US · Technology · Semiconductors
EPS came in at 0.15 against a street estimate of 0.16 — a miss of 6.3%.
Analysts rate Allegro Microsystems Inc a strong buy (10 buy, 1 hold, 0 sell out of 11) with an average price target of $54.82.
CONFIDENT ALGM beat Q1 FY27 revenue ($259M, +27% YoY) with six consecutive quarters of sequential growth. Data center surged 32% sequentially to 17% of sales; current sensors now 22% of data center. FY27 data center sales expected to more than double vs. FY26. Auto grew 15% YoY on design wins up 30%. Q1 FY27 China business grew 6% sequentially. CEO noted strong design win momentum and market share gains in China, particularly in electromechanical braking and EV markets. Strength in Korea and APAC for ADAS and xEV wins. Analysts pressed on data center deceleration risk (law of large numbers acknowledged), auto sequential slowdown (Derek attributed to mix and earlier cycle), and gross margin timing (pricing delayed to H2). Management maintained confidence in data center doubling and auto double-digit growth, emphasizing design wins and content expansion. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 14.71% |
| BlackRock Inc | 6.70% |
| Capital Research Global Investors | 6.44% |
| Amvescap Plc. | 4.69% |
| JPMorgan Chase & Co | 4.64% |
| Vanguard Portfolio Management, LLC | 4.25% |
| Vanguard Capital Management, LLC | 2.93% |
| State Street Corp | 2.80% |
| Document | Date |
|---|---|
| Shareholder vote results · Q2 FY2027 ALLEGRO MICROSYSTEMS, INC. – 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Shareholders held on August 5, 2026 • Three proposals presented to sha | 2026-08-07 |
| Quarterly report · Q1 FY2027 ALLEGRO MICROSYSTEMS, INC. – Q1 FY2027 10-Q SUMMARY HEADLINE NUMBERS • Net Sales: $259,243K (Q1 FY2027) vs. $203,405K (Q1 FY2026) — +27.4% year-over | 2026-07-31 |
| Results announced · Q2 FY2027 ALLEGRO MICROSYSTEMS - Q1 2027 RESULTS SUMMARY HEADLINE NUMBERS • Total Net Sales: $259.2 million — up 27% year-over-year (YoY) from $203.4 million | 2026-07-30 |
| Proxy statement · Q2 FY2027 ALLEGRO MICROSYSTEMS, INC. - PROXY STATEMENT SUMMARY HEADLINE NUMBERS • Outstanding shares as of record date (June 10, 2026): 186,309,064 shares of | 2026-06-24 |
| Board / officer change · Q1 FY2027 ALLEGRO MICROSYSTEMS, INC. — 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Board Expansion and Director Appointment: Board size expanded to 11 directo | 2026-06-18 |
| Annual report FY2026 ALLEGRO MICROSYSTEMS, INC. – 10-K SUMMARY Fiscal Year Ended March 27, 2026 --- HEADLINE NUMBERS • Market capitalization (as of September 26, 2025): | 2026-05-21 |
| Board / officer change · Q1 FY2027 ALLEGRO MICROSYSTEMS, INC. - 8-K FILING SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Allegro MicroSystems, Inc. (ticker: ALGM, Nasdaq) is a Delaware-inco | 2026-05-13 |
| Quarterly report · Q3 FY2026 ALLEGRO MICROSYSTEMS, INC. – FORM 10-Q SUMMARY Quarter Ended December 26, 2025 --- HEADLINE NUMBERS • Net Sales (9-month): $646.9 million, up 21.5% | 2026-01-30 |
Readable in the app.
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Allegro Microsystems Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.