AL
ALGM
ALLEGRO MICROSYSTEMS, INC.
$44.06
-0.61%
$8.2B
No data for this timeframe.
Vol
Market Cap$8.2B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (95%)
Inst. Holders9 funds
Inst. Value$1.2B
Inst. Activity3 buys / 2 sells
Insider Activity0B / 6S
Insider Net $-$3.1M
SEC Reports7
Recent Activity
May 20, 2026
short_volume
Short Volume: ALGM — 61.3% short (0.6M / 0.9M)
Short: 551,840 | Exempt: 95 | TRF Vol: 900,907 | Short Ratio: 61.3% | Off-exchange volume (dark pool
May 19, 2026
SEC
A cluster of insider open-market sales at Allegro MicroSystems (ALGM) totaling ~$2.61M occurred within days of a strong
CLUSTER — Impact 5/10
May 19, 2026
SEC
Three insiders at Allegro MicroSystems sold a combined $2.61M in stock over the past week, representing just 0.034% of m
CLUSTER — Impact 2/10
May 18, 2026
Insider
Kent Ian sold 2,642 shares
SVP, Global Operations @ $41.56 ($109.8K)
May 16, 2026
Insider
Madormo Richard sold 5,439 shares
SVP, Worldwide Sales @ $43.10 ($234.4K)
May 16, 2026
Insider
Coleman Troy sold 9,670 shares
SVP, General Manager, Products @ $43.10 ($416.8K)
May 13, 2026
SEC
Allegro MicroSystems filed an 8-K announcing that two Class III directors (Susan D. Lynch and Richard R. Lury) will not
8-K — Impact 2/10
Inst.
NORGES BANK — NEW
1,457,805 shares ($38.5M)
Price Targets
$54.42
+23.5% upside
Strong Buy
Current $44.06
Low $48.00
Median $55.00
High $62.00
12 analysts
$48.00
$62.00
Analyst Ratings
5Strong Buy
13Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 8, 2026 | UBS | MAINTAIN | Buy → Buy |
| May 8, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| May 8, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| May 8, 2026 | Evercore ISI Group | MAINTAIN | Outperform → Outperform |
| May 8, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.21 ▲ +4.3% | $0.20 — $0.23 | 134% YoY | 11 |
| Next Q | $0.24 ▲ +1.2% | $0.22 — $0.29 | 87% YoY | 11 |
| Current FY | $1.02 ▲ +5.1% | $0.84 — $1.36 | 88% YoY | 12 |
| Next FY | $1.47 ▼ -4.2% | $1.30 — $2.07 | 45% YoY | 11 |
Latest Reports
BEARISH
CLUSTER
5/10
A cluster of insider open-market sales at Allegro MicroSystems (ALGM) totaling ~$2.61M occurred within days of a strong
May 19, 2026
NEUTRAL
CLUSTER
2/10
Three insiders at Allegro MicroSystems sold a combined $2.61M in stock over the past week, representing just 0.034% of m
May 19, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $623.5M | — |
| VANGUARD GROUP INC | $374.7M | — |
| MORGAN STANLEY | $58.9M | ADD |
| NORGES BANK | $38.5M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $35.9M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | Kent Ian | SELL | $109.8K |
| May 16, 2026 | Madormo Richard | F | $234.4K |
| May 16, 2026 | Coleman Troy | F | $416.8K |
| May 16, 2026 | D'Antilio Derek | F | $1.6M |
| May 16, 2026 | Kent Ian | F | $101.1K |
9 institutional holders with $1.2B total value (44,280,786 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, MORGAN. Net buying activity: 3 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 23,635,746 | $623.5M | 53.4% | — |
| 2 | VANGUARD GROUP INC | 14,202,528 | $374.7M | 32.1% | — |
| 3 | MORGAN STANLEY | 2,233,136 | $58.9M | 5.0% | ADD +30.4% |
| 4 | NORGES BANK | 1,457,805 | $38.5M | 3.3% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,362,418 | $35.9M | 3.1% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 576,655 | $15.2M | 1.3% | TRIM -39.5% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 436,200 | $11.5M | 1.0% | NEW |
