Allegro MicroSystems designs and markets two families of analogue semiconductor chips: magnetic sensor integrated circuits (ICs) and application-specific power ICs. Its sensors measure current, position and speed; its power products include motor drivers, voltage regulators, power-management ICs and isolated gate drivers. These chips perform the sensing, motion-control and power-management functions inside electromechanical and power-conversion systems, and use Hall-effect and magnetoresistive technologies, including its XtremeSense tunnelling-magnetoresistive line.
It makes money selling these chips, chiefly into automotive and industrial markets, the latter spanning AI data centres, robotics and energy infrastructure. Customers include most major carmakers, tier-one suppliers and data-centre and automation customers, reached through a direct sales force, distributors and independent representatives. Allegro is fabless: it outsources wafer fabrication to third-party foundries while running its main assembly and test site in the Philippines.
It runs design and applications centres in North America, South America, Asia and Europe, and in fiscal 2026 reorganised its sales force by end market rather than region. The catalogue exceeds 1,500 products, and Allegro ships about 2.1 billion units a year to more than 15,000 customers, claiming the largest share of the magnetic sensor IC market.
Based on Allegro Microsystems, Inc.'s 10-K filed May 21, 2026.
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~$8.1
Cash-flow model
Base case. Range ~$6.0–$11 across our lower- and higher-growth cases (4.5%–14.5% a year).
Overvalued
The price is above our entire value range; our base value is 75% below it.
Price used: $32.15, November 2, 2026
Allegro Microsystems, Inc. valuation: adjust assumptions and compare models →
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
Revenue for the twelve months to September 2026 was $1.01bn, up 27.9% on a year earlier, faster than the 24.2% growth a quarter earlier. Free-cash-flow margin rose to 10.4% from 7.4% a year earlier. Operating margin widened to 7.5% from -1.2%. Our cash-flow model value is $8.01 a share, against a share price of $30.53. The rating stays Sell.
Source: 10-Q filed October 30, 2026 on SEC EDGAR · Financials · Valuation
Allegro Microsystems lifted revenue to $1.01bn in the twelve months to June 2026, a 27.9% rise on the year-earlier period and an acceleration from the 24.2% growth recorded a quarter earlier. Profitability also improved markedly. Free-cash-flow margin climbed to 10.4%, up from 7.4% a year earlier, while operating margin swung to 7.5% from -1.2%. Taken together, these figures point to a business converting faster top-line growth into genuine cash generation and operating profit, rather than simply expanding its sales base. Reflecting this broad-based improvement, the company's fundamentals grade has been upgraded from C to C+, a modest but notable step for a firm still working to prove consistent profitability.
Revenue for the twelve months to June 2026 was $946m, up 24.2% on a year earlier, faster than 22.8% a quarter earlier. Free-cash-flow margin rose to 9.3% from 6.5% a year earlier. Operating margin widened to 4.9% from -1.6%. Against its peers on growth, profitability, cash generation and balance sheet, it grades C. It passes 4 of our 7 financial-health checks. Our cash-flow model value is $2.86 a share, against a share price of $33.83.
Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.
Allegro Microsystems, Inc.'s trailing-twelve-month revenue grew 27.9% year on year, with a free-cash-flow margin of 10.4%.
Our discounted-cash-flow model values the business at ~$8.1 per share in the base case (~$6.0–$11 across growth scenarios) — model values under stated assumptions, not a price target.
Current signal Revenue growth accelerating: TTM revenue growth rose to 27.9% (+3.7pp vs the prior quarter).
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
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Company announcements, filed results and changes that matter to shareholders.
The company also guided to gross margin of 51.50 to 52.50 for the third quarter of fiscal year 2027; operating expenses of $87.00m for the third quarter of fiscal year 2027.
The share price implies about 38.3% a year of cash-flow growth for five years.That is faster than the 5.6% a year revenue growth Allegro Microsystems has delivered.
Read with care: free cash flow has swung sharply in the past year (often a one-off tax, legal or working-capital item), so the cash-flow base behind this reading may be unusually low or high.
Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($34.01, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies
Our value per share comes from a discounted-cash-flow model of Allegro Microsystems, Inc.'s free cash flow after stock-based pay ( $55.3M, FY2027 Q2 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.
We value Allegro Microsystems, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 13.4%: the 10-year Treasury yield (4.9%) plus a beta of 1.88 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. | ~$8.1 ~$6.0–$11 | Primary model, counts double |
| Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. | ~$7.8 ~$5.2–$9.9 | Included |
| Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. | ~$23 ~$22–$40 | Included |
| Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. | ~$2.9 ~$2.0–$4.1 | Left out: out of range vs price (0.09x) |
| Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. | ~$2.6 ~$2.4–$2.9 | Left out: out of range vs price (0.08x) |
| Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. | ~$12 ~$7.8–$23 | 3 models |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Allegro Microsystems, Inc. with Semiconductors in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
| Discount rate ↓ / growth → | −5% growth | 0% growth | 5% growth | 10% growth | 15% growth | 20% growth |
|---|---|---|---|---|---|---|
| 7% | $4 | $5 | $7 | $10 | $13 | $18 |
| 8.5% | $3 | $4 | $5 | $7 | $10 | $13 |
| 10% | $2 | $3 | $4 | $6 | $8 | $10 |
| At fiscal year end | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Now |
|---|---|---|---|---|---|---|---|
| Share price | $25.27 | $29.18 | $47.99 | $26.96 | $24.86 | $30.12 | $32.15 |
| Market value | $4.5bn | $5.6bn | $9.3bn | $5.2bn | $4.7bn | $5.6bn | $6.0bn |
| + Net debt (− = net cash) | −$172m | −$257m | −$327m | $41m | $225m | $119m | $94m |
| Enterprise value | $4.3bn | $5.3bn | $9.0bn | $5.3bn | $4.9bn | $5.7bn | $6.1bn |
| Multiples | |||||||
| Price / sales | 7.5x | 7.3x | 9.5x | 5.0x | 6.4x | 6.3x | 5.9x |
| Price / earnings | n/m | 46.9x | 49.6x | 34.4x | — | — | 193.5x |
| Price / free cash flow | 55.8x | 64.9x | 81.9x | 92.2x | n/m | 44.6x | 57.3x |
| EV / EBITDA | 70.9x | 28.8x | 35.3x | 19.8x | 109.4x | 66.1x | 46.5x |
Weak moat
How hard Allegro Microsystems's competitive advantage looks for rivals to wear away, judged from 7 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.
Net income has been a median 4.7% of total assets over 7 years.
Gross margin has been a median 49.1%, moving by 4.8 percentage points (standard deviation) across 7 years.
Operating margin has been a median 8.0%; its worst year was -1.2%.
Free cash flow was positive in 7 of 7 years, at a median 7.7% of revenue.
AI disruption exposure: Low. In this industry, the business rests on physical assets, regulated networks or products AI itself depends on.
Next results: January 28, 2027, before the open. Analysts expect revenue of $280m and EPS of $0.27 (range $0.23 to $0.30) for the quarter.
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $1.07 | +97% | $1.1bn | +25% |
| Next | $1.55 | +45% | $1.3bn | +18% |
Next year's EPS estimate has moved +3.2% in 90 days, across 12 analysts.
The consensus EPS forecast for the current fiscal year is +3.4% on 90 days ago. In the last 30 days, 8 analysts raised Allegro Microsystems, Inc.'s forecast and 2 cut it.
Average of analysts' published estimates (third-party data).
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | $1.03 | $1.50 |
| 60 days ago | $1.03 | $1.50 |
| 30 days ago | $1.03 | $1.50 |
| 7 days ago | $1.03 | $1.50 |
| Now | $1.07 | $1.55 |
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Sept 2026 | $0.24 | $0.26 | +6.3% |
| Jun 2026 | $0.21 | $0.23 | +8.8% |
| Mar 2026 | $0.16 | $0.17 | +3.8% |
| Dec 2025 | $0.14 | $0.15 | +4.1% |
Adjusted EPS as companies report it, against the average analyst estimate.
