ALEGF(ALEGF)

$9.55—Stale · unknown oldEarnings tomorrow

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ALEGF(ALEGF)

OTC • Last print unknown ago

$9.55—Stale · unknown oldEarnings tomorrow

Ask SA Chart Studio

ALEGF(ALEGF)

ALEGF

9/16/26

Allegro.eu (ALEGF)

Wednesday

12:09 AM

ThesisThe strong growth in active buyers and strategic partnerships is driving positive sentiment around Allegro's future revenue potential.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$11.4B	$13.4B	$15.1B
Rev. Growth	+5.8%	+17.3%	+12.3%
EPS	$1.46	$1.92	$2.41
EPS Growth	+49.0%	+31.3%	+26.0%
P/E (fwd)	6.5×	5.0×	4.0×

★ Analysts see FY2026 revenue reaching $13.4B — +17.3% growth in a single year.

Why Revenue Could Accelerate

01Allegro's active buyer base has increased by 15% YoY, indicating strong demand and engagement on the platform.
02The launch of a new logistics service is expected to reduce delivery times by 30%, enhancing customer satisfaction and retention.
03A recent partnership with a major electronics retailer is projected to boost sales in the electronics category by 20% over the next year.
04Increased advertising revenue from sellers is expected to grow by 25% YoY, driven by enhanced platform features.
05E-commerce growth in Central and Eastern Europe
06Digital transformation in retail
07Changes in consumer spending patterns in Poland, particularly in e-commerce
08Growth in active buyer base and transaction volumes

FY2025 Snapshot

Revenue: $11.4B
Rev. Growth: +5.8%
Gross Margin: 56.5%
Op. Margin: 19.0%
Net Margin: 13.2%
Net Income: $1.5B
NI Growth: +46.5%
EPS: $1.46
1Y Return: +24.8%

ALEGF Chart

My Notes

"Management highlighted, 'Our commitment to enhancing user experience is yielding tangible results in buyer engagement and sales growth.'"
Moat: Allegro's strong brand recognition and extensive product offerings create a durable competitive advantage in the Polish market.
growth - Investors are likely attracted to Allegro due to its strong revenue growth and expansion potential in the e-commerce space.
Rising interest rates could increase financing costs for Allegro, potentially impacting expansion plans and consumer spending…
Watch on earnings: Consumer Sentiment (UMCSENT), Retail Sales (ex Auto) (RSXFS), Gross merchandise value (GMV).

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $13.4B to $15.1B as allegro's active buyer base has increased by 15% yoy, indicating strong demand and engagement on the platform.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

6.5×

5.0×

4.0×

Why Revenue Could Accelerate

01Allegro's active buyer base has increased by 15% YoY, indicating strong demand and engagement on the platform.

02The launch of a new logistics service is expected to reduce delivery times by 30%, enhancing customer satisfaction and retention.

03A recent partnership with a major electronics retailer is projected to boost sales in the electronics category by 20% over the next year.

04Increased advertising revenue from sellers is expected to grow by 25% YoY, driven by enhanced platform features.

05E-commerce growth in Central and Eastern Europe

06Digital transformation in retail

07Changes in consumer spending patterns in Poland, particularly in e-commerce

08Growth in active buyer base and transaction volumes

My Notes

"Management highlighted, 'Our commitment to enhancing user experience is yielding tangible results in buyer engagement and sales growth.'"

Moat: Allegro's strong brand recognition and extensive product offerings create a durable competitive advantage in the Polish market.

growth - Investors are likely attracted to Allegro due to its strong revenue growth and expansion potential in the e-commerce space.

Rising interest rates could increase financing costs for Allegro, potentially impacting expansion plans and consumer spending…

Watch on earnings: Consumer Sentiment (UMCSENT), Retail Sales (ex Auto) (RSXFS), Gross merchandise value (GMV).