| 8 | TWO SIGMA INVESTMENTS, LP | 310,925 | $8.2M | 0.7% | ADD +92.7% |
| 9 | WELLS FARGO & COMPANY/MN | 65,373 | $1.7M | 0.1% | TRIM -56.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,457,805 | — | $38.5M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 952,679 | 576,655 | -39.5% | $15.2M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 436,200 | — | $11.5M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 161,348 | 310,925 | +92.7% | $8.2M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 151,563 | 65,373 | -56.9% | $1.7M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 3,521,269 | 952,679 | -72.9% | $27.8M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 346,806 | 161,348 | -53.5% | $4.7M | 2025-Q3 |
| NORGES BANK | EXIT | 1,407,943 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 1,407,943 | — | $48.1M | 2025-Q2 |
| UBS Group AG | TRIM | 1,526,818 | 713,540 | -53.3% | $24.4M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 108,992 | 346,806 | +218.2% | $11.9M | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 1,889,942 | 4,461,513 | +136.1% | $112.1M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 1,434,188 | 108,992 | -92.4% | $2.7M | 2025-Q1 |
| NORGES BANK | EXIT | 1,231,766 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | ADD | 2,036,894 | 2,656,798 | +30.4% | $58.1M | 2024-Q4 |
| UBS Group AG | DOUBLED | 456,424 | 1,510,400 | +230.9% | $33.0M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 234,672 | 137,846 | -41.3% | $3.0M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,366,308 | — | $31.8M | 2024-Q3 |
10 unique insiders with 6 transactions. Net insider value: -$3.1M ($0.00 bought, $3.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | Kent Ian | SVP, Global Operations | SELL | 2,642 | $41.56 | $109.8K |
| May 16, 2026 | Madormo Richard | SVP, Worldwide Sales | F | 5,439 | $43.10 | $234.4K |
| May 16, 2026 | Coleman Troy | SVP, General Manager, Products | F | 9,670 | $43.10 | $416.8K |
| May 16, 2026 | D'Antilio Derek | EVP, CFO & Treasurer | F | 37,840 | $43.10 | $1.6M |
| May 16, 2026 | Kent Ian | SVP, Global Operations | F | 2,345 | $43.10 | $101.1K |
| May 16, 2026 | Hagen Erin | SVP, CHRO | F | 5,815 | $43.10 | $250.6K |
| May 16, 2026 | Briansky Sharon | SVP, GC and Secretary | F | 13,942 | $43.10 | $600.9K |
| May 16, 2026 | Doogue Michael | President and CEO | F | 60,508 | $43.10 | $2.6M |
| May 16, 2026 | Webster Roald Graham | VP, Chief Accounting Officer | F | 4,277 | $43.10 | $184.3K |
| May 14, 2026 | Lynch Susan D | Director | SELL | 16,711 | $45.46 | $759.6K |
| May 13, 2026 | Doogue Michael | President and CEO | A | 77,135 | $0.00 | $0.00 |
| May 13, 2026 | Kent Ian | SVP, Global Operations | A | 8,492 | $0.00 | $0.00 |
| May 13, 2026 | D'Antilio Derek | EVP, CFO & Treasurer | A | 29,439 | $0.00 | $0.00 |
| May 13, 2026 | Webster Roald Graham | VP, Chief Accounting Officer | A | 4,756 | $0.00 | $0.00 |
| May 13, 2026 | Coleman Troy | SVP, General Manager, Products | A | 18,116 | $0.00 | $0.00 |
| May 13, 2026 | Hagen Erin | SVP, CHRO | A | 9,058 | $0.00 | $0.00 |
| May 13, 2026 | Willett Robert | Director | A | 1,094 | $0.00 | $0.00 |
