Q4 Earnings Highlights: Allegro MicroSystems (NASDAQ:ALGM) Vs The Rest Of The Processors and Graphics Chips Stocks
Allegro MicroSystems (NASDAQ:ALGM) reported strong Q4 results, exceeding revenue expectations by 3.6% and seeing significant growth in Automotive and Industrial sales. The article also reviews Q4 performance of other processors and graphics chips stocks, highlighting Qorvo's exceptional quarter, Qualcomm's weakest performance against estimates, Broadcom's strong revenue growth, and Nvidia's rapid revenue increase. The broader market experienced shifts due to concerns over AI's impact and later, geopolitical risks related to the US-Iran conflict.
Allegro MicroSystems (ALGM) Is Up 8.2% After Nvidia’s Marvell Investment Lifts Sector Sentiment – Has The Bull Case Changed?
Allegro MicroSystems (ALGM) saw an 8.2% stock price increase following Nvidia's $2.00 billion investment in Marvell Technology, which boosted semiconductor sector sentiment. While this jump is mainly sentiment-driven, Allegro's core investment narrative remains its role in vehicle electrification and industrial automation. The article notes that despite this positive sentiment, investors should consider geopolitical tensions and supply chain risks, with Allegro's forecasts projecting significant revenue and earnings growth by 2028 and a potential 41% upside to its current price.
A Look At Allegro MicroSystems (ALGM) Valuation After Sector Driven Move On Nvidia Marvell News
Allegro MicroSystems (ALGM) saw its shares rally due to broader sector sentiment sparked by Nvidia's partnership with Marvell Technology, despite no specific new company fundamentals. While a narrative suggests Allegro is 29% undervalued with a fair value of $45.83 due to growth in industrial automation and data center markets, a discounted cash flow (DCF) model pegs the stock as overvalued at $29.40 compared to its current price of $32.60. Investors are left to weigh these conflicting valuation signals and broader sector trends against Allegro's specific prospects.
A Look At Allegro MicroSystems (ALGM) Valuation After Sector Driven Move On Nvidia Marvell News
Allegro MicroSystems (ALGM) saw its stock move due to a sector-wide rally in semiconductors, rather than company-specific news, following Nvidia's partnership and investment in Marvell Technology. Despite shares trading at US$32.60, one valuation narrative suggests ALGM is 29% undervalued at $45.83, citing rebounding industrial automation and data center markets. However, a Discounted Cash Flow model pegs the stock as overvalued at $29.40, indicating mixed signals for investors.
Is Allegro MicroSystems (ALGM) Pricing Leave Room After Recent Share Price Swings
Allegro MicroSystems (ALGM) is currently trading at US$33.30, raising questions about its valuation after recent share price fluctuations. A Discounted Cash Flow (DCF) analysis suggests the stock is overvalued by approximately 13.5%, with an intrinsic value of $29.34 per share. Additionally, its Price/Sales (P/S) ratio of 7.35x exceeds both the industry average and Simply Wall St’s Fair Ratio of 4.90x, indicating it trades at a premium.
Allegro MicroSystems Expands Current Sensing Leadership with Industry’s Highest Accuracy Magnetic Current Sensor
Allegro MicroSystems has introduced the ACS37017, a new Hall-effect current sensor that sets an industry benchmark for accuracy with a 0.55% typical sensitivity error over lifetime and temperature. This product is part of a strategic portfolio expansion alongside the ACS37100 (for speed) and ACS37200 (for power density), offering specialized solutions for high-efficiency power conversion systems in various applications. The ACS37017 addresses the critical need for ultra-low drift and precise signal conditioning, simplifying system design by integrating a stable voltage reference.
Allegro MicroSystems, Amkor, NXP Semiconductors, Photronics, and Lam Research Stocks Trade Up, What You Need To Know
Several semiconductor stocks, including Allegro MicroSystems, Amkor, NXP Semiconductors, Photronics, and Lam Research, experienced a significant jump in their stock prices following Nvidia's announcement of a strategic partnership and a $2 billion investment in Marvell Technology. This collaboration aims to integrate Marvell into NVIDIA's AI ecosystem, boosting investor confidence across the semiconductor sector due to the continued expansion and competition within the artificial intelligence hardware industry. Notably, Allegro MicroSystems demonstrated high volatility, with its latest jump indicating a meaningful market reaction despite a previous drop due to geopolitical tensions affecting supply chains.