Our cash-flow model grows Allegro Microsystems, Inc.'s revenue by +18.7% next year and +12.3% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+19.8%, weight 46%) , management guidance (+23.5%, weight 32%) and the company's own record (+9.5%, weight 21%) . How the weights are set.
Last 12 months +7.5%
| Part | Then | Now | Effect |
|---|---|---|---|
| Revenue (last 12 months) | $761m | $946m | +24.2% |
| P/S multiple | 7.3x | 6.3x | −13.3% |
| Share count | 185m | 186m | −0.2% |
Biggest factor: revenue. Loss-making at one end, so the split uses price/sales.
Last 3 years +23.2%
| Part | Then | Now | Effect |
|---|---|---|---|
| Revenue (last 12 months) | $1.0bn | $946m | −8.5% |
| Net margin | 23.0% | 1.5% | −93.5% |
| P/E multiple | 21.3x | n/m | +1874.5% |
| Share count | 194m | 186m | +4.6% |
Biggest factor: p/e multiple.
| Calendar year | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 to date |
|---|---|---|---|---|---|---|
| Return | ||||||
| ALGM | +36% | −17% | +1% | −28% | +21% | +22% |
| Industry peers (median) | +35% | −39% | +16% | −9% | +16% | +13% |
| S&P 500 | +29% | −18% | +26% | +25% | +18% | +11% |
| Months that ended higher | ||||||
| ALGM | 58% | 42% | 67% | 50% | 42% | 46% |
| S&P 500 | 75% | 42% | 67% | 75% | 75% | 46% |
| Largest fall from a high during the year | ||||||
| ALGM | −33% | −46% | −53% | −43% | −42% | −56% |
| S&P 500 | −5% | −25% | −10% | −8% | −19% | −9% |
Worst fall since October 29, 2020: 69% from July 18, 2023 to April 21, 2025. Getting back needed a 219% gain, reached on June 3, 2026, 408 days after the low.
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| October 29, 2026 | −13.7% | −2.1% | — | — |
| July 30, 2026 | −1.7% | +2.4% | +0.6% | −15.3% |
| May 7, 2026 | −4.7% | +0.5% | −12.5% | −6.2% |
| January 29, 2026 | +6.8% | −0.5% | +11.8% | +5.9% |
| October 30, 2025 | −2.7% | −0.8% | −11.5% | −15.5% |
| July 31, 2025 | −7.7% | −2.0% | −9.3% | −8.9% |
| May 8, 2025 | +19.5% | +0.6% | +44.6% | +59.4% |
| January 30, 2025 | +5.4% | 0.0% | +9.5% | +12.1% |
| October 31, 2024 | −5.0% | −1.5% | −0.3% | +1.4% |
| August 1, 2024 | −5.2% | −3.3% | −4.6% | +2.0% |
| July 23, 2024 | −14.5% | −2.4% | −22.4% | −12.6% |
| May 9, 2024 | −8.9% | +0.7% | +1.3% | +2.3% |
How Allegro Microsystems, Inc.’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.
Not offered: rated Sell.
We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.
Own 100 shares, sell the $32.50 call expiring December 18, 2026 (46 days) for $2.70 a share — $270 per contract.
Previous session · Bid $2.70, ask $3.30, quoted Mon 2 Nov, 17:14 New York time with ALGM at $31.60. Option prices move with the shares: check the live chain at your broker before trading.
Not offered: no liquid put and call pair for the same expiry.
For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.
General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.
