz) and a fast analog output with a 1.6 µs typical response time. Its vertical Hall technology enables sensing parallel to the package surface, ideal for system integration with U-core magnets. This contactless, non-invasive current sensing solution eliminates the need for C-core magnets, simplifying assembly and reducing system complexity. With a sensitivity of ±0.7% and offset of ±5 mV, the ACS37630 provides precise current measurements over the full automotive Grade 0 operating temperature range of –50 to +150°C. A simplified design and high accuracy reduce current sensing system design and manufacturing complexity while lowering costs and improving system reliability. A89347 Fan Driver IC: Allegro’s A89347 is an automotive-grade, sensorless sinusoidal three-phase BLDC driver for EV seat- and battery-cooling fans. It offers integrated closed-loop speed control, minimizing vibration and audible noise. Additionally, a customizable speed curve, configured via EEPROM, allows for tailored performance in various fan applications. The A89347 features slew rate control, lock detection, and a low-power standby mode with a current consumption of just 10 µA. Flexible control contributes to quieter, more efficient fan operation, while lower power consumption extends battery life. This AEC-Q100 qualified IC ensures reliable operation in automotive environments.お知らせ • Mar 12+ 1 more updateAllegro MicroSystems, Inc. Announces the Appointment of Rick Madormo as Senior Vice President of Worldwide Sales, Effective March 24, 2025Allegro MicroSystems, Inc. announced the appointment of Rick Madormo as Senior Vice President of Worldwide Sales, effective March 24, 2025. Rick will be responsible for leading Allegro's global sales organization and driving revenue growth across automotive and industrial end markets, succeeding Max Glover. Max will transition into an advisory role until his departure on May 16, 2025. Rick Madormo brings more than 25 years of sales experience in the semiconductor industry to Allegro. He most recently served as Senior Vice President of Global Sales and Marketing at Wolfspeed, where he led a global team and oversaw the growth, strategy and operations of the entire sales organization, achieving record-setting results. Rick was instrumental in Wolfspeed’s transformation from an LED lighting company to a leader in Silicon Carbide. Prior to Wolfspeed, Rick served as Vice President of Americas Sales at Intel and held several sales leadership positions during his tenure at Altera. Rick holds a B.S. in electrical engineering technology from The University of Akron.お知らせ • Mar 06ON Semiconductor Corporation (NasdaqGS:ON) proposed to acquire Allegro MicroSystems, Inc. (NasdaqGS:ALGM) for $6.6 billion.ON Semiconductor Corporation (NasdaqGS:ON) proposed to acquire Allegro MicroSystems, Inc. (NasdaqGS:ALGM) for $6.5 billion on September 2, 2024. ON Semiconductor Corporation (NasdaqGS:ON) proposed to acquire Allegro MicroSystems, Inc. (NasdaqGS:ALGM) for $6.6 billion on February 12, 2025. Under the terms of the Proposal, onsemi’s all-cash $35.10 per share offer represents a 57% premium to Allegro’s closing share price on February 28, 2025, the last trading day prior to media reports regarding onsemi’s interest in acquiring Allegro, at an implied enterprise value of $6.9 billion. onsemi does not anticipate any financing contingencies and intends to fund the potential transaction with a combination of committed financing, cash on hand, and funds available under its existing revolving credit facility. onsemi's request since September 2, 2024, has been consistent: to advance the possibility of this valuable outcome for shareholders through rigorous management-to-management dialogue and pursuing the requisite diligence and scoping of regulatory requirements in order to expeditiously move towards finalization of a transaction.Seeking Alpha • Mar 06Allegro MicroSystems May Be An Accretive Acquisition To ON Semi's OperationsSummary Allegro MicroSystems, Inc. is a potential takeover target by ON Semiconductor, which could expand ON's portfolio in magnetic sensing and power segments. The automotive industry is currently rerouting supply chains, focusing on manufacturing in the US, to avoid potential trade tariffs. This may create some headwinds for growth in the near-term. ALGM shares are relatively expensive at 32.61x EV/aEBITDA. Net of a deal, I believe the intrinsic value is at $24.53/share, or 23.23x eFY26 EV/aEBITDA. In the instance of a deal going through, I am anticipating that ALGM shares may be acquired at a premium at around 29.88x eFY26 EV/aEBITDA, pricing shares at 31.91/share. Read the full article on Seeking Alphaお知らせ • Feb 24+ 1 more updateAllegro MicroSystems Announces Chief Executive Officer ChangesAllegro MicroSystems, Inc. announced the appointment of Mike Doogue as President and Chief Executive Officer and as a member of the Board. Mr. Doogue’s ascension to CEO comes after 27 years of rising through the leadership ranks at Allegro, during which time he enabled many of Allegro’s disruptive technologies, originally as an engineer and later as a business leader. Immediately prior to this promotion, Mr. Doogue served as Allegro’s Executive Vice President and its first Chief Technology Officer (CTO), leading technology development and worldwide operations, which includes manufacturing, procurement, and quality. Mr. Doogue also previously served as the Company’s Senior Vice President of Technology and Products, which included direct oversight of each of the Company’s business units. As a testament to his roots as an engineer and technology innovator, Mr. Doogue personally holds 75 semiconductor-related U.S. patents. Mr. Doogue succeeds Vineet Nargolwala, who is stepping down as President and Chief Executive Officer and as a member of the Board.Buy Or Sell Opportunity • Feb 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to US$27.70. The fair value is estimated to be US$22.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 5.6% in a year. Earnings are forecast to grow by 94% in the next year.お知らせ • Feb 03Allegro Microsystems Appoints Dr. Krishna Palepu to Its Board of DirectorsAllegro MicroSystems, Inc. announced the appointment of Krishna Palepu, Ross Graham Walker Professor of Business Administration at Harvard Business School, to Allegro’s Board of Directors (“Board”) as an independent director. Dr. Palepu’s appointment was effective on January 31, 2025. Dr. Palepu brings extensive expertise in strategy, governance, and emerging markets to the Board, as well as experience advising companies in the technology and semiconductor sectors. His academic research focuses on globalization, particularly in India and China, and corporate board effectiveness. He has served on multiple public company boards and is a fellow of the International Academy of Management. Dr. Palepu holds a master's degree in Electronics from Andhra University, an MBA-equivalent degree from the Indian Institute of Management, Calcutta, and a Ph.D. in Management from the MIT Sloan School of Management.Reported Earnings • Jan 30Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: US$0.037 loss per share (down from US$0.17 profit in 3Q 2024). Revenue: US$177.9m (down 30% from 3Q 2024). Net loss: US$6.86m (down 121% from profit in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Jan 09Allegro MicroSystems, Inc. to Report Q3, 2025 Results on Jan 30, 2025Allegro MicroSystems, Inc. announced that they will report Q3, 2025 results on Jan 30, 2025お知らせ • Jan 08Allegro MicroSystems, Inc. Redefines Sensing with Launch of New Current Sensor ICs in Compact PackagesAllegro MicroSystems, Inc. announced the launch of two new current sensor ICs - the ACS37030MY and the ACS37220MZ. Leveraging Allegro’s cutting-edge sensing technology, these ICs provide low internal conductor resistance, high operating bandwidth and reliable performance across a wide range of automotive, industrial and consumer applications. The company’s new current sensor ICs are designed for precise current sensing in a compact and durable package. Featuring a widebody design, the ACS37030MY and ACS37220MZ deliver higher isolation in a 40% smaller footprint compared to the existing 16-pin packages on the market. The new innovative designs also incorporate lower resistance, which helps to reduce power dissipation. The ACS37030MY is a fully integrated current sensor IC with industry’s fastest response time for protection of wide bandgap GaN devices. It uses a combination of Hall-effect and inductive coil signal paths to sense current over a wide frequency range. This innovative package offering enables a product which is both 5x faster than existing solutions, but also 40% smaller. ACS37030 is also available in a narrow-body package for lower isolation requirements. The ACS37220MZ fully-integrated, Hall-effect current sensor features a 150 kHz bandwidth and fault pin. This device is designed for value-line current sensing applications as a successor to the popular ACS724/5 family of products. The new package of the ACS37220MZ offers a 40% smaller solution size and lower resistance for lower power dissipation.Buy Or Sell Opportunity • Jan 03Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to US$23.70. The fair value is estimated to be US$19.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years, while earnings per share has been flat. Revenue is forecast to decline by 7.1% in a year. Earnings are forecast to grow by 12% in the next year.お知らせ • Dec 26Allegro MicroSystems, Inc. Announces Resignation of David J. Aldrich as from the Board, His Position as Chairperson and as A Member of the Board's Compensation Committee, and as A Member of the Board’s Nominating and Governance CommitteeAllegro MicroSystems, Inc. announced that on December 23, 2024, David J. Aldrich notified the Board of his decision to resign from the Board, his position as Chairperson and as a member of the Board's Compensation Committee, and as a member of the Board’s Nominating and Governance Committee, effective December 23, 2024.