Allegro Microsystems Inc (ALGM) Trading 5.1% Higher on Mar 31
Allegro Microsystems Inc (ALGM) saw its shares surge by 5.10% on March 31, reaching an intraday high of $30.05 before closing at $29.47. Wall Street analysts have an average target price of $45.62, implying a 54.80% upside from the current price, with a consensus "Outperform" recommendation. GuruFocus estimates a GF Value of $32.59, suggesting a 10.59% upside.
FinancialContent - Allegro MicroSystems, Amkor, NXP Semiconductors, Photronics, and Lam Research Stocks Trade Up, What You Need To Know
Several semiconductor stocks, including Allegro MicroSystems, Amkor, NXP Semiconductors, Photronics, and Lam Research, experienced a significant jump in their stock prices. This surge followed Nvidia's announcement of a strategic partnership and a $2 billion investment in Marvell Technology, aimed at connecting Marvell to NVIDIA's AI ecosystem through its NVLink Fusion technology. The news provided a boost to the broader semiconductor sector, indicating strong investor confidence in the rapidly expanding artificial intelligence hardware industry.
Amtech, Magnachip, Monolithic Power Systems, Allegro MicroSystems, and Kulicke and Soffa Shares Are Falling, What You Need To Know
Shares of Amtech, Magnachip, Monolithic Power Systems, Allegro MicroSystems, and Kulicke and Soffa all fell due to rising geopolitical tensions from the Iran war, threatening critical semiconductor supply chains. The conflict could disrupt the supply of essential gases like helium, impacting major chip fabricators and leading to a broader market downturn. This uncertainty led to significant drops in the mentioned semiconductor-related stocks, with Magnachip experiencing high volatility and trading significantly below its 52-week high.
Allegro MicroSystems (Nasdaq:ALGM) - Stock Analysis
This report provides a detailed stock analysis of Allegro MicroSystems (ALGM), highlighting its financial health, growth prospects, and analyst consensus. It notes that ALGM is currently undervalued by 16.8% with earnings forecast to grow by 113.25% per year, driven by electrification, industrial automation, and new EV products. The company's stock has underperformed the US Semiconductor industry and broader US market over the past year.
The Technical Signals Behind (ALGM) That Institutions Follow
This article analyzes the technical signals for Allegro Microsystems Inc. (NASDAQ: ALGM), highlighting a long-term strength context with positive near-term sentiment potentially countering a mid-term weak bias. It outlines distinct institutional trading strategies optimized for risk management and provides multi-timeframe signal analysis indicating support and resistance levels.
onsemi, Allegro MicroSystems, Entegris, Broadcom, and NXP Semiconductors Stocks Trade Down, What You Need To Know
Several semiconductor stocks, including onsemi, Allegro MicroSystems, Entegris, Broadcom, and NXP Semiconductors, experienced declines following China's announcement of a trade barrier investigation against the U.S. and concerns over geopolitical tensions affecting helium supply for chip manufacturing. The market reaction is attributed to escalating trade tensions and potential supply chain disruptions. Despite the downturn, some analysts suggest these dips could be buying opportunities for high-quality stocks.
A Look At Allegro MicroSystems (ALGM) Valuation After New US Semiconductor Investment Consortium Plan
Allegro MicroSystems (ALGM) saw a reaction in its share price following news of a new US semiconductor investment consortium plan. Despite a recent share price decline, the company boasts positive 90-day and one-year returns, though momentum has been uneven. Analysts suggest the stock is undervalued, with a fair value of $45.83, supported by projected mid-teens revenue growth and opportunities in AI data centers and robotics, while a discounted cash flow model suggests it might be overvalued at its current price of $31.23.
