Allegro MicroSystems (ALGM) Aperçu de l'action
Allegro MicroSystems, Inc. et ses filiales conçoivent, développent, fabriquent et commercialisent des circuits intégrés de capteurs et des circuits intégrés de puissance spécifiques aux applications pour les fonctions de détection, de contrôle de mouvement et de gestion de puissance des systèmes électromécaniques complexes ou de conversion de puissance. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 5/6 |
| Performances passées | 1/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
Récompenses
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Analyst Price Targets
Allegro MicroSystems, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$35.51 |
| Plus haut sur 52 semaines | US$71.77 |
| Plus bas sur 52 semaines | US$22.41 |
| Bêta | 1.91 |
| Variation sur 1 mois | -4.44% |
| Variation sur 3 mois | -35.93% |
| Variation sur 1 an | 13.05% |
| Variation sur 3 ans | 12.77% |
| Variation sur 5 ans | 7.54% |
| Évolution depuis l'introduction en bourse | 100.62% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Sep 21
ALGM: Auto Volume Is Not The Story, Higher Content And Margins Are
The updated narrative on Allegro MicroSystems shifts the focus from broad electrification and automation themes to a more specific content and margin story built around AI data centers, higher value automotive platforms, and early robotics adoption, while reaffirming the earlier view that mix and cost actions are central to the long term opportunity. What's Changed Previously, the focus was broad electrification in autos and industrial IoT as the main content driver.Seeking Alpha • Sep 12
Allegro MicroSystems: Three Tailwinds, One Stock
Summary Allegro MicroSystems' overexposure to a stagnant automotive segment has limited growth and operating leverage, resulting in a disappointing stock performance over the last 5 years. The expansion of autonomy, AI data centers, and humanoids will serve as a growth accelerant for ALGM, as more of its chips will be needed per product. I am bullish on ALGM and set a price target of $118/share based on management hitting its 3-5 year guidance of mid-teens growth, which will drive operating leverage to 32% margins. Read the full article on Seeking Alpha
Mise à jour du récit • Aug 26
ALGM: Auto And AI Data Center Demand Will Support Repriced Undervalued Shares
Analysts have trimmed their consolidated fair value estimate for Allegro MicroSystems to about $54.83 per share from roughly $56.55. This reflects updated views on higher profitability, a lower future P/E assumption, a modestly higher discount rate, and ongoing expectations for healthy revenue growth supported by demand in auto, industrial, robotics, and AI data center markets.Mise à jour du récit • Aug 12
ALGM: AI Data Centers And Industrial Demand Will Drive Future Upside
Allegro MicroSystems' updated analyst model trims the fair value estimate to $62 from $67 as analysts balance slightly softer auto expectations against steady secular demand in industrial, data center and AI related end markets. Analyst Commentary Recent Street research on Allegro MicroSystems presents a mixed but generally constructive picture, with several bullish analysts pointing to resilient secular demand in industrial and AI data center markets, even as expectations in autos reset.Recent updates
Mise à jour du récit • Sep 21
ALGM: Auto Volume Is Not The Story, Higher Content And Margins Are
The updated narrative on Allegro MicroSystems shifts the focus from broad electrification and automation themes to a more specific content and margin story built around AI data centers, higher value automotive platforms, and early robotics adoption, while reaffirming the earlier view that mix and cost actions are central to the long term opportunity. What's Changed Previously, the focus was broad electrification in autos and industrial IoT as the main content driver.Seeking Alpha • Sep 12
Allegro MicroSystems: Three Tailwinds, One Stock
Summary Allegro MicroSystems' overexposure to a stagnant automotive segment has limited growth and operating leverage, resulting in a disappointing stock performance over the last 5 years. The expansion of autonomy, AI data centers, and humanoids will serve as a growth accelerant for ALGM, as more of its chips will be needed per product. I am bullish on ALGM and set a price target of $118/share based on management hitting its 3-5 year guidance of mid-teens growth, which will drive operating leverage to 32% margins. Read the full article on Seeking AlphaMise à jour du récit • Aug 26
