ALGM · Allegro Microsystems Inc

NASDAQ Semiconductors Mid Cap Clavix D-
34.91+0.81  (+2.38%)

Price

Snapshot

50 fields · last close
Market Cap$6.36B
P/E447.60
Float125.1M
Beta2.04
Volatility51.0%
ExchangeNASDAQ
SectorSemiconductors
Cap tierMid cap
Macro sensitivityVery High
Clavix score39
Price34.91
Change+2.38%
Prev Close34.10
Open33.57
Day Low33.32
Day High34.17
Avg Vol2
Avg $ Vol$73.68M
52W High71.77
52W Low22.41
52W Pos25.3%
From High−51.36%
From Low+55.78%
Max DD 1Y−52.57%
Spread0.10%
LiquidityNormal
SMA 20−1.81%
SMA 50−15.20%
SMA 200−12.43%
RSI (14)37.4
Vol 30D53.8%
Vol 90D82.8%
1Y Range22–72
Daily bars900
Perf Week−6.09%
Perf Month−11.08%
Perf Quarter−42.20%
Perf Half Y+10.32%
Perf Year+10.89%
Perf YTD+29.73%
Prev Day+2.38%
ClavixD-
Debt / Eq0.30
Curr Ratio3.45
Int Cover1.4×
FCF Margin9.6%
Rev Growth+27.4%
ProfitUnprofitable
LeverageLow
Sector rank26 / 52

Clavix risk grade

regraded every trading day
D-39/100

ALGM grades D-, 39 of 100. Steadiest on News Sentiment (70), most exposed on Macro Resilience (29, weak). 2 of the 4 weighted dimensions sit above the Semiconductors median. Ranks 26 of 52 in Semiconductors by Clavix score.

PriceMacroSectorNewsFinancial

How rough the ride is

ALGMSemiconductors median
Betavs the overall market · lower is steadier2.041.88
Volatilityannualized51.0%47.0%
Max drawdown, past yearworst peak-to-trough fall−52.6%
Typical daily movemedian absolute daily change2.17%
Days beyond ±3%of the last 252 sessions9638%

How its days are spread

Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.

52-week range

ALGM
34.10

The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.

Drawdown from the 1-year peak

ALGM

Percent below the running high over the last 12 months. Zero is a fresh high.

Market sensitivity

ALGMSemiconductors median
Beta to the markethow much it swings with the S&P 500 · lower is safer2.041.88
Macro sensitivityrate, dollar and credit exposure bucketVery HighVery High60% of 52

Where it sits on the macro scale

Low 0Moderate 3High 18Very High 31

Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Semiconductors names sit in each bucket.

Where it ranks in its sector

Sector
Semiconductors52 companies ranked
ALGM
#26 of 52

Rank by Clavix score within the sector. Right is the top of the sector.

Price performance

ALGM
1 week−6.1%
1 month−11.1%
Year to date+29.7%
1 year+10.9%

Context for the rank, not itself a risk measure.

Recent coverage, scored

ALGM
Articles scoredthe most recent scored coverage, up to 3021since 27 Jul
Average score0 most bearish, 100 most bullish69
Bullish · bearisharticles above 60 · below 4019 · 0
Directionarticles whose tone is improving vs worsening19 ↑ 0 ↓

Where the article scores land

Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.

Balance sheet, against the sector

Debt / equityTotal debt vs shareholder equity · lower is stronger
0.30sector median 0.26 · 52 names
Current ratioShort-term assets vs liabilities · higher is stronger
3.45sector median 2.78 · 52 names
FCF marginFree cash flow as a share of revenue · higher is stronger
9.6%sector median 19.2% · 48 names
Interest coverageOperating income vs interest expense · higher is stronger
1.4×sector median 14.7× · 46 names

The shaded band is the middle half of the 52 Semiconductors names Clavix covers; the tick is the sector median.

Growth

ALGM
Revenue growthyear over year+27.4%

Financial Health is shown but does not count toward the grade. Why

0–100, higher is safer. The tick on each bar is the Semiconductors median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.

Recent news

most recent scored articles · the chip is the article’s score · click to open

California State Teachers Retirement System (CalSTRS) reported it raised its Allegro MicroSystems (ALGM) holding by 6,620% during Q2, ending the quarter with 10,068,305 shares, according to its most recent SEC Form 13F filing. The article text is cut off and does not include additional details.

Source marketbeat.com Significance moderate Impact financial impact Risk improving

Read the article →

An analyst is bullish on Allegro MicroSystems and sets a $118 per share price target, citing expected growth from rising chip content in autonomous vehicles, AI data centers, and humanoid robots, and relying on management's 3-5 year guidance for mid-teens revenue growth and 32% operating margins.

Source Seeking Alpha Significance minor Impact financial impact Risk improving

Read the article →

Twelve brokerages covering Allegro MicroSystems (ALGM) have given it an average rating of "Moderate Buy," with one sell, one hold, and the remaining ten presumably at buy or stronger. The article body is truncated and does not list the other ratings or price targets.

Source marketbeat.com Significance moderate Impact financial impact Risk improving

Read the article →

Investment firm Jupiter Topco LLC bought 57,329 shares of Allegro MicroSystems in the second quarter, valued at roughly $3.99 million, according to a recent SEC filing. The article notes several other hedge funds and institutional investors have also recently added to their ALGM holdings, though the details are cut off.

Source tickerreport.com Significance moderate Impact financial impact Risk improving

Read the article →

BlackRock disclosed in a recent SEC filing that it acquired a new position in Allegro MicroSystems during the second quarter, buying about 13.9 million shares worth roughly $967 million.

Source marketbeat.com Significance moderate Impact financial impact Risk improving

Read the article →

Nearest peers by size

Semiconductors
TickerCompanyGradeMkt capP/EBeta
MXLMaxlinear IncF$7.36B3.94Compare
RGTIRigetti Computing IncF$5.26B2.11Compare
ACMRACM Research IncF$4.77B31.762.20Compare
AXTIAXT IncF$4.59B1,132.731.98Compare
ENPHEnphase Energy IncD$4.58B34.151.42Compare
FORMFormFactor IncF$9.25B80.091.23Compare
KLICKulicke and Soffa Industries IncC-$4.35B37.591.64Compare
RMBSRambus IncD-$9.50B39.641.94Compare

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