Buy Or Sell Opportunity • 3h
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 3.0% to US$44.39. The fair value is estimated to be US$36.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.9% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 1,283% in the next 2 years. Reported Earnings • Jul 31
First quarter 2027 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2027 results: EPS: US$0.085 (up from US$0.072 loss in 1Q 2026). Revenue: US$259.2m (up 28% from 1Q 2026). Net income: US$15.9m (up US$29.1m from 1Q 2026). Profit margin: 6.1% (up from net loss in 1Q 2026). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 24% 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 103 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 25, 2026 Allegro MicroSystems, Inc. provided earnings guidance for the Second Quarter ending September 25, 2026. For the period, the Company expects total net sales to be in the range of $265 million to $275 million. At the midpoint of this range, it implies growth in net sales of 26% year-over-year. Canlı Haber • Jul 17
Allegro MicroSystems Unveils ASIL-D Power Chip With Integrated Wheel-Speed Sensor for Brake-By-Wire Allegro MicroSystems has launched the A81415, described as the industry's first ASIL-D-certified power-management IC that integrates a wheel-speed sensor interface for electromechanical braking systems, cutting external components by up to nine and reducing board space by more than 50%.
The new chip is aimed at brake-by-wire architectures, with Allegro MicroSystems flagging potential semiconductor bill-of-materials savings of up to US$4 per vehicle and a migration path from 12V to 48V braking systems, while targeting reliable, thermally robust and vibration-resistant operation at the wheel.
Allegro MicroSystems shares trade at US$47.12, with the stock up 75.1% year to date.
The read-through is that Allegro MicroSystems is leaning into safety-critical auto applications, where an ASIL-D-certified, integration-heavy product could help deepen design wins but also raises execution and qualification risk with demanding automotive customers. Duyuru • Jul 09
Allegro MicroSystems, Inc. to Report Q1, 2027 Results on Jul 30, 2026 Allegro MicroSystems, Inc. announced that they will report Q1, 2027 results Pre-Market on Jul 30, 2026 Canlı Haber • Jul 03
Allegro MicroSystems Unveils ASIL-D Safety PMIC for Brake-By-Wire System Integration Allegro MicroSystems has launched the A81415, described as the industry’s first ASIL-D-certified safety PMIC with an integrated wheel-speed sensor interface, aimed at electromechanical braking and brake-by-wire systems and designed to replace up to nine external components.
The company says the single-chip design can cut semiconductor BOM costs by up to US$4 per vehicle and free more than 50% of PCB space, while offering a scalable 12V to 48V architecture and pairing with the APM81815 pre-regulator for more compact brake system designs.
Allegro MicroSystems’ stock trades at US$55.48, after a 12.2% decline over the past day, although it remains up 106.2% year to date.
This launch points to Allegro MicroSystems pushing deeper into safety-critical automotive power management. The read-through is that design wins in brake-by-wire systems could be an important driver but may also increase reliance on a demanding, regulation-heavy segment. Duyuru • Jul 02
Allegro MicroSystems, Inc. Unveils Industry's First Safety PMIC To Integrate A Wheel-Speed Sensor Interface For Electromechanical Braking Allegro MicroSystems, Inc. introduced the A81415, the industry's first ASIL-D-certified Power Management IC (PMIC) to integrate a wheel-speed sensor interface. The new device provides electromechanical braking (EMB) designers with a substantially simplified, single-chip power and sensing foundation for next-generation brake-by-wire systems. With an on-chip wheel-speed sensor interface (WSSI), the A81415 safety PMIC decodes standard 2-level, 2-level Pulse Width Modulation (PWM), and 3-level AK protocols (standard and high-resolution) without complicated analog circuitry or a separate decoder IC. By incorporating a fully integrated buck-boost pre-regulator, five Low-Dropout (LDO) regulators, and a single-inductor architecture that requires no external switches or diodes, the A81415 eliminates up to nine external components and unlocks up to $4 in semiconductor bill-of-materials (BOM) savings per vehicle, delivering meaningful cost advantages at OEM production scale. This unprecedented level of integration opens up more than 50% of usable board space to provide the brake caliper with critical design headroom. Because the physical layer of the wheel-speed data is handled internally by the PMIC and the decoded data is shared over a Serial Peripheral Interface (SPI), the A81415 trims latency in the safety-critical loop and frees MCU bandwidth for faster braking response. Low-noise power rails are explicitly tuned to power Allegro's XtremeSense™ TMR angle sensors and ensure the entire commutation and clamping-force signal chain is optimized as one coherent, high-resolution system from wheel to caliper. Built on Allegro's proprietary automotive grade-0 process and paired with the APM81815 pre-regulator and 48V gate drivers, the A81415 forms a complete, fail-operational chipset. This modular approach provides Tier 1 suppliers with a fast track to migrate proven 12V braking architectures directly to next generation 48V corner modules without redesign or bulky external transient protection. Attendees of electronica Shanghai are invited to visit the Allegro MicroSystems booth at N5.300 to learn more. For more information, samples, or evaluation support, visit allegromicro.com/a81415. Canlı Haber • Jun 28
Allegro MicroSystems Appoints Veteran Brian C. White to Board During Data Center Boom Allegro MicroSystems has appointed Brian C. White as an independent director to its Board, adding a leader with extensive semiconductor industry experience at a time when the company is exposed to record data center demand.
The appointment adds industry-specific oversight to Allegro MicroSystems’ governance, which can influence how the company prioritizes capital allocation, product focus and partnerships in semiconductor end markets.
Allegro MicroSystems shares trade at US$57.89, with the stock up 115.1% year to date, reflecting strong recent momentum around its fiscal Q4 2026 results and data center exposure.
Board changes like this can affect how Allegro MicroSystems sets long-term priorities. The key watchpoint is whether future decisions and disclosures show any shift in growth focus, risk appetite or capital deployment that aligns with Brian White’s semiconductor background. Duyuru • Jun 25
Allegro MicroSystems, Inc., Annual General Meeting, Aug 05, 2026 Allegro MicroSystems, Inc., Annual General Meeting, Aug 05, 2026. Location: meetnow.global/algm2026, United States New Risk • Jun 24
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$3.4m sold). Duyuru • Jun 19
Allegro MicroSystems, Inc. Announces Board and Committee Changes, Effective June 17, 2026 Allegro 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. Board Change • Jun 01
High number of new directors There 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. Canlı Haber • May 24
Allegro MicroSystems Surpasses Estimates With Strong Automotive and Data Center Growth in Q4 2026 Allegro 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 21
Independent Director recently sold US$760k worth of stock On 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 21
Independent Director notifies of intention to sell stock Susan 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. Duyuru • May 15
Allegro MicroSystems, Inc. Appoints Robert Willett as Independent Director, Effective May 13, 2026 Allegro 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. Recent Insider Transactions • May 14
President recently sold US$1.4m worth of stock On 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 12
President notifies of intention to sell stock Michael 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 11
Price target increased by 16% to US$54.42 Up 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. Duyuru • May 10
Allegro Microsystems, Inc. Provides Earnings Guidance for the First Quarter Ending June 26, 2026 Allegro 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 07
Full year 2026 earnings: EPS misses analyst expectations Full 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. 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. 