ALGM: Auto And AI Data Center Demand Will Support Repriced Undervalued Shares
Analysts have trimmed their consolidated fair value estimate for Allegro MicroSystems to about $54.83 per share from roughly $56.55. This reflects updated views on higher profitability, a lower future P/E assumption, a modestly higher discount rate, and ongoing expectations for healthy revenue growth supported by demand in auto, industrial, robotics, and AI data center markets.Mise à jour du récit • Aug 12
ALGM: AI Data Centers And Industrial Demand Will Drive Future Upside
Allegro MicroSystems' updated analyst model trims the fair value estimate to $62 from $67 as analysts balance slightly softer auto expectations against steady secular demand in industrial, data center and AI related end markets. Analyst Commentary Recent Street research on Allegro MicroSystems presents a mixed but generally constructive picture, with several bullish analysts pointing to resilient secular demand in industrial and AI data center markets, even as expectations in autos reset.Mise à jour du récit • Jul 29
ALGM: AI Data Center Demand Will Support Repriced Undervalued Shares
Analysts lifted their fair value estimate for Allegro MicroSystems by about $2 to roughly $56.55, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions following recent shifts in sector price targets and rating changes. Analyst Commentary Recent Street commentary on Allegro MicroSystems presents a mix of optimism on long term growth drivers and caution on near term expectations, which feeds directly into how analysts think about the valuation reset around the new fair value estimate.Mise à jour du récit • Jul 15
ALGM: AI Data Centers Will Drive Future Upside Potential
The analyst price target for Allegro MicroSystems has shifted from $60.66 to $67.00. Analysts attribute this change to improving industrial and AI data center demand, cleaner auto inventories, and firmer pricing in select semiconductor verticals, which they cite as key supports for their updated assumptions.
Mise à jour du récit • Jul 01
ALGM: AI Data Center Euphoria Will Likely Outrun Fundamentals
The analyst price target for Allegro MicroSystems has been raised from $42.00 to $48.00, with analysts citing updated expectations around AI data center, industrial, automotive, and robotics demand as key drivers behind the revised fair value and valuation assumptions. Analyst Commentary on Allegro MicroSystems Recent Street research on Allegro MicroSystems points to a cluster of higher price targets, with analysts highlighting demand tied to AI data centers, industrial applications, autos, and robotics.Article d’analyse • Jun 20
Allegro MicroSystems (ALGM) Stock Could Be 8.4% Overvalued After Chip Rally
Allegro MicroSystems (ALGM) drew investor attention after participating in a sector wide rally tied to news that Apple and Intel plan to collaborate on domestic chip manufacturing in the United States. See our latest analysis for Allegro MicroSystems. Beyond the latest sector rally, Allegro MicroSystems has seen strong momentum build, with a 30 day share price return of 31.99% and a 119.25% year to date share price return, while the 1 year total shareholder return is 90.57%. If this kind of...Mise à jour du récit • Jun 17
ALGM: AI Auto And Data Center Tailwinds Will Support Fairly Valued Stock
Analyst price targets for Allegro MicroSystems have increased by a few dollars per share. The latest target increases of $3 to $17 are supported by analysts highlighting updated views on the company's earnings potential and valuation assumptions.Mise à jour du récit • Jun 03
ALGM: AI Auto And Data Center Demand May Support Fairly Valued Outlook
Analysts have lifted the price target for Allegro MicroSystems to $54.42 from $46.08, citing updated assumptions around discount rates, profit margins and future P/E multiples in recent research. Analyst Commentary Recent research updates point to a cluster of higher price targets for Allegro MicroSystems, with analysts revisiting their models around discount rates, profit margins and assumed future P/E multiples.Mise à jour du récit • May 14
ALGM: AI Data Centers And Robotics Will Support Future Upside Potential
Narrative Update: Allegro MicroSystems Analyst Price Target Shift The updated analyst price target for Allegro MicroSystems has moved higher by about $10, as analysts point to the company's multi year model for mid teens revenue growth, gross margins above 55%, and new opportunities tied to AI data centers and robotics as key supports for a richer assumed future P/E multiple. Analyst Commentary Bullish analysts have been lifting their price targets on Allegro MicroSystems in a series of updates.Mise à jour du récit • Apr 28
