Allegro MicroSystems, Inc.
ALGM
NASDAQ·Technology·Semiconductors·Mkt cap $6.8B
$36.61
▲ +2.95%
P/E
372.43
Mkt Cap
$6.8B
52-Wk Range
$22.41–$71.77
52-Week Range
$22.41 - $71.77
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 20.5% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Proprietary sensor and photonic technology expertise in LiDAR and 3D sensing
- Strong OEM customer relationships and direct sales infrastructure
- Integrated analog power IC solutions reducing system complexity
- Sanken Electric parent company backing and manufacturing scale
Bear Case
1 risk
- Above-average volatility (beta 1.9).
Growth
Moderate growth ahead
Electric vehicle electrification and ADAS adoption driving sensor demand
Value
Fairly valued vs Analog & Mixed Signal peers
Momentum
Falling
-24.0% over 3m
Quality
Strong
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying ALGM right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
JUL 30, 2026
Reported EPS of $0.23 vs $0.21 consensus (+9.5% surprise). Revenue of $259.2M vs $251.4M expected (+3.1%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+9.5%
Revenue trend · last 8Q
—
—
—
-20%
+22%
+14%
+29%
+27%
Q1 24
Q2 24
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
Q1 27
$166.9M
$187.4M
$177.9M
$192.8M
$203.4M
$214.3M
$229.2M
$259.2M
Margins · last 8Q
Gross
48.5%
Operating
9.8%
Profit
6.1%
Wall Street consensus
9 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
$67.00
▲ +83.0% vs $36.61
Latest: Benchmark · Aug 12, 2026
1 analyst covering
vs Industry
How ALGM stacks vs Semiconductors
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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