Allegro MicroSystems, Inc.

NasdaqGS:ALGM Rapport sur les actions

Capitalisation boursière : US$6.8b

Allegro MicroSystems Gestion

Gestion contrôle des critères 2/4

Le PDG Allegro MicroSystems est Mike Doogue, nommé en Feb2025, a un mandat de 1.58 ans. La rémunération annuelle totale est $ 10.46M, composée du salaire de 6.7% et des bonus 93.3%, y compris les actions et options de la société. détient directement 0.19% des actions de la société, d'une valeur de $ 12.63M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2 ans et 2.4 ans.

Informations clés

Mike Doogue

Directeur général

US$10.5m

Rémunération totale

Pourcentage du salaire du PDG6.69%
Durée du mandat du directeur général1.6yrs
Propriété du PDG0.2%
Durée moyenne d'occupation des postes de direction2yrs
Durée moyenne du mandat des membres du conseil d'administration2.4yrs

Mises à jour récentes de la gestion

Recent updates

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.
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.
Seeking Alpha • Jul 06

Allegro MicroSystems: Riding The 800-VDC Transition Across Robotics, Autos And More

Summary Allegro MicroSystems, Inc. is positioned for multiyear growth via automotive, data center, and industrial robotics markets, but shares reflect much of the near-term upside. Key ALGM growth drivers include higher content per vehicle, data center transition to 800-VDC, and an inflection point in robotics/physical AI expected in CY27. ALGM’s balance sheet has improved, with leverage down to 0.65x net debt/aEBITDA, supporting strategic M&A, debt reduction, and opportunistic share repurchases. I assign ALGM a Hold rating with a $64/share price target (30.95x eFY28 EV/aEBITDA), citing top-of-cycle valuation and modest upside from current levels. Read the full article on Seeking Alpha
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 Alpha

Analyse de la rémunération des PDG

Comment la rémunération de Mike Doogue a-t-elle évolué par rapport aux bénéfices de Allegro MicroSystems?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jun 26 2026n/an/a

US$14m

Mar 27 2026US$10mUS$700k

-US$15m

Dec 26 2025n/an/a

-US$13m

Sep 26 2025n/an/a

-US$28m

Jun 27 2025n/an/a

-US$69m

Mar 28 2025US$3mUS$429k

-US$73m

Dec 27 2024n/an/a

-US$65m

Sep 27 2024n/an/a

-US$25m

Jun 28 2024n/an/a

US$74m

Mar 29 2024US$2mUS$400k

US$153m

Dec 29 2023n/an/a

US$222m

Sep 29 2023n/an/a

US$253m

Jun 30 2023n/an/a

US$238m

Mar 31 2023US$3mUS$391k

US$187m

Dec 23 2022n/an/a

US$151m

Sep 23 2022n/an/a

US$119m

Jun 24 2022n/an/a

US$102m

Mar 25 2022US$3mUS$365k

US$119m

Dec 24 2021n/an/a

US$102m

Sep 24 2021n/an/a

US$64m

Jun 25 2021n/an/a

US$41m

Mar 26 2021US$2mUS$330k

US$18m

Dec 25 2020n/an/a

US$23m

Sep 25 2020n/an/a

US$37m

Jun 26 2020n/an/a

US$39m

Mar 27 2020US$879kUS$350k

US$37m

Rémunération vs marché: La rémunération totale de Mike ($USD 10.46M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 8.42M ).

Rémunération et revenus: La rémunération de Mike a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

Mike Doogue (50 yo)

1.6yrs
Titularisation
US$10,459,680
Compensation

Mr. Michael C. Doogue, also known as Mike, is President, CEO & Director of Allegro MicroSystems, Inc. from February 2025. Mr. Doogue served as Chief Technology Officer at Allegro MicroSystems, Inc since Se...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Michael Doogue
President1.6yrsUS$10.46m0.19%
$ 12.6m
Derek D'Antilio
Executive VP4.7yrsUS$4.73m0.083%
$ 5.6m
Sharon Briansky
Senior VP4.8yrsUS$3.02m0.019%
$ 1.3m
Richard Madormo
Senior Vice President of Worldwide Sales1.5yrsUS$3.14m0.0055%
$ 372.5k
Troy Coleman
Senior VP & GM of Productsless than a yearUS$2.74m0.0056%
$ 377.3k
Ian Kent
Senior Vice President of Operationsless than a yearpas de donnéespas de données
Roald Webster
VP & Chief Accounting Officer3.5yrspas de données0.0098%
$ 668.3k
Jamie Haas
VP & CTOno datapas de donnéespas de données
Jalene Hoover
Vice President of IR & Corporate Communicationsno datapas de donnéespas de données
Erin Hagen
Senior VP & Chief Human Resources Officer2.3yrspas de données0.0036%
$ 243.4k
2.0yrs
Durée moyenne de l'emploi
51yo
Âge moyen

Gestion expérimentée: L'équipe de direction de ALGM n'est pas considérée comme expérimentée (ancienneté moyenne 2 ans), ce qui suggère une nouvelle équipe.

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Michael Doogue
President1.6yrsUS$10.46m0.19%
$ 12.6m
Joseph Martin
Independent Chairman of the Board9.7yrsUS$320.40k0.021%
$ 1.4m
Mary Puma
Independent Director2.9yrsUS$287.47k0.012%
$ 792.7k
Krishna Palepu
Independent Director1.7yrsUS$269.09k0.0079%
$ 538.4k
Robert Willett
Independent Directorless than a yearpas de donnéespas de données
Yoshihiro Suzuki
Director25.7yrsUS$259.24k0.12%
$ 7.9m
Brian White
Independent Directorless than a yearpas de donnéespas de données
Katsumi Kawashima
Director4.3yrspas de donnéespas de données
Jennie Raubacher
Independent Director2.4yrsUS$273.40k0.0075%
$ 509.9k
2.4yrs
Durée moyenne de l'emploi
61yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la ALGM n'est pas considéré comme expérimenté ( 2.4 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/09 19:42
Cours de l'action en fin de journée2026/09/09 00:00
Les revenus2026/06/26
Revenus annuels2026/03/27

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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.

AnalysteInstitution
Thomas O'MalleyBarclays
Vivek AryaBofA Global Research
Mark LipacisEvercore ISI