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@wealthwise-dca.bsky.socialOct 5, 2026, 11:27 AM

“ALGM is the leader in magnetic position/current sensing [integrated circuits] and has a growing presence in power [integrated circuits],” RBC analyst Srini Pajjuri wrote in a note to clients.

#ALGM #AllegroMicrosystems #Semiconductors #Chips #PowerSemiconductors

@0xobsidianenoch.bsky.socialSep 8, 2026, 9:50 AM

Macro Monday: $ALGM
AI infrastructure is more than GPUs. #Allegro sits where sensing, power, motion, EVs, robotics, ADAS, and data centers converge. Q1 FY2027 revenue: $259.2M, +27% YoY. Data center hit a record 17% of sales. Execution decides. #ALGM #AI

Dark blue and cyan semiconductor infographic titled “Macro Monday: Allegro ($ALGM).” The graphic presents Allegro MicroSystems as a semiconductor company positioned at the intersection of sensing, power, motion, electrification, AI infrastructure, and automation. Four major opportunity areas are highlighted: EV and xEV electrification, including traction inverters, battery management, and current sensing; ADAS and brake-by-wire, including precision motion and redundant sensing; AI data-center power, including power monitoring, efficiency, and scalable infrastructure; and robotics and industrial automation, including position sensing, motion control, and factory automation. The 5-to-10-year thesis argues that more electrification, automation, AI infrastructure, and intelligent machines will require more sensing and power-management semiconductor content. The Q1 FY2027 snapshot lists revenue of $259.2 million, up 27% year over year; automotive revenue of $165.3 million; industrial and other revenue of $93.9 million; GAAP gross margin of 48.5%; non-GAAP gross margin of 51.1%; non-GAAP operating margin of 19.4%; non-GAAP EPS of $0.23; and data-center revenue at a record 17% of total sales. Positive factors include accelerating revenue growth, stronger data-center exposure, industrial revenue strength, gross margins above 50% on a non-GAAP basis, and operating leverage. Risks include premium valuation, automotive concentration, semiconductor cyclicality, AI data-center capital-spending risk, free-cash-flow conversion, and pricing competition. The closing message says the semiconductor, AI-power, robotics, and electrification opportunities are real, but valuation demands execution.