Duyuru • Apr 16
Allegro MicroSystems, Inc. to Report Q4, 2026 Results on May 07, 2026 Allegro MicroSystems, Inc. announced that they will report Q4, 2026 results Pre-Market on May 07, 2026 Buy Or Sell Opportunity • Apr 08
Now 22% overvalued after recent price rise Over 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. Recent Insider Transactions Derivative • Feb 20
Senior VP notifies of intention to sell stock Sharon 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. Duyuru • Feb 10
Allegro MicroSystems Expands Current Sensing Leadership with Industry's Highest Accuracy Magnetic Current Sensor Allegro 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. Duyuru • Feb 03
Allegro MicroSystems, Inc. Promotes Ian Kent to Senior Vice President, Operations and Jamie Haas to Vice President, Chief Technology Officer Allegro 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. Price Target Changed • Jan 30
Price target increased by 12% to US$43.75 Up 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 30
Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Third 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. Duyuru • Jan 29
Allegro MicroSystems, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2026 Ending March 27, 2026 Allegro 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. Duyuru • Jan 08
Allegro MicroSystems, Inc. to Report Q3, 2026 Results on Jan 29, 2026 Allegro MicroSystems, Inc. announced that they will report Q3, 2026 results Pre-Market on Jan 29, 2026 Recent Insider Transactions Derivative • Dec 11
Senior VP notifies of intention to sell stock Sharon 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. Buy Or Sell Opportunity • Nov 20
Now 21% undervalued after recent price drop Over 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. Reported Earnings • Oct 31
Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Second 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 30
New major risk - Revenue and earnings growth Earnings 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). Duyuru • Oct 30
Allegro MicroSystems, Inc. Provides Earnings Guidance for the Third Quarter Ending December 26, 2025 Allegro 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. Duyuru • Oct 21
Allegro Microsystems, Inc. Unveils Production-Ready 10 Mhz Tmr Current Sensor, Enabling Optimal Protection and Control of Wide Bandgap Power Electronics Allegro 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. Duyuru • Oct 15
Allegro MicroSystems, Inc. Appoints Troy Coleman as Senior Vice President, General Manager, Products, Effective October 14, 2025 Allegro 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. Duyuru • Oct 09
Allegro MicroSystems, Inc. to Report Q2, 2026 Results on Oct 30, 2025 Allegro MicroSystems, Inc. announced that they will report Q2, 2026 results Pre-Market on Oct 30, 2025 New Risk • Aug 07
New minor risk - Insider selling There 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 01
First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind First 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. Duyuru • Jul 31
Allegro MicroSystems, Inc. Provides Earnings Guidance for the Second Quarter Ending September 26, 2025 Allegro 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 28
Price target increased by 7.4% to US$35.42 Up 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 21
Price target increased by 9.5% to US$34.67 Up 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 14
Price target increased by 14% to US$32.98 Up 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. Duyuru • Jul 10
Allegro MicroSystems, Inc. to Report Q1, 2026 Results on Jul 31, 2025 Allegro MicroSystems, Inc. announced that they will report Q1, 2026 results After-Market on Jul 31, 2025 Duyuru • Jun 26
Allegro MicroSystems, Inc., Annual General Meeting, Aug 07, 2025 Allegro MicroSystems, Inc., Annual General Meeting, Aug 07, 2025. Location: meetnow.global/mymvhcl, United States Duyuru • May 08
Allegro MicroSystems, Inc. Provides Earnings Guidance for the First Quarter Ending June 27, 2025 Allegro 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. Duyuru • Apr 17
Allegro MicroSystems, Inc. to Report Q4, 2025 Results on May 08, 2025 Allegro MicroSystems, Inc. announced that they will report Q4, 2025 results Pre-Market on May 08, 2025 Duyuru • Apr 09
Allegro MicroSystems Expands Motor Control and Thermal Management Solutions to Capitalize on Growing e-Mobility and Automation Markets Allegro 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. Duyuru • Mar 06
ON 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. Buy Or Sell Opportunity • Feb 19
Now 21% overvalued after recent price rise Over 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. Duyuru • Feb 03
Allegro Microsystems Appoints Dr. Krishna Palepu to Its Board of Directors Allegro 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 30
Third quarter 2025 earnings: EPS exceeds analyst expectations Third 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. Duyuru • Jan 09
Allegro MicroSystems, Inc. to Report Q3, 2025 Results on Jan 30, 2025 Allegro MicroSystems, Inc. announced that they will report Q3, 2025 results on Jan 30, 2025 Duyuru • Jan 08
Allegro MicroSystems, Inc. Redefines Sensing with Launch of New Current Sensor ICs in Compact Packages Allegro 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 03
Now 21% overvalued after recent price rise Over 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. Duyuru • Dec 26
Allegro 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 Committee Allegro 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. Duyuru • Dec 19
Allegro MicroSystems, Inc. to Showcase Its Dynamic Sensing and Power Solutions at CES 2025 Allegro 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. Recent Insider Transactions • Nov 27
Senior VP & CTO recently bought US$285k worth of stock On 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 20
Senior VP & CTO recently bought US$285k worth of stock On 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 12
Consensus 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 08
Price target decreased by 8.2% to US$29.74 Down 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. Duyuru • Nov 05
Allegro MicroSystems Unveils Innovative Power Products for a More Energy Efficient Future Allegro 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. Duyuru • Nov 02
