Update shared on06 Sep 2025
Fair value Decreased 1.52%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.
- Signs of early-stage cyclical recovery supported by increasing backlog and negligible cancellations.
- Management's confidence in gross margin expansion to over 50% in the near term.
- Bullish analysts citing positive outlook for operational improvements.
- Upward price target revisions reflect improving fundamentals and earnings momentum.
What's in the News
- Ratified PricewaterhouseCoopers, LLP as independent auditor for fiscal year ending March 27, 2026.
- Issued Q2 earnings guidance, projecting net sales between $205 million and $215 million, indicating 12% year-over-year growth at the midpoint.
- Dropped from the Russell 1000 Defensive Index.
- Dropped from the Russell 1000 Value-Defensive Index.
Valuation Changes
Summary of Valuation Changes for Allegro MicroSystems
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $38.42 to $37.83.
- The Future P/E for Allegro MicroSystems remained effectively unchanged, moving only marginally from 38.94x to 38.29x.
- The Discount Rate for Allegro MicroSystems remained effectively unchanged, moving only marginally from 10.31% to 10.25%.
Disclaimer
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