Allegro is a leading supplier of magnetic sensors and power ICs for automotive (electrification, ADAS) and industrial applications. The xMR sensor portfolio (TMR, GMR) is differentiated in EV motor control and battery management. Auto cycle weakness is pressuring near-term results, but content-per-vehicle expansion in EV/hybrid platforms supports the long-term thesis. The Crocus Technology acquisition extends sensor capability.
Thesis reviewed May 29, 2026
Allegro MicroSystems, Inc. is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπ»Semiconductors2WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| MU | Micron Technology, Inc. | 11 | +16% | β79% | EARLY |
| AMAT | Applied Materials, Inc. | 11 | +14% | β79% | EARLY |
| TSM | Taiwan Semiconductor Manufacturing Company | 11 | +12% | β79% | NEUTRAL |
| AMD | Advanced Micro Devices, Inc. | 11 | +14% | β79% | EARLY |
| WOLF | Wolfspeed Inc. | 11 | -29% | β79% | AVOID |
| ARM | Arm Holdings plc | 11 | +17% | β79% | EARLY |
| STM | STMicroelectronics N.V. | 11 | +12% | β79% | NEUTRAL |
Investors who hold ALGM may also have indirect exposure through these country funds.
Allegro guides Q2 below consensus on auto inventory destocking
EV motor sensor design wins exceed plan despite cycle softness
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Josh GottheimerNJ | D | Buy | $1kβ$15k | Oct 17, 24 | +117.5% |
| Josh GottheimerNJ | D | Buy | $1kβ$15k | Sep 16, 24 | +127.0% |