Magnachip, Allegro MicroSystems, and Penguin Solutions Shares Are Falling, What You Need To Know
Shares of Magnachip, Allegro MicroSystems, and Penguin Solutions fell due to investor concern over Google's new TurboQuant algorithm, which is expected to reduce memory requirements for AI models, potentially decreasing demand for memory chips. This market reaction overshadowed recent strong earnings reports from memory-makers and was compounded by news of SK Hynix's potential $14 billion U.S. listing, which could increase competitive pressure. Despite high volatility, Allegro MicroSystems saw a prior boost from the Trump administration's plan to fund semiconductor supply chains, but continues to trade below its 52-week high.
A Look At Allegro MicroSystems (ALGM) Valuation After New US Semiconductor Investment Consortium Plan
Allegro MicroSystems (ALGM) saw a share price reaction to the Trump administration's semiconductor investment consortium plan. While a narrative suggests ALGM is 31.9% undervalued with a fair value of $45.83, based on multi-year growth and margin expansion, Simply Wall St's DCF model indicates the stock is overvalued at $27.97. Investors are advised to review the data, considering both potential upsides from AI data centers and robotics, and risks like margin pressure.
Vanguard realigns reporting; Allegro MicroSystems (NASDAQ: ALGM) shows 0 shares
The Vanguard Group filed an amended Schedule 13G/A, reporting 0 shares and 0% beneficial ownership of Allegro MicroSystems Inc (ALGM). This change is due to an internal realignment, where certain Vanguard subsidiaries will now report their beneficial ownership separately in reliance on SEC Release No. 34-39538. The filing clarifies that this is an administrative reporting shift, not necessarily an economic divestment, and suggests tracking future filings from Vanguard affiliates for actual holder-level positions.
Magnachip, Allegro MicroSystems, and Penguin Solutions Shares Are Falling, What You Need To Know
Shares of Magnachip, Allegro MicroSystems, and Penguin Solutions fell after Google announced its new TurboQuant algorithm, which threatens to reduce memory requirements for AI models, sparking fears of decreased memory chip demand. This sector-wide sell-off also overshadowed strong recent earnings and was compounded by reports of SK Hynix considering a $14 billion U.S. listing. Despite the immediate downturn, Allego MicroSystems has shown significant volatility and previous gains related to government support for the semiconductor industry.
onsemi, Sensata Technologies, Vishay Intertechnology, Allegro MicroSystems, and Power Integrations Shares Skyrocket, What You Need To Know
Shares of several semiconductor companies, including onsemi, Sensata Technologies, Vishay Intertechnology, Allegro MicroSystems, and Power Integrations, surged after the Trump administration announced a plan to create a voluntary investment consortium targeting $4 trillion for semiconductor supply chains, energy projects, and critical minerals. This initiative, an expansion of the 'Pax Silica' program, aims to secure AI and chipmaking access for the U.S. and its allies. The news signals strong government support for the chip industry, boosting investor confidence and potentially leading to new manufacturing facilities and research advancements.
Analysts Have Conflicting Sentiments on These Technology Companies: 3D Systems (DDD) and Allegro MicroSystems (ALGM)
Analysts are sharing conflicting views on two technology companies, 3D Systems (DDD) and Allegro MicroSystems (ALGM). William Blair maintained a Hold rating on 3D Systems, while Wells Fargo and TipRanks – Google both issued Buy ratings for Allegro MicroSystems with varying price targets. The article highlights analyst sentiment, stock performance relative to 52-week highs/lows, and analyst success rates.
onsemi, Sensata Technologies, Vishay Intertechnology, Allegro MicroSystems, and Power Integrations Shares Skyrocket, What You Need To Know
Shares of several semiconductor companies, including onsemi, Sensata Technologies, Vishay Intertechnology, Allegro MicroSystems, and Power Integrations, significantly rose after the Trump administration announced a $4 trillion investment consortium plan. This initiative, an expansion of the 'Pax Silica' program, aims to secure semiconductor supply chains and critical minerals for the U.S. and its allies, with an initial government contribution of $250 million. The news has boosted investor confidence in the chip industry and related technology companies.
onsemi, Sensata Technologies, Vishay Intertechnology, Allegro MicroSystems, and Power Integrations Shares Skyrocket, What You Need To Know
Shares of several analog semiconductor companies, including onsemi, Sensata Technologies, Vishay Intertechnology, Allegro MicroSystems, and Power Integrations, surged after the Trump administration announced a plan to create a voluntary investment consortium aimed at securing the semiconductor supply chain. This initiative, an expansion of the "Pax Silica" program, seeks $4 trillion in funding for semiconductors, energy projects, and critical minerals, with an initial government contribution of $250 million. The news indicates strong government backing for the domestic and allied chip industry, boosting investor confidence in the sector.
