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DC Infra·ALGM
Allegro MicroSystems, Inc. logo

Allegro MicroSystems, Inc.

NASDAQ · US

Power and sensing semiconductor supplier with current sensors, motor drivers, and power-management devices.

AI relevance

Power sensing and control silicon exposure for infrastructure power conversion and cooling systems. Also has robotics sensing exposure through magnetic sensors, current sensors, and motor-driver ICs.

DC InfraRoboticsOtherSensing

Price

$37.57

Change

+0.38 (+1.01%)

Market cap

$7.0B

52w range

$22–$72

Exchange

NASDAQ

Country

US

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Subscribe or sign in with your Substack email for charts, exports, estimates, transcripts, filings, earnings, and news.

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Price chart

ALGM market performance

Daily close for Allegro MicroSystems, Inc.

$19.05$32.63$46.21$59.79$73.37Aug 25Nov 25Feb 26May 26Aug 26
Latest close
$37.67
Range move
+$6.79 (+22.0%)
Range high
$69.62
Range low
$22.80
Latest volume
421.7K
Source
FMP EOD
Downloads

Exports

Download statements, ratios, chart data, and transcript indexes.

CSV

Income statement

8 annual rows

Revenue, gross profit, R&D, operating income, EBITDA, net income, and EPS.

Annual

Balance sheet

8 annual rows

Cash, receivables, inventory, PP&E, assets, debt, liabilities, and equity.

Annual

Cash flow

8 annual rows

Operating cash flow, capital expenditures, and free cash flow.

Annual

Key metrics

8 annual rows

Enterprise value, valuation multiples, returns, yields, and cash conversion.

Annual

Ratios

8 annual rows

Margins, liquidity ratios, valuation ratios, leverage, and per-share metrics.

Annual

Chart data

1255 rows

Five years of daily close and volume data powering the company chart.

Download

Transcript list

23 rows

Available earnings-call transcript dates by fiscal year and quarter.

Download
StreetBuy

Analyst expectations

Consensus target
$56.17
+49.5%
Target range
$48.00 - $67.00
Rating mix
Buy
13 ratings
Next FY revenue
$1.10B
2027-03-27
Next FY EPS
$1.03
$0.97 - $1.09
Rating consensus13 ratings

Strong buy

0

Buy

12

Hold

1

Sell

0

Strong sell

0

Annual estimates
PeriodRevenue avgRevenue rangeEPS avgEPS rangeEBITDA avgEBIT avgNet income avgSG&A avgAnalysts
2027-03-27$1.10B$1.06B - $1.14B$1.03$0.97 - $1.09$196.4M$119.9M$196.8M$217.7M8 rev / 7 EPS
2028-03-27$1.29B$1.24B - $1.34B$1.50$1.37 - $1.63$230.4M$140.7M$286.0M$255.3M7 rev / 7 EPS
2029-03-27$1.51B$1.36B - $1.64B$2.09$1.59 - $2.64$270.0M$164.9M$394.2M$299.3M6 rev / 4 EPS
2030-03-27$1.72B$1.66B - $1.79B$2.36$2.26 - $2.49$307.3M$187.7M$437.3M$340.6M4 rev / 1 EPS
Quarterly estimates
PeriodRevenue avgRevenue rangeEPS avgEPS rangeEBITDA avgEBIT avgNet income avgSG&A avgAnalysts
2026-09-26$270.9M$267.3M - $274.5M$0.24$0.23 - $0.25$48.5M$29.6M$45.9M$53.7M5 rev / 7 EPS
2026-12-26$276.7M$273.0M - $280.4M$0.26$0.24 - $0.28$49.5M$30.2M$49.4M$54.9M5 rev / 7 EPS
2027-03-26$290.1M$286.3M - $294.0M$0.29$0.29 - $0.30$51.9M$31.7M$55.2M$57.5M2 rev / 4 EPS
2027-06-26$302.3M$298.3M - $306.4M$0.32$0.32 - $0.33$54.1M$33.0M$60.7M$59.9M2 rev / 3 EPS
2027-09-26$319.6M$315.4M - $323.9M$0.37$0.36 - $0.38$57.2M$34.9M$69.6M$63.4M2 rev / 2 EPS
2027-12-26$325.8M$321.5M - $330.2M$0.39$0.38 - $0.40$58.3M$35.6M$73.4M$64.6M2 rev / 2 EPS
2028-03-26$339.7M$335.2M - $344.2M$0.42$0.42 - $0.43$60.8M$37.1M$79.4M$67.3M1 rev / 3 EPS
2028-06-26$353.2M$348.6M - $358.0M$0.47$0.46 - $0.47$63.2M$38.6M$87.5M$70.0M1 rev / 3 EPS
Price target history
WindowTargetsAverage target
Last month1$52.00
Last quarter2$59.50
Last year17$48.59
All time23$44.78

