Makes the tiny sensor and power chips that tell your car's motors, wheels, and LiDAR systems what to do and how much juice to use.
Sells chips mainly to auto and industrial OEMs; gross margin is 47.2%, but net margin is just 1.5% — thin, cyclical, and tied to vehicle production volumes.
Deep automotive qualification and long design cycles keep customers locked in, but Infineon, Texas Instruments, and STMicroelectronics compete hard on price and tech, eroding Allegro's edge.
Sell (sector percentile 9) — value C, growth B+, profitability C, momentum C-, revisions D-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Initiations on 8/13 and inclusion in robotics sensor ecosystem raise visibility
Record data center sales, margin gains drive 27.5% revenue growth
Revenue $259M beat, +27% YoY; Adj EPS $0.23 beat; Q2 guide midpoint above consensus
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Allegro MicroSystems is mentioned as a potential 'robot stock' to watch, suggesting a thematic play on automation and robotics, with no specific catalyst provided.
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