Zacks Investment Research
05 Oct 2026, 06:45 UTC · 1h ago
Impact · against what's priced in
ALGM is showing strong momentum driven by AI-related data center demand and a recovery in automotive bookings. The significant expected year-over-year earnings growth (92.3%) and revenue growth (26.6%) provide a bullish short-term catalyst.
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What the story claims
3 claims · scored −1 bearish … +1 bullish · 0 new · 3 priced in
Allegro MicroSystems' automotive bookings and design wins increased 30% year over year in the first quarter of fiscal 2027.
Priced inanalysis of Q1 fiscal 2027 results reported earlier
So whatStrong design win growth typically leads to revenue realization over the following 6-18 months.
More positive than 86% of claims this week
Allegro MicroSystems is expected to post quarterly earnings of $0.25 per share, a 92.3% increase year-over-year.
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5 related stories
The 8.7% rally is supported by a 30% year-over-year increase in automotive bookings and design wins, alongside growing demand for current sensors in AI servers.
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The stock has strong recent momentum, returning 45.6% in the past month, though the article provides less specific fundamental detail for AXTI than for ALGM.
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Scored by the NIS engine · methodology.
Priced inconsensus EPS estimate for upcoming report
So whatThe high growth rate suggests a significant recovery in margins or volume compared to the prior year's quarter.
More positive than 78% of claims this week
Allegro MicroSystems is expected to report quarterly revenues of $271.21 million, representing a 26.6% increase year-over-year.
Priced inconsensus revenue estimate for upcoming report
More positive than 65% of claims this week
Which stocks this story touches
More positive than 88% of ticker scores this week
Shares rallied 8.7% due to strong growth in data center business and significant expected year-over-year earnings growth.
More positive than 76% of ticker scores this week
The stock closed 5% higher and has returned 45.6% in the past month with substantial year-over-year EPS growth.
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The Motley Fool
7h ago
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ALGM hasn't traded since this ran. Last close $39.53 (Oct 2); the reaction starts at the next open.
ALGM chart →—
AXTI hasn't traded since this ran. Last close $85.87 (Oct 2); the reaction starts at the next open.
AXTI chart →
