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Here is how Allegro MicroSystems, Inc. (ALGM) and Fortinet (FTNT) have performed compared to their sector so far this year.

Shares of chip designer Allegro MicroSystems (NASDAQ:ALGM) fell 2.2% in the morning session after the company reported strong fiscal first-quarter 2027 results and provided positive guidance for the next quarter.

Allegro sees AI data center demand surge, with expanding design wins, backlog growth and content opportunities in electrification and automation.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

The updated fair value estimate for Allegro MicroSystems has shifted from US$54.42 to US$56.55, reflecting fresh modeling of the company’s outlook. Recent analyst commentary combines optimism around auto, AI data center and industrial demand with caution about elevated expectations, and that mix is feeding directly into how firms are resetting their targets and fair value work. As you read on, you will see how this evolving narrative may shape your own view of Allegro MicroSystems over...

Allegro Microsystems Inc (ALGM) reports Q1 FY2027 sales of $259 million, exceeding guidance, with data center revenue surging to a record 17% of total sales.

Allegro MicroSystems (NASDAQ:ALGM) reported first-quarter fiscal 2027 sales of $259 million, exceeding the high end of its guidance range and rising 7% sequentially and 27% from a year earlier. Non-GAAP earnings per share reached $0.23, up 35% sequentially and 156% year over year, as the company cit

Allegro MicroSystems (ALGM) delivered earnings and revenue surprises of +9.52% and +2.47%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Chip designer Allegro MicroSystems (NASDAQ:ALGM) announced better-than-expected revenue in Q2 CY2026, with sales up 27.5% year on year to $259.2 million. Guidance for next quarter’s revenue was optimistic at $270 million at the midpoint, 2.1% above analysts’ estimates. Its non-GAAP profit of $0.23 per share was 8.8% above analysts’ consensus estimates.

FormFactor (FORM) delivered earnings and revenue surprises of +34.43% and +7.55%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Chip designer Allegro MicroSystems (NASDAQ:ALGM) will be reporting results this Thursday before market hours. Here’s what you need to know.

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

Allegro MicroSystems' Q1 results are likely to reflect rising demand in automotive and industrial markets, but can product gains outweigh macro and pricing pressures?

WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]

A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the fundamental pillars of the global semiconductor supply chain. While the U.S. designs many of the world's leading chips, the industry relies heavily on imported specialty chemicals, raw silicon wafers, and multi-million-dollar fabrication equip

ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Small Cap Growth Strategy”. A copy of the letter can be downloaded here. The Russell 2000 Growth Index increased by 25.6% in the second quarter, marking its third-best quarterly performance in two decades. The rally was fueled by enthusiasm for AI, strength […]

Investing.com -- Barclays turned more selective on U.S. semiconductor stocks ahead of the second-quarter earnings season, upgrading Lumentum Holdings while downgrading Allegro MicroSystems and Penguin Solutions, saying strong artificial intelligence-related gains have left limited room for further upside across much of the sector.

Allegro MicroSystems Inc. (NASDAQ:ALGM) is one of the best performing semiconductor stocks to invest in. On July 2, Allegro MicroSystems has introduced the A81415, the industry’s first ASIL-D-certified PMIC that integrates a wheel-speed sensor interface. Designed for electromechanical braking/EMB systems, this single-chip solution eliminates up to nine external components and unlocks over 50% more board […]

A number of stocks fell in the afternoon session after investors took profits following the chip sector's strong rally in the first half of the year as Middle East tensions escalated. SK Hynix shares fell over 5% in South Korea following its strong Nasdaq debut the previous week.

The AI boom isn't just fueling the memory trade. The not-so-flashy analogy chip space is also seeing a boost.

Allegro MicroSystems (ALGM) is drawing fresh attention as investors weigh a stronger margin story, accelerating exposure to electric vehicles, AI data centers, and robotics, and an upcoming quarterly earnings release that could update this multi segment narrative. See our latest analysis for Allegro MicroSystems. Allegro MicroSystems shares have pulled back in the last session, with a 1 day share price return of 4.37% lower. Momentum over the past month and quarter remains strong, reflected...

Allegro's revenue rebound, earnings leverage and margin recovery bolster the bull case, but a richer valuation leaves less room for execution missteps.

ALGM's growth story now spans EVs, AI data centers and robotics, but margins, auto exposure and execution remain key to the stock.

ALGM is gaining from rising chip content in smarter vehicles, AI data centers and robotics, while margin gains could support earnings growth.

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates. Broadcom (AVGO) gained about 4.2% after it disclosed in an 8-K that it signed multi-year agreements with Apple through 2031 to supply custom ASIC silicon. Separately, bullish memory notes landed: UBS raised its Q3 DDR contract-pricing forecast to +32% quarter-on-quarter (from +17%) and reiterated DRAM undersupply "until at l

A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.

Investing.com -- The Wednesday selloff in U.S. chip shares extended into Thursday’s premarket trading as lofty valuations and heavy AI spending by tech companies weigh on investor sentiment.

Shares of chip designer Allegro MicroSystems (NASDAQ:ALGM) fell 8.3% in the afternoon session after the company was caught in a broader sell-off among semiconductor stocks as investors took profits following a record-breaking first half for the sector.

Here is how Analog Devices (ADI) and Allegro MicroSystems, Inc. (ALGM) have performed compared to their sector so far this year.