Allegro MicroSystems Inc.: Enhanced Product Portfolio With Focus on Automotive & E-mobility Applications Driving Our Bullishness! - Major Drivers
Allegro MicroSystems presented their first fiscal quarter 2025 results, positioning themselves within a competitive and challenging market...
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Earnings: ON, AMKR, RMBS, UCTT, AMD, ASMI, KLAC, MPWR, ALGM, STM, INTC
Another week of earnings. I will start with a summary and then go into specific bits from each company. I continue to like automotive,...
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Allegro MicroSystems Inc.: Electric Vehicle and Hybrid Market Growth in China As A Critical Growth Lever! - Major Drivers
Allegro MicroSystems has recently reported their fiscal fourth quarter and full year 2024 results, providing insights into their financial health...
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Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
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Allegro MicroSystems: Initiation of Coverage - How Its Strategic Focus is Electrifying the Future of Transportation - Major Drivers
This is our first report on sensor technology player, Allegro MicroSystems. Sales in these strategic growth areas made up 56% of total sales,...
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