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Industrial Momentum And Margin Expansion Will Drive Upside Potential

Published
29 Aug 24
Updated
29 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
24.2%
7D
-9.8%

Author's Valuation

US$36.7526.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 29 Oct 25

Fair value Decreased 0.90%

Analysts have modestly lowered their fair value estimate for Allegro MicroSystems to $36.75 from $37.08, citing slightly improved profit margins but noting this is offset by a marginally slower revenue growth outlook. Analyst Commentary Analysts provided updated commentary on Allegro MicroSystems, highlighting both encouraging developments and areas of caution regarding the company's financial outlook and execution.

Shared on 14 Oct 25

Fair value Decreased 1.98%

Electrification And Automation Will Expand Global Markets

Analysts have raised their price target for Allegro MicroSystems by $7 to $30, citing stronger than expected results in the industrial sector as a key driver behind the increase. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the company's recent results exceeded estimates, particularly within the industrial sector.

Shared on 06 Sep 25

Fair value Decreased 1.52%

Electrification And Automation Will Expand Global Markets

Despite industrial outperformance, early signs of cyclical recovery, and management’s positive outlook on margin expansion, Allegro MicroSystems’ consensus analyst price target saw only a marginal reduction from $38.42 to $37.83. Analyst Commentary Industrial segment performance exceeded expectations, driving overall results higher.

Shared on 04 Aug 25

Fair value Increased 8.47%

Electrification And Automation Will Expand Global Markets

Allegro MicroSystems’ consensus price target has increased to $38.42, primarily driven by a sharp rise in net profit margin and a substantial reduction in future P/E, reflecting improved profitability and a more attractive valuation. What's in the News Provided Q2 earnings guidance with expected net sales of $205–$215 million, implying 12% year-over-year growth at midpoint.

Shared on 07 May 25

Fair value Increased 38%

Localization In China And Advanced Sensors Will Drive Future Success

Shared on 30 Apr 25

Fair value Decreased 2.58%

Localization In China And Advanced Sensors Will Drive Future Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 3.83%

Localization In China And Advanced Sensors Will Drive Future Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Localization In China And Advanced Sensors Will Drive Future Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 2.01%

Localization In China And Advanced Sensors Will Drive Future Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 6.56%

Localization In China And Advanced Sensors Will Drive Future Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Localization In China And Advanced Sensors Will Drive Future Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Localization In China And Advanced Sensors Will Drive Future Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 13%

Localization In China And Advanced Sensors Will Drive Future Success

AnalystConsensusTarget has increased revenue growth from 7.5% to 11.3%.