お知らせ • Dec 19Allegro MicroSystems, Inc. to Showcase Its Dynamic Sensing and Power Solutions at CES 2025Allegro MicroSystems, Inc. announced plans to showcase its latest innovations at CES 2025, taking place January 7-10, 2025, in Las Vegas, Nevada. During the event, Allegro will highlight its advanced portfolio of high-resolution magnetic sensors, next-generation power ICs and innovative 48V solutions at its hospitality suite in the Renaissance Las Vegas Hotel. These technologies, tailored for the automotive, clean energy and automation markets, are designed to advance energy efficiency, system performance and sustainability. Key Highlights Include: 48V Motor Drivers: Optimized for energy efficiency and faster cooling in AI data centers and electric vehicles (EVs); XtremeSense™? TMR Sensors: Offer unparalleled sensitivity and reliability for automotive, industrial and consumer devices; Silicon Carbide (SiC) Gate Drivers: Simplify the design of power conversion systems for EVs and clean energy solutions; Micropower Switches and Latches: Maximize battery life in power-constrained consumer and industrial devices; Inductive Position Sensors: Provide precise motor position sensing for EVs and robotics; LiveBench Platform: Enables on-demand evaluation of product features, anytime and anywhere.Seeking Alpha • Dec 10Allegro MicroSystems: Strong Business And Growth PotentialSummary Allegro MicroSystems has been oversold compared to its peers as the industry suffered a cyclical downturn. ALGM's strong business fundamentals and growth prospects are not reflected in the current stock price, presenting a buying opportunity with a potential 29% upside. ALGM's automotive-first approach has helped cement its place as the market leader in magnetic sensing chips and continued deal wins as it expands its products. Read the full article on Seeking AlphaSeeking Alpha • Dec 01Allegro Microsystems: Short-Term Headwinds Impact GrowthSummary Allegro MicroSystems faces revenue challenges in FY2025, with a 36% YoY decline in H1 due to weaknesses in both MS and PIC segments. The DAO semiconductor market's downturn and elevated inventory levels in automotive and industrial sectors contribute to Allegro's near-term growth headwinds. Despite current challenges, Allegro remains a leader in the magnetic sensor market with a broad product portfolio and strong market share. Long-term growth prospects are positive, driven by R&D investments and new product launches, with recovery expected in 2025 as the analog market rebounds. Read the full article on Seeking AlphaRecent Insider Transactions • Nov 27Senior VP & CTO recently bought US$285k worth of stockOn the 18th of November, Michael Doogue bought around 15k shares on-market at roughly US$19.00 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$129k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Nov 20Senior VP & CTO recently bought US$285k worth of stockOn the 18th of November, Michael Doogue bought around 15k shares on-market at roughly US$19.00 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$129k more in shares than they have sold in the last 12 months.Major Estimate Revision • Nov 12Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.356 to -US$0.405 per share. Revenue forecast unchanged at US$715.1m. Semiconductor industry in the US expected to see average net income growth of 23% next year. Consensus price target down from US$30.31 to US$29.15. Share price was steady at US$20.52 over the past week.Price Target Changed • Nov 08Price target decreased by 8.2% to US$29.74Down from US$32.41, the current price target is an average from 11 analysts. New target price is 37% above last closing price of US$21.73. Stock is down 16% over the past year. The company is forecast to post a net loss per share of US$0.43 compared to earnings per share of US$0.79 last year.お知らせ • Nov 05Allegro MicroSystems Unveils Innovative Power Products for a More Energy Efficient FutureAllegro MicroSystems, Inc. announced a groundbreaking series of Power products poised to redefine performance and efficiency across automotive, industrial and data center applications. Allegro’s innovative products, debuting at Electronica 2024, empower customers to achieve unparalleled performance while simplifying design and reducing costs. The new product lineup not only addresses the escalating demands for higher voltage and power, but also delivers industry-leading efficiency and reliability, marking a significant advance in power electronics technology. Allegro’s comprehensive suite of products encompasses cutting-edge true 48V motor drivers like the A89212, A89224 and A89333 designed to address the thermal management needs of hybrid electric vehicles and AI Servers. Complementing these drivers is the APM81815, a 48V buck regulator designed for superior EMI performance in dual-voltage hybrid electric vehicles. Rounding out the list of new products is the AHV85311, a high-power isolated gate driver designed to accelerate the development of Silicon Carbide (SiC)-based power electronics. From optimizing efficiency in automotive applications to simplifying industrial designs as well as enhancing reliability in data centers, Allegro's new power IC innovations enable engineers to design smarter, more efficient systems. Key Allegro solutions launching at Electronica include: A89212: Longer Battery Life and Lower System Costs: This 48V SoC delivers high efficiency and torque at low speeds for power tools, eBikes and other industrial systems. In addition to extending battery life, this sensorless solution improves motor control precision and reduces cost by eliminating external hall sensors. With up to 256K of flash memory and 90V support, it is the first of its kind. A89224: Optimized Efficiency for 48V Automotive Systems: This SoC empowers the next generation of 48V automotive systems, optimizing fan and pump performance. Advanced motor control libraries maximize efficiency and torque at zero speed for pumps while minimizing noise for fans. This translates to reduced power losses, lighter wire harnesses and increased vehicle mileage for OEMs and ODMs. With 256K of flash memory, it offers robust processing power for complex tasks. A89333: Increased AI Server Reliability with Code-Free 48V Fan Driver: This motor driver offers code-free integration, reduced power loss and improved thermal management for 48V fans in AI servers. The integrated buck converter is designed to maximize efficiency, extending component life and boosting server reliability. APM81815: Easy 48V Power Supply Design with Fewer Components: This synchronous buck regulator simplifies 48V power regulation, offering a cost-effective solution with minimal design effort and a tiny footprint. Integrated capacitors and 2.2MHz switching frequency achieve industry-leading power density and superior EMI performance, making it ideal for electric power steering, braking, EV powertrains, thermal management, EV charging and robotics. AHV85311: Smaller Simpler Design with Higher Efficiency: Supporting multiple SiC MOSFET vendors, this universal gate driver utilizing Power-Thru technology offers a compact, efficient solution that simplifies development and enhances overall system performance. By eliminating the need for an external transformer or isolated bias supply, it reduces size, noise and design complexity while boosting efficiency. Ideal for a range of applications, including onboard chargers (OBC), DC-DC converters, data center power supplies, solar inverters and industrial motors, it accelerates time to market with superior isolation characteristics and seamless integration for SiC power systems design.お知らせ • Nov 02Allegro MicroSystems, Inc. Provides Earnings Guidance for the Third Quarter of Fiscal Year 2025 Ending December 27, 2024Allegro MicroSystems, Inc. provided earnings guidance for the third quarter of fiscal year 2025 ending December 27, 2024. For the quarter, the company expects net sales to be in the range of $170 million to $180 million. This outlook comprehends continued progress toward vehicle electrification and ongoing inventory rebalancing as reflected in the latest third-party estimates, as well as typical December quarter seasonality.Reported Earnings • Nov 01Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: US$0.18 loss per share (down from US$0.34 profit in 2Q 2024). Revenue: US$187.4m (down 32% from 2Q 2024). Net loss: US$33.7m (down 151% from profit in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Nov 01Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to US$20.84. The fair value is estimated to be US$26.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years, while earnings per share has been flat.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$23.04, the stock trades at a forward P/E ratio of 139x. Average forward P/E is 21x in the Semiconductor industry in the US. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$27.52 per share.お知らせ • Oct 10Allegro MicroSystems, Inc. to Report Q2, 2025 Results on Oct 31, 2024Allegro MicroSystems, Inc. announced that they will report Q2, 2025 results Pre-Market on Oct 31, 2024Seeking Alpha • Sep 29Allegro MicroSystems: Several Hurdles Stand In The WaySummary The stock has done much better lately, but there are several reasons why the rally could get snuffed out in the very near future. The charts have a number of things to say, which could all provide clues as to the path the stock could take. ALGM is looking forward to a return to growth, which could ensure a bottom in the stock, but trade restrictions in China could derail the path forward. ALGM seems to be heading for a rematch against an opponent it did not fare well against recently, which leaves little doubt what to do. Read the full article on Seeking AlphaBuy Or Sell Opportunity • Sep 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to US$22.08. The fair value is estimated to be US$27.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 42% per annum over the same time period.Buy Or Sell Opportunity • Sep 06Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to US$21.27. The fair value is estimated to be US$27.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 42% per annum over the same time period.新しいナラティブ • Aug 29Renewable Energy And Automotive Electronics Propel Market Leadership And Revenue Surge Strategic shifts towards xEVs, renewable energy, and industrial automation indicate a broadening of revenue streams and potential margin improvement. Price Target Changed • Aug 26Price target decreased by 8.0% to US$33.90Down from US$36.86, the current price target is an average from 9 analysts. New target price is 39% above last closing price of US$24.46. Stock is down 35% over the past year. The company is forecast to post a net loss per share of US$0.006 compared to earnings per share of US$0.79 last year.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$23.66, the stock trades at a forward P/E ratio of 130x. Average forward P/E is 21x in the Semiconductor industry in the US. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$27.73 per share.決済の安定と成長配当データの取得安定した配当: ALGMの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: ALGMの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Allegro MicroSystems 配当利回り対市場ALGM 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (ALGM)n/a市場下位25% (US)1.4%市場トップ25% (US)4.3%業界平均 (Semiconductor)0.5%アナリスト予想 (ALGM) (最長3年)0%注目すべき配当: ALGMは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: ALGMは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: ALGMの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: ALGMが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YUS 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/21 02:42終値2026/06/18 00:00収益2026/03/27年間収益2026/03/27データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Allegro MicroSystems, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関Thomas O'MalleyBarclaysVivek AryaBofA Global ResearchMark LipacisEvercore ISI11 その他のアナリストを表示
分析記事 • Jun 20Allegro MicroSystems (ALGM) Stock Could Be 8.4% Overvalued After Chip RallyAllegro MicroSystems (ALGM) drew investor attention after participating in a sector wide rally tied to news that Apple and Intel plan to collaborate on domestic chip manufacturing in the United States. See our latest analysis for Allegro MicroSystems. Beyond the latest sector rally, Allegro MicroSystems has seen strong momentum build, with a 30 day share price return of 31.99% and a 119.25% year to date share price return, while the 1 year total shareholder return is 90.57%. If this kind of...