Allegro Microsystems Inc (ALGM) Stock Price Up 4.33% on Mar 24
Allegro Microsystems Inc (ALGM) saw its stock price increase by 4.33% on March 24, reaching an intraday high of $33.35 before closing at $33.12. The stock is currently 24.50% below its 52-week high but 102.17% above its 52-week low. Wall Street analysts have an average target price of $45.83 for ALGM, implying a 38.41% upside, while GuruFocus estimates a slight downside based on its GF Value.
Morgan Stanley upgrades Allegro MicroSystems (ALGM)
Morgan Stanley has upgraded Allegro MicroSystems (ALGM). The report indicates a positive outlook from the financial institution for the semiconductor company.
ALGM SEC Filings - Allegro Microsystems, Inc. 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Allegro Microsystems (ALGM) SEC filings, including annual reports (10-K), quarterly earnings (10-Q), material events (8-K), and insider trading forms. It details how the company, a fabless semiconductor firm, discloses its financial results, governance practices, and strategic initiatives. The platform also offers AI-powered summaries to help investors understand the lengthy legal documents.
If You Invested $1,000 in Allegro Microsystems, Inc. (ALGM)
This article analyzes the historical performance of Allegro Microsystems, Inc. (ALGM) stock, detailing how a $1,000 investment would have grown over 1, 5, and 10 years. It also provides an overview of Allegro MicroSystems as a fabless semiconductor company specializing in sensor ICs and analog power ICs for automotive, industrial, clean energy, and data center applications. The report highlights the company's technology focus, end markets, and financial metrics relevant to investors.
Morgan Stanley upgrades Allegro MicroSystems (ALGM)
Morgan Stanley has upgraded its rating for Allegro MicroSystems (ALGM). The report indicates a positive outlook from the financial institution regarding the company's stock performance. Further details would typically include the new rating, old rating, price target, and reasons for the upgrade.
Morgan Stanley upgrades Allegro MicroSystems (ALGM)
Morgan Stanley has upgraded Allegro MicroSystems (ALGM). The upgrade reflects a positive outlook from the analytical firm regarding the company's prospects.
What is Wall Street Saying About Allegro MicroSystems (ALGM)?
Allegro MicroSystems (ALGM) shows robust analyst sentiment with over 90% bullish ratings and a consensus price target of $45, implying a 45% upside. Analysts from BofA and Morgan Stanley highlight strong management models, recovering semiconductor demand in the auto industry, and expectations for outperformance in 2026 and 2027. The company specializes in sensor and analog power ICs, motor drivers, and power management chips.
Morgan Stanley upgrades Allegro MicroSystems (ALGM)
This article states that Morgan Stanley has upgraded Allegro MicroSystems (ALGM). However, the article provided is empty and contains no further details regarding the upgrade or its impact.
Morgan Stanley upgrades Allegro MicroSystems (ALGM)
Morgan Stanley has upgraded its rating for Allegro MicroSystems (ALGM). The report indicates a positive outlook from the financial institution regarding ALGM's stock. Further details on the specific reasons for the upgrade would be available in the full analyst report.
5 Most Oversold Semiconductor Stocks to Buy Now
This article identifies five most oversold semiconductor stocks, highlighting their recent advancements, analyst sentiments, and future growth prospects. Companies like Allegro MicroSystems, Microchip Technology, CEVA, Ambarella, and indie Semiconductor are featured with details on their technological innovations, market strategies, and financial performance. The report emphasizes the recovering semiconductor demand and the increasing importance of AI and security solutions in driving growth in the sector.
Morgan Stanley upgrades Allegro MicroSystems (ALGM)
Morgan Stanley has upgraded Allegro MicroSystems (ALGM). The details of the upgrade, such as the new rating and price target, would be contained in a more complete article.
