传安森美有意收购Allegro

Core Viewpoint - Allegro Microsystems Inc. is attracting acquisition interest from ON Semiconductor, with potential other suitors also considering the company [1][2][3] Group 1: Acquisition Interest - ON Semiconductor has been working with advisors to explore the possibility of acquiring Allegro Microsystems [1] - Allegro may have other potential buyers, and it has not indicated whether it is open to a sale [2] - Semiconductor companies looking to enhance their automotive capabilities might consider acquiring Allegro [3] Group 2: Company Performance - Allegro's stock has declined approximately 31% this year, with a market capitalization of about $4.1 billion [4] - ON Semiconductor's stock has dropped 42%, with a market cap of $19.8 billion [4] - Allegro recently announced a leadership change, appointing Mike Doogue as CEO, replacing Vineet Nargolwala [4] Group 3: Financial Highlights - Allegro reported revenue of $177.9 million for Q3 2025, exceeding expectations of $176.34 million [6] - The company adjusted its Q4 2025 revenue guidance to a range of $180 million to $190 million, with non-GAAP EPS guidance of $0.03 to $0.07 [6] - Allegro's interest expenses for Q4 2025 are expected to decrease from $7.8 million in Q3 to approximately $6 million [6]