ALGM Share Price Performance
US$26.52
4.64 (21.18%)
11.6% undervalued intrinsic discount
US$30.00
Fair Value
Price US$26.52
AnalystLowTarget US$30.00
AnalystHighTarget US$45.00
AnalystConsensusTarget US$38.58
Fair ValueUS$23.00
Share Pricen/a
Allegro MicroSystems, Inc. Stock Price
- 3 Narratives written by author
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- 27 Fair Values set on narratives written by author
ALGM Community Narratives
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Fair Value US$23 15.3% overvalued intrinsic discount
Localizing China Supply Chain And New Products Will Drive Success
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Fair Value US$45 41.1% undervalued intrinsic discount
Electric Vehicles And Automation Will Drive Advanced Market Opportunities
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Fair Value US$38.58 31.3% undervalued intrinsic discount
Industrial Momentum And Margin Expansion Will Drive Upside Potential
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Industrial Momentum And Margin Expansion Will Drive Upside Potential
Key Takeaways Electrification, industrial automation, and new EV product rollouts are fueling Allegro's long-term revenue growth, deeper customer ties, and stronger market positioning. Manufacturing improvements and robust demand signals are driving gross margin gains, product differentiation, and a likely reacceleration in shipments and top-line growth.Read more
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US$38.58
31.3% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
18.68% p.a.
Profit Margin
21.64%
Future PE
34.45x
Price in 2028
US$52.23
Localizing China Supply Chain And New Products Will Drive Success
Key Takeaways Strategic localization in China aims to reduce costs and improve margins, though transitional period may temporarily impact fiscal margins. Record new product introductions in high-growth sectors target revenue growth, but gains may be slower than expected due to transitional challenges.Read more
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AN
US$23
15.3% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
14.89% p.a.
Profit Margin
13.99%
Future PE
31.57x
Price in 2028
US$30.29
Electric Vehicles And Automation Will Drive Advanced Market Opportunities
Key Takeaways Growth in electric vehicles and industrial automation, combined with rapid innovation, positions Allegro for sustained above-market revenue and margin expansion. Strategic supply chain localization and operational optimizations help reduce risks, strengthen profitability, and support long-term product mix improvement.Read more
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US$45
41.1% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
24.77% p.a.
Profit Margin
10.93%
Future PE
61.69x
Price in 2028
US$59.26
Trending Discussion
Recently Updated Narratives
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ALGM: Auto And Data Center Demand Will Drive Outperformance Ahead
Fair Value: US$38.58 31.3% undervalued intrinsic discount
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Localizing China Supply Chain And New Products Will Drive Success
Fair Value: US$23 15.3% overvalued intrinsic discount
4 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Electric Vehicles And Automation Will Drive Advanced Market Opportunities
Fair Value: US$45 41.1% undervalued intrinsic discount
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Snowflake Analysis
Allegro MicroSystems, Inc. Key Details
Last Reported Earnings
Sep 26, 2025
Next Reporting Earnings
n/a
- -0.15
- 44.78%
- -3.60%
- 29.6%
About ALGM
- Founded
- 1990
- Employees
- 4060
- CEO
- WebsiteView website
Allegro MicroSystems, Inc., together with its subsidiaries, designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for motion control and energy-efficient systems. Its products include magnetic sensor ICs, such as position, speed, and current sensor ICs; and power ICs comprising motor driver ICs, such as regulator, power management ICs, and LED driver ICs, and isolated gate drivers. The company sells its products to original equipment manufacturers and distributors primarily in the automotive and industrial markets through its direct sales force, third party distributors, independent sales representatives, and consignment. It operates in the United States, rest of the Americas, Europe, Japan, Greater China, South Korea, and other Asian markets. The company was founded in 1990 and is headquartered in Manchester, New Hampshire.