お知らせ • Jun 19Allegro MicroSystems, Inc. Announces Board and Committee Changes, Effective June 17, 2026Allegro MicroSystems, Inc. reported that on June 17, 2026, at the recommendation of the Nominating and Governance Committee of the Board of Directors and in accordance with the Second Amended and Restated Stockholders Agreement, dated as of July 23, 2024, by and among the Company and Sanken Electric Co. Ltd., the Board took the following actions, each of which was effective on June 17, 2026: (i) expanded the size of the Board to 11 directors; (ii) elected Brian C. White to the Board as a Class III Director pursuant to Section 1(c) of the Stockholders Agreement, to serve until the Company's 2026 annual meeting of shareholders and until his successor is duly elected and qualified; and (iii) appointed Mr. White to serve as a member of the Board's Audit Committee and as a member of the Board's Compensation Committee. Additionally, in light of Richard R. Lury's and Susan D. Lynch's previously disclosed decisions not to stand for reelection at the 2026 Annual Meeting, the Board approved a decrease in the size of the Board from 11 to nine directors, effective immediately following the 2026 Annual Meeting. The Board determined that Mr. White qualifies as an independent director pursuant to the rules of The Nasdaq Stock Market. The Board also determined that Mr. White meets the enhanced independence requirements for audit committee members under Rule 10A-3 of the Securities Exchange Act of 1934, as amended, and the rules of The Nasdaq Stock Market, and that Mr. White qualifies as an audit committee financial expert as defined by the applicable Securities and Exchange Commission regulations. The Board further determined that Mr. White meets the enhanced independence requirements for compensation committee members under the rules of The Nasdaq Stock Market. In connection with his election, the Company entered into an indemnification agreement with Mr. White providing for the indemnification of and advancement of expenses permitted by Delaware law for claims, suits or proceedings arising out of a director's service to the Company. Mr. White is an accomplished executive and board director with over 30 years of leadership experience in the semiconductor and high-technology industries. He brings extensive expertise in financial strategy, public-company governance, and corporate development, having served as Chief Financial Officer for several publicly traded semiconductor companies, including Ambarella, Inc., Maxim Integrated Products, Inc., and Integrated Device Technology, Inc. In addition to Allegro, Mr. White currently serves on the board of FormFactor, Inc., where he is the Chair of the Audit Committee. Mr. White holds an MBA in Finance and International Business from the University of Notre Dame and a Bachelor of Arts in Business Administration from Seattle University.
ナラティブの更新 • Jun 17ALGM: AI Auto And Data Center Tailwinds Will Support Fairly Valued StockAnalyst price targets for Allegro MicroSystems have increased by a few dollars per share. The latest target increases of $3 to $17 are supported by analysts highlighting updated views on the company's earnings potential and valuation assumptions.
ナラティブの更新 • Jun 03ALGM: AI Auto And Data Center Demand May Support Fairly Valued OutlookAnalysts have lifted the price target for Allegro MicroSystems to $54.42 from $46.08, citing updated assumptions around discount rates, profit margins and future P/E multiples in recent research. Analyst Commentary Recent research updates point to a cluster of higher price targets for Allegro MicroSystems, with analysts revisiting their models around discount rates, profit margins and assumed future P/E multiples.
Board Change • Jun 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Rob Willett was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
ライブニュース • May 24Allegro MicroSystems Surpasses Estimates With Strong Automotive and Data Center Growth in Q4 2026Allegro MicroSystems reported fiscal Q4 2026 revenue of US$243 million, a 26% year-over-year increase, with non-GAAP EPS of US$0.17 that was above consensus expectations. Full-year fiscal 2026 sales reached US$890 million, up 23%, while non-GAAP diluted EPS for the year rose to US$0.54, more than double the prior year. Automotive sales grew 30% and represented 71% of Q4 sales, while data center revenue more than quadrupled in fiscal 2026. Management pointed to a multiyear high backlog and strong design wins across core markets. Guidance for Q1 fiscal 2027 calls for net sales of US$245 million to US$255 million and non-GAAP EPS of US$0.19 to US$0.23. Several analysts raised price targets and kept positive ratings after the earnings release. The key story is a business that is gaining traction in automotive and data center end markets, with management signaling continued demand momentum into fiscal 2027 despite some margin pressure from higher gold prices. If you are assessing the stock, it is worth weighing the growth in higher-content segments and robust backlog against input cost headwinds and recent insider share sales, as well as how closely actual Q1 results track the new guidance range.
Recent Insider Transactions • May 21Independent Director recently sold US$760k worth of stockOn the 14th of May, Susan Lynch sold around 17k shares on-market at roughly US$45.46 per share. This transaction amounted to 71% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.4m. Insiders have been net sellers, collectively disposing of US$3.7m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • May 21Independent Director notifies of intention to sell stockSusan Lynch intends to sell 17k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of May. If the sale is conducted around the recent share price of US$45.46, it would amount to US$760k. Since June 2025, Susan's direct individual holding has increased from 16.71k shares to 23.58k. Company insiders have collectively sold US$3.0m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • May 15Allegro MicroSystems, Inc. Appoints Robert Willett as Independent Director, Effective May 13, 2026Allegro MicroSystems, Inc. announced the appointment of Robert J. Willett to Allegro’s Board of Directors as an independent director, effective May 13, 2026. With a distinguished career spanning over two decades in industrial technology and automation, Mr. Willett brings deep operational expertise to the Allegro Board. Most notably, he spent 14 years as Chief Executive Officer of Cognex Corporation, a global leader in machine vision systems and sensors. During his tenure, he successfully scaled the business, drove sustained organic growth, and navigated complex global operations. In addition to Allegro, Mr. Willett currently serves on the board of directors for Clean Harbors, Inc., and Formlabs. Mr. Willett holds a bachelor’s degree from Brown University and an MBA from Yale University.
ナラティブの更新 • May 14ALGM: AI Data Centers And Robotics Will Support Future Upside PotentialNarrative Update: Allegro MicroSystems Analyst Price Target Shift The updated analyst price target for Allegro MicroSystems has moved higher by about $10, as analysts point to the company's multi year model for mid teens revenue growth, gross margins above 55%, and new opportunities tied to AI data centers and robotics as key supports for a richer assumed future P/E multiple. Analyst Commentary Bullish analysts have been lifting their price targets on Allegro MicroSystems in a series of updates.
Recent Insider Transactions • May 14President recently sold US$1.4m worth of stockOn the 11th of May, Michael Doogue sold around 30k shares on-market at roughly US$47.23 per share. This transaction amounted to 6.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • May 12President notifies of intention to sell stockMichael Doogue intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of May. If the sale is conducted around the recent share price of US$47.23, it would amount to US$1.4m. For the year to March 2020, Michael's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Michael has owned 283.14k shares directly. Company insiders have collectively sold US$1.0m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • May 11Price target increased by 16% to US$54.42Up from US$46.75, the current price target is an average from 12 analysts. New target price is 11% above last closing price of US$48.95. Stock is up 97% over the past year. The company is forecast to post earnings per share of US$0.52 next year compared to a net loss per share of US$0.081 last year.
