Allegro MicroSystems

Localizing China Supply Chain And New Products Will Drive Success

AnalystLowTarget

Not Invested

Community Contributor

Published

28 Apr 25

Updated

14 Dec 25

Views

n/a

AnalystLowTarget's Fair Value

n/a

19.4%

-7.1%

19.4%

-7.1%

You can edit this narrative until Dec 15 8:10 AM. Then, changes will post as Updates.

Author's Valuation

US$3523.7% undervalued

AnalystLowTarget Fair Value

Narrative

Updates3

Shared on 14 Dec 25

Fair value Increased 52%

ALGM: Auto And Data Center Cycles Will Drive Upside Potential

Analysts have raised their price target on Allegro MicroSystems from $37 to $49, citing expectations that the company will outpace its prior growth model. They point to robust auto and data center cycles, inventory restocking, and expanding data center opportunities as drivers of stronger revenue growth and improved profit margins.

Shared on 07 May 25

Fair value Decreased 1.75%

Shared on 30 Apr 25

Fair value Increased 1.78%

AnalystLowTarget made no meaningful changes to valuation assumptions.

AnalystLowTarget Fair Value

US$35

23.7% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

17.47%

Semiconductors revenue growth rate

1.02%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

10.69%

Calculation

US$276.61m

Earnings '28

32.26x

PE Ratio '28

US$8.92b

Market Cap '28

US$8.92b

Market Cap '28

188.13m

No. shares '28

US$47.44

Share Price '28

US$47.44 Share Price '28

Discounted to 2025 @ 10.69% p.a.

US$34.98

Fair Value '25