Source: SEC EDGAR filings. Retrieved November 3, 2026.
| Period | Revenue (TTM) |
|---|---|
| FY24 Q3 | $1.1B |
| FY24 Q4 | $1B |
| FY25 Q1 | $938M |
| FY25 Q2 | $849.9M |
| FY25 Q3 | $772.8M |
| FY25 Q4 | $725M |
| FY26 Q1 | $761.5M |
| FY26 Q2 | $788.4M |
| FY26 Q3 | $839.7M |
| FY26 Q4 | $890.1M |
| FY27 Q1 | $945.9M |
| FY27 Q2 | $1B |
Source: SEC EDGAR filings. Retrieved November 3, 2026.
| Period | Revenue growth, TTM YoY |
|---|---|
| FY24 Q3 | 19.2% |
| FY24 Q4 | 7.8% |
| FY25 Q1 | -9.3% |
| FY25 Q2 | -20.7% |
| FY25 Q3 | -28.3% |
| FY25 Q4 | -30.9% |
| FY26 Q1 | -18.8% |
| FY26 Q2 | -7.2% |
| FY26 Q3 | 8.7% |
| FY26 Q4 | 22.8% |
| FY27 Q1 | 24.2% |
| FY27 Q2 | 27.9% |
Source: SEC EDGAR filings. Retrieved November 3, 2026.
| Period | Operating margin (TTM) |
|---|---|
| FY24 Q3 | 22.6% |
| FY24 Q4 | 18.7% |
| FY25 Q1 | 12.2% |
| FY25 Q2 | 5.4% |
| FY25 Q3 | 1.2% |
| FY25 Q4 | -2.7% |
| FY26 Q1 | -1.6% |
| FY26 Q2 | -1.2% |
| FY26 Q3 | -0.0% |
| FY26 Q4 | 2.1% |
| FY27 Q1 | 4.9% |
| FY27 Q2 | 7.5% |
Source: SEC EDGAR filings. Retrieved November 3, 2026.
| Period | FCF margin (TTM) |
|---|---|
| FY24 Q3 | 7.0% |
| FY24 Q4 | 5.4% |
| FY25 Q1 | 8.0% |
| FY25 Q2 | 7.7% |
| FY25 Q3 | 0.7% |
| FY25 Q4 | 3.0% |
| FY26 Q1 | 6.5% |
| FY26 Q2 | 7.4% |
| FY26 Q3 | 14.4% |
| FY26 Q4 | 14.0% |
| FY27 Q1 | 9.3% |
| FY27 Q2 | 10.4% |
| Fiscal year | 2020 Mar 2020 | 2021 Mar 2021 | 2022 Mar 2022 | 2023 Mar 2023 | 2024 Mar 2024 | 2025 Mar 2025 | 2026 Mar 2026 | LTM Sept 2026 |
|---|---|---|---|---|---|---|---|---|
| Income | ||||||||
| Revenue | 650 | 591 | 769 | 974 | 1,049 | 725 | 890 | 1,009 |
| Gross profit | 261 | 279 | 407 | 546 | 575 | 322 | 412 | 483 |
| EBITDA | 117 | 60 | 185 | 254 | 268 | 45 | 86 | 131 |
| Operating income | 53 | 12 | 137 | 203 | 196 | −20 | 18 | 76 |
| Net income | 37 | 18 | 119 | 187 | 153 | −73 | −15 | 31 |
| Diluted EPS | $3.70 | $0.10 | $0.62 | $0.97 | $0.78 | −$0.39 | −$0.08 | $0.17 |
| Growth (year on year) | ||||||||
| Revenue | — | −9.1% | +30.0% | +26.7% | +7.8% | −30.9% | +22.8% | +27.9% |
| EBITDA | — | −48.3% | +206.3% | +37.2% | +5.3% | −83.3% | +92.6% | +216.0% |
| Operating income | — | −77.0% | +>999% | +48.8% | −3.5% | −110.1% | — | — |
| Net income | — | −51.4% | +565.1% | +56.9% | −18.5% | −147.8% | — | — |
| Diluted EPS | — | −97.3% | +520.0% | +56.5% | −19.6% | −150.0% | — | — |
| Margins | ||||||||
| Gross margin | 40.2% | 47.2% | 53.0% | 56.1% | 54.8% | 44.3% | 46.3% | 47.9% |
| EBITDA margin | 18.0% | 10.2% | 24.1% | 26.1% | 25.5% | 6.2% | 9.7% | 13.0% |