お知らせ • May 10Allegro Microsystems, Inc. Provides Earnings Guidance for the First Quarter Ending June 26, 2026Allegro MicroSystems, Inc. provided earnings guidance for the first quarter ending June 26, 2026. For the period, the company expects total net sales to be in the range of $245 million to $255 million. At the midpoint of this range, it implies growth in net sales of 23% year-over-year.
Reported Earnings • May 07Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: US$0.081 loss per share (improved from US$0.39 loss in FY 2025). Revenue: US$890.1m (up 23% from FY 2025). Net loss: US$14.9m (loss narrowed 80% from FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.
ナラティブの更新 • Apr 28ALGM: AI Data Center And Robotics Demand Will Shape Future Earnings ProfileAnalysts have nudged the fair value estimate for Allegro MicroSystems higher to $46.08 from $45.83, pointing to updated price targets around $45 and expressing continued confidence in mid-teens revenue growth, gross margins above 55%, and long term earnings potential supported by AI data center and robotics opportunities. Analyst Commentary Bullish Takeaways Bullish analysts highlight the company’s 3 to 5 year financial model, which calls for mid teens revenue growth and gross margins above 55%, as a key support for higher fair value estimates.
Seeking Alpha • Apr 26Allegro MicroSystems: Why It's Time To Take ProfitsSummary Allegro MicroSystems is rated Sell due to significant overvaluation, with a fair value of $20.98 versus a current price near $44. Current market pricing implies an implausible 30-35% revenue CAGR over five years, unsupported by historical or peer growth rates. ALGM's recent recovery is real, but margin compression and operational inflexibility during downturns highlight structural risks. Investors are advised to cash out after the stock's run-up and await tangible fundamental drivers before reconsidering ALGM. Read the full article on Seeking Alpha
お知らせ • Apr 16Allegro MicroSystems, Inc. to Report Q4, 2026 Results on May 07, 2026Allegro MicroSystems, Inc. announced that they will report Q4, 2026 results Pre-Market on May 07, 2026
ナラティブの更新 • Apr 13ALGM: AI Data Center And Robotics Demand Will Drive Future UpsideAnalysts have raised their consolidated price target for Allegro MicroSystems to $45, citing the company's 3 to 5 year model for mid-teens revenue growth, gross margins above 55%, and new growth opportunities in areas such as AI data centers and robotics. Analyst Commentary Bullish analysts are aligning around a US$45 price target for Allegro MicroSystems, with the recent Analyst Day model giving them more confidence in the company’s medium term outlook.
Buy Or Sell Opportunity • Apr 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to US$35.89. The fair value is estimated to be US$29.48, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company became loss making.
ナラティブの更新 • Mar 30ALGM: AI Data Center And Robotics Demand Will Drive Long Term UpsideAllegro MicroSystems' analyst price target has moved modestly higher to reflect a fair value estimate of $42.00. This is supported by analyst expectations for mid teens revenue growth, gross margins above 55%, expanding profit margins and new opportunities in areas such as AI data centers and robotics, even as the assumed future P/E multiple comes down.
ナラティブの更新 • Mar 16ALGM: AI Data Center And Robotics Exposure Will Drive Future Upside PotentialThe analyst price target for Allegro MicroSystems shifts to $45.83 from $38.42, with analysts pointing to the company's 3 to 5 year financial model, which highlights mid teens revenue growth, gross margins above 55%, and new opportunities in AI data centers and robotics as key support for higher long term earnings power and a slightly higher assumed future P/E multiple. Analyst Commentary Recent Street research around Allegro MicroSystems centers on the company’s updated 3 to 5 year model and how that might support earnings power and valuation over time.
ナラティブの更新 • Mar 02ALGM: AI Data Centers And Robotics Will Drive Future Upside PotentialThe revised analyst price target for Allegro MicroSystems shows a modest change, with the model now pointing to a fair value of about $50.51, as analysts factor in company guidance around mid-teens revenue growth, gross margins above 55% and new long term earnings potential related to AI data centers and robotics. Analyst Commentary Recent Street research has been overwhelmingly constructive on Allegro MicroSystems, with multiple bullish analysts revising their price targets higher around the company’s multi year outlook and new growth drivers.
Recent Insider Transactions Derivative • Feb 20Senior VP notifies of intention to sell stockSharon Briansky intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of February. If the sale is conducted around the recent share price of US$41.56, it would amount to US$385k. Since March 2025, Sharon's direct individual holding has decreased from 36.52k shares to 28.84k. Company insiders have collectively sold US$935k more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Feb 16ALGM: I Expect AI Power Solutions To Drive Future Upside PotentialThe analyst price target for Allegro MicroSystems has been raised from $45.00 to about $50.94. Analysts point to updated assumptions around growth, profitability and valuation, reflected in the recent series of target hikes and an upgrade in Street research.
お知らせ • Feb 10Allegro MicroSystems Expands Current Sensing Leadership with Industry's Highest Accuracy Magnetic Current SensorAllegro MicroSystems, Inc. introduced the ACS37017, a new Hall-effect current sensor that sets the industry benchmark for accuracy. With the launch of the ACS37017, Allegro completes a strategic expansion of its high-performance portfolio that now includes definitive, market-leading solutions for the three critical challenges in modern power electronics: Speed (ACS37100), Power Density (ACS37200), and Accuracy (ACS37017). As power converters in AI data centers, electrified vehicles (xEVs), and clean energy systems push for higher efficiency, one size doesn't fit all. Designers seek specialized solutions tailored to their specific performance objectives. The factory-calibrated ACS37017 answers the call for accuracy, integrating high-voltage isolation with an advanced sensing architecture to achieve an 0.55% typical sensitivity error over lifetime and temperature. This level of accuracy delivers the high-fidelity feedback required to stabilize high-voltage power conversion systems. The ACS37017 serves as the standard-bearer for accuracy in Allegro's newly expanded lineup and joins two recently launched current sensors that offer a solution for key design priorities: Speed: The ACS37100, powered by XtremeSense TMR technology, delivers 10-MHz bandwidth. Recently named an EDN Product of the Year, the sensor protects fast-switching GaN and SiC platforms where nanoseconds matter. Power Density: The ACS37200 leads the market in density, featuring a 50 µO conductor that slashes power loss by up to 90% and shrinks footprint by up to 95% for space-constrained applications compared to competing solutions. Accuracy: The new ACS37017 completes the toolkit. With 0.55% typical accuracy, it offers the ultra-low drift and precise signal conditioning required for the most demanding control loops in high-voltage power conversion.
お知らせ • Feb 03Allegro MicroSystems, Inc. Promotes Ian Kent to Senior Vice President, Operations and Jamie Haas to Vice President, Chief Technology OfficerAllegro MicroSystems, Inc. has promoted Ian Kent to Senior Vice President, Operations and Jamie Haas to Vice President, Chief Technology Officer. Ian will be responsible for Allegro’s worldwide manufacturing, quality, and supply chain operations, including internal and external manufacturing and the assembly and test facility in the Philippines. He assumes responsibilities previously overseen by the CEO and brings deep operational continuity to this role. In addition to 25 years of experience in semiconductors, since joining Allegro in 2023, Ian has held progressively senior operations leadership roles, most recently serving as Vice President, Operations, with responsibility for global manufacturing excellence and supply chain execution. As Vice President, Chief Technology Officer, Jamie will lead Allegro’s technology vision, strategic technology development, and AI product and tool strategy, assuming CTO responsibilities previously overseen by the CEO. Jamie brings 25 years of semiconductor design and development experience, including over 20 years at Allegro, and has been instrumental in advancing next-generation technologies aligned with the ‘Innovation with Purpose’ strategy. His expertise and vision in AI and machine learning will be instrumental as Allegro evolves its product roadmap and enhances its chip development processes by using transformative AI capabilities, while simultaneously accelerating market-leading innovations for customers.
ナラティブの更新 • Feb 02ALGM: Auto And Data Center Demand Will Shape Balanced Future OutlookThe analyst price target for Allegro MicroSystems has been revised from $35 to $41, reflecting updated views from multiple firms that incorporate moderated revenue growth and profit margin assumptions, along with a higher future P/E multiple. Analyst Commentary Across recent research updates, price target adjustments for Allegro MicroSystems cluster around a tighter valuation range, with several firms refining their assumptions on revenue growth, margins, and the appropriate P/E multiple.