| May 13, 2026 | Madormo Richard | SVP, Worldwide Sales | A | 19,815 | $0.00 | $0.00 |
| May 13, 2026 | Briansky Sharon | SVP, GC and Secretary | A | 15,852 | $0.00 | $0.00 |
| May 11, 2026 | Briansky Sharon | SVP, GC and Secretary | SELL | 8,948 | $47.54 | $425.4K |
| May 11, 2026 | Doogue Michael | President and CEO | SELL | 30,089 | $47.23 | $1.4M |
| Mar 24, 2026 | Madormo Richard | SVP, Worldwide Sales | D | 6,498 | $32.58 | $211.7K |
| Mar 2, 2026 | Hagen Erin | SVP, CHRO | SELL | 2,598 | $35.00 | $90.9K |
| Mar 2, 2026 | Briansky Sharon | SVP, GC and Secretary | SELL | 9,727 | $35.00 | $340.4K |
| Feb 27, 2026 | Briansky Sharon | SVP, GC and Secretary | F | 9,107 | $36.47 | $332.1K |
| Feb 27, 2026 | D'Antilio Derek | EVP, CFO & Treasurer | F | 9,995 | $36.47 | $364.5K |
| Feb 27, 2026 | Hagen Erin | SVP, CHRO | F | 1,996 | $36.47 | $72.8K |
| Feb 2, 2026 | Kent Ian | SVP, Global Operations | A | 9,183 | $0.00 | $0.00 |
7 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 5 neutral. Avg impact: 3.4/10.
BEARISH
CLUSTER
5/10
A cluster of insider open-market sales at Allegro MicroSystems (ALGM) totaling ~$2.61M occurred with
May 19, 2026
NEUTRAL
CLUSTER
2/10
Three insiders at Allegro MicroSystems sold a combined $2.61M in stock over the past week, represent
May 19, 2026
NEUTRAL
8-K
2/10
Allegro MicroSystems filed an 8-K announcing that two Class III directors (Susan D. Lynch and Richar
May 13, 2026
NEUTRAL
PRESS-RELEASE
2/10
Allegro MicroSystems announced participation in TD Cowen's Technology, Media & Telecom Conference, a
May 13, 2026
BULLISH
8-K
7/10
Allegro MicroSystems reported Q4 FY2026 revenue of $243.2M (+26% YoY) and non-GAAP EPS of $0.17, bea
May 7, 2026
NEUTRAL
PRESS-RELEASE
3/10
Allegro MicroSystems announced it will release its Q4 and full-year 2026 earnings on May 7, 2026, ah
Apr 16, 2026
NEUTRAL
CLUSTER
3/10
Two SVPs at Allegro MicroSystems conducted open-market share sales totaling $431K, while three execu
Mar 3, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (95% buy). Based on 19 analysts: 5 strong buy, 13 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$54.42 mean target
+23.5% upside
Strong Buy (1.25)
$48.00 Low
$62.00 High
| Metric | Value |
|---|---|
| Current Price | $44.06 |
| Target Low | $48.00 |
| Target Mean | $54.42 |
| Target Median | $55.00 |
| Target High | $62.00 |
| # Analysts | 12 |
| Recommendation | Strong Buy (1.25) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.21 | $0.20 | $0.23 | 133.7% | +4.3% | 5↑ 1↓ | $0.3B | 23.4% | 11 |
| Next Q 2026-09-30 |
$0.24 | $0.22 | $0.29 | 87.5% | +1.2% | 5↑ 1↓ | $0.3B | 21.9% | 11 |
| Current FY 2027-03-31 |
$1.02 | $0.84 | $1.36 | 88.0% | +5.1% | 6↑ 2↓ | $1.1B | 20.6% | 12 |
| Next FY 2028-03-31 |
$1.47 | $1.30 | $2.07 | 44.9% | -4.2% | 2↑ 2↓ | $1.2B | 14.9% | 11 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.210 | |
| 7d ago | $0.209 | +0.001 |
| 30d ago | $0.202 | +0.009 |
| 60d ago | $0.202 | +0.009 |
| 90d ago | $0.202 | +0.009 |
10 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 8, 2026 | UBS | MAINTAIN | Buy | Buy |
| May 8, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 8, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 8, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| May 8, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| May 7, 2026 | Needham | MAINTAIN | Buy | Buy |