| Operating margin | 8.1% | 2.1% | 17.8% | 20.9% | 18.7% | −2.7% | 2.1% | 7.5% |
| Net margin | 5.7% | 3.0% | 15.5% | 19.2% | 14.6% | −10.1% | −1.7% | 3.1% |
| Free-cash-flow margin | 5.5% | 13.5% | 11.2% | 11.7% | 5.4% | 3.0% | 14.0% | 10.4% |
| Cash flow | ||||||||
| Cash from operations | 81 | 121 | 156 | 193 | 182 | 62 | 163 | 140 |
| Capital spending | 46 | 41 | 70 | 80 | 125 | 40 | 38 | 35 |
| Free cash flow | 36 | 80 | 86 | 113 | 57 | 22 | 125 | 104 |
| Stock-based pay | 1 | 50 | 34 | 62 | 42 | 42 | 48 | 52 |
| Free cash flow after stock pay | 34 | 30 | 53 | 52 | 14 | −20 | 77 | 53 |
| Balance sheet | ||||||||
| Cash | 214 | 197 | 282 | 352 | 212 | 121 | 169 | 193 |
| Total debt | 43 | 25 | 25 | 25 | 254 | 346 | 287 | 287 |
| Net debt (negative = net cash) | −171 | −172 | −257 | −327 | 41 | 225 | 119 | 94 |
| Diluted shares | 10m | 176m | 192m | 194m | 195m | 188m | 185m | 186m |
| Returned to shareholders | ||||||||
| Dividends | 0 | 400 | 0 | 0 | — | — | — | — |
| Buybacks | — | — | — | 0 | 0 | 854 | 0 | — |
| Total returned | 0 | 400 | 0 | 0 | 0 | 854 | 0 | — |
| Quarter | 2025 Q3 Dec 2024 | 2025 Q4 Mar 2025 | 2026 Q1 Jun 2025 | 2026 Q2 Sept 2025 | 2026 Q3 Dec 2025 | 2026 Q4 Mar 2026 | 2027 Q1 Jun 2026 | 2027 Q2 Sept 2026 |
|---|---|---|---|---|---|---|---|---|
| Income | ||||||||
| Revenue | 178 | 193 | 203 | 214 | 229 | 243 | 259 | 277 |
| Gross profit | 81 | 80 | 91 | 99 | 107 | 114 | 126 | 136 |
| EBITDA | 9 | 3 | 13 | 16 | 20 | 23 | 42 | 46 |
| Operating income | −0 | −13 | −3 | 6 | 10 | 5 | 25 | 35 |
| Net income | −7 | −15 | −13 | 7 | 8 | −16 | 16 | 23 |
| Diluted EPS | −$0.04 | −$0.08 | −$0.07 | $0.03 | $0.04 | −$0.09 | $0.08 | $0.12 |
| Growth (year on year) | ||||||||
| Revenue | −30.2% | −19.9% | +21.9% | +14.4% | +28.9% | +26.1% | +27.5% | +29.2% |
| EBITDA | −81.9% | −92.8% | +131.2% | +19.1% | +108.2% | — | +214.1% | +189.3% |
| Operating income | −100.1% | −183.0% | — | +53.5% | — | — | — | +467.8% |
| Net income | −120.6% | — | — | — | — | — | — | +256.8% |
| Diluted EPS | −123.5% | — | — | — | — | — | — | +300.0% |
| Margins | ||||||||
| Gross margin | 45.7% | 41.4% | 44.9% | 46.3% | 46.7% | 47.0% | 48.5% | 49.2% |
| EBITDA margin | 5.3% | 1.4% | 6.6% | 7.4% | 8.5% | 9.5% | 16.3% | 16.6% |
| Operating margin | −0.0% | −6.8% | −1.3% | 2.9% | 4.2% | 2.2% | 9.8% | 12.8% |
| Net margin | −3.9% | −7.7% | −6.5% | 3.0% | 3.6% | −6.8% | 6.1% | 8.4% |
| Free-cash-flow margin | −12.3% | 7.8% | 25.1% | 6.5% | 18.0% | 7.7% | 5.4% | 11.0% |
| Cash flow | ||||||||