Price Target Changed • Jan 30Price target increased by 12% to US$43.75Up from US$38.92, the current price target is an average from 12 analysts. New target price is 19% above last closing price of US$36.91. The company is forecast to post earnings per share of US$0.074 next year compared to a net loss per share of US$0.39 last year.
Reported Earnings • Jan 30Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: US$0.045 (up from US$0.037 loss in 3Q 2025). Revenue: US$229.2m (up 29% from 3Q 2025). Net income: US$8.30m (up US$15.2m from 3Q 2025). Profit margin: 3.6% (up from net loss in 3Q 2025). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 29Allegro MicroSystems, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2026 Ending March 27, 2026Allegro MicroSystems, Inc. provided earnings guidance for the fourth quarter of fiscal year 2026 ending March 27, 2026. The Company expected total net sales to be in the range of $230 million to $240 million. At the midpoint of this range, it implies growth in net sales of 22% year-over-year.
ナラティブの更新 • Jan 19ALGM: Auto And Data Center Cycles Will Shape Balanced Future ProspectsNarrative Update on Allegro MicroSystems Analysts have lifted their price target on Allegro MicroSystems to US$49 from US$37, citing expectations that the company can meet or exceed its existing growth model. This view is supported by restocking trends as well as expanding auto and data center opportunities.
お知らせ • Jan 08Allegro MicroSystems, Inc. to Report Q3, 2026 Results on Jan 29, 2026Allegro MicroSystems, Inc. announced that they will report Q3, 2026 results Pre-Market on Jan 29, 2026
お知らせ • Jan 05+ 1 more updateAllegro MicroSystems, Inc. Announces Strategic Expansion of its Power-Thru Isolated Gate Driver Portfolio with Launch of AHV85003/AHV85043 ChipsetAllegro MicroSystems, Inc. announced the strategic expansion of its Power-Thru™? isolated gate driver portfolio with the launch of the AHV85003/AHV85043 chipset. Joining the AHV85003 and this expanded family creates a complete ecosystem for high-voltage silicon carbide (SiC) designs in AI data centers, electric vehicles (EVs), and clean energy systems. The solution simplifies the design challenge in power conversion by eliminating the need for external isolated bias supplies for gate drivers. This innovation delivers the industry's smallest solution footprint while reducing the bill of materials (BOM) to address the critical challenge of achieving maximum power density, especially in demanding 800V systems. Allegro's Power-Thru™? isolation gate drivers integrate signal and power across a single isolation barrier. This breakthrough approach reduces common-mode capacitance in the system by up to 15x1, addressing a major source of noise that impacts efficiency. They deliver up to a 20dB improvement in electromagnetic interference (EMI) performance2, which boosts overall system efficiency and eliminates countless hours spent by designers resolving noise issues. In addition to addressing the physics of noise, the expanded Power-Thru portfolio is engineered to resolve critical business challenges. To ensure supply chain resilience, both the new AHV85003/ahV85043 chipset and the existing AHV85311 integrated solution support a multi-source SiC strategy. With selectable gate-to-source voltage (Vgs) of 15V, 18V, and 20V, and adjustable regulated negative voltage, designers can easily swap between SiC FETs from different vendors without redesigning their boards. Furthermore, the portfolio now offers two distinct implementation paths. The AHV85311 integrated solutions, which includes the isolation transformer, provides an all-in-one route for accelerating time-to-market. The versatile new AHV85003 andAHV85043 chipset empowers designers to optimize for cost and layout by selecting their own external transformer tailored for their specific isolation needs.
ナラティブの更新 • Jan 05ALGM: Auto And Data Center Cycles Will Support Future Upside PotentialAnalysts have nudged their price expectations for Allegro MicroSystems higher, with one recent target moving to US$49 from US$37. This points to potential upside anchored in auto and data center demand, a restocking cycle, and expanded data center opportunities.
ナラティブの更新 • Dec 14ALGM: Auto And Data Center Cycles Will Drive Upside PotentialAnalysts have raised their price target on Allegro MicroSystems from $37 to $49, citing expectations that the company will outpace its prior growth model. They point to robust auto and data center cycles, inventory restocking, and expanding data center opportunities as drivers of stronger revenue growth and improved profit margins.
Recent Insider Transactions Derivative • Dec 11Senior VP notifies of intention to sell stockSharon Briansky intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of December. If the sale is conducted around the recent share price of US$30.00, it would amount to US$836k. Since March 2025, Sharon's direct individual holding has increased from 36.52k shares to 56.72k. Company insiders have collectively sold US$935k more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Nov 28ALGM: Auto And Data Center Demand Will Drive Outperformance AheadAnalysts have raised their price target for Allegro MicroSystems from $37 to $49, citing expected outperformance driven by strong growth prospects in automotive and data center markets. Analyst Commentary Analysts have offered mixed insights on Allegro MicroSystems following the recent price target increase, reflecting both optimism about the company's future performance and caution around potential risks.
Buy Or Sell Opportunity • Nov 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to US$22.80. The fair value is estimated to be US$28.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.2% over the last 3 years. Meanwhile, the company became loss making.
ナラティブの更新 • Nov 12ALGM: Revenue Will Accelerate On Surging Auto And Data Center DemandAnalysts have increased their price target for Allegro MicroSystems from $36.75 to $38.58, citing expectations of stronger revenue growth and profit margins. This outlook is supported by robust automotive and data center demand.
Reported Earnings • Oct 31Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: US$0.035 (up from US$0.18 loss in 2Q 2025). Revenue: US$214.3m (up 14% from 2Q 2025). Net income: US$6.52m (up US$40.2m from 2Q 2025). Profit margin: 3.0% (up from net loss in 2Q 2025). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
New Risk • Oct 30New major risk - Revenue and earnings growthEarnings have declined by 9.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.2% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (US$651k sold).
お知らせ • Oct 30Allegro MicroSystems, Inc. Provides Earnings Guidance for the Third Quarter Ending December 26, 2025Allegro MicroSystems, Inc. provided earnings guidance for the third quarter ending December 26, 2025. For the quarter, the company expects total net sales to be in the range of $215 million to $225 million. At the midpoint of this range, it implies growth in net sales of 24% year-over-year.
ナラティブの更新 • Oct 29Industrial Momentum And Margin Expansion Will Drive Upside PotentialAnalysts have modestly lowered their fair value estimate for Allegro MicroSystems to $36.75 from $37.08, citing slightly improved profit margins but noting this is offset by a marginally slower revenue growth outlook. Analyst Commentary Analysts provided updated commentary on Allegro MicroSystems, highlighting both encouraging developments and areas of caution regarding the company's financial outlook and execution.
お知らせ • Oct 21Allegro Microsystems, Inc. Unveils Production-Ready 10 Mhz Tmr Current Sensor, Enabling Optimal Protection and Control of Wide Bandgap Power ElectronicsAllegro MicroSystems, Inc. introduced the industry's first commercially available magnetic current sensor to achieve 10 MHz bandwidth featuring Allegro's advanced XtremeSense™? TMR (tunneling magnetoresistance) technology. The new ACS37100 TMR current sensor helps power system designers master the control signal chain and unlock the full potential of fast-switching GaN and SiC FETs. Tailored to the needs of electric vehicles (xEVs), clean energy power conversion systems, and AI data center power supplies, the ACS37100 achieves an 50 ns response time, providing the high-fidelity data needed for optimal efficiency and protection in demanding high-frequency applications. Migration to GaN and SiC promises greater power density and efficiency, but their faster switching speeds create significant control challenges. At sub-megahertz frequencies, conventional magnetic current sensors lack the speed and precision to provide the high-fidelity, real-time data required for stable control and protection loans. This can leave advanced systems vulnerable to damage and may prevent them from operating at their full potential. The ACS37100 is engineered to solve this control challenge. Its bandwidth and response time provide the high-fidelity current sense feedback essential for demanding control loops in high-speed switching applications. This magnetic current sensor enables designers to confidently and reliably control faster systems, maximize efficiency, and increase power density. Leveraging advanced TMR technology, the device delivers exceptionally low noise of 26 mA root mean square (RMS) across the full 10 MHz bandwidth--enabling precise, high-speed current measurements for more accurate and responsive system performance. The ACS37100 is designed to minimize energy loss while maximizing operational efficiency and reliability, making it the ideal choice for a variety of automotive and industrial uses like xEV charging, clean energy power conversion, and AI data center power supply. The ACS37100 Features and Benefits: highest bandwidth: DC to 10 MHz; Fast response time: 50 ns; Low noise: 26 mARMS at full 10 MHz bandwidth; Integrated Reinforced Isolation: 5 kV (60 seconds per UL 62368-1); Low loss: 1.2 mO internal conductor resistance; Automotive Grade 0: -40degC to +150degC operating temperature range. The ACS37100 is available in an industry-standard SOICW-16 package that supports a working reinforced isolation up to 565 VRMS (basic 1,097 VRMS) with 8 mm creepage and clearance. It features a voltage reference output and an adjustable overcurrent fault.