ALGM: AI Data Center And Robotics Demand Will Shape Future Earnings Profile
Analysts have nudged the fair value estimate for Allegro MicroSystems higher to $46.08 from $45.83, pointing to updated price targets around $45 and expressing continued confidence in mid-teens revenue growth, gross margins above 55%, and long term earnings potential supported by AI data center and robotics opportunities. Analyst Commentary Bullish Takeaways Bullish analysts highlight the company’s 3 to 5 year financial model, which calls for mid teens revenue growth and gross margins above 55%, as a key support for higher fair value estimates.Mise à jour du récit • Apr 13
ALGM: AI Data Center And Robotics Demand Will Drive Future Upside
Analysts have raised their consolidated price target for Allegro MicroSystems to $45, citing the company's 3 to 5 year model for mid-teens revenue growth, gross margins above 55%, and new growth opportunities in areas such as AI data centers and robotics. Analyst Commentary Bullish analysts are aligning around a US$45 price target for Allegro MicroSystems, with the recent Analyst Day model giving them more confidence in the company’s medium term outlook.Mise à jour du récit • Mar 30
ALGM: AI Data Center And Robotics Demand Will Drive Long Term Upside
Allegro MicroSystems' analyst price target has moved modestly higher to reflect a fair value estimate of $42.00. This is supported by analyst expectations for mid teens revenue growth, gross margins above 55%, expanding profit margins and new opportunities in areas such as AI data centers and robotics, even as the assumed future P/E multiple comes down.Mise à jour du récit • Mar 16
ALGM: AI Data Center And Robotics Exposure Will Drive Future Upside Potential
The analyst price target for Allegro MicroSystems shifts to $45.83 from $38.42, with analysts pointing to the company's 3 to 5 year financial model, which highlights mid teens revenue growth, gross margins above 55%, and new opportunities in AI data centers and robotics as key support for higher long term earnings power and a slightly higher assumed future P/E multiple. Analyst Commentary Recent Street research around Allegro MicroSystems centers on the company’s updated 3 to 5 year model and how that might support earnings power and valuation over time.Mise à jour du récit • Mar 02
ALGM: AI Data Centers And Robotics Will Drive Future Upside Potential
The revised analyst price target for Allegro MicroSystems shows a modest change, with the model now pointing to a fair value of about $50.51, as analysts factor in company guidance around mid-teens revenue growth, gross margins above 55% and new long term earnings potential related to AI data centers and robotics. Analyst Commentary Recent Street research has been overwhelmingly constructive on Allegro MicroSystems, with multiple bullish analysts revising their price targets higher around the company’s multi year outlook and new growth drivers.Mise à jour du récit • Feb 16
ALGM: I Expect AI Power Solutions To Drive Future Upside Potential
The analyst price target for Allegro MicroSystems has been raised from $45.00 to about $50.94. Analysts point to updated assumptions around growth, profitability and valuation, reflected in the recent series of target hikes and an upgrade in Street research.Mise à jour du récit • Feb 02
ALGM: Auto And Data Center Demand Will Shape Balanced Future Outlook
The analyst price target for Allegro MicroSystems has been revised from $35 to $41, reflecting updated views from multiple firms that incorporate moderated revenue growth and profit margin assumptions, along with a higher future P/E multiple. Analyst Commentary Across recent research updates, price target adjustments for Allegro MicroSystems cluster around a tighter valuation range, with several firms refining their assumptions on revenue growth, margins, and the appropriate P/E multiple.Mise à jour du récit • Jan 19
ALGM: Auto And Data Center Cycles Will Shape Balanced Future Prospects
Narrative Update on Allegro MicroSystems Analysts have lifted their price target on Allegro MicroSystems to US$49 from US$37, citing expectations that the company can meet or exceed its existing growth model. This view is supported by restocking trends as well as expanding auto and data center opportunities.Mise à jour du récit • Jan 05
ALGM: Auto And Data Center Cycles Will Support Future Upside Potential
