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ALALGM

What Allegro Microsystems promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

35 of 47 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Non-GAAP Effective Tax Rateapproximately 9%Mar 2026Jun 2026:The effective tax rate for the quarter was 9.7%.
Call transcript, Jun 2026 · no direct link		Achieved
Weighted Average Diluted Share Count187 million sharesMar 2026Jun 2026:The first quarter diluted share count was 188 million shares
Call transcript, Jun 2026 · no direct link		Missed
Data Center Sales Growthwell above 20%Mar 2026Jun 2026:This proven momentum across both our power and sensor ICs gives us confidence that fiscal 2027 data center sales will more than double over fiscal 2026.
Call transcript, Jun 2026 · no direct link		Revised Up

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

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