The consistent reinvestment of capital at increasing rates of return by Allegro MicroSystems is a promising trend. Despite the stock remaining relatively flat over the last three years, the positive trends could make this stock worth further investigation.
Allegro MicroSystems' next quarter revenue and EPS guidance fell short of expectations, with a shrinking gross margin. However, its EPS beat this quarter and inventory levels decreased. The Automotive segment showed strength, driven by a 45% YoY increase in e-Mobility applications.
Allegro outperformed EPS expectations, improving operating margin, yet faced criticism for uninspiring Q3 revenue forecast and rising inventory levels. The market welcomed Q2 results with a 4.04% dip in share value. Allegro's appeal as an investment should be gauged against its valuation and recent quarterly achievements.
Market Summary 1st August 2023 Today’s trading had a summery calm as markets lacked major new releases. The Nasdaq 100 and S&P 500 both closed down by around 0.25%, with little change since the opening bell. Small caps experienced a rollercoaster, initially wiping out all gains from yesterday but finishing the day down by 0.46%. Although major indexes closed in the red, both the Nasdaq and NYSE composites saw continued net highs. In post-market news,$美国超微公司(AMD.US)$reported...
Market update 31/7/2023 Markets extended their upward trajectory today, with small caps taking the lead in this financial ballet. The Russell 2000 danced its way to a 1.16% advance, making the more sluggish 0.05% QQQ gain look like it was wearing two left shoes. But it wasn't just a one-man show; breadth joined the performance, pirouetting to strength as net highs continued to exhibit a positive trend on both exchanges, building on the tempo set from Friday's readings. Al...
Comments: 1) Overview of Earnings Expectations The main focus in upcoming earnings reports is expected to be on AI, with higher capex expected from cloud service providers (CSPs) reinvigorating the halo trade. Industrial, Enterprise, and Communications sectors may face headwinds while all eyes will be on the Auto sector for signs of weakness. There are concerns about stretched valuations particularly among...
Allegro Microsystems股票讨论区
2020年上市,主要做磁性传感器和功率集成电路业务,全球化市场,当前价格30.68。
上市后营收萎缩两年增长两年,平均增速7.7%,其中2023年增长26.7%,营业利润也是萎缩两年增长两年,平均增速40%,其中2023年增长48.9%,净利润平均增速50%,其中2023年增长56.8%。2023年利息费用可忽略。毛利率近4年从40.2%提升到56.1%,净资产收益率2023年达到22%。
2024前3季度营收增长14.9%,营业利润增长28.6%,净利润增长27.5%。
上市以来资产负债率从22.5%下降到18.2%,2024Q3猛增到27.5%,主要受大幅收购影响。 应收和存货的比例和增速都正常。
商誉及其他无形资产在2024Q3从0.8亿猛增到5.1亿,占11.35亿净资产的45%,长期借款从0.25亿猛增到2.5亿,占净资产的22%,奇怪的是应收和存货没有异常增长。
利润表显示2024Q3的主营业务成本大幅增加,毛利率从57.9%下滑...
Today’s trading had a summery calm as markets lacked major new releases. The Nasdaq 100 and S&P 500 both closed down by around 0.25%, with little change since the opening bell. Small caps experienced a rollercoaster, initially wiping out all gains from yesterday but finishing the day down by 0.46%. Although major indexes closed in the red, both the Nasdaq and NYSE composites saw continued net highs.
In post-market news, $美国超微公司(AMD.US)$ reported...
Markets extended their upward trajectory today, with small caps taking the lead in this financial ballet. The Russell 2000 danced its way to a 1.16% advance, making the more sluggish 0.05% QQQ gain look like it was wearing two left shoes. But it wasn't just a one-man show; breadth joined the performance, pirouetting to strength as net highs continued to exhibit a positive trend on both exchanges, building on the tempo set from Friday's readings. Al...
1) Overview of Earnings Expectations
The main focus in upcoming earnings reports is expected to be on AI, with higher capex expected from cloud service providers (CSPs) reinvigorating the halo trade. Industrial, Enterprise, and Communications sectors may face headwinds while all eyes will be on the Auto sector for signs of weakness. There are concerns about stretched valuations particularly among...
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