ALGM ALLEGRO MICROSYSTEMS, INC.

NEUTRAL Impact: 2/10 8-K
Horizon immediate Filed May 13, 2026 Processed 1mo ago SEC 0001193125-26-221635
8-K context-dependent: Items 5.02, 7.01
Latest settled — T+5d ⚠ clustered
ALGM ▼ -0.60% at T+5d
NEUTRAL call ✗ call lost -0.60% · α vs SPY +0.12% · entry $44.97 → $44.70
Next anchor: T+20d due 2d ago
Currently $50.40 · +12.09% from $44.97 entry
Entry anchored
May 13, 2026
via day open
T+1d
-4.16%
call -4.16% · α -2.93%
$43.10
settled 4w ago
T+5d
-0.60%
call -0.60% · α +0.12%
$44.70
settled 24d ago
T+20d
call — · α —
due 2d ago
T+60d
call — · α —
in 8w

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Executive Summary

Allegro MicroSystems filed an 8-K announcing that two Class III directors (Susan D. Lynch and Richard R. Lury) will not stand for reelection at the 2026 Annual Meeting, and appointed Robert J. Willett, former CEO of Cognex, as an independent director to fill the vacancy. The changes are routine and not due to any disagreement with management.

Actionable Insight

This is a routine board refresh with no immediate catalyst. Willett's background in industrial automation and sensors could signal strategic focus areas, but no specific guidance or financial targets were provided. Monitor for any future strategic announcements or earnings calls for commentary.

Key Facts

  • Susan D. Lynch and Richard R. Lury notified the board on May 11 and May 13, 2026, respectively, of their decision not to stand for reelection as Class III directors at the August 5, 2026 Annual Meeting.
  • Their board service will terminate effective immediately prior to the Annual Meeting.
  • The decisions are not the result of any disagreement with the company or its management.
  • Robert J. Willett was elected to the board as a Class III director, effective May 13, 2026, and will serve until the Annual Meeting and until his successor is elected.
  • Willett will serve on the Audit Committee and Compensation Committee and qualifies as an independent director and audit committee financial expert.
  • Willett previously served as CEO of Cognex Corporation for 14 years.
  • Board size expanded from nine to ten members.

Financial Impact

No financial impact disclosed.

Risk Factors

  • No material risks identified from this filing.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
95% bullish (19 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-221635
Document: algm-ex99_1.htm0001193125-26-221635
Document: 0001193125-26-221635-index-headers.html0001193125-26-221635
Document: 0001193125-26-221635-index.html0001193125-26-221635
Document: 0001193125-26-221635.txt0001193125-26-221635
10 reports for ALGM
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Jun 11, 2026
1d ago
Institutional Cluster
NEUTRAL ★ 5/10
$47.97 awaiting T+5awaiting T+5$50.40 (+5.08%)
May 26, 2026
17d ago
Insider Cluster
NEUTRAL ★ 2/10
$49.00 $50.33▲ +2.71%▲ +1.51%$50.40 (+2.87%)
May 22, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$50.76 $50.33▼ −0.85%▼ −2.06%$50.40 (−0.70%)
May 15, 2026
28d ago
Insider Cluster
BEARISH ★ 5/10
$41.35 $50.76▼ −22.76%▼ −21.14%$50.40 (−21.90%)
May 15, 2026
28d ago
Insider Cluster
NEUTRAL ★ 2/10
$44.33 $51.10▲ +15.27%▲ +13.47%$50.40 (+13.70%)
May 13, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$44.97 $44.70▼ −0.60%▲ +0.12%$50.40 (+12.09%)
May 13, 2026
4w ago
Press Release
NEUTRAL ★ 2/10
$45.97 $41.65▼ −9.40%▼ −8.24%$50.40 (+9.65%)
May 7, 2026
5w ago
8-K
BULLISH ★ 7/10
$47.93 $45.97▼ −4.09%▼ −5.59%$50.40 (+5.16%)
Apr 16, 2026
8w ago
Press Release
NEUTRAL ★ 3/10
$38.22 $43.61▲ +14.10%▲ +13.12%$50.40 (+31.88%)
Mar 2, 2026
14w ago
Insider Cluster
NEUTRAL ★ 3/10
$36.59 $32.87▼ −10.17%▼ −8.96%$50.40 (+37.76%)
Showing 10 of 10

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