| Cash from operations | −8 | 20 | 62 | 20 | 45 | 36 | 22 | 37 |
| Capital spending | 14 | 5 | 11 | 6 | 4 | 17 | 8 | 6 |
| Free cash flow | −22 | 15 | 51 | 14 | 41 | 19 | 14 | 31 |
| Stock-based pay | 11 | 10 | 11 | 14 | 13 | 11 | 14 | 14 |
| Free cash flow after stock pay | −32 | 5 | 40 | 0 | 28 | 8 | −0 | 16 |
| Last 12 months unless stated | ALGM | ICHR | IPGP | SMTC | FORM | SIMO | Median |
|---|---|---|---|---|---|---|---|
| Revenue, last 12 months | $1.0bn | $1.0bn | $1.1bn | $1.1bn | $902m | $886m | $1.1bn |
| Revenue growth, last 12 months | 27.9% | 9.1% | 13.0% | 14.2% | 18.0% | 10.2% | 13.7% |
| Revenue growth, 3-year average | −2.0% | −1.7% | −7.9% | 11.3% | 10.4% | 57.8% | 3.9% |
| Revenue growth, latest quarter | 29.2% | 22.7% | 11.1% | 15.9% | 31.9% | — | 20.1% |
| Gross margin | 47.9% | 10.4% | 38.4% | 51.6% | 43.1% | 48.3% | 48.3% |
| Operating margin | 7.5% | −2.4% | 0.7% | 2.1% | 12.9% | 10.5% | 4.8% |
| Operating margin, 3-year average | 3.9% | −1.8% | −4.6% | −33.4% | 11.9% | 18.5% | 4.8% |
| Net margin | 3.1% | −4.0% | 2.6% | −3.0% | 12.8% | 13.8% | 5.3% |
| Cash from operations / revenue | 13.9% | −0.0% | 9.0% | 17.4% | 19.9% | 6.9% | 17.4% |
| Free-cash-flow margin | 10.4% | −2.5% | 1.9% | 15.9% | 15.1% | 0.7% | 9.6% |
| Free-cash-flow margin, 3-year average | 8.5% | 0.6% | 8.8% | 7.2% | 7.4% | 11.5% | 8.5% |
| Stock pay / revenue | 5.1% | 1.6% | 3.9% | 7.1% | 4.0% | 3.0% | 5.8% |
| Change in share count | 0.8% | 3.0% | −0.3% | 16.2% | 1.6% | −0.1% | 0.9% |
| Measure | Company | Peer median | Rank |
|---|---|---|---|
| Revenue growth Growth | 27.9% | 13.7% | 22 of 75 |
| Change in growth rate Growth | +3.7pp | +3.7pp | 38 of 75 |
| Gross margin Profitability | 47.9% | 48.3% | 38 of 73 |
| Operating margin Profitability | 7.5% | 4.8% | 34 of 75 |
| Net margin Profitability | 3.1% | 5.3% | 39 of 75 |
| Free-cash-flow margin Cash generation | 10.4% | 9.6% | 36 of 75 |
| Stock pay as % of revenue Cash generation | 5.1% | 6.4% | 35 of 74 |
| Long-term debt as % of assets Balance sheet | 19.7% | 14.0% | 28 of 47 |
| Change in share count Balance sheet | 0.8% | 0.9% | 33 of 72 |
| Days sales outstanding Balance sheet | 39 days | 58 days | 17 of 62 |
Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).
| Line of business | Revenue | YoY |
|---|---|---|
| Automotive End Market | $629M | ▲ 17.4% |
| Magnetic Sensors | $539M | ▲ 13.5% |
| Power Integrated Circuits | $352M | ▲ 40.4% |
| Industrial and Other End Market | $262M | ▲ 37.8% |
These categories overlap or exclude eliminations, so shares aren't shown.
