Feed / ALGM

Allegro MicroSystems, Inc.

ALGM

Technology · 46.94 -4.9% today

In Semiconductor Technology as a Early Follower.

Jodie monitors ALGM’s market activity, durable peer group membership, and filing-linked connections.

SEC company filingsCIK 0000866291

Latest filing assessment · baseline

Fundamentals strengthened in the latest filing

10-K filed 2026-05-21 against the comparable filing from 2025-05-22.

constructive
OperationsconstructiveEvidence score +4
liquidityneutralEvidence score 0
valuationdiscount

What improved

  • Revenue increased 22.8% versus the comparable filing period.
  • Operating income moved from a loss to a profit in the comparable period.

What weakened

No thresholded deterioration was identified.

Filing receipts

Gross profit increased in the fiscal year ended March 27, 2026 compared to the fiscal year ended March 28, 2025, primarily due to the increase in net sales and a change in product mix.

The increase in cost of goods sold was primarily due to higher production volume in support of higher product sales and increase in materials and commodity costs.

The increase was primarily due to the increase in net sales and a change in product mix.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Exposure map

Depends on

MSMorgan StanleylenderPro receipt
TSEMTower Semiconductor Ltd.supplierPro receipt
TSMTaiwan Semiconductor ManufactursupplierPro receipt

Filing peers

Companies whose filings use similar operating language.

Showing a three-relationship preview; 8 more links and their filing receipts are in Pro. View plans →

Live connections

ALGM is currently in Semiconductor Technology. 3 filing-linked names are shown in the exposure map.

Theme membership history

No durable theme membership has been observed for this name yet.