お知らせ • Oct 15Allegro MicroSystems, Inc. Appoints Troy Coleman as Senior Vice President, General Manager, Products, Effective October 14, 2025Allegro MicroSystems, Inc. announced the appointment of Troy Coleman as Senior Vice President, General Manager, Products, effective October 14, 2025. Troy will be responsible for leading product portfolios, driving strategic growth, innovation, and market leadership in core power and sensing solutions. Troy brings over 25 years of extensive semiconductor industry experience to Allegro, with a distinguished track record of leadership and significant business growth. Most recently, Troy served as Vice President, Linear Power Business Unit at Texas Instruments, where he was responsible for over $1 billion in revenue and successfully led multiple product lines while driving innovation and market expansion. His expertise and technical acumen span Analog Mixed Signal and Power products, as well as automotive and industrial markets. Troy holds a Bachelor of Science in Electrical Engineering from Texas A&M University.
ナラティブの更新 • Oct 14Electrification And Automation Will Expand Global MarketsAnalysts have raised their price target for Allegro MicroSystems by $7 to $30, citing stronger than expected results in the industrial sector as a key driver behind the increase. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the company's recent results exceeded estimates, particularly within the industrial sector.
お知らせ • Oct 09Allegro MicroSystems, Inc. to Report Q2, 2026 Results on Oct 30, 2025Allegro MicroSystems, Inc. announced that they will report Q2, 2026 results Pre-Market on Oct 30, 2025
ナラティブの更新 • Sep 06Electrification And Automation Will Expand Global MarketsDespite industrial outperformance, early signs of cyclical recovery, and management’s positive outlook on margin expansion, Allegro MicroSystems’ consensus analyst price target saw only a marginal reduction from $38.42 to $37.83. Analyst Commentary Industrial segment performance exceeded expectations, driving overall results higher.
New Risk • Aug 07New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$441k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 01First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.072 loss per share (improved from US$0.091 loss in 1Q 2025). Revenue: US$203.4m (up 22% from 1Q 2025). Net loss: US$13.2m (loss narrowed 25% from 1Q 2025). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 31Allegro MicroSystems, Inc. Provides Earnings Guidance for the Second Quarter Ending September 26, 2025Allegro MicroSystems, Inc. provided earnings guidance for the second quarter ending September 26, 2025. For the quarter, the company expects total net sales to be in the range of $205 million to $215 million. At the midpoint of this range, it implies a net sales growth of 12% year-over-year.
Price Target Changed • Jul 28Price target increased by 7.4% to US$35.42Up from US$32.98, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of US$34.37. The company is forecast to post earnings per share of US$0.17 next year compared to a net loss per share of US$0.39 last year.
Price Target Changed • Jul 21Price target increased by 9.5% to US$34.67Up from US$31.67, the current price target is an average from 13 analysts. New target price is 5.5% below last closing price of US$36.69. The company is forecast to post earnings per share of US$0.17 next year compared to a net loss per share of US$0.39 last year.
Price Target Changed • Jul 14Price target increased by 14% to US$32.98Up from US$29.06, the current price target is an average from 13 analysts. New target price is 10% below last closing price of US$36.76. The company is forecast to post earnings per share of US$0.17 next year compared to a net loss per share of US$0.39 last year.
お知らせ • Jul 10Allegro MicroSystems, Inc. to Report Q1, 2026 Results on Jul 31, 2025Allegro MicroSystems, Inc. announced that they will report Q1, 2026 results After-Market on Jul 31, 2025
お知らせ • Jun 30+ 1 more updateAllegro MicroSystems, Inc.(NasdaqGS:ALGM) dropped from Russell 1000 Value-Defensive IndexAllegro MicroSystems, Inc.(NasdaqGS:ALGM) dropped from Russell 1000 Value-Defensive Index
お知らせ • Jun 26Allegro MicroSystems, Inc., Annual General Meeting, Aug 07, 2025Allegro MicroSystems, Inc., Annual General Meeting, Aug 07, 2025. Location: meetnow.global/mymvhcl, United States
お知らせ • May 08Allegro MicroSystems, Inc. Provides Earnings Guidance for the First Quarter Ending June 27, 2025Allegro MicroSystems, Inc. provided earnings guidance for the first quarter ending June 27, 2025. For the quarter, the company expects total net sales to be in the range of $192 million to $202 million. At the mid-point of this range, it implies net sales growth of 18% year-over-year.
お知らせ • Apr 17Allegro MicroSystems, Inc. to Report Q4, 2025 Results on May 08, 2025Allegro MicroSystems, Inc. announced that they will report Q4, 2025 results Pre-Market on May 08, 2025
お知らせ • Apr 15+ 1 more updateON Semiconductor Corporation (NasdaqGS:ON) cancelled the acquisition of Allegro MicroSystems, Inc. (NasdaqGS:ALGM).ON Semiconductor Corporation (NasdaqGS:ON) proposed to acquire Allegro MicroSystems, Inc. (NasdaqGS:ALGM) for $6.5 billion on September 2, 2024. ON Semiconductor Corporation (NasdaqGS:ON) proposed to acquire Allegro MicroSystems, Inc. (NasdaqGS:ALGM) for $6.6 billion on February 12, 2025. Under the terms of the Proposal, onsemi’s all-cash $35.10 per share offer represents a 57% premium to Allegro’s closing share price on February 28, 2025, the last trading day prior to media reports regarding onsemi’s interest in acquiring Allegro, at an implied enterprise value of $6.9 billion. onsemi does not anticipate any financing contingencies and intends to fund the potential transaction with a combination of committed financing, cash on hand, and funds available under its existing revolving credit facility. onsemi's request since September 2, 2024, has been consistent: to advance the possibility of this valuable outcome for shareholders through rigorous management-to-management dialogue and pursuing the requisite diligence and scoping of regulatory requirements in order to expeditiously move towards finalization of a transaction. ON Semiconductor Corporation (NasdaqGS:ON) cancelled the acquisition of Allegro MicroSystems, Inc. (NasdaqGS:ALGM) on April 14, 2025. The Allegro Board of Directors reviewed the proposal, in consultation with its independent financial and legal advisors, and determined that the proposal was inadequate. PJT Partners is serving as financial advisor to Allegro. Davis Polk & Wardwell LLP is serving as legal advisor to Allegro.
お知らせ • Apr 09Allegro MicroSystems Expands Motor Control and Thermal Management Solutions to Capitalize on Growing e-Mobility and Automation MarketsAllegro MicroSystems, Inc. announced three new solutions designed to enhance motor control and thermal management performance in e-mobility and industrial automation applications. These new solutions, the ACS37035 and ACS37630 current sensors, and the A89347 automotive-grade fan driver IC, provide advanced capabilities for a wide range of applications. ACS37035 Current Sensor: Allegro's ACS37035 high-accuracy current sensor boasts a 1 MHz bandwidth and 0.45 µs typical response time, enabling precise measurement of high-frequency currents in fast control loops. Its differential sensing capability, combined with a Common-Mode Rejection Ratio (CMRR) of 4 mA/Gauss, provides high immunity to external magnetic fields, ensuring accurate measurements even in noisy environments. With a ±3% sensitivity error over temperature and a maximum offset voltage of ±15 mV, the sensor minimizes error and improves system performance. This high level of precision and noise immunity enables tighter control loops, resulting in improved motor efficiency, reduced power consumption, and smoother operation. Target applications include motor control, load detection and management, and switch-mode power supplies. ACS37630 Current Sensor: Designed for U-core current sensing applications like xEV traction inverter and battery management systems, the ACS37630 offers high bandwidth (up to 250 kHz) and a fast analog output with a 1.6 µs typical response time. Its vertical Hall technology enables sensing parallel to the package surface, ideal for system integration with U-core magnets. This contactless, non-invasive current sensing solution eliminates the need for C-core magnets, simplifying assembly and reducing system complexity. With a sensitivity of ±0.7% and offset of ±5 mV, the ACS37630 provides precise current measurements over the full automotive Grade 0 operating temperature range of –50 to +150°C. A simplified design and high accuracy reduce current sensing system design and manufacturing complexity while lowering costs and improving system reliability. A89347 Fan Driver IC: Allegro’s A89347 is an automotive-grade, sensorless sinusoidal three-phase BLDC driver for EV seat- and battery-cooling fans. It offers integrated closed-loop speed control, minimizing vibration and audible noise. Additionally, a customizable speed curve, configured via EEPROM, allows for tailored performance in various fan applications. The A89347 features slew rate control, lock detection, and a low-power standby mode with a current consumption of just 10 µA. Flexible control contributes to quieter, more efficient fan operation, while lower power consumption extends battery life. This AEC-Q100 qualified IC ensures reliable operation in automotive environments.
