Allegro MicroSystems Tidigare resultatutveckling
Tidigare kriterier kontrolleras 1/6
Allegro MicroSystems s intäkter har minskat med en genomsnittlig årlig takt på -35%, medan Semiconductor -branschen såg intäkter på sjunkande på 0.4% årligen. Intäkterna har varit växande med en genomsnittlig takt på 2% per år. Allegro MicroSystems s avkastning på eget kapital är 1.5% och den har en nettomarginal på 1.5%.
Viktig information
-34.97%
Tillväxttakt i vinsten
-36.04%
Tillväxttakt för EPS
| Semiconductor Tillväxt i branschen | 27.66% |
| Intäkternas tillväxttakt | 2.01% |
| Avkastning på eget kapital | 1.49% |
| Nettomarginal | 1.50% |
| Senaste uppdateringen av resultatet | 26 Jun 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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
Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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 AlphaFördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Allegro MicroSystems tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 26 Jun 26 | 946 | 14 | 172 | 210 |
| 27 Mar 26 | 890 | -15 | 174 | 201 |
| 26 Dec 25 | 840 | -13 | 177 | 195 |
| 26 Sep 25 | 788 | -28 | 171 | 186 |
| 27 Jun 25 | 761 | -69 | 166 | 178 |
| 28 Mar 25 | 725 | -73 | 159 | 177 |
| 27 Dec 24 | 773 | -65 | 156 | 178 |
| 27 Sep 24 | 850 | -25 | 171 | 179 |
| 28 Jun 24 | 938 | 74 | 176 | 179 |
| 29 Mar 24 | 1,049 | 153 | 180 | 177 |
| 29 Dec 23 | 1,078 | 222 | 192 | 173 |
| 29 Sep 23 | 1,072 | 253 | 173 | 168 |
| 30 Jun 23 | 1,034 | 238 | 166 | 160 |
| 31 Mar 23 | 974 | 187 | 192 | 151 |
| 23 Dec 22 | 905 | 151 | 187 | 141 |
| 23 Sep 22 | 842 | 119 | 191 | 132 |
| 24 Jun 22 | 798 | 102 | 190 | 126 |
| 25 Mar 22 | 769 | 119 | 149 | 122 |
| 24 Dec 21 | 743 | 102 | 133 | 118 |
| 24 Sep 21 | 721 | 64 | 160 | 118 |
| 25 Jun 21 | 664 | 41 | 145 | 114 |
| 26 Mar 21 | 591 | 18 | 153 | 109 |
| 25 Dec 20 | 591 | 23 | 128 | 105 |
| 25 Sep 20 | 586 | 37 | 82 | 99 |
| 26 Jun 20 | 613 | 39 | 89 | 100 |
| 27 Mar 20 | 650 | 37 | 106 | 102 |
| 29 Mar 19 | 724 | 85 | 111 | 108 |
Kvalitetsintäkter: ALGM har en stor engång förlust av $21.1M {1 månader till 26th June, 2026 1 månader) 26th June, 2026.
Växande vinstmarginal: ALGM blev lönsam tidigare.
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: ALGM s intäkter har minskat med 35% per år under de senaste 5 åren.
Accelererande tillväxt: ALGM har blivit lönsamt under det senaste året, vilket gör det svårt att jämföra vinsttillväxttakten med 5-årsgenomsnittet.
Resultat vs industri: ALGM har blivit lönsamt under det senaste året, vilket gör det svårt att jämföra det senaste årets vinsttillväxt med Semiconductor branschen ( 35.8% ).
Avkastning på eget kapital
Hög ROE: ALGM s avkastning på eget kapital ( 1.5% ) anses vara låg.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/09 09:41 |
| Aktiekurs vid dagens slut | 2026/09/09 00:00 |
| Intäkter | 2026/06/26 |
| Årlig intjäning | 2026/03/27 |
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 används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det 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 14 analytiker. 10 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 |