ALGMAllegro MicroSystems
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $0.18In line
- vs $0.18 expected on Oct 29
- Stock move on it
- −6.62%
- one session
- Typical move
- ±4.2%
- average over 2 reports
- Price
- $31.70
- −1.28% today · $7.86B cap
Past and upcoming reports
2
| Oct 29, 2026 | Sep 30, 2026 | Time not given | $0.18 | $0.18 | −6.62% |
| Jul 30, 2026 | Jun 30, 2026 | Time not given | $0.21 | Missed$0.03 | −1.80% |
After the report
Jul 30, 2026 report
This covers the Jul 30, 2026 report. The Oct 29, 2026 numbers are in the table above.
ALGM EPS Misses by 81% but Stock Flat. Data Center Narrative Intact
Allegro MicroSystems reported a massive EPS miss ($0.03 vs $0.16) for FQ1 2026, but the stock traded nearly flat (+0.14%), indicating the -34% one-month selloff had already discounted the bad news. Management's data center growth story is the key forward catalyst, with analysts still bullish (9 buy, target $54.30). The post-earnings focus is on whether margin recovery and data center ramp can deliver the implied 45% EPS growth next year.
Reported against expected
MissedMassive miss: reported EPS $0.03 vs estimated $0.16 (-81.3% surprise). Revenue details not provided in payload.
Guidance
No explicit guidance numbers in payload, but stock_intelligence cites 'data center sales drive fair value increase' to $56.55, implying a constructive forward tone from management.
How the stock reacted
Stock closed at $41.51, up +0.14% on the day. Volume 3.76M vs. prior days elevated. Event-day price reaction window data unavailable.
What changed
EPS missed by 81% to $0.03. stock flat after -34% pre-print slide.
What the price now assumes
Prior selloff already discounted weakness. shift to data center growth and margin recovery.
What it means for the business
Thesis unchanged but requires confirmation. watch next quarter's revenue guide for margin trajectory.
The next one to three months, as we saw it then
Better case35%
Data center revenue accelerates, gross margins inflect, and FY27 EPS guidance exceeds consensus of $0.49 growth.
Base case45%
Mixed recovery: auto/industrial remain weak but data center provides offset. EPS grows modestly, stock grinds in a $38-$48 range.
Worse case20%
End-market weakness spreads to data center. EPS growth fails to materialize. stock re-tests $35 or below.
If you hold it
Hold unless data center revenue growth decelerates in next quarter's report. trim 1/3 if RSI stays below 25 for 5 consecutive days.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.