| Feb 19, 2026 | Needham | MAINTAIN | Buy | Buy |
| Feb 13, 2026 | Morgan Stanley | UPGRADE | Equal-Weight | Overweight |
| Feb 11, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 30, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Jan 30, 2026 | UBS | MAINTAIN | Buy | Buy |
| Jan 30, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Jan 30, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 30, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 30, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 30, 2026 | Needham | MAINTAIN | Buy | Buy |
| Jan 21, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 5 | 13 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 5 | 13 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 5 | 12 | 1 | 0 | 0 | 94% | |
| Feb 1, 2026 | 5 | 11 | 2 | 0 | 0 | 89% | |
| Jan 1, 2026 | 5 | 11 | 2 | 0 | 0 | 89% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 20, 2026
short_volume
Short Volume: ALGM — 61.3% short (0.6M / 0.9M)
Short: 551,840 | Exempt: 95 | TRF Vol: 900,907 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: ALGM — 59.3% short (0.8M / 1.3M)
Short: 801,039 | Exempt: 10 | TRF Vol: 1,349,945 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: ALGM — 55.9% short (0.4M / 0.7M)
Short: 408,783 | Exempt: 6 | TRF Vol: 730,985 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
May 13, 2026
earnings
Allegro MicroSystems to Present at TD Cowen’s 54th Annual Technology, Media & Telecom Conference on Wednesday, May 27, 2026
<p align="justify">MANCHESTER, N.H., May 13, 2026 (GLOBE NEWSWIRE) -- Allegro MicroSystems, Inc. (“Allegro”) (Nasdaq: ALGM), a global leader in powe
May 13, 2026
short_volume
Short Volume: ALGM — 75.7% short (0.6M / 0.8M)
Short: 604,507 | Exempt: 11,800 | TRF Vol: 798,744 | Short Ratio: 75.7% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: ALGM — 64.9% short (0.8M / 1.3M)
Short: 829,635 | Exempt: 6,434 | TRF Vol: 1,278,946 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: ALGM — 67.2% short (0.7M / 1.0M)
Short: 665,709 | Exempt: 12,602 | TRF Vol: 990,853 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings
Allegro MicroSystems Reports Fourth Quarter and Fiscal Year 2026 Results
<p align="center"><em>Fourth Quarter Sales Increased by 26% Year-over-Year to $243 Million</em><br><em>Fiscal Year 2026 Sales Increased by 23% Year-ov
May 7, 2026
earnings_calendar
ALGM Q4 2026 Earnings After Market Close — 2026-05-07
May 7, 2026
short_volume
Short Volume: ALGM — 56.4% short (1.1M / 2.0M)
Short: 1,101,104 | Exempt: 21,189 | TRF Vol: 1,953,775 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: ALGM — 62.1% short (0.6M / 0.9M)
Short: 573,812 | Exempt: 100 | TRF Vol: 924,047 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: ALGM — 56.0% short (0.6M / 1.1M)
Short: 590,265 | Exempt: 739 | TRF Vol: 1,053,174 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: ALGM — 68.9% short (1.1M / 1.6M)
Short: 1,101,128 | Exempt: 0 | TRF Vol: 1,597,039 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_interest
FTD: ALGM — 16,917 shares ($0.7M) failed to deliver
Settlement: 20260430, Price: $44.07, FTD Value: $745,532.19, ALLEGRO MICROSYSTEMS INC DEL C
Apr 29, 2026
short_volume
Short Volume: ALGM — 65.6% short (0.9M / 1.3M)
Short: 860,710 | Exempt: 1,243 | TRF Vol: 1,311,692 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)