Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$6.8B
186M shares
52-week range
$22.41 – $71.77
23% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
P/S (TTM)
6.7
EV / FCF (TTM)
73.7
Allegro Microsystems Inc is a designer, developer, fabless manufacturer, and marketer of sensor ICs and application-specific analog power ICs for automotive and industrial markets. Its Sensor IC allows customers to precisely measure motion, speed, position, and current, and Power ICs include high-temperature and high-voltage capable motor drivers, power management, and LED driver ICs. Its products are divided into three categories: SENSE, which includes Current Sensors, Switches, and Latches, and Interface ICs among others; REGULATE, which includes Regulators, ClearPower Modules, and LED Drivers; and DRIVE, which includes BLDC Drivers, Brush DC, and others. Product-wise, the firm derives the majority of its revenue from sales of Magnetic sensors.
www.allegromicro.comNo one on the platform currently holds ALGM.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 123,900 | $3.9M |
| Bridgewater Associatesas of 2026-03-31 | 16,645 | $524.8K |
No one on the platform has traded ALGM yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 22.8% | 8.5% | ||||
| Profit Margin % | -1.7% | 7.5% | ||||
| Free Cash Flow Margin % | 14.0% | 9.1% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +15.7% on the P/E track.
At today's price, your expected annual return is +22.1% on the P/E track.
At today's price, your expected annual return is +27.8% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $1.1B | +24.3% | $1.03 | $0.97–$1.09 | 33.1× | 6 |
| 2028 | $1.3B | +17.3% | $1.50 | $1.37–$1.63 | 22.7× | 6 |
| 2029 | $1.5B | +17.2% | $2.09 | $1.75–$2.36 | 16.3× | 3 |
| 2030 | $1.7B | +13.8% | $2.36 | $2.27–$2.46 | 14.4× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-30 | $0.21 | $0.23 | +9.5% |
| 2026-05-07 | $0.16 | $0.17 | +4.2% |
| 2026-01-29 | $0.14 | $0.15 | +7.1% |
| 2025-10-30 | $0.12 | $0.13 | +8.3% |
| 2025-07-31 | $0.09 | $0.09 | +0.0% |
| 2025-05-08 | $0.05 | $0.06 | +20.0% |
| 2025-01-30 | $0.06 | $0.07 | +16.7% |
| 2024-10-31 | $0.06 |
| $0.08 |
| +33.3% |
| $8.0B |
| — |
| INGMIngram Micro Holding Corporation | $26.85 | -2.56% | $6.2B | — |
| ONTOOnto Innovation Inc. | $250.13 | -11.07% | $12.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ALGM can't stay this low 💡 bidding 40 calls at open
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$ALGM i used to have a position in this .options.. on the one year it has made a lower low. i think basing is coming.
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$ALGM TURD halved for no reason, no support in sight, down to zero. Fuck this shit again
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$ALGM Great entry point here, IMHO and I just did. Strong company, growing revenues and EPS, diversified product portfolio, sensors for robotics, advanced automative, data centers and more. Oversold on both the daily and the weekly. A strong buy for me.
View on StockTwits ↗$ALGM dang 10% drop for no fcking reason.
View on StockTwits ↗$ALGM growth semi stock with a healthy portfolio
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Today's 7-Day signals are out 🚀 Short-term setups ranked by confidence — no opinions, just models. Names showing up today: $MAAS $UCTT $ALGM $AMBQ $HIMS (7D horizon · refreshed for 2026-08-13)
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$ALGM taking a long position on Allegro. The big reason I like the setup is that growth is coming from multiple areas: Automotive: Allegro sells magnetic sensors and power ICs used in EVs, ADAS, braking, powertrain and other vehicle systems. Automotive remains its core business. Robotics: Management sees potentially significant sensor content in advanced/humanoid robots, although this is more of a long-term opportunity than an immediate revenue driver. Data centers/AI: This is probably the most exciting newer growth area. Data-center revenue has been growing rapidly, helped by current sensors and fan-driver products. Margins: The company is getting operating leverage as revenue grows, which is allowing EPS to grow faster than sales.
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$ALGM B/O into highs failed yet working on higher low here vs the 30/40wk MA’s
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$ALGM another 10%+ 🚀 ripper within just hours memorialized into the tits records. #7061
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Keep an eye on $ALGM here. I just bought a starter position. Just went profitable after repoting massive increase in DC income. Chart pattern is bullish on breakout. Cycles and Macd in the right places.
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$ALGM finally looks like a turning point. These earnings may mark the beginning of a new growth phase after the last downtrend. The market is starting to recognize the potential. 🚀📈
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.