Allegro MicroSystems, Inc.

NasdaqGS:ALGM 株式レポート

時価総額:US$9.2b

Allegro MicroSystems マネジメント

マネジメント 基準チェック /24

Allegro MicroSystemsの CEO はMike Doogueで、 Feb2025年に任命され、 の在任期間は 1.25年です。 の年間総報酬は$ 2.93Mで、 14.6%給与と85.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.15%を直接所有しており、その価値は$ 14.01M 。経営陣と取締役会の平均在任期間はそれぞれ1.6年と3.9年です。

主要情報

Mike Doogue

最高経営責任者

US$2.9m

報酬総額

CEO給与比率14.63%
CEO在任期間1.3yrs
CEOの所有権0.2%
経営陣の平均在職期間1.6yrs
取締役会の平均在任期間3.9yrs

経営陣の近況

Recent updates

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.

Allegro MicroSystems: Why It's Time To Take Profits

Apr 26

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Allegro MicroSystems May Be An Accretive Acquisition To ON Semi's Operations

Mar 06

Allegro MicroSystems: Strong Business And Growth Potential

Dec 10

Allegro Microsystems: Short-Term Headwinds Impact Growth

Dec 01

Allegro MicroSystems: Several Hurdles Stand In The Way

Sep 29
User avatar

Renewable Energy And Automotive Electronics Propel Market Leadership And Revenue Surge

Strategic shifts towards xEVs, renewable energy, and industrial automation indicate a broadening of revenue streams and potential margin improvement.

Allegro MicroSystems: Why The Shorts Are Not Buying The Rally

Jul 12

CEO報酬分析

Allegro MicroSystems の収益と比較して、Mike Doogue の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Mikeの 総報酬 ($USD 2.93M ) は、 US市場 ($USD 8.55M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Mikeの報酬は増加しましたが、会社は利益を上げていません。


CEO

Mike Doogue (49 yo)

1.3yrs
在職期間
US$2,930,527
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Michael Doogue
President1.3yrsUS$2.93m0.15%
$ 14.0m
Derek D'Antilio
Executive VP4.3yrsUS$3.79m0.060%
$ 5.5m
Sharon Briansky
Senior VP4.4yrsUS$2.38m0.017%
$ 1.5m
Ian Kent
Senior Vice President of Operationsless than a yearデータなしデータなし
Roald Webster
VP & Chief Accounting Officer3.2yrsデータなしデータなし
Jamie Haas
VP & CTOno dataデータなしデータなし
Jalene Hoover
Vice President of IR & Corporate Communicationsno dataデータなしデータなし
Rick Madormo
Senior Vice President of Worldwide Sales1.2yrsデータなし0.033%
$ 3.0m
Erin Hagen
Senior VP & Chief Human Resources Officer2yrsデータなし0.016%
$ 1.5m
Troy Coleman
Senior VP & GM of Productsless than a yearデータなしデータなし
1.6yrs
平均在職期間
50yo
平均年齢

経験豊富な経営陣: ALGMの経営陣は 経験豊富 とはみなされません ( 1.6年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Michael Doogue
President1.3yrsUS$2.93m0.15%
$ 14.0m
Joseph Martin
Independent Chairman of the Board9.3yrsUS$264.15k0.016%
$ 1.4m
Mary Puma
Independent Director2.6yrsUS$245.28k0.0062%
$ 571.2k
Krishna Palepu
Independent Director1.3yrsUS$109.49k0.00030%
$ 27.5k
Richard R. Lury
Independent Director18.8yrsUS$237.72k0.0070%
$ 639.9k
Susan Lynch
Independent Director4.5yrsUS$238.44k0.013%
$ 1.2m
Yoshihiro Suzuki
Director25.3yrsUS$241.17k0.11%
$ 10.3m
Katsumi Kawashima
Director3.9yrsデータなしデータなし
Jennie Raubacher
Independent Director2.1yrsUS$296.02k0.0049%
$ 447.4k
3.9yrs
平均在職期間
66yo
平均年齢

経験豊富なボード: ALGMの 取締役会経験豊富 であると考えられます ( 3.9年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/05 19:29
終値2026/05/05 00:00
収益2025/12/26
年間収益2025/03/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

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アナリスト筋

Allegro MicroSystems, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

アナリスト機関
Thomas O'MalleyBarclays
Vivek AryaBofA Global Research
Mark LipacisEvercore ISI