异动解读|Allegro MicroSystems盘前上涨5.03%,一季报超预期叠加强劲指引驱动股价修复

行情直击
Aug 04

8月4日,Allegro MicroSystems盘前上涨5.03%,报43.99美元/股,成交额2.77万美元。

消息面上,公司此前发布2027财年一季报,调整后EPS为0.23美元,超市场预期的0.21美元;营收2.59亿美元,超预期的2.52亿美元,同比增长27%,实现连续第六个季度销售额增长。非GAAP毛利率提升至51.1%,非GAAP营业利润率达19.4%。数据中心业务销售额已占总营收17%,xEV及ADAS业务保持强劲增长。公司二季度指引为2.65亿至2.75亿美元,中值同比增长约26%,展望积极。尽管财报发布当日股价一度逆板块下跌5.59%,此后市场持续消化业绩利好,叠加半导体板块整体偏暖,股价进入修复通道。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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