Analysts have nudged their price expectations for Allegro MicroSystems higher, with one recent target moving to US$49 from US$37. This points to potential upside anchored in auto and data center demand, a restocking cycle, and expanded data center opportunities.Mise à jour du récit • Dec 14
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.Mise à jour du récit • Nov 28
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.Mise à jour du récit • Nov 12
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.Mise à jour du récit • Oct 29
Industrial Momentum And Margin Expansion Will Drive Upside Potential
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.Mise à jour du récit • Oct 14
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.Mise à jour du récit • Sep 06
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.Seeking Alpha • Mar 06
Allegro MicroSystems May Be An Accretive Acquisition To ON Semi's Operations
Summary Allegro MicroSystems, Inc. is a potential takeover target by ON Semiconductor, which could expand ON's portfolio in magnetic sensing and power segments. The automotive industry is currently rerouting supply chains, focusing on manufacturing in the US, to avoid potential trade tariffs. This may create some headwinds for growth in the near-term. ALGM shares are relatively expensive at 32.61x EV/aEBITDA. Net of a deal, I believe the intrinsic value is at $24.53/share, or 23.23x eFY26 EV/aEBITDA. In the instance of a deal going through, I am anticipating that ALGM shares may be acquired at a premium at around 29.88x eFY26 EV/aEBITDA, pricing shares at 31.91/share. Read the full article on Seeking AlphaRendement pour les actionnaires
| ALGM | US Semiconductor | US Marché | |
|---|---|---|---|
| 7D | 6.8% | 10.7% | 1.8% |
| 1Y | 13.1% | 55.3% | 13.3% |
Rendement vs Industrie: ALGM a sous-performé le secteur US Semiconductor qui a rapporté 55.3 % au cours de l'année écoulée.
Rendement vs marché: ALGM correspond au marché US qui a rapporté 13.3 % au cours de l'année écoulée.
Volatilité des prix
| ALGM volatility | |
|---|---|
| ALGM Average Weekly Movement | 10.9% |
| Semiconductor Industry Average Movement | 11.2% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.8% |
Cours de l'action stable: Le cours de l'action de ALGM a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ALGM ( 11% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1990 | 4,250 | Mike Doogue | www.allegromicro.com |
Allegro MicroSystems Inc. et ses filiales conçoivent, développent, fabriquent et commercialisent des circuits intégrés de capteurs et des circuits de puissance spécifiques à des applications pour les fonctions de détection, de contrôle de mouvement et de gestion de l'énergie de systèmes électromécaniques complexes ou de conversion de l'énergie. Ses produits comprennent des circuits intégrés de capteurs magnétiques, tels que des circuits intégrés de capteurs de position, de vitesse et de courant électrique, et des circuits intégrés de puissance comprenant des circuits intégrés de pilotage de moteur, tels que des régulateurs, des circuits intégrés de gestion de l'énergie et des circuits intégrés de pilotage de DEL, ainsi que des circuits intégrés de pilotage de portes isolées. La société vend ses produits aux fabricants d'équipements d'origine et aux distributeurs, principalement sur les marchés de l'automobile et de l'industrie, par l'intermédiaire de sa force de vente directe, de distributeurs tiers, de représentants commerciaux indépendants et de la consignation.
Allegro MicroSystems, Inc. Résumé des fondamentaux
| ALGM statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$6.62b |
| Bénéfices(TTM) | US$14.20m |
| Recettes(TTM) | US$945.93m |
466.1x
Ratio P/E7.0x
Ratio P/SLe site ALGM est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ALGM compte de résultat (TTM) | |
|---|---|
| Recettes | US$945.93m |
| Coût des recettes | US$497.80m |
| Marge brute | US$448.14m |
| Autres dépenses | US$433.94m |
| Les revenus | US$14.20m |
Derniers bénéfices déclarés
Jun 26, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.076 |
| Marge brute | 47.38% |
| Marge bénéficiaire nette | 1.50% |
| Ratio dettes/capitaux propres | 28.9% |
Quelles ont été les performances à long terme de ALGM?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/22 23:54 |
| Cours de l'action en fin de journée | 2026/09/22 00:00 |
| Les revenus | 2026/06/26 |
| Revenus annuels | 2026/03/27 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Allegro MicroSystems, Inc. est couverte par 14 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Thomas O'Malley | Barclays |
| Vivek Arya | BofA Global Research |
| Mark Lipacis | Evercore ISI |