お知らせ • Mar 12+ 1 more updateAllegro MicroSystems, Inc. Announces the Appointment of Rick Madormo as Senior Vice President of Worldwide Sales, Effective March 24, 2025Allegro MicroSystems, Inc. announced the appointment of Rick Madormo as Senior Vice President of Worldwide Sales, effective March 24, 2025. Rick will be responsible for leading Allegro's global sales organization and driving revenue growth across automotive and industrial end markets, succeeding Max Glover. Max will transition into an advisory role until his departure on May 16, 2025. Rick Madormo brings more than 25 years of sales experience in the semiconductor industry to Allegro. He most recently served as Senior Vice President of Global Sales and Marketing at Wolfspeed, where he led a global team and oversaw the growth, strategy and operations of the entire sales organization, achieving record-setting results. Rick was instrumental in Wolfspeed’s transformation from an LED lighting company to a leader in Silicon Carbide. Prior to Wolfspeed, Rick served as Vice President of Americas Sales at Intel and held several sales leadership positions during his tenure at Altera. Rick holds a B.S. in electrical engineering technology from The University of Akron.
お知らせ • Mar 06ON Semiconductor Corporation (NasdaqGS:ON) proposed to acquire Allegro MicroSystems, Inc. (NasdaqGS:ALGM) for $6.6 billion.ON Semiconductor Corporation (NasdaqGS:ON) proposed to acquire Allegro MicroSystems, Inc. (NasdaqGS:ALGM) for $6.5 billion on September 2, 2024. ON Semiconductor Corporation (NasdaqGS:ON) proposed to acquire Allegro MicroSystems, Inc. (NasdaqGS:ALGM) for $6.6 billion on February 12, 2025. Under the terms of the Proposal, onsemi’s all-cash $35.10 per share offer represents a 57% premium to Allegro’s closing share price on February 28, 2025, the last trading day prior to media reports regarding onsemi’s interest in acquiring Allegro, at an implied enterprise value of $6.9 billion. onsemi does not anticipate any financing contingencies and intends to fund the potential transaction with a combination of committed financing, cash on hand, and funds available under its existing revolving credit facility. onsemi's request since September 2, 2024, has been consistent: to advance the possibility of this valuable outcome for shareholders through rigorous management-to-management dialogue and pursuing the requisite diligence and scoping of regulatory requirements in order to expeditiously move towards finalization of a transaction.
Seeking Alpha • Mar 06Allegro MicroSystems May Be An Accretive Acquisition To ON Semi's OperationsSummary Allegro MicroSystems, Inc. is a potential takeover target by ON Semiconductor, which could expand ON's portfolio in magnetic sensing and power segments. The automotive industry is currently rerouting supply chains, focusing on manufacturing in the US, to avoid potential trade tariffs. This may create some headwinds for growth in the near-term. ALGM shares are relatively expensive at 32.61x EV/aEBITDA. Net of a deal, I believe the intrinsic value is at $24.53/share, or 23.23x eFY26 EV/aEBITDA. In the instance of a deal going through, I am anticipating that ALGM shares may be acquired at a premium at around 29.88x eFY26 EV/aEBITDA, pricing shares at 31.91/share. Read the full article on Seeking Alpha
お知らせ • Feb 24+ 1 more updateAllegro MicroSystems Announces Chief Executive Officer ChangesAllegro MicroSystems, Inc. announced the appointment of Mike Doogue as President and Chief Executive Officer and as a member of the Board. Mr. Doogue’s ascension to CEO comes after 27 years of rising through the leadership ranks at Allegro, during which time he enabled many of Allegro’s disruptive technologies, originally as an engineer and later as a business leader. Immediately prior to this promotion, Mr. Doogue served as Allegro’s Executive Vice President and its first Chief Technology Officer (CTO), leading technology development and worldwide operations, which includes manufacturing, procurement, and quality. Mr. Doogue also previously served as the Company’s Senior Vice President of Technology and Products, which included direct oversight of each of the Company’s business units. As a testament to his roots as an engineer and technology innovator, Mr. Doogue personally holds 75 semiconductor-related U.S. patents. Mr. Doogue succeeds Vineet Nargolwala, who is stepping down as President and Chief Executive Officer and as a member of the Board.
Buy Or Sell Opportunity • Feb 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 33% to US$27.70. The fair value is estimated to be US$22.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 5.6% in a year. Earnings are forecast to grow by 94% in the next year.
お知らせ • Feb 03Allegro Microsystems Appoints Dr. Krishna Palepu to Its Board of DirectorsAllegro MicroSystems, Inc. announced the appointment of Krishna Palepu, Ross Graham Walker Professor of Business Administration at Harvard Business School, to Allegro’s Board of Directors (“Board”) as an independent director. Dr. Palepu’s appointment was effective on January 31, 2025. Dr. Palepu brings extensive expertise in strategy, governance, and emerging markets to the Board, as well as experience advising companies in the technology and semiconductor sectors. His academic research focuses on globalization, particularly in India and China, and corporate board effectiveness. He has served on multiple public company boards and is a fellow of the International Academy of Management. Dr. Palepu holds a master's degree in Electronics from Andhra University, an MBA-equivalent degree from the Indian Institute of Management, Calcutta, and a Ph.D. in Management from the MIT Sloan School of Management.
Reported Earnings • Jan 30Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: US$0.037 loss per share (down from US$0.17 profit in 3Q 2024). Revenue: US$177.9m (down 30% from 3Q 2024). Net loss: US$6.86m (down 121% from profit in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 09Allegro MicroSystems, Inc. to Report Q3, 2025 Results on Jan 30, 2025Allegro MicroSystems, Inc. announced that they will report Q3, 2025 results on Jan 30, 2025
お知らせ • Jan 08Allegro MicroSystems, Inc. Redefines Sensing with Launch of New Current Sensor ICs in Compact PackagesAllegro MicroSystems, Inc. announced the launch of two new current sensor ICs - the ACS37030MY and the ACS37220MZ. Leveraging Allegro’s cutting-edge sensing technology, these ICs provide low internal conductor resistance, high operating bandwidth and reliable performance across a wide range of automotive, industrial and consumer applications. The company’s new current sensor ICs are designed for precise current sensing in a compact and durable package. Featuring a widebody design, the ACS37030MY and ACS37220MZ deliver higher isolation in a 40% smaller footprint compared to the existing 16-pin packages on the market. The new innovative designs also incorporate lower resistance, which helps to reduce power dissipation. The ACS37030MY is a fully integrated current sensor IC with industry’s fastest response time for protection of wide bandgap GaN devices. It uses a combination of Hall-effect and inductive coil signal paths to sense current over a wide frequency range. This innovative package offering enables a product which is both 5x faster than existing solutions, but also 40% smaller. ACS37030 is also available in a narrow-body package for lower isolation requirements. The ACS37220MZ fully-integrated, Hall-effect current sensor features a 150 kHz bandwidth and fault pin. This device is designed for value-line current sensing applications as a successor to the popular ACS724/5 family of products. The new package of the ACS37220MZ offers a 40% smaller solution size and lower resistance for lower power dissipation.
Buy Or Sell Opportunity • Jan 03Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to US$23.70. The fair value is estimated to be US$19.52, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years, while earnings per share has been flat. Revenue is forecast to decline by 7.1% in a year. Earnings are forecast to grow by 12% in the next year.
お知らせ • Dec 26Allegro MicroSystems, Inc. Announces Resignation of David J. Aldrich as from the Board, His Position as Chairperson and as A Member of the Board's Compensation Committee, and as A Member of the Board’s Nominating and Governance CommitteeAllegro MicroSystems, Inc. announced that on December 23, 2024, David J. Aldrich notified the Board of his decision to resign from the Board, his position as Chairperson and as a member of the Board's Compensation Committee, and as a member of the Board’s Nominating and Governance Committee, effective December 23, 2024.