Sources: TheFly, StreetInsider, Benzinga

Latest grade actions
DateFirmActionPreviousNew
2026-07-31MizuhoMaintainOutperformOutperform
2026-07-31TD CowenMaintainBuyBuy
2026-07-31Morgan StanleyMaintainOverweightOverweight
2026-07-30NeedhamMaintainBuyBuy
2026-07-20BarclaysDowngradeOverweightEqual Weight
2026-07-13TD CowenMaintainBuyBuy
2026-06-29MizuhoMaintainOutperformOutperform
2026-06-22TD CowenMaintainBuyBuy
Historical rating snapshots
DateStrong buyBuyHoldSellStrong sell
2026-08-0129100
2026-07-0138100
2026-06-0139000
2026-05-0139000
2026-04-0139000
2026-03-0139000
2026-02-0139100
2026-01-0129100
FinancialsFY 2026

Financials

Revenue
$890.1M
Gross margin
46.4%
Operating income
$42.7M
Free cash flow
$124.9M
Cash + ST investments
$168.8M
Net debt
$118.5M
ROE
-1.6%
ROIC
3.3%
EV / sales
6.4x
EV / EBITDA
66.2x
R&D / revenue
22.3%
Current ratio
3.5x
Income statement annual
PeriodRevenueGross profitGross marginR&DOperating incomeEBITDANet incomeEPS
FY 2026$890.1M$412.6M46.4%$198.7M$42.7M$86.1M-$14.9M$-0.08
FY 2025$725.0M$321.5M44.3%$179.6M-$19.8M$9.2M-$73.0M$-0.39
FY 2024$1.05B$574.5M54.8%$176.6M$196.2M$276.9M$152.7M$0.79
FY 2023$973.7M$546.1M56.1%$150.8M$203.3M$264.5M$187.4M$0.98
FY 2022$768.7M$407.5M53.0%$121.9M$136.7M$191.8M$119.4M$0.63
FY 2021$591.2M$278.9M47.2%$108.6M$12.2M$50.7M$18.0M$0.09
FY 2020$650.1M$261.3M40.2%$102.1M$52.8M$117.4M$37.0M$0.20
FY 2019$724.3M$319.8M44.2%$107.6M$100.0M$160.6M$84.7M$0.45
Cash flow annual
PeriodOperating cash flowCapexFree cash flow
FY 2026$163.1M$38.2M$124.9M
FY 2025$61.9M$40.0M$22.0M
FY 2024$181.7M$124.8M$56.9M
FY 2023$193.2M$79.8M$113.4M
FY 2022$156.1M$69.9M$86.2M
FY 2021$120.6M$40.7M$79.9M
FY 2020$81.4M$45.6M$35.8M
FY 2019$121.1M$98.3M$22.8M
Balance sheet annual
PeriodCash + ST inv.ReceivablesInventoryPP&EAssetsDebtNet debtLiabilitiesEquity
FY 2026$168.8M$115.0M$181.8M$321.8M$1.42B$287.3M$118.5M$459.7M$956.4M
FY 2025$121.3M$87.2M$183.9M$323.8M$1.42B$368.5M$247.2M$489.9M$929.6M
FY 2024$212.1M$125.2M$162.3M$341.5M$1.53B$275.2M$63.1M$398.9M$1.13B
FY 2023$351.6M$130.5M$151.3M$280.0M$1.18B$42.5M-$309.0M$214.3M$965.6M
FY 2022$282.4M$120.7M$86.2M$226.1M$892.6M$41.5M-$240.9M$157.3M$734.2M
FY 2021$197.2M$94.8M$87.5M$192.4M$747.7M$25.0M-$172.2M$160.8M$585.8M
FY 2020$214.5M$92.1M$127.2M$332.3M$817.8M$85.7M-$128.8M$183.7M$633.2M
FY 2019$99.7M$115.9M$130.9M$347.4M$752.3M$42.7M-$57.0M$162.5M$589.0M
Annual ratios and key metrics
PeriodGross marginOp marginNet marginCurrentQuickROEROICEV / salesEV / EBITDAFCF yieldR&D / rev.Cash cycle
FY 202646.4%4.8%-1.7%3.5x2.2x-1.6%3.3%6.4x66.2x2.2%22.3%152d
FY 202544.3%-2.7%-10.1%4.3x2.7x-7.9%-1.3%6.8x535.7x0.5%24.8%175d
FY 202454.8%18.7%14.6%4.9x3.5x13.5%10.8%5.0x19.0x1.1%16.8%139d
FY 202356.1%20.9%19.2%4.0x3.1x19.4%17.7%9.1x33.5x1.2%15.5%130d
FY 202253.0%17.8%15.5%4.9x4.1x16.3%14.7%6.9x27.6x1.6%15.9%114d
FY 202147.2%2.1%3.0%3.7x2.9x3.1%-24.0%7.8x91.1x1.7%18.4%119d
FY 202040.2%8.1%5.7%3.0x2.1x5.8%5.0%5.0x27.5x1.1%15.7%147d
FY 201944.2%13.8%11.7%3.5x2.3x14.4%12.9%4.5x20.3x0.7%14.9%150d
Annual growth
PeriodRevenueGross profitR&DOp incomeNet incomeEPSFCFCapexCash + ST inv.InventoryAssetsDebt
FY 2026+22.8%+28.3%+10.6%+315.6%+79.6%+79.4%+468.8%+4.5%+39.1%-1.2%-0.3%-22.0%
FY 2025-30.9%-44.0%+1.7%-110.1%-147.8%-149.4%-61.4%+68.0%-42.8%+13.3%-7.2%+33.9%
FY 2024+7.8%+5.2%+17.1%-3.5%-18.5%-19.4%-49.8%-56.4%-39.7%+7.3%+29.6%+546.9%
FY 2023+26.7%+34.0%+23.8%+48.8%+56.9%+55.6%+31.6%-14.1%+24.5%+75.6%+32.3%+2.6%
FY 2022+30.0%+46.1%+12.2%+1024.0%+565.1%+565.3%+7.9%-72.0%+43.2%-1.5%+19.4%+65.8%
FY 2021-9.1%+6.7%+6.5%-77.0%-51.4%-52.6%+123.2%+10.8%-8.1%-31.2%-8.6%-70.8%
FY 2020-10.2%-18.3%-5.1%-47.2%-56.4%-55.6%+57.1%+53.6%+115.0%-2.8%+8.7%+100.7%
FY 20190.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
SegmentsFY 2026