Allegro MicroSystems, Inc. (NASDAQ:ALGM) Given Average Recommendation of "Moderate Buy" by Brokerages
Allegro MicroSystems, Inc. (NASDAQ:ALGM) has received a "Moderate Buy" average recommendation from brokerages, with an average 1-year price target of $45.00. Several analysts recently raised price targets or upgraded the stock, following the company's strong quarterly earnings of $0.15 EPS on $229.2 million revenue, surpassing estimates. Institutional investors have also been adjusting their positions in the semiconductor firm.
Precision Trading with Allegro Microsystems Inc. (ALGM) Risk Zones
This article from Stock Traders Daily provides a detailed analysis of Allegro Microsystems Inc. (ALGM), highlighting weak near and mid-term sentiment despite a long-term positive outlook. It outlines three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—each tailored for different risk profiles and holding periods with specific entry points, targets, and stop losses. The analysis also presents multi-timeframe signal analysis, showing support and resistance levels for various time horizons.
ArrowMark Colorado Holdings LLC Sells 77,728 Shares of Allegro MicroSystems, Inc. $ALGM
ArrowMark Colorado Holdings LLC reduced its stake in Allegro MicroSystems, Inc. by 34.2%, selling over 77,000 shares, though analysts maintain a "Moderate Buy" rating for the company with an average price target of $45. Despite a recent earnings beat, Allegro MicroSystems reported a negative net margin and faces a forecast of low EPS for the current year. Other hedge funds have shown varied activity, with some increasing and others initiating positions in the company.
Hall Effect Sensors Market Set to Witness Rapid Growth Through
Coherent Market Insights has released a comprehensive report on the Hall Effect Sensors Market, forecasting rapid growth through 2033. The report provides an in-depth analysis of market trends, competitive dynamics, regional performance, and growth opportunities, serving as a vital resource for industry stakeholders. It details key market players, segmentation by type and application, and robust research methodologies for accurate market forecasts.
Current Sensor Market size to reach $8 Billion by 2035 | Key
The Current Sensor Market is projected to reach $8 billion by 2035, growing at a CAGR of 9.5% from $3.23 billion in 2025, driven by the increasing demand for energy-efficient electronics, electric vehicles, and smart industrial systems. The Asia Pacific region is expected to dominate the market, while North America and Europe are also poised for significant growth. Key players like Allegro MicroSystems, Infineon Technologies AG, Texas Instruments, Melexis NV, and Honeywell International Inc. are innovating with advanced sensing technologies for automotive, industrial automation, and renewable energy applications.
Capital Research Global Investors Purchases 920,365 Shares of Allegro MicroSystems, Inc. $ALGM
Capital Research Global Investors increased its stake in Allegro MicroSystems, Inc. (NASDAQ:ALGM) by 5.8% in the third quarter, acquiring an additional 920,365 shares. The firm now owns 16,824,722 shares valued at $491.28 million, representing about 9.09% of the company. Other institutional investors have also adjusted their positions in ALGM, with hedge funds and institutional investors collectively owning 56.45% of the stock.
Will Allegro MicroSystems (ALGM) Beat Estimates Again in Its Next Earnings Report?
This article discusses whether Allegro MicroSystems (ALGM) is likely to exceed earnings estimates in its upcoming report. It highlights the company's strong track record of beating Zacks Consensus Estimate over the past two years and examines key factors like earnings ESP and Zacks Rank to predict future performance. Investors are advised to consider these metrics as potential indicators of a positive surprise.
Royce & Associates LP Invests $2.99 Million in Allegro MicroSystems, Inc. $ALGM
Royce & Associates LP recently invested $2.99 million in Allegro MicroSystems (NASDAQ:ALGM), acquiring 102,230 shares in Q3. This new position represents approximately 0.06% of the company. Allegro MicroSystems exceeded Q2 earnings expectations with $0.15 EPS and $229.2 million in revenue, leading analysts to maintain a "Moderate Buy" consensus rating with an average target price of $45.