Allegro MicroSystems, Inc. Provides Earnings Guidance for the Third Quarter of Fiscal Year 2025 Ending December 27, 2024 Allegro 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 01
Second quarter 2025 earnings: EPS misses analyst expectations Second 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 01
Now 22% undervalued after recent price drop Over 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 28
Investor 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. Duyuru • Oct 10
Allegro MicroSystems, Inc. to Report Q2, 2025 Results on Oct 31, 2024 Allegro MicroSystems, Inc. announced that they will report Q2, 2025 results Pre-Market on Oct 31, 2024 Buy Or Sell Opportunity • Sep 23
Now 21% undervalued after recent price drop Over 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 06
Now 24% undervalued after recent price drop Over 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. Price Target Changed • Aug 26
Price target decreased by 8.0% to US$33.90 Down 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 14
Investor 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. New Risk • Aug 02
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.9% Last year net profit margin: 23% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (7.9% net profit margin). Shareholders have been diluted in the past year (14% increase in shares outstanding). Reported Earnings • Aug 02
First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2025 results: US$0.091 loss per share (down from US$0.32 profit in 1Q 2024). Revenue: US$166.9m (down 40% from 1Q 2024). Net loss: US$17.7m (down 129% from profit in 1Q 2024). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 69%. Revenue is forecast to grow 8.5% 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 26% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Aug 02
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 24% to US$22.79. The fair value is estimated to be US$29.61, 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%. Duyuru • Aug 01
Allegro Microsystems, Inc. Provides Earnings Guidance for the Second Quarter Ending September 27, 2024 Allegro MicroSystems, Inc. provided earnings guidance for the second quarter ending September 27, 2024. for the quarter, the company expects net sales to be in the range of $182 million to $192 million. Duyuru • Jul 26
Sanken Electric Announces Sale of Portion of Its Common Shares in Allegro Sanken Electric Co., Ltd. (TSE:6707) (the "Company") announced that it would sell a portion of its common shares (equivalent to approximately 20% of the outstanding shares) in Allegro MicroSystems, Inc. (NasdaqGS:ALGM)("Allegro"), through a share repurchase by Allegro. As a result, Allegro will be excluded as a consolidated subsidiary of the Company and become its equity method affiliate. The proceeds from this sale will be used for (i) distribution to shareholders through the share repurchase, (ii) investments to achieve the profitability improvement, and (iii) reduction of interest-bearing debt to improve financial strength. Due to the impact of the transaction, the Company withdrew the consolidated earnings forecast for the fiscal year ending March 2025 (FY2024) announced on May 10, 2024. Valuation Update With 7 Day Price Move • Jul 23
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to US$27.66, the stock trades at a forward P/E ratio of 166x. Average forward P/E is 24x in the Semiconductor industry in the US. Total returns to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$26.22 per share. Duyuru • Jul 12
Allegro MicroSystems, Inc. to Report Q1, 2025 Results on Aug 01, 2024 Allegro MicroSystems, Inc. announced that they will report Q1, 2025 results Pre-Market on Aug 01, 2024 Buy Or Sell Opportunity • Jul 10
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 14% to US$32.03. The fair value is estimated to be US$26.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 14% per annum over the same time period. Duyuru • Jul 08
Allegro Microsystems, Inc. Redefines Magnetic Current Sensing with Compact, Integrated Solutions for Industrial, Automotive and Clean Energy Applications Allegro MicroSystems, Inc. announced the launch of its newest high-power current sensor, the ACS37220, as well as the preliminary release of the industry’s smallest leaded magnetic current sensor, the ACS37041. Allegro’s latest solutions enable improved efficiency and reliability, enhanced system protection and a smaller bill of materials compared to discrete shunt resistor and op-amp-based current sensing solutions. Current shunt solutions require multiple components, take up significant board space and frequently require additional PCB layers and heatsinks to maintain acceptable thermal performance. These factors inevitably add weight and size, as well as design complexities that often lead to increased cost and production time. Allegro's new sensors address current industry challenges by providing a smaller footprint, higher efficiency, and simpler integration. The ACS37220 is designed to replace high-power sense resistors and can be used for high-current monitoring applications up to 200A. The ACS37041 offers a high level of integration in a compact SOT23-W package and is suitable for a wide range of current sensing applications up to 30A. Allegro’s new current sensors integrate the functions of the shunt resistor, shunt amplifier and other passive components into a single package. The compact design and efficiency improvements make them ideal low voltage (< 100 V) sensors compared to traditional shunts, while offering the following benefits: Lower heat dissipation: The lower conductor resistance of integrated magnetic current sensors’ lead frames results in cooler system temperatures. Simplified design: With fewer components to place and route, PCB layout is more straightforward. Innovative packaging: Allegro’s integrated sensor solutions integrate the functionality of a traditional shunt resistor circuit into a single package, simplifying component placement and streamlining the design process while minimizing the overall board of materials (BOM). Buy Or Sell Opportunity • Jul 02
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 15% to US$29.53. The fair value is estimated to be US$24.09, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 43%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 13% per annum over the same time period. 
