Filing Flows › Allegro Microsystems (ALGM) › Guidance & outlook
Allegro Microsystems (ALGM) guidance and outlook
Allegro Microsystems (ALGM) raised some and lowered other parts of its guidance on Oct 29, 2026: Revenue $278M–$288M for ; Revenue +23% for ; Gross margin 51.5%–52.5% for FY2027; Operating expenses $86.0M–$88.0M for FY2027. Allegro Microsystems' 10-Q filed Oct 30, 2026 makes 17 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | $278M–$288M | raised | |
| Revenue | +23% | lowered | |
| Gross margin | FY2027 | 51.5%–52.5% | raised |
| Operating expenses | FY2027 | $86.0M–$88.0M | raised |
| EPS | FY2027 | $0.25–$0.29 | raised |
| EPS | FY2027 | +80% | lowered |
From the earnings release filed Oct 29, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Oct 30, 2026
- Additionally, our historical results are not necessarily indicative of the results that may be expected for any period in the future.
- Our financial condition and results of operations have been, and will continue to be, affected by numerous other factors and trends, including the following:
- Our end customers continually develop new products in existing and new application areas, and we work closely with most of our significant original equipment manufacturer (“OEM”) customers in our target markets to understand their product roadmaps and strategies.
- Further, despite current inflationary and pricing conditions, unless we take actions to increase the prices of our products, we expect the ASPs of our products to decline over time, and we consider design wins to be critical to our future success as they help mitigate declines in ASPs.
- We anticipate being increasingly dependent on revenue from newer design wins for our newer products.
- The selection process is typically lengthy and may require us to incur significant design and development expenditures in pursuit of a design win, with no assurance that our solutions will be selected.
- Cancellations of orders could result in the loss of anticipated sales without allowing us sufficient time to reduce our inventory and operating expenses.
- In addition, changes in forecasts or the timing of orders from customers expose us to the risks of inventory shortages or excess inventory.
- Gross margin has been, and will continue to be, affected by a variety of factors, including the ASPs of our products, product mix in a given period, material costs, yields, manufacturing costs and efficiencies.
- As our products mature and unit volumes increase, we expect their ASPs to decline in the long-term.
- We continually monitor and work to reduce the cost of our products and improve the potential value our solutions provide to our customers, as we target new design win opportunities and manage the product life cycles of our existing customer designs.
- However, we expect our gross margin to fluctuate on a quarterly basis as a result of changes in ASPs due to product mix, new product introductions, transitions into volume manufacturing and manufacturing costs.
Allegro Microsystems' latest quarter
Allegro Microsystems, Q2 FY27: revenue $277M (+29% year over year), operating margin 12.8%, net earnings $23.3M, operating cash flow $36.8M. The chart follows the revenue to costs, profit and cash.
Questions
Did Allegro Microsystems raise or lower its guidance?
Allegro Microsystems (ALGM) raised some and lowered other parts of its guidance on Oct 29, 2026: Revenue $278M–$288M for ; Revenue +23% for ; Gross margin 51.5%–52.5% for FY2027; Operating expenses $86.0M–$88.0M for FY2027.
What does Allegro Microsystems expect?
Additionally, our historical results are not necessarily indicative of the results that may be expected for any period in the future. Our financial condition and results of operations have been, and will continue to be, affected by numerous other factors and trends, including the following: Our end customers continually develop new products in existing and new application areas, and we work closely with most of our significant original equipment manufacturer (“OEM”) customers in our target markets to understand their product roadmaps and strategies.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.