Revenue Mix

Latest product mixFY 2026 · $890.1M
Magnetic Sensors And Other$538.5M · 60.5%
Power Integrated Circuits$351.6M · 39.5%
Latest geography mixFY 2026 · $890.1M
CHINA$249.4M · 28.0%
Other Asia$158.0M · 17.8%
JAPAN$150.9M · 17.0%
Europe$120.6M · 13.5%
UNITED STATES$91.4M · 10.3%
KOREA, REPUBLIC OF$78.0M · 8.8%
Other Americas$41.8M · 4.7%
Product revenue annual
PeriodTotalMagnetic Sensors And OtherPower Integrated CircuitsPhotonics
FY 2026$890.1M$538.5M$351.6M--
FY 2025$725.0M$474.6M$250.4M--
FY 2024$1.05B$649.9M$399.5M--
FY 2023$973.7M$598.6M$375.1M--
FY 2022$768.7M$498.6M$268.4M$1.7M
FY 2021$591.2M$386.4M$203.6M$1.2M
Geography revenue annual
PeriodTotalCHINAJAPANEuropeOther AsiaUNITED STATESKOREA, REPUBLIC OFOther Americas
FY 2026$890.1M$249.4M$150.9M$120.6M$158.0M$91.4M$78.0M$41.8M
FY 2025$725.0M$183.0M$153.8M$106.7M$90.4M$92.5M$73.7M$24.9M
FY 2024$1.05B$274.9M$175.7M$176.6M$126.9M$149.3M$113.9M$32.1M
FY 2023$973.7M$253.9M$160.8M$169.4M$133.9M$131.2M$96.5M$28.0M
FY 2022$768.7M$191.9M$148.8M$134.5M$81.5M$108.4M$80.5M$23.1M
FY 2021$591.2M$157.5M$104.7M$103.1M$65.1M$82.2M$62.1M$16.6M
Transcripts23 on file

Transcripts

  • FY2026 · Q42026-05-07
  • FY2026 · Q32026-01-29
  • FY2026 · Q22025-10-30
  • FY2026 · Q12025-07-31
Events

Events

Next earnings

2026-10-29EPS est $0.25

Recent filings
  • 42026-08-18
  • SC 13G2026-08-13
  • 42026-08-12
Latest news
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    GuruFocus · 2026-08-20

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