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ALGM
NASDAQNext earningsJan 28AnalystsStrong Buy12+70%Information Technology · Semiconductors
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Structural: pure-play on electrification content-per-vehicle. EVs use 2-3x more magnetic sensors than ICE (current sensing in inverter, position sensing in e-motor + e-steering, isolated gate drivers) and ALGM holds top-3 share in xMR/Hall. xEV revenue grew 40%+ CAGR FY22-FY24 before cyclical reset.
Fab-light model (TSMC, Polar) keeps gross margin in the high-50s through the cycle.
(1) EV BOM content tailwind survives any single OEM's pause - sensor count scales with electrification, not with Tesla/BYD market share. (2) Sanken overhang cleared in 2024 secondaries, float now ~95%. (3) ADAS + humanoid robotics (current sensing in actuators) are optionality on top of auto.
(4) Datacenter power leg (48V, GaN drivers) re-rates with hyperscaler capex. (5) Re-shoring + content-per-car keeps ASPs sticky vs commodity logic.
(1) Auto inventory correction extended into 2H25-1H26 - Tier-1s destocking, lead times back to 8-12 weeks. (2) China local-for-local pressure on auto MCU/sensor stack ($SITE, Nexperia, local TMR upstarts). (3) Concentration: top 10 customers ~50% of revenue; one Bosch program slip dents a quarter.
(4) Margin compression risk if mix shifts away from xEV. (5) Trades at premium to broad analog ($ADI, $TXN, $MCHP) - re-rating cuts both ways.
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No major news in the last 7 days for ALGM - only listicles and opinion pieces, which we filter out by default. See everything anyway.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.