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    Josh Buchalter

    Wall Street Analyst at TD Cowen

    Josh Buchalter is a Wall Street Analyst at TD Cowen specializing in technology sector research, with coverage of leading companies such as Nvidia, Tesla, Amazon, Alibaba, Credo Technology Group, Analog Devices Inc., and Microchip Technology. He has issued over 283 stock ratings, maintaining a 51% success rate and generating an average return of 6% per rating, including standout calls such as a 327% return on Credo Technology Group. Buchalter has asked questions in 52 earnings calls across 17 companies, demonstrating depth in semiconductor and hardware analysis, and is currently ranked #2,450 out of 9,946 Wall Street analysts. While his exact professional credentials and FINRA registrations are not listed in available sources, his prolific track record and performance metrics underscore his role as a notable technology analyst at TD Cowen since at least 2024.

    Josh Buchalter's questions to ALLEGRO MICROSYSTEMS (ALGM) leadership

    Josh Buchalter's questions to ALLEGRO MICROSYSTEMS (ALGM) leadership • Q2 2025

    Question

    Speaking for Josh Buchalter, an analyst from TD Cowen inquired about the recovery in the industrial segment, asking to identify specific green shoots and future trends.

    Answer

    CEO Vineet Nargolwala highlighted positive momentum in the medical business, acquired via Crocus, and in select consumer applications. While he was hesitant to call a full broad-based recovery, citing a more likely timeline of calendar 2025, he noted that encouraging signs are emerging in order patterns. CFO Derek D'Antilio explained that Q3 gross margin is expected to expand despite lower revenue because a one-time quality charge from Q2 will not repeat and geographic mix will normalize.

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