Technical Reactions to ALGM Trends in Macro Strategies
This article analyzes Allegro Microsystems Inc. (NASDAQ: ALGM) using AI models, identifying weak near- and mid-term sentiment despite a positive long-term outlook. It presents three distinct trading strategies—Position, Momentum Breakout, and Risk Hedging—alongside multi-timeframe signal analysis and risk management parameters. The report emphasizes the potential for an exceptional risk-reward short setup and offers access to real-time signals and personalized alerts.
Quantbot Technologies LP Raises Position in Allegro MicroSystems, Inc. $ALGM
Quantbot Technologies LP significantly increased its stake in Allegro MicroSystems, Inc. by 317.4% during Q3, now holding 71,708 shares valued at approximately $2.09 million. This move is part of a broader trend of institutional investors boosting their positions in the company, which now collectively own about 56.45% of Allegro MicroSystems. The company recently exceeded earnings expectations with an EPS of $0.15 and revenue of $229.21 million, leading to several analyst upgrades and a "Moderate Buy" consensus rating with a $45 price target.
Allegro MicroSystems (ALGM) SVP awarded 9,183 RSUs with 2027–2028 vesting
Allegro MicroSystems' Senior Vice President of Global Operations, Ian Kent, received an equity award of 9,183 restricted stock units (RSUs) on February 2, 2026. These RSUs will vest in two stages: 60% on February 13, 2027, and the remaining 40% on February 13, 2028. This award increased his direct holdings to 21,887 shares, and the Form 4 filing noted that it was submitted late due to an administrative error.
Allegro MicroSystems (ALGM) CFO reports RSU tax-related share withholding
Allegro MicroSystems' EVP, CFO & Treasurer, Derek D’Antilio, reported a tax-related share disposition. A total of 9,995 shares of common stock were withheld at $36.47 per share to cover taxes due upon the vesting of restricted stock units. Following this transaction, D’Antilio directly owns 216,776 Allegro MicroSystems shares.
[Form 4] ALLEGRO MICROSYSTEMS, INC. Insider Trading Activity
Allegro MicroSystems' SVP, GC and Secretary Sharon Briansky reported two stock transactions. She sold 9,727 shares of common stock at $35.00 per share under a Rule 10b5-1 trading plan and had 9,107 shares withheld for tax purposes related to RSU vesting. After these transactions, she directly holds 84,180 shares of Allegro MicroSystems common stock.
Allegro MicroSystems (ALGM) SVP sells stock, withholds shares for taxes
Allegro MicroSystems' Senior Vice President and CHRO, Erin Hagen, reported two stock transactions. She sold 2,598 shares in an open-market transaction at $35.00 per share on March 2, 2026. Additionally, on February 27, 2026, she disposed of 1,996 shares at $36.47 each to cover tax obligations from vested restricted stock units, leaving her with 30,094 shares of direct ownership.
ALGM (NASDAQ: ALGM) insider files Form 144 reporting share sales
An insider at Allegro MicroSystems, Inc. (ALGM), Sharon Briansky, filed a Form 144 reporting sales of 27,873 common shares on December 10, 2025, and 9,258 common shares on February 17, 2026. The filing also indicated a restricted stock vesting event of 9,727 common shares on February 27, 2026, as compensation. The sales totaled 37,131 common shares across two transactions.
Allegro Microsystems Inc (ALGM) Stock Price Down 3.59% on Feb 26
Shares of Allegro Microsystems Inc (ALGM) dropped 3.59% on February 26, reaching an intraday low of $36.12 before closing at $36.75. This places the stock 16.21% below its 52-week high and 124.36% above its 52-week low. Wall Street analysts have an average target price of $45.83, suggesting a 24.72% upside, while GuruFocus estimates a GF Value of $31.94, implying a 13.09% downside.
Vanguard Group Inc. Acquires 87,526 Shares of Allegro MicroSystems, Inc. $ALGM
Vanguard Group Inc. increased its stake in Allegro MicroSystems, Inc. by 87,526 shares during the 3rd quarter, bringing its total ownership to 14,293,465 shares, valued at approximately $417.4 million. The semiconductor company recently beat analyst expectations, reporting $0.15 EPS and $229.2 million in revenue, a 28.9% year-over-year increase. Analysts maintain a "Moderate Buy" rating with a consensus price target of $45.00 for ALGM.
