Allegro MicroSystems is emerging from a cyclical trough, with revenue accelerating 27.5% YoY in 2027Q1 driven by data center demand, while gross margin recovered to 48.5% from a low of 41.4% in 2025Q4. Operating leverage is evident as operating income swung fr...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 27.5% YoY in 2027Q1 to $259.2M, with gross margin expanding to 48.5% from 41.4% in 2025Q4, though operating margin at 9.8% remains below the 2024Q4 peak of 6.6% due to R&D intensity at 21% of revenue.
Allegro MicroSystems' stock rose 8.2% following Nvidia's investment in Marvell, lifting overall sector sentiment.
The company specializes in high-performance power and sensing integrated circuits, enabling precise motion control and energy-efficient power management.
At 30x-35x earnings, the stock could support $60-$70, with further upside if FY28/FY29 EPS estimates reach $1.75.
Trailing total returns as of 10/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $0.23+9.5% vs $0.21 | $259M+3.1% vs $251M |
Q2 2026 May 7, 2026 | $0.17+4.2% vs $0.16 | $243M+3.1% vs $236M |
Q1 2026 Jan 29, 2026 | $0.15+7.1% vs $0.14 | $229M+3.8% vs $221M |
Q4 2025 Oct 30, 2025 | $0.13+8.3% vs $0.12 | $214M+1.7% vs $211M |
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MANCHESTER, N.H., Oct. 08, 2026 (GLOBE NEWSWIRE) -- Allegro MicroSystems, Inc. (Nasdaq: ALGM) today announced it plans to release financial results for its second quarter fiscal year 2027 prior to the market open on Thursday, October 29, 2026.
This under-the-radar industrial technology stock boasts a Superscore of 73 from our Hidden Gems Primary database, part of The Motley Fool's Moneyball Database system. Here's why.
Allegro MicroSystems (ALGM) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Benchmark ALGM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Allegro MicroSystems, Inc. (ALGM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $31.48 | $5.87B | -391.06 | 22.77% | -1.67% | -1.58% | — | |
| $1140.12 | $56.01B | 89.42 | 26.43% | 24.41% | 21.78% | — | |
| $81.07 | $3.72B | 56.69 | 13.04% | 5.27% | 4.38% | — | |
| $46.98 | $2.62B | 120.46 | 5.85% | 5.58% | 3.72% | — | |
| $284.69 | $259.99B | 52.24 | 13.05% | 34.25% | 40.51% | — | |
| $391.07 | $190.49B | 85.76 | 16.89% | 29.79% | 12.26% | — |
Allegro MicroSystems, Inc. (ALGM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Allegro MicroSystems, Inc. (ALGM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 7, 2026·SEC
Jul 30, 2026·SEC
Jun 18, 2026·SEC
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Allegro MicroSystems, Inc. (ALGM) stock FAQ — growth, dividends, profitability & financials explained
Allegro MicroSystems, Inc. (ALGM) reported $945.9M in revenue for fiscal year 2026. This represents a 31% increase from $724.3M in 2019.
Allegro MicroSystems, Inc. (ALGM) grew revenue by 22.8% over the past year. This is strong growth.
Yes, Allegro MicroSystems, Inc. (ALGM) is profitable, generating $14.2M in net income for fiscal year 2026 (-1.7% net margin).
Allegro MicroSystems, Inc. (ALGM) has a return on equity (ROE) of -1.6%. Negative ROE indicates the company is unprofitable.
Allegro MicroSystems, Inc. (ALGM) generated $88.3M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
