Allegro MicroSystems

Industrial Momentum And Margin Expansion Will Drive Upside Potential

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Aug 24

Updated

28 Nov 25

Views

98

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AnalystConsensusTarget's Fair Value

n/a

1Y

19.4%

7D

-0.07%

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1Y

19.4%

7D

-0.07%

You can edit this narrative until Nov 29 10:05 PM. Then, changes will post as Updates.

Author's Valuation

US$38.5830.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 28 Nov 25

ALGM: Auto And Data Center Demand Will Drive Outperformance Ahead

Analysts have raised their price target for Allegro MicroSystems from $37 to $49, citing expected outperformance driven by strong growth prospects in automotive and data center markets. Analyst Commentary Analysts have offered mixed insights on Allegro MicroSystems following the recent price target increase, reflecting both optimism about the company's future performance and caution around potential risks.

Shared on 12 Nov 25

Fair value Increased 4.99%

ALGM: Revenue Will Accelerate On Surging Auto And Data Center Demand

Analysts have increased their price target for Allegro MicroSystems from $36.75 to $38.58, citing expectations of stronger revenue growth and profit margins. This outlook is supported by robust automotive and data center demand.

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%

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%

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%

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%

Shared on 30 Apr 25

Fair value Decreased 2.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 3.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 2.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 6.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 13%

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

AnalystConsensusTarget Fair Value

US$38.58

30.8% undervalued

Future estimation in

Growth p.a.

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.

%

0

Decrease

Increase

Current discount rate

10.74%

Calculation

US$285.27m

Earnings '28

x

34.45x

PE Ratio '28

=

US$9.83b

Market Cap '28

US$9.83b

Market Cap '28

/

188.13m

No. shares '28

=

US$52.23

Share Price '28

US$52.23 Share Price '28

Discounted to 2025 @ 10.65% p.a.

=

US$38.56

Fair Value '25