| Region | Revenue | Share | YoY |
|---|---|---|---|
| China | $249M | 28.0% | ▲ 36.3% |
| Other Asia | $158M | 17.7% | ▲ 74.8% |
| Japan | $151M | 17.0% | ▼ 1.9% |
| Europe | $121M | 13.5% | ▲ 13.0% |
| United States | $91.4M | 10.3% | ▼ 1.1% |
| South Korea | $78M | 8.8% | ▲ 5.8% |
| Other Americas | $41.8M | 4.7% | ▲ 68.1% |
| Taiwan | $89,038 | 0.0% | — |
From Allegro Microsystems, Inc.'s 10-K filed May 21, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| FMR LLC | $1.8B | 25.6M | 17.4% | ▼ 6.7% |
| Blackrock, Inc. | $967M | 13.9M | 9.5% | ▲ 11.2% |
| Invesco Ltd. | $952M | 13.7M | 9.3% | ▲ 56.3% |
| Jpmorgan Chase & Co | $845M | 12.7M | 8.3% | ▲ 47.1% |
| Capital Research Global Investors | $836M | 12.0M | 8.2% | ▼ 3.5% |
| Vanguard Portfolio Management LLC | $534M | 7.7M | 5.2% | ▼ 3.2% |
| State Street Corp | $395M | 5.7M | 3.9% | ▲ 8.6% |
| Vanguard Capital Management LLC | $384M | 5.5M | 3.8% | ▲ 0.8% |
| Price T Rowe Associates Inc | $258M | 3.7M | 2.5% | ▲ 3160.4% |
| Clearbridge Investments, LLC | $205M | 2.9M | 2.0% | ▲ 2.9% |
| Geode Capital Management, LLC | $184M | 2.6M | 1.8% | ▲ 7.7% |
| Dimensional Fund Advisors LP | $148M | 2.1M | 1.4% | ▼ 2.1% |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Allegro Microsystems, Inc.'s complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Raubacher Jennie Director | August 17, 2026 | Sell pre-set plan | 1,000 | $45.32 | $45,320 |
| Hagen Erin SVP, CHRO | August 10, 2026 | Sell pre-set plan | 2,285 | $44.39 | $101,431 |
| Madormo Richard SVP, Worldwide Sales | June 3, 2026 | Sell | 5,000 | $52.72 | $263,600 |
| Coleman Troy SVP, General Manager, Products | May 22, 2026 | Sell | 4,500 | $45.72 | $205,740 |
| Webster Roald Graham VP, Chief Accounting Officer | May 21, 2026 | Sell | 5,217 | $44.88 | $234,165 |
| Kent Ian SVP, Global Operations | May 18, 2026 | Sell | 2,642 | $41.56 | $109,802 |
| Lynch Susan D Director | May 14, 2026 | Sell | 16,711 | $45.46 | $759,625 |
| Doogue Michael President and CEO | May 11, 2026 | Sell | 30,089 | $47.23 | $1.4M |
| Briansky Sharon SVP, GC and Secretary | May 11, 2026 | Sell | 8,948 | $47.54 | $425,380 |
| Hagen Erin SVP, CHRO | March 2, 2026 | Sell | 2,598 | $35.00 | $90,930 |
| Briansky Sharon SVP, GC and Secretary | March 2, 2026 | Sell pre-set plan | 9,727 | $35.00 | $340,445 |
| Briansky Sharon SVP, GC and Secretary | February 17, 2026 | Sell pre-set plan | 9,258 | $41.56 | $384,762 |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
In the last 12 months, 1 member of Congress disclosed 1 purchase and 0 sales of Allegro Microsystems, Inc. shares.
Next expected around January 28, 2027 estimated from the company's past filing pattern, not announced
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| Financial statements | SEC 10-K and 10-Q filings | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
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