Allegro MicroSystems (ALGM) Aktievy
Allegro MicroSystems, Inc. och dess dotterbolag designar, utvecklar, tillverkar och marknadsför integrerade sensorkretsar (ICs) och applikationsspecifika effekt-ICs för rörelsekontroll och energieffektiva system. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 0/6 |
| Framtida tillväxt | 5/6 |
| Tidigare resultat | 0/6 |
| Finansiell hälsa | 4/6 |
| Utdelningar | 0/6 |
Belöningar
Riskanalys
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ALGM Community Fair Values
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Analyst Price Targets
Allegro MicroSystems, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$48.98 |
| 52 veckors högsta | US$49.19 |
| 52 veckors lägsta | US$18.17 |
| Beta | 1.7 |
| 1 månads förändring | 47.09% |
| 3 månaders förändring | 32.70% |
| 1 års förändring | 150.54% |
| 3 års förändring | 30.75% |
| 5 års förändring | 97.58% |
| Förändring sedan börsintroduktionen | 176.72% |
Senaste nyheter och uppdateringar
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 26ALGM: 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.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 26ALGM: 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 06Allegro MicroSystems: Strong Business And Growth Potential
Dec 10Allegro Microsystems: Short-Term Headwinds Impact Growth
Dec 01Allegro MicroSystems: Several Hurdles Stand In The Way
Sep 29
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 12Aktieägarnas avkastning
| ALGM | US Semiconductor | US Marknad | |
|---|---|---|---|
| 7D | 11.0% | -0.2% | 0.6% |
| 1Y | 150.5% | 111.5% | 28.7% |
Avkastning vs industri: ALGM översteg US Semiconductor branschen som gav 111.5 % under det senaste året.
Avkastning vs Marknaden: ALGM översteg US marknaden som gav 28.7 % under det senaste året.
Prisvolatilitet
| ALGM volatility | |
|---|---|
| ALGM Average Weekly Movement | 9.0% |
| Semiconductor Industry Average Movement | 10.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
Stabil aktiekurs: ALGM har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: ALGM s veckovolatilitet ( 9% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1990 | 4,060 | Mike Doogue | www.allegromicro.com |
Allegro MicroSystems, Inc. och dess dotterbolag designar, utvecklar, tillverkar och marknadsför integrerade sensorkretsar (IC) och applikationsspecifika kraft-IC för rörelsekontroll och energieffektiva system. Bland produkterna finns magnetiska sensor-ICs, t.ex. positions-, hastighets- och strömsensor-ICs, och effekt-ICs som omfattar motordrivkretsar, t.ex. regulator-, strömstyrnings- och LED-drivkretsar, samt isolerade grinddrivdon. Företaget säljer sina produkter till tillverkare av originalutrustning och distributörer, främst inom fordons- och industrimarknaderna, genom egen direktförsäljning, tredjepartsdistributörer, oberoende försäljningsrepresentanter och konsignation.
Allegro MicroSystems, Inc. Sammanfattning av grunderna
| ALGM grundläggande statistik | |
|---|---|
| Börsvärde | US$8.99b |
| Vinst(TTM) | -US$13.21m |
| Intäkter(TTM) | US$839.73m |
10.8x
P/S-förhållande-687.1x
P/E-förhållandeÄr ALGM övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| ALGM resultaträkning (TTM) | |
|---|---|
| Intäkter | US$839.73m |
| Kostnad för intäkter | US$460.79m |
| Bruttovinst | US$378.94m |
| Övriga kostnader | US$392.15m |
| Intäkter | -US$13.21m |
Senast redovisade vinst
Dec 26, 2025
Nästa vinstdatum
May 07, 2026
| Vinst per aktie (EPS) | -0.071 |
| Bruttomarginal | 45.13% |
| Nettovinstmarginal | -1.57% |
| Skuld/egenkapitalförhållande | 29.1% |
Hur har ALGM utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/01 00:57 |
| Aktiekurs vid dagens slut | 2026/05/01 00:00 |
| Intäkter | 2025/12/26 |
| Årlig intjäning | 2025/03/28 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Allegro MicroSystems, Inc. bevakas av 15 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Thomas O'Malley | Barclays |
| Vivek Arya | BofA Global Research |
| Mark Lipacis | Evercore ISI |