Allegro MicroSystems Yönetim
Yönetim kriter kontrolleri 2/4
Allegro MicroSystems CEO'su Mike Doogue, Feb2025 tarihinde atandı, in görev süresi 1.58 yıldır. in toplam yıllık tazminatı $ 10.46M olup, şirket hissesi ve opsiyonları dahil olmak üzere 6.7% maaş ve 93.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.19% ine doğrudan sahiptir ve bu hisseler $ 12.41M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2 yıl ve 2.4 yıldır.
Anahtar bilgiler
Mike Doogue
İcra Kurulu Başkanı
US$10.5m
Toplam tazminat
| CEO maaş yüzdesi | 6.69% |
| CEO görev süresi | 1.6yrs |
| CEO sahipliği | 0.2% |
| Yönetim ortalama görev süresi | 2yrs |
| Yönetim Kurulu ortalama görev süresi | 2.4yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaCEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Jun 26 2026 | n/a | n/a | US$14m |
| Mar 27 2026 | US$10m | US$700k | -US$15m |
| Dec 26 2025 | n/a | n/a | -US$13m |
| Sep 26 2025 | n/a | n/a | -US$28m |
| Jun 27 2025 | n/a | n/a | -US$69m |
| Mar 28 2025 | US$3m | US$429k | -US$73m |
| Dec 27 2024 | n/a | n/a | -US$65m |
| Sep 27 2024 | n/a | n/a | -US$25m |
| Jun 28 2024 | n/a | n/a | US$74m |
| Mar 29 2024 | US$2m | US$400k | US$153m |
| Dec 29 2023 | n/a | n/a | US$222m |
| Sep 29 2023 | n/a | n/a | US$253m |
| Jun 30 2023 | n/a | n/a | US$238m |
| Mar 31 2023 | US$3m | US$391k | US$187m |
| Dec 23 2022 | n/a | n/a | US$151m |
| Sep 23 2022 | n/a | n/a | US$119m |
| Jun 24 2022 | n/a | n/a | US$102m |
| Mar 25 2022 | US$3m | US$365k | US$119m |
| Dec 24 2021 | n/a | n/a | US$102m |
| Sep 24 2021 | n/a | n/a | US$64m |
| Jun 25 2021 | n/a | n/a | US$41m |
| Mar 26 2021 | US$2m | US$330k | US$18m |
| Dec 25 2020 | n/a | n/a | US$23m |
| Sep 25 2020 | n/a | n/a | US$37m |
| Jun 26 2020 | n/a | n/a | US$39m |
| Mar 27 2020 | US$879k | US$350k | US$37m |
Tazminat ve Piyasa: Mike 'ın toplam tazminatı ($USD 10.46M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 8.42M ).
Tazminat ve Kazançlar: Mike 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Mike Doogue (50 yo)
1.6yrs
Görev süresi
US$10,459,680
Tazminat
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...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | 1.6yrs | US$10.46m | 0.19% $ 12.4m | |
| Executive VP | 4.7yrs | US$4.73m | 0.083% $ 5.5m | |
| Senior VP | 4.8yrs | US$3.02m | 0.019% $ 1.2m | |
| Senior Vice President of Worldwide Sales | 1.5yrs | US$3.14m | 0.0055% $ 366.1k | |
| Senior VP & GM of Products | less than a year | US$2.74m | 0.0056% $ 370.8k | |
| Senior Vice President of Operations | less than a year | Veri yok | Veri yok | |
| VP & Chief Accounting Officer | 3.5yrs | Veri yok | 0.0098% $ 656.7k | |
| VP & CTO | no data | Veri yok | Veri yok | |
| Vice President of IR & Corporate Communications | no data | Veri yok | Veri yok | |
| Senior VP & Chief Human Resources Officer | 2.3yrs | Veri yok | 0.0036% $ 239.2k |
2.0yrs
Ortalama Görev Süresi
51yo
Ortalama Yaş
Deneyimli Yönetim: ALGM 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 2 yıl), bu da yeni bir ekibin varlığını gösteriyor.
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | 1.6yrs | US$10.46m | 0.19% $ 12.4m | |
| Independent Chairman of the Board | 9.7yrs | US$320.40k | 0.021% $ 1.4m | |
| Independent Director | 2.9yrs | US$287.47k | 0.012% $ 779.0k | |
| Independent Director | 1.7yrs | US$269.09k | 0.0079% $ 529.1k | |
| Independent Director | less than a year | Veri yok | Veri yok | |
| Director | 25.7yrs | US$259.24k | 0.12% $ 7.8m | |
| Independent Director | less than a year | Veri yok | Veri yok | |
| Director | 4.3yrs | Veri yok | Veri yok | |
| Independent Director | 2.4yrs | US$273.40k | 0.0075% $ 501.0k |
2.4yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: ALGM 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 2.4 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/10 01:52 |
| Gün Sonu Hisse Fiyatı | 2026/09/10 00:00 |
| Kazançlar | 2026/06/26 |
| Yıllık Kazançlar | 2026/03/27 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Allegro MicroSystems, Inc. 14 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Thomas O'Malley | Barclays |
| Vivek Arya | BofA Global Research |
| Mark Lipacis | Evercore ISI |