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Update shared on04 Aug 2025

Fair value Increased 8.47%
AnalystConsensusTarget's Fair Value
US$38.42
20.1% undervalued intrinsic discount
14 Aug
US$30.70
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1Y
23.0%
7D
-0.2%

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.
  • Dropped from Russell 1000 Defensive Index.
  • Dropped from Russell 1000 Value-Defensive Index.
  • Expected to report Q1 2026 results on July 31, 2025.
  • Q1 earnings guidance issued with net sales expected at $192–$202 million, implying 18% year-over-year growth at midpoint.

Valuation Changes


Summary of Valuation Changes for Allegro MicroSystems

  • The Consensus Analyst Price Target has risen from $35.42 to $38.42.
  • The Net Profit Margin for Allegro MicroSystems has significantly risen from 11.07% to 20.15%.
  • The Future P/E for Allegro MicroSystems has significantly fallen from 58.33x to 32.75x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.