Allegro MicroSystems
Designs magnetic sensors and power ICs for vehicles, automation, and energy-efficient systems.
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Profile
Designs magnetic sensing and application-specific power ICs for automotive motion control, electrification, automation, and energy-efficient systems. A fabless operating model combines long automotive qualification cycles with supply ties to Polar Semiconductor and technology acquired for TMR sensing and isolated gate drivers.
Designs magnetic sensing and application-specific power ICs for automotive motion control, electrification, automation, and energy-efficient systems. The portfolio spans established Hall-effect sensing, TMR current and position sensing, and isolated gate drivers for advanced power conversion.
Automotive qualification, long product cycles, and integration of sensing functions into application-specific chips define the operating model. Engineering execution has extended a long-running gear-tooth sensor franchise into newer TMR and power-control technologies through the Crocus and Heyday acquisitions.
Headquartered in New Hampshire, the business follows a fabless structure created after the separation of Polar Semiconductor, which remained an important wafer supplier. This model depends on external manufacturing relationships while serving vehicles, industrial automation, robotics, and green-energy systems.
Company facts
Key statistics
Year to date +32.8% · Average volume (30d) 2.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | Benchmark | Initiate | Buy | |||
| Jul 31, 2026 | Morgan Stanley | Reiterate | Overweight | $51 | $52 | |
| Jul 20, 2026 | Barclays | Downgrade | Overweight | Equal Weight | ||
| Jun 29, 2026 | Mizuho Securities | Target | $54 | $67 | ||
| May 8, 2026 | UBS | Reiterate | Buy | $44 | $55 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q1 FY27 | $0.21 | $0.23 | +9.5% | $251.4M | $259.2M | +3.1% | −1.80% |
| May 7, 2026Q4 FY26 | $0.16 | $0.17 | +4.2% | $235.9M | $243.2M | +3.1% | +2.13% |
| Jan 29, 2026Q3 FY26 | $0.14 | $0.15 | +7.1% | $220.8M | $229.2M | +3.8% | −2.82% |
| Oct 30, 2025Q2 FY26 | $0.12 | $0.13 | +8.3% | $216.0M | $214.3M | −0.8% | −1.16% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $192.8M | $203.4M | $214.3M | $229.2M | $243.2M | $259.2M | |
| Gross profit | $79.9M | $91.3M | $99.3M | $107.1M | $114.4M | $125.6M | |
| Operating income | −$13.2M | −$2.7M | $6.2M | $9.6M | $17.5M | $25.5M | |
| Net income | −$14.8M | −$13.2M | $6.5M | $8.3M | −$16.5M | $15.9M | |
| Diluted EPS | −$0.08 | −$0.07 | $0.04 | $0.04 | −$0.09 | $0.08 | |
| Gross margin | 41.4% | 44.9% | 46.3% | 46.7% | 47.1% | 48.5% | |
| Operating margin | -6.8% | -1.3% | 2.9% | 4.2% | 7.2% | 9.8% |
Fiscal years (4-quarter sums)FY22 $768.7M · FY23 $973.7M · FY24 $1.05B · FY25 $725.0M · FY26 $890.1M
Revenue by product · Q1 FY27
Revenue by geography · Q1 FY27
Balance sheet, Jun 26, 2026Cash & short-term investments $162.0M · Total debt $287.2M · Total assets $1.41B · Shareholders' equity $964.3M
Dividends
No dividends on record.
Ownership
Shares outstanding 186.31M · Float 124.99M · 67.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 25.58M | 13.73% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 13.89M | 7.45% | 13F | Aug 7, 2026 |
| Invesco Ltd. | 13.68M | 7.30% | 13G | Aug 13, 2026 |
| JPMorgan Chase & Co | 12.73M | 6.80% | 13G | Jul 16, 2026 |
| Capital Research Global Investors | 12.01M | 6.44% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 17, 2026 | Jennie Raubacher | director | −1,000 | $45.32 |
| Aug 10, 2026 | Erin Hagen | officer: SVP, CHRO | −2,285 | $44.39 |
| Jun 3, 2026 | Richard Madormo | officer: SVP, Worldwide Sales | −5,000 | $52.72 |
| May 22, 2026 | Troy Coleman | officer: SVP, General Manager, Products | −4,500 | $45.72 |
| May 21, 2026 | Roald Graham Webster | officer: VP, Chief Accounting Officer | −5,217 | $44.89 |
Peers
- Analog Devices
Broad overlap across magnetic sensing, motor control, and isolated drivers
- Texas Instruments
Scaled analog rival in Hall sensing and automotive motor-driver ICs
- Monolithic Power Systems
Power-IC peer with direct overlap in sensors, motor drivers, and gate drivers
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Allegro MicroSystems | $35.70 | −0.11% | $6.66B | 506.7 | 31.6 | 7.0 | +27.5% |
| Analog Devices | $362.00 | +0.02% | $176.22B | 42.9 | 22.6 | 12.7 | +39.6% |
| Texas Instruments | $258.44 | −0.09% | $236.20B | 39.3 | 27.2 | 12.1 | +22.8% |
| Monolithic Power Systems | $1,258.47 | +0.18% | $61.72B | 77.0 | 39.0 | 18.9 | +47.6% |
| Median | 42.9 | 27.2 | 12.7 | +39.6% |