お知らせ • Dec 19Allegro MicroSystems, Inc. to Showcase Its Dynamic Sensing and Power Solutions at CES 2025Allegro MicroSystems, Inc. announced plans to showcase its latest innovations at CES 2025, taking place January 7-10, 2025, in Las Vegas, Nevada. During the event, Allegro will highlight its advanced portfolio of high-resolution magnetic sensors, next-generation power ICs and innovative 48V solutions at its hospitality suite in the Renaissance Las Vegas Hotel. These technologies, tailored for the automotive, clean energy and automation markets, are designed to advance energy efficiency, system performance and sustainability. Key Highlights Include: 48V Motor Drivers: Optimized for energy efficiency and faster cooling in AI data centers and electric vehicles (EVs); XtremeSense™? TMR Sensors: Offer unparalleled sensitivity and reliability for automotive, industrial and consumer devices; Silicon Carbide (SiC) Gate Drivers: Simplify the design of power conversion systems for EVs and clean energy solutions; Micropower Switches and Latches: Maximize battery life in power-constrained consumer and industrial devices; Inductive Position Sensors: Provide precise motor position sensing for EVs and robotics; LiveBench Platform: Enables on-demand evaluation of product features, anytime and anywhere.
Seeking Alpha • Dec 10Allegro MicroSystems: Strong Business And Growth PotentialSummary Allegro MicroSystems has been oversold compared to its peers as the industry suffered a cyclical downturn. ALGM's strong business fundamentals and growth prospects are not reflected in the current stock price, presenting a buying opportunity with a potential 29% upside. ALGM's automotive-first approach has helped cement its place as the market leader in magnetic sensing chips and continued deal wins as it expands its products. Read the full article on Seeking Alpha
Seeking Alpha • Dec 01Allegro Microsystems: Short-Term Headwinds Impact GrowthSummary Allegro MicroSystems faces revenue challenges in FY2025, with a 36% YoY decline in H1 due to weaknesses in both MS and PIC segments. The DAO semiconductor market's downturn and elevated inventory levels in automotive and industrial sectors contribute to Allegro's near-term growth headwinds. Despite current challenges, Allegro remains a leader in the magnetic sensor market with a broad product portfolio and strong market share. Long-term growth prospects are positive, driven by R&D investments and new product launches, with recovery expected in 2025 as the analog market rebounds. Read the full article on Seeking Alpha
Recent Insider Transactions • Nov 27Senior VP & CTO recently bought US$285k worth of stockOn the 18th of November, Michael Doogue bought around 15k shares on-market at roughly US$19.00 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$129k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Nov 20Senior VP & CTO recently bought US$285k worth of stockOn the 18th of November, Michael Doogue bought around 15k shares on-market at roughly US$19.00 per share. This transaction amounted to 5.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$129k more in shares than they have sold in the last 12 months.
Major Estimate Revision • Nov 12Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$0.356 to -US$0.405 per share. Revenue forecast unchanged at US$715.1m. Semiconductor industry in the US expected to see average net income growth of 23% next year. Consensus price target down from US$30.31 to US$29.15. Share price was steady at US$20.52 over the past week.
Price Target Changed • Nov 08Price target decreased by 8.2% to US$29.74Down from US$32.41, the current price target is an average from 11 analysts. New target price is 37% above last closing price of US$21.73. Stock is down 16% over the past year. The company is forecast to post a net loss per share of US$0.43 compared to earnings per share of US$0.79 last year.
お知らせ • Nov 05Allegro MicroSystems Unveils Innovative Power Products for a More Energy Efficient FutureAllegro MicroSystems, Inc. announced a groundbreaking series of Power products poised to redefine performance and efficiency across automotive, industrial and data center applications. Allegro’s innovative products, debuting at Electronica 2024, empower customers to achieve unparalleled performance while simplifying design and reducing costs. The new product lineup not only addresses the escalating demands for higher voltage and power, but also delivers industry-leading efficiency and reliability, marking a significant advance in power electronics technology. Allegro’s comprehensive suite of products encompasses cutting-edge true 48V motor drivers like the A89212, A89224 and A89333 designed to address the thermal management needs of hybrid electric vehicles and AI Servers. Complementing these drivers is the APM81815, a 48V buck regulator designed for superior EMI performance in dual-voltage hybrid electric vehicles. Rounding out the list of new products is the AHV85311, a high-power isolated gate driver designed to accelerate the development of Silicon Carbide (SiC)-based power electronics. From optimizing efficiency in automotive applications to simplifying industrial designs as well as enhancing reliability in data centers, Allegro's new power IC innovations enable engineers to design smarter, more efficient systems. Key Allegro solutions launching at Electronica include: A89212: Longer Battery Life and Lower System Costs: This 48V SoC delivers high efficiency and torque at low speeds for power tools, eBikes and other industrial systems. In addition to extending battery life, this sensorless solution improves motor control precision and reduces cost by eliminating external hall sensors. With up to 256K of flash memory and 90V support, it is the first of its kind. A89224: Optimized Efficiency for 48V Automotive Systems: This SoC empowers the next generation of 48V automotive systems, optimizing fan and pump performance. Advanced motor control libraries maximize efficiency and torque at zero speed for pumps while minimizing noise for fans. This translates to reduced power losses, lighter wire harnesses and increased vehicle mileage for OEMs and ODMs. With 256K of flash memory, it offers robust processing power for complex tasks. A89333: Increased AI Server Reliability with Code-Free 48V Fan Driver: This motor driver offers code-free integration, reduced power loss and improved thermal management for 48V fans in AI servers. The integrated buck converter is designed to maximize efficiency, extending component life and boosting server reliability. APM81815: Easy 48V Power Supply Design with Fewer Components: This synchronous buck regulator simplifies 48V power regulation, offering a cost-effective solution with minimal design effort and a tiny footprint. Integrated capacitors and 2.2MHz switching frequency achieve industry-leading power density and superior EMI performance, making it ideal for electric power steering, braking, EV powertrains, thermal management, EV charging and robotics. AHV85311: Smaller Simpler Design with Higher Efficiency: Supporting multiple SiC MOSFET vendors, this universal gate driver utilizing Power-Thru technology offers a compact, efficient solution that simplifies development and enhances overall system performance. By eliminating the need for an external transformer or isolated bias supply, it reduces size, noise and design complexity while boosting efficiency. Ideal for a range of applications, including onboard chargers (OBC), DC-DC converters, data center power supplies, solar inverters and industrial motors, it accelerates time to market with superior isolation characteristics and seamless integration for SiC power systems design.
お知らせ • Nov 02Allegro MicroSystems, Inc. Provides Earnings Guidance for the Third Quarter of Fiscal Year 2025 Ending December 27, 2024Allegro MicroSystems, Inc. provided earnings guidance for the third quarter of fiscal year 2025 ending December 27, 2024. For the quarter, the company expects net sales to be in the range of $170 million to $180 million. This outlook comprehends continued progress toward vehicle electrification and ongoing inventory rebalancing as reflected in the latest third-party estimates, as well as typical December quarter seasonality.
Reported Earnings • Nov 01Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: US$0.18 loss per share (down from US$0.34 profit in 2Q 2024). Revenue: US$187.4m (down 32% from 2Q 2024). Net loss: US$33.7m (down 151% from profit in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Nov 01Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to US$20.84. The fair value is estimated to be US$26.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years, while earnings per share has been flat.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$23.04, the stock trades at a forward P/E ratio of 139x. Average forward P/E is 21x in the Semiconductor industry in the US. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$27.52 per share.
お知らせ • Oct 10Allegro MicroSystems, Inc. to Report Q2, 2025 Results on Oct 31, 2024Allegro MicroSystems, Inc. announced that they will report Q2, 2025 results Pre-Market on Oct 31, 2024
Seeking Alpha • Sep 29Allegro MicroSystems: Several Hurdles Stand In The WaySummary The stock has done much better lately, but there are several reasons why the rally could get snuffed out in the very near future. The charts have a number of things to say, which could all provide clues as to the path the stock could take. ALGM is looking forward to a return to growth, which could ensure a bottom in the stock, but trade restrictions in China could derail the path forward. ALGM seems to be heading for a rematch against an opponent it did not fare well against recently, which leaves little doubt what to do. Read the full article on Seeking Alpha
Buy Or Sell Opportunity • Sep 23Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to US$22.08. The fair value is estimated to be US$27.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 42% per annum over the same time period.
Buy Or Sell Opportunity • Sep 06Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to US$21.27. The fair value is estimated to be US$27.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 42% per annum over the same time period.
新しいナラティブ • Aug 29Renewable Energy And Automotive Electronics Propel Market Leadership And Revenue Surge Strategic shifts towards xEVs, renewable energy, and industrial automation indicate a broadening of revenue streams and potential margin improvement.
Price Target Changed • Aug 26Price target decreased by 8.0% to US$33.90Down from US$36.86, the current price target is an average from 9 analysts. New target price is 39% above last closing price of US$24.46. Stock is down 35% over the past year. The company is forecast to post a net loss per share of US$0.006 compared to earnings per share of US$0.79 last year.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$23.66, the stock trades at a forward P/E ratio of 130x. Average forward P/E is 21x in the Semiconductor industry